S&P Global (NYSE:SPGI) is set to give its latest quarterly earnings report on Tuesday, 2026-02-10. Here's what investors need to know before the announcement.

Analysts estimate that S&P Global will report an earnings per share (EPS) of $4.33.

The market awaits S&P Global's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.

It's important for new investors to understand that guidance can be a significant driver of stock prices.

Past Earnings Performance

During the last quarter, the company reported an EPS beat by $0.32, leading to a 0.89% drop in the share price on the subsequent day.

Here's a look at S&P Global's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	4.41	4.23	4.19	3.47
EPS Actual	4.73	4.43	4.37	3.77
Price Change %	-1.00	-1.00	2.00	-2.00

Stock Performance

Shares of S&P Global were trading at $439.28 as of February 06. Over the last 52-week period, shares are down 18.78%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.

Analyst Observations about S&P Global

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on S&P Global.

The consensus rating for S&P Global is Outperform, derived from 2 analyst ratings. An average one-year price target of $629.5 implies a potential 43.3% upside.

Understanding Analyst Ratings Among Peers

In this comparison, we explore the analyst ratings and average 1-year price targets of CME Group, Intercontinental Exchange and Moodys, three prominent industry players, offering insights into their relative performance expectations and market positioning.

• Analysts currently favor an Outperform trajectory for CME Group, with an average 1-year price target of $310.9, suggesting a potential 29.23% downside.
• Analysts currently favor an Outperform trajectory for Intercontinental Exchange, with an average 1-year price target of $187.43, suggesting a potential 57.33% downside.
• Analysts currently favor an Outperform trajectory for Moodys, with an average 1-year price target of $590.0, suggesting a potential 34.31% upside.

Summary of Peers Analysis

In the peer analysis summary, key metrics for CME Group, Intercontinental Exchange and Moodys are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
S&P Global	Outperform	8.76%	$2.77B	3.54%
CME Group	Outperform	7.23%	$1.30B	4.10%
Intercontinental Exchange	Outperform	3.70%	$1.78B	2.96%
Moodys	Outperform	10.70%	$1.51B	16.34%

Key Takeaway:

S&P Global ranks at the top for Revenue Growth and Gross Profit among its peers. It is in the middle for Return on Equity.

About S&P Global

S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.

S&P Global: Financial Performance Dissected

Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.

Revenue Growth: Over the 3 months period, S&P Global showcased positive performance, achieving a revenue growth rate of 8.76% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.

Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 30.25%, the company may need to address challenges in effective cost control.

Return on Equity (ROE): S&P Global's ROE excels beyond industry benchmarks, reaching 3.54%. This signifies robust financial management and efficient use of shareholder equity capital.

Return on Assets (ROA): S&P Global's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.96%, the company showcases efficient use of assets and strong financial health.

Debt Management: S&P Global's debt-to-equity ratio is below the industry average at 0.36, reflecting a lower dependency on debt financing and a more conservative financial approach.

To track all earnings releases for S&P Global visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.