SPGI Earnings Prediction
The chart below shows how SPGI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SPGI sees a +0.12% change in stock price 10 days leading up to the earnings, and a +1.68% change 10 days following the report. On the earnings day itself, the stock moves by +0.15%. This data can give you a slight idea of what to expect for the next quarter's release.
SPGI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.58B
15.92%
0.73%
Gross Margin
61.82%
5.51%
0.96%
Operating Margin
40.31%
6.44%
-5.06%
Net Margin
29.29%
10.99%
-4.19%
EPS
3.12
33.91%
-3.41%
No Data Available
SPGI Earnings Analysis
S&P Global Inc. Corporation (SPGI.N) Earnings Conference Call
Positive
Accelerating Revenue Growth: Total revenue increased 16% year-over-year, marking the third consecutive quarter of accelerating revenue growth.
Transaction Revenue Surge: Our ratings division continues to contribute meaningfully to our performance with transaction revenue increasing more than 80% year-over-year.
Subscription Revenue Increase: Revenue from subscription products across the company increased 8% year-over-year as customers continue to turn to S&P Global to provide the benchmarks, data, thought leadership, and tools they need to make crucial decisions in today's macroeconomic landscape.
Margin Expansion and EPS Growth: We delivered 330 basis points of trailing 12-month margin expansion and 21% growth in EPS as we continue to invest prudently across the business and return capital to shareholders.
Share Repurchase Strategy: Year-to-date, we've repurchased $2 billion in shares and plan to repurchase $1.3 billion more through year-end.
Negative
Accelerating Revenue Growth: Total revenue increased 16% year-over-year, marking the third consecutive quarter of accelerating revenue growth.
Transaction Revenue Surge: Our ratings division continues to contribute meaningfully to our performance with transaction revenue increasing more than 80% year-over-year.
Subscription Revenue Growth: Revenue from subscription products across the company increased 8% year-over-year as customers continue to turn to S&P Global to provide the benchmarks, data, thought leadership, and tools they need to make crucial decisions in today's macroeconomic landscape.
Divestiture Announcements: We closed the divestiture of Fincentric during the third quarter and today announced the planned divestiture of Prime One.
Media Presence on Call: We have seen some media representatives with us on the call.
SPGI FAQs
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SPGI Earning Call Sentiment
S&P Global Inc. (SPGI) Q3 2024 Earnings Call Transcript
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00:00
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SPGI.N
1.36%Positive
The earnings call summary reflects strong financial performance, with significant revenue and EPS growth, margin expansion, and increased free cash flow guidance. Despite some concerns in the MI segment and regulatory issues, the company has raised its guidance for ratings and has a robust share repurchase program, indicating confidence in future performance. The Q&A section reveals management's focus on innovation and customer value, with positive long-term growth expectations. These factors, along with optimistic guidance, suggest a positive stock price movement in the short term.