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S&P Global Q2 Earnings & Revenues Outpace Estimates, Increase Y/Y
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Key Takeaways
{\"0\":\"SPGI posted Q2 EPS of $4.43 and revenues of $3.8B, beating estimates, and up 9.7% and 5.8% y/y, respectively.\",\"1\":\"Revenues grew across all segments, led by Indices and Mobility with 15% and 10% y/y gains, respectively.\",\"2\":\"SPGI raised its 2025 EPS outlook midpoint to $17.13, above the consensus estimate of $17.04.\"}
S&P Global Inc. (SPGI - Free Report) has reported impressive second-quarter 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.
SPGI’s adjusted earnings per share (EPS) of $4.43 surpassed the Zacks Consensus Estimate by 4.2% and gained 9.7% year over year. Revenues of $3.8 billion beat the consensus estimate by 2% and grew 5.8% year over year.
The SPGI stock has risen 6.3% in the year-to-date period compared with the 15.5% rally of its industry and 7.8% growth of the Zacks S&P 500 Composite.
Revenues from Marketing Intelligence were $1.2 billion, which increased 5% from the year-ago reported figure and met our estimate. Ratings revenues in the second quarter of 2025 moved up 1% to $1.1 billion and met our projection.
Revenues from Commodity Insights were $555 million, up 8% from the year-ago quarter and surpassing our estimate of $539.8 million.
Revenues from the Mobility and Indices segments saw year-over-year increases of 10% and 15% to $438 million and $446 million, respectively. Mobility and Indices revenues beat our projections of $420.1 million and $397.2 million, respectively.
Adjusted operating profit was $1.9 billion, growing 7% on a year-over-year basis. The adjusted operating profit margin was 51.4%, 70 basis points more than the year-ago reported figure.
Balance Sheet & Cash Flow of SPGI
S&P Global exited the second quarter of 2025 with cash, cash equivalents and restricted cash of $1.8 billion compared with $1.5 billion in the preceding quarter. The long-term debt was $11.4 billion, flat with the first quarter of 2025.
SPGI generated $1.4 billion in cash from operating activities in the quarter. Capital expenditure was $61 million. The free cash flow was $1.3 billion. The company returned $294 million in the form of dividends.
S&P Global’s 2025 Outlook
SPGI updated its adjusted EPS guidance to $17.00-$17.25 from the preceding quarter’s view of $16.75-$17.25. The mid-point ($17.13) of the guided range is higher than the Zacks Consensus Estimate for EPS of $17.04. The revenue growth guidance is 5-7%. The company’s capital expenditure guidance is $180-$190 million.
The Interpublic Group of Companies, Inc. (IPG - Free Report) reported impressive second-quarter 2025 results.
IPG’s adjusted earnings of 75 cents per share surpassed the Zacks Consensus Estimate by 36.4% and jumped 23% from the year-ago quarter. Revenues before billable expenses (net revenues) of $2.2 billion beat the consensus estimate by a slight margin but declined 19.8% year over year. Total revenues of $2.5 billion decreased 7.2% year over year and outpaced the Zacks Consensus Estimate of $2.2 billion.
VRSK’s adjusted earnings were $1.88 per share, surpassing the Zacks Consensus Estimate by 6.2% and increasing 8% from the year-ago quarter. Total revenues of $772.6 million beat the consensus estimate marginally and increased 7.8% on a year-over-year basis.
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S&P Global Q2 Earnings & Revenues Outpace Estimates, Increase Y/Y
Key Takeaways
S&P Global Inc. (SPGI - Free Report) has reported impressive second-quarter 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.
SPGI’s adjusted earnings per share (EPS) of $4.43 surpassed the Zacks Consensus Estimate by 4.2% and gained 9.7% year over year. Revenues of $3.8 billion beat the consensus estimate by 2% and grew 5.8% year over year.
The SPGI stock has risen 6.3% in the year-to-date period compared with the 15.5% rally of its industry and 7.8% growth of the Zacks S&P 500 Composite.
S&P Global Inc. Price, Consensus and EPS Surprise
S&P Global Inc. price-consensus-eps-surprise-chart | S&P Global Inc. Quote
S&P Global’s Quarterly Details
Revenues from Marketing Intelligence were $1.2 billion, which increased 5% from the year-ago reported figure and met our estimate. Ratings revenues in the second quarter of 2025 moved up 1% to $1.1 billion and met our projection.
Revenues from Commodity Insights were $555 million, up 8% from the year-ago quarter and surpassing our estimate of $539.8 million.
Revenues from the Mobility and Indices segments saw year-over-year increases of 10% and 15% to $438 million and $446 million, respectively. Mobility and Indices revenues beat our projections of $420.1 million and $397.2 million, respectively.
Adjusted operating profit was $1.9 billion, growing 7% on a year-over-year basis. The adjusted operating profit margin was 51.4%, 70 basis points more than the year-ago reported figure.
Balance Sheet & Cash Flow of SPGI
S&P Global exited the second quarter of 2025 with cash, cash equivalents and restricted cash of $1.8 billion compared with $1.5 billion in the preceding quarter. The long-term debt was $11.4 billion, flat with the first quarter of 2025.
SPGI generated $1.4 billion in cash from operating activities in the quarter. Capital expenditure was $61 million. The free cash flow was $1.3 billion. The company returned $294 million in the form of dividends.
S&P Global’s 2025 Outlook
SPGI updated its adjusted EPS guidance to $17.00-$17.25 from the preceding quarter’s view of $16.75-$17.25. The mid-point ($17.13) of the guided range is higher than the Zacks Consensus Estimate for EPS of $17.04. The revenue growth guidance is 5-7%. The company’s capital expenditure guidance is $180-$190 million.
S&P Global carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Snapshot
The Interpublic Group of Companies, Inc. (IPG - Free Report) reported impressive second-quarter 2025 results.
IPG’s adjusted earnings of 75 cents per share surpassed the Zacks Consensus Estimate by 36.4% and jumped 23% from the year-ago quarter. Revenues before billable expenses (net revenues) of $2.2 billion beat the consensus estimate by a slight margin but declined 19.8% year over year. Total revenues of $2.5 billion decreased 7.2% year over year and outpaced the Zacks Consensus Estimate of $2.2 billion.
Verisk (VRSK - Free Report) posted impressive second-quarter fiscal 2025 results.
VRSK’s adjusted earnings were $1.88 per share, surpassing the Zacks Consensus Estimate by 6.2% and increasing 8% from the year-ago quarter. Total revenues of $772.6 million beat the consensus estimate marginally and increased 7.8% on a year-over-year basis.