S&P Global stock reports 11 percent Q2 revenue growth

Published on 09/25/2026 at 14:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

S&P Global stock posted adjusted EPS of USD 4.83 in Q2 2026, beating consensus by 7.6 percent. The shares closed at USD 403.25 on September 24, 2026.

Trading-Desk mit mehreren Monitoren und bunten Finanzcharts vor Skyline — S&P Global Inc. (ISIN US78378X1072): fotorealistischer Trading-Desk mit mehreren Bildschirmen und generischen Marktcharts am Fenster, Illustration mit AI erstellt.

S&P Global stock reports 11 percent Q2 revenue growth as the shares closed at USD 403.25 on the NYSE on September 24, 2026. The price was USD 3.25 below the previous close, a decline of 0.80 percent, while second-quarter adjusted EPS rose 23 percent year over year.

Q2 growth beats expectations

According to Fortune on July 28, 2026, total revenue growth reached 11 percent in Q2 2026, while recurring revenue increased 8 percent and benchmark revenue gained 15 percent year over year.

The operating picture also improved. Adjusted operating margin reached 54.3 percent in Q2 2026, an expansion of 200 basis points from the prior-year quarter, while adjusted operating profit increased 15 percent.

EPS beat supports guidance

Zacks reported on September 16, 2026, that adjusted EPS reached USD 4.83 in Q2 2026 against a consensus estimate of USD 4.49. The 7.6 percent beat gives the quarterly result a clearer earnings signal than revenue growth alone.

Management's full-year 2026 outlook calls for adjusted EPS of USD 17.50 to USD 17.75 and organic constant-currency revenue growth of 6 percent to 8 percent, according to Fortune. The company also expects consolidated margin expansion of 75 to 100 basis points excluding OSTTRA.

Valuation remains the counterweight

Analyst sentiment remains positive but the stock's market positioning sets a demanding comparison. MarketBeat reported on September 9, 2026, that 18 analysts rated the stock Buy, one rated it Hold and one rated it Sell, producing a Moderate Buy consensus and an average price target of USD 523.59.

The target stands USD 120.34 above the September 24 closing price, equivalent to 29.8 percent upside relative to the stock price. That gap contrasts with the stock's 52-week range of USD 361.03 to USD 522.47 and highlights the market's focus on execution after the Q2 beat.

Stock closes below yearly high

S&P Global shares closed at USD 403.25 on the NYSE on September 24, 2026, with volume of 1,474,409 shares. The market capitalization was USD 118.88 billion on that date.