S&P Global (SPGI) Q3 Earnings and Revenues Beat Estimates

Core Insights - S&P Global reported quarterly earnings of $4.73 per share, exceeding the Zacks Consensus Estimate of $4.4 per share, and up from $3.89 per share a year ago, representing an earnings surprise of +7.50% [1][2] - The company achieved revenues of $3.89 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.39% and increasing from $3.58 billion year-over-year [2] - S&P Global has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The sustainability of S&P Global's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $4.12 on revenues of $3.8 billion, and for the current fiscal year, it is $17.29 on revenues of $15.16 billion [7] Industry Context - The Securities and Exchanges industry, to which S&P Global belongs, is currently ranked in the top 18% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]