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SPGI has a decent history of earnings surprises, having surpassed the Zacks Consensus Estimate in the past three trailing quarters and missing once, with an average surprise of 3.7%.
The Zacks Consensus Estimate for revenues is pegged at $4.1 billion, indicating 7.6% growth over the year-ago quarter’s actual.
The consensus mark for market intelligence segment revenues is set at $1.3 billion. It implies a 7.3% year-over-year rise. We expect this growth to have been attributed to robust sales in Capital IQ Pro, Visible Alpha and RatingsXpress.
For ratings, the Zacks Consensus Estimate for revenues is $1.2 billion, up 8.1% from the year-ago quarter’s actual. An upsurge in transaction and non-transaction revenues is expected to have aided this segment’s growth. Continued robust demand for private credit analysis, debt ratings and credit estimates within the widening private credit market is also expected to have been a strong driver.
The consensus estimate for commodity insights revenues is set at $646.7 million. It suggests a 5.7% upsurge from the year-ago quarter’s actual. Multiple factors, including strength in subscription offerings, strong performance in petroleum, gas, power and renewables and introduction of new Integrated Energy Scenarios and improved flow intelligence for gas, power and commodities, supported continued client engagement and are expected to have aided this segment’s growth.
For mobility revenues, the Zacks Consensus Estimate is pinned at $445 million, indicating an 8.3% increase from the year-ago quarter’s actual. Customer growth across CARFAX and automotiveMastermind, and strong underwriting volumes are anticipated to have improved this segment’s revenues.
The Zacks Consensus Estimate for revenues from the indices segment is pegged at $502 million. Revenues are anticipated to gain 12.8% year over year. Growth in asset-linked fees, upsurge in exchange-traded derivatives revenues and new business growth in end-of-day contracts supporting Data & Customer Subscriptions revenues are factors that are likely to have benefited this segment.
The consensus estimate for earnings per share is pinned at $4.82, hinting at a 4.8% rise on a year-over-year basis. Strong margins are expected to have boosted the bottom line.
What Our Model Predicts About SPGI
Our proven model does not conclusively predict an earnings beat for S&P Global this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
SPGI has an Earnings ESP of -0.13% and a Zacks Rank of 4 (Sell).
Stocks to Consider
Here are a few stocks that, according to our model, have the right combination of elements to beat on earnings this time around.
Verisk Analytics (VRSK - Free Report) : The Zacks Consensus Estimate for the company’s first-quarter 2026 revenues is $775.9 million, suggesting a 3.1% year-over-year rise. For earnings, the consensus estimate is kept at $1.76 per share, indicating a 1.7% uptick from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing four quarters, with an average surprise of 6.3%.
The company is scheduled to declare first-quarter 2026 results on April 29, 2026.
Casella Waste Systems (CWST - Free Report) : The Zacks Consensus Estimate for the company’s first-quarter 2026 revenues is pegged at $457.6 million, indicating year-over-year growth of 9.7%. For earnings, the consensus estimate is 10 cents, suggesting a 47.4% plunge from the year-ago quarter’s reported figure. The company beat the consensus estimate in the trailing quarters, with an average of 37.2%.
CWST has an Earnings ESP of +15.48% and a Zacks Rank of 3 at present. The company is scheduled to declare first-quarter 2026 results on April 30.
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S&P Global Gears Up to Report Q1 Earnings: What's in the Offing?
Key Takeaways
S&P Global Inc. (SPGI - Free Report) is scheduled to release its first-quarter 2026 results on April 28, before market open.
SPGI has a decent history of earnings surprises, having surpassed the Zacks Consensus Estimate in the past three trailing quarters and missing once, with an average surprise of 3.7%.
S&P Global Inc. Price and EPS Surprise
S&P Global Inc. price-eps-surprise | S&P Global Inc. Quote
S&P Global’s Q1 Expectations
The Zacks Consensus Estimate for revenues is pegged at $4.1 billion, indicating 7.6% growth over the year-ago quarter’s actual.
The consensus mark for market intelligence segment revenues is set at $1.3 billion. It implies a 7.3% year-over-year rise. We expect this growth to have been attributed to robust sales in Capital IQ Pro, Visible Alpha and RatingsXpress.
For ratings, the Zacks Consensus Estimate for revenues is $1.2 billion, up 8.1% from the year-ago quarter’s actual. An upsurge in transaction and non-transaction revenues is expected to have aided this segment’s growth. Continued robust demand for private credit analysis, debt ratings and credit estimates within the widening private credit market is also expected to have been a strong driver.
The consensus estimate for commodity insights revenues is set at $646.7 million. It suggests a 5.7% upsurge from the year-ago quarter’s actual. Multiple factors, including strength in subscription offerings, strong performance in petroleum, gas, power and renewables and introduction of new Integrated Energy Scenarios and improved flow intelligence for gas, power and commodities, supported continued client engagement and are expected to have aided this segment’s growth.
For mobility revenues, the Zacks Consensus Estimate is pinned at $445 million, indicating an 8.3% increase from the year-ago quarter’s actual. Customer growth across CARFAX and automotiveMastermind, and strong underwriting volumes are anticipated to have improved this segment’s revenues.
The Zacks Consensus Estimate for revenues from the indices segment is pegged at $502 million. Revenues are anticipated to gain 12.8% year over year. Growth in asset-linked fees, upsurge in exchange-traded derivatives revenues and new business growth in end-of-day contracts supporting Data & Customer Subscriptions revenues are factors that are likely to have benefited this segment.
The consensus estimate for earnings per share is pinned at $4.82, hinting at a 4.8% rise on a year-over-year basis. Strong margins are expected to have boosted the bottom line.
What Our Model Predicts About SPGI
Our proven model does not conclusively predict an earnings beat for S&P Global this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
SPGI has an Earnings ESP of -0.13% and a Zacks Rank of 4 (Sell).
Stocks to Consider
Here are a few stocks that, according to our model, have the right combination of elements to beat on earnings this time around.
Verisk Analytics (VRSK - Free Report) : The Zacks Consensus Estimate for the company’s first-quarter 2026 revenues is $775.9 million, suggesting a 3.1% year-over-year rise. For earnings, the consensus estimate is kept at $1.76 per share, indicating a 1.7% uptick from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing four quarters, with an average surprise of 6.3%.
VRSK has an Earnings ESP of +1.85% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company is scheduled to declare first-quarter 2026 results on April 29, 2026.
Casella Waste Systems (CWST - Free Report) : The Zacks Consensus Estimate for the company’s first-quarter 2026 revenues is pegged at $457.6 million, indicating year-over-year growth of 9.7%. For earnings, the consensus estimate is 10 cents, suggesting a 47.4% plunge from the year-ago quarter’s reported figure. The company beat the consensus estimate in the trailing quarters, with an average of 37.2%.
CWST has an Earnings ESP of +15.48% and a Zacks Rank of 3 at present. The company is scheduled to declare first-quarter 2026 results on April 30.