Core Insights - The GEP Global Supply Chain Volatility Index indicates that global supply chains remained underutilized in November 2025, with a headline index of -0.29, suggesting a weakening outlook for early 2026 [1][3][8] Regional Analysis - **North America**: The index fell to -0.53 from -0.45, marking the highest degree of underutilized supplier capacity since March, indicating a softening manufacturing activity [9] - **Europe**: The index dipped to -0.33 from -0.25, reflecting ongoing fragility in the industrial economy, with manufacturers in Germany and France showing reluctance to expand purchasing [4][9] - **Asia**: The index rose to -0.16 from -0.30, signaling less spare capacity than in October, with Chinese factory purchasing slowing down, although ASEAN countries like Indonesia and Vietnam showed resilience [4][9] Demand and Supply Dynamics - Global factories' purchases of commodities and intermediate goods slowed in November, primarily due to reduced factory buying in China and weak demand in the US and major European economies [14] - Reports of stockpiling due to price or supply fears remain historically low, indicating limited concerns about purchasing price inflation or shortages [14] - The global item shortages tracker is well below its long-term trend, suggesting healthy supply levels for manufacturers, with minimal challenges in sourcing [14] Cost Pressures and Market Conditions - With excess capacity globally, companies are expected to face limited purchasing cost pressures, excluding tariff-related effects, as shortages remain minimal and stockpiling activity is low [5][8] - Transportation costs increased slightly in November but remained in line with historical averages, indicating stable logistics conditions [14]

Question-and-Answer SessionOkay. So at your recent Investor Day, you provided updated medium-term organic revenue growth targets of 7% to 9% and 50 to 75 bps of margin expansion per year. Can you talk about some of the top drivers underpinning your confidence in achieving these targets and what risks could challenge them?Martina CheungPresident, CEO & Director Well, thanks. It's great to be here. I would say we were thrilled to get out at Investor Day with our medium-term guidance shaped around our strategy ...

S&P Global (NYSE:SPGI) Conference December 09, 2025 12:20 PM ET Company ParticipantsMartina Cheung - CEOConference Call ParticipantsNone - AnalystNoneHey. Good afternoon and welcome. I'm really pleased to be joined by Martina Cheung, CEO of S&P. Martina, thank you for being here with us today.Martina CheungThanks, George.Okay, so at your recent Investor Day, you provided updated medium-term organic revenue growth targets of 7%-9% and 50-75 basis points of margin expansion per year. Can you talk about some o ...

Core Insights - S&P Global Inc. (NYSE:SPGI) has been recognized as one of the 15 Blue Chip Dividend Stocks suitable for building a passive income portfolio [1] - The company has partnered with Amazon Web Services (AWS) to provide AI-driven market insights, enabling customers to utilize AI agents for complex financial inquiries [2][3] - S&P Global reported strong Q3 2025 earnings, with revenues of $3.89 billion, an increase of 8.7% year-over-year, and adjusted net income rising by 19% to $1.442 billion [4] Partnership and Technology - The collaboration with AWS aims to integrate S&P Global's data with customer information and AI workflows, enhancing real-time insights and decision-making capabilities [2][3] Financial Performance - For Q3 2025, S&P Global's revenue reached $3.89 billion, reflecting an 8.7% growth compared to the previous year [4] - The adjusted net income for the same period was $1.442 billion, marking a 19% increase [4] - The company continues its acquisition strategy, recently acquiring With Intelligence for $1.8 billion [4]

S&P Global (SPGI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earni ...

来源：市场资讯 （来源：标普全球） 标普全球评级在Environmental Finance最新排行榜中被评为2025年上半年全球领先的第二方意见（SPO）提供商称号。这一殊荣不仅体现了客户对我们的 信任，更彰显了我们团队的专业服务水平。我们以提供高质量、独立的评估，来助力投资者作出有信心的决策为荣。通过帮助发行人筹集所需资金，以实 现其可持续发展目标。我们一直专注于最重要的事情——通过诚信、透明与合作来支持可持续金融的发展。我们的可持续金融团队在2025年Environmental Finance可持续债务奖中连续第三年荣获"年度外部评估提供商"称号（自2022年标普全球从 CICERO 收购"绿度"业务，Shades of Green（绿度）已是第九次 蝉联该奖项）。 标普全球评级 标普全球评级近期获得的可持续金融奖项： 标普全球评级现已成为可持续融资意见的全方位服务提供商，涵盖发行前与发行后的所有阶段。存续期复核是针对发行人的发行后可持续融资报告的独 立、定性、时点性评估，即募集资金用于具体环境和或社会责任项目的募集资金用途融资。 标普全球评级"绿度"（Shade of Green）代表我们对某项经济活 ...

Core Insights - S&P Global's latest report indicates that the S&P Global Australia Composite PMI rose to 52.6 in November, the highest level since August, up from 52.1 in the previous month [1][2] - The overall output of Australia's private sector has increased for the fourteenth consecutive month, with a notable rise in growth compared to the previous two months [1][2] Economic Indicators - In November, Australia's manufacturing output returned to growth, and service sector business activity accelerated, contributing to the overall increase in private sector output [2] - New business in the private sector also rose in November, driven by a first increase in manufacturing new orders in three months [2] Employment and Costs - Private enterprises increased hiring in November, leading to a reduction in backlogs of orders [2] - Despite these positive trends, the level of business confidence among private enterprises remained nearly unchanged compared to October, and both input costs and selling prices saw slight increases [2] Sector Performance - The service sector benefited from rising domestic demand and significant improvements in international demand, particularly due to a rebound in tourism activities, which contributed to a noticeable increase in business activity compared to October [2] - The recovery in manufacturing output also played a crucial role in supporting the overall expansion of Australia's private economy [2]

Core Insights - AWS announced new partnerships with several companies during the re:Invent 2025 conference, aiming to enhance cloud services and improve operational efficiencies [1][2] Group 1: Partnerships and Collaborations - AWS partnered with CrowdStrike to launch an enhanced SaaS quick-start service for its Falcon advanced security incident management platform, aimed at simplifying deployment and reducing costs for AWS customers [1] - The collaboration with BlackRock involves integrating the Aladdin investment management platform into AWS, providing clients with more options for deploying their technology ecosystems [1] - S&P Global's partnership with AWS will allow clients to leverage AI agents for complex inquiries related to markets, finance, and energy through new model integration [2] Group 2: Efficiency and Sustainability Initiatives - AWS and Trane Technologies aim to improve energy efficiency by 15% across over 30 Amazon food distribution centers, aligning with Amazon's sustainability goals [2] - The partnership with Visa focuses on supporting developers and businesses in building autonomous commerce systems, with the Visa Intelligent Commerce platform now available on AWS Marketplace [2]

Accessibility StatementSkip Navigation S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive economically in a rapidly changing global landscape. NEW YORK, Dec. 1, 2025 /PRNewswire/ --Â S&P Global (NYSE: SPGI) (the "Company" or "S&P Global") to ...

Core Insights - S&P Global has launched integrations with Amazon Web Services (AWS) to enhance customer access to AI-driven financial intelligence [2][4] - The collaboration allows S&P customers to utilize AI agents for complex market, financial, and energy-related inquiries directly within AWS environments [2][3] Integration Details - The integration includes two new model context protocol (MCP) server integrations with Amazon Quick Suite, making S&P's data accessible [2] - This initiative aims to provide financial professionals with trusted market intelligence and advanced AI capabilities in their workflows [3][4] Market Trends - The rise of agentic AI is not following a uniform adoption curve, with enterprises at different levels of automation readiness [4][5] - Companies with established automation are more likely to adopt agentic AI, while those with minimal automation face challenges in making the transition [5][6] Adoption Statistics - Among enterprises in the highest automation bracket, 25% had adopted agentic AI by August, with another 25% planning to do so within a year [6]