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Company / Finance

S&P Global Inc.

SPGI · NYSE

S&P Global reported $15.34 billion of 2025 revenue and $4.17 billion of Q1 2026 revenue. The thesis turns on ratings-cycle exposure, data subscriptions, index economics, regulatory trust and cash conversion.

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Latest ReportMay 20, 2026S&P Global: the data-and-ratings toll road still has to defend trustView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

S&P Global: the data-and-ratings toll road still has to defend trust

S&P Global reported $15.34 billion of 2025 revenue and $4.17 billion of Q1 2026 revenue. The thesis turns on ratings-cycle exposure, data subscriptions, index economics, regulatory trust and cash conversion.

May 20, 2026Research reportSlides available
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S&P Global Inc.S&P Global: the data-and-ratings toll road still has to defend tMay 20, 2026
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S&P Global: the data-and-ratings toll road still has to defend trustS&P Global reported $15.34 billion of 2025 revenue and $4.17 billion of Q1 2026 revenue. The thesis turns on ratings-cycle exposure, data subscriptions, index economics, regulatory trust and cash conversion.NYSEMay 20, 2026Research reportReadSlides