Core Insights - The S&P CoreLogic Case-Shiller Indices reported a 3.9% annual gain in U.S. home prices for December 2024, slightly up from 3.7% in the previous month [1][2] - The 10-City Composite Index saw a 5.1% annual increase, while the 20-City Composite Index recorded a 4.5% increase [2] - New York led the 20 cities with a 7.2% annual gain, while Tampa experienced the lowest return with a decline of 1.1% [2] Year-over-Year Performance - The U.S. National Home Price NSA Index showed a 3.9% annual return for December, an increase from 3.7% in November [2] - The 10-City Composite Index increased by 5.1%, up from 5% in the previous month, and the 20-City Composite Index rose by 4.5%, compared to 4.3% previously [2] - Notable annual gains were reported in New York (7.2%), Chicago (6.6%), and Boston (6.3%) [2] Month-over-Month Performance - The pre-seasonally adjusted U.S. National and 20-City Composite Indices both dropped by 0.1% in December, while the 10-City Composite Index fell by 0.04% [3] - After seasonal adjustment, all three indices (U.S. National, 20-City, and 10-City Composite) posted a month-over-month increase of 0.5% [3] Market Analysis - Since 2020, national home prices have risen by 8.8% annually, with significant growth in Florida, North Carolina, Southern California, and Arizona [4] - The peak home price appreciation of 18.9% was observed in 2021, with current growth below historical trends [4] - The second half of 2024 saw a stall in home prices, particularly in the West, with San Francisco experiencing a 4.5% decline [5] Regional Insights - The Northeast region continues to show above-trend growth, with New York achieving the highest annual gain for the eighth consecutive time [6] - Boston reached an all-time high in home prices, the only market to do so for the period ending December 2024 [6] Supporting Data - The S&P CoreLogic Case-Shiller Indices provide a historical perspective on home price trends, with the National Index currently at 323.22, reflecting a 141.2% increase from its 2012 trough [8] - The 20-City Composite Index is at 332.21, showing a 147.8% increase from its trough in 2012 [9]

CENTREVILLE, Va., Feb. 25, 2025 /PRNewswire/ -- CARFAX, the leader in vehicle history data, along with Pinnacle Actuarial Resources, a renowned actuarial consulting firm, have developed an innovative score designed to modernize and replace traditional vehicle symbols. The CARFAX Vehicle Build Score utilizes the full 17-digit VIN to help insurers refine their rating by better understanding a vehicle's value and specific attributes through a simple score.The CARFAX Vehicle Build Score incorporates a proprieta ...

The world's supply chains are operating at full capacity, with the notable exception of Europe, which remains in a protracted industrial recession. Asia's manufacturing growth was reported by major exporters, led by South Korea, China, and India. Despite the possibility of tariffs and significant uncertainty surrounding their implementation, global manufacturers are not stockpiling inventories. CLARK, N.J., Feb. 12, 2025 /PRNewswire/ -- The GEP Global Supply Chain Volatility Index — a leading indicator tra ...

The world's supply chains are operating at full capacity, with the notable exception of Europe, which remains in a protracted industrial recession. Asia's manufacturing growth was reported by major exporters, led by South Korea, China, and India. Despite the possibility of tariffs and significant uncertainty surrounding their implementation, global manufacturers are not stockpiling inventories. CLARK, N.J., Feb. 12, 2025 /PRNewswire/ -- The GEP Global Supply Chain Volatility Index — a leading indicator tra ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-1023 S&P Global Inc. (Exact name of registrant as specified in its charter) | New York | | | 13-1026995 | | --- | --- | --- | --- | | (State or ot ...

Financial Data and Key Metrics Changes - In 2024, revenue increased by 15% excluding Engineering Solutions, with subscription product revenue rising by 7% [10][42] - Adjusted EPS grew by 25%, exceeding initial guidance by over 13% [12] - The company returned $4.4 billion to shareholders through dividends and share repurchases [12][13] - Adjusted diluted EPS for Q4 increased by 20% year-over-year to $3.77 [44] Business Line Data and Key Metrics Changes - Ratings revenue increased by 27% in Q4, driven by strong refinancing activity [57] - Market Intelligence revenue grew by 5% in Q4, with improved retention rates [50] - Commodity Insights revenue rose by 10%, with energy transition products growing by 23% [60][45] - Mobility revenue increased by 9%, supported by CARFAX product suite demand [62] Market Data and Key Metrics Changes - Nearly $4 trillion in billed issuance occurred in 2024, significantly exceeding expectations [26] - The Vitality Index ended the year at $1.5 billion, representing nearly 11% of total revenue [29] - The company anticipates low single-digit growth in billed issuance for 2025 [69] Company Strategy and Development Direction - The company is focusing on customer engagement and has established a Chief Client Office [13][18] - Investments in technology, AI, and product innovation are prioritized to drive long-term growth [37][40] - The company aims to optimize its portfolio through acquisitions and divestitures to enhance competitive positioning [15][86] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about gradual improvements in the macroeconomic environment for 2025 [23] - There is caution regarding Europe and Asia, with expectations of strong demand in the U.S. [24] - The company expects to maintain a free cash flow conversion rate at or above 100% in 2025 [85] Other Important Information - The company plans to report Market Intelligence results in three business lines starting Q1 2025 [55] - The new Chief Financial Officer will officially join on February 19, 2025 [14] Q&A Session Summary Question: Focus on Market Intelligence segment and divestitures - Management is continuously optimizing the portfolio to ensure value creation for clients and shareholders [92] Question: Clarification on ACV growth in Market Intelligence - ACV growth contributed 1-2% to additional revenue growth, with a focus on simplifying operations and enhancing product offerings [101][103] Question: Ratings outlook and visibility - Management expects modest growth in billed issuance and a balanced view on M&A contributions [111][112] Question: Margins and expense management - The company is disciplined in expense management and integrating AI to improve efficiency, contributing to margin guidance [118][120] Question: Competitive environment in Market Intelligence - Increased competition and price sensitivity are noted, but the company is leveraging its breadth of products to capitalize on vendor consolidation opportunities [124]

S&P Global (SPGI) reported $3.59 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 14%. EPS of $3.77 for the same period compares to $3.13 a year ago.The reported revenue represents a surprise of +2.85% over the Zacks Consensus Estimate of $3.49 billion. With the consensus EPS estimate being $3.44, the EPS surprise was +9.59%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

S&P Global Quarterly Update February 11, 2025 4Q and Full -Year 2024 1 Safe Harbor statement under the Private Securities Litigation Reform Act of 1995 • worldwide economic, financial, political, and regulatory conditions (including slower GDP growth or recession, instability in the banking sector and inflation), and factors that contribute to uncertainty and volatility, natural and man-made disasters, civil unrest, public health crises (e.g., pandemics), geopolitical uncertainty (including military conflic ...

S&P Global (SPGI) came out with quarterly earnings of $3.77 per share, beating the Zacks Consensus Estimate of $3.44 per share. This compares to earnings of $3.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.59%. A quarter ago, it was expected that this independent ratings and analytics provider would post earnings of $3.64 per share when it actually produced earnings of $3.89, delivering a surprise of 6.87%.Over the last ...

55 Water Street New York, NY 10041 www.spglobal.com Press Release For Immediate Release S&P Global Reports Fourth Quarter and Full-Year 2024 Results New York, NY, February 11, 2025 – S&P Global (NYSE: SPGI) today reported fourth quarter and full-year 2024 results. This earnings release and supplemental materials are available at http://investor.spglobal.com/Quarterly-Earnings. The Company reported fourth quarter 2024 reported revenue of $3.592 billion, an increase of 14% compared to the fourth quarter of 20 ...