S&P Global(US:SPGI) ZACKSยท2025-07-28 14:55Core Insights - S&P Global Inc. (SPGI) is set to release its second-quarter 2025 results on July 31, with a history of surpassing earnings estimates, averaging a surprise of 7.5% over the past four quarters [1][9]. Revenue Expectations - The Zacks Consensus Estimate for SPGI's revenues is $3.7 billion, reflecting a 3.7% increase from the same quarter last year, driven by strong core product demand and effective marketing initiatives [2][10]. - Market Intelligence revenues are projected at $1.2 billion, indicating a 3.7% year-over-year growth, supported by strong data analytics performance and positive M&A contributions [3][10]. - Ratings revenues are estimated at $1.1 billion, slightly above last year's figure, benefiting from increased issuance and refinancing activity [4]. - Commodity Insights revenues are expected to reach $539.8 million, showing a 4.6% year-over-year growth, aided by high demand for data and insights [5]. - Mobility revenues are projected at $420.1 million, reflecting a 5% increase from the previous year, driven by strong demand for CARFAX and effective marketing [6]. - Indices revenues are estimated at $397.2 million, implying a 2.1% year-over-year increase, primarily due to strong asset-linked fee growth [7]. Profitability Metrics - Adjusted EBITDA is estimated at $2.1 billion for the quarter, up 2.5% from the previous year, driven by top-line growth and strategic expense management [8]. - The consensus estimate for earnings per share is $4.25, indicating a 5.2% year-over-year increase, likely supported by margin expansion [8][10]. Earnings Prediction - The model predicts an earnings beat for SPGI, with an Earnings ESP of +0.52% and a Zacks Rank of 2 (Buy), enhancing the likelihood of exceeding earnings expectations [9].