S&P Global Q3 2026: Beat, Raised Guidance, and a Capital IQ Review
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As seen on the 24/7 Wall St. homepage on October 27, 2026. S&P Global opened a strategic review of Capital IQ and the associated Kensho data assets, putting a potential separation of its best-known data franchise on the table. Full-year adjusted EPS guidance went up to $17.70 to $17.95. S&P Global delivered adjusted diluted EPS of $4.58 in Q3 2026, beating expectations, with revenue also ahead of estimates. Reported revenue fell on a continuing-operations basis following the July 1 spin-off of the Mobility division into Mobility Global. Indices revenue grew 20% in the quarter, led by asset-linked fees as global equity markets and ETF inflows expanded. Demand for passive-investment benchmarks tied to S&P indices remains a durable growth engine. S&P Global opened a formal review of Capital IQ and the related Kensho data assets. CEO Martina Cheung framed it as portfolio stewardship, saying the businesses involved have significant opportunities ahead as technology changes how customers access, analyze, and use information, and that the review reflects a priority to invest where the company is strongest. The company gave no specific timeframe, and full-year guidance assumes Market Intelligence continues in its current structure. Sponsored Twelve Tabs, One Thesis Your Research Resets Every Morning The quote page in one tab. Filings in another. A chart you rebuilt from scratch, a...
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