S&P Global will announce its fourth-quarter and full-year 2025 financial results on Tuesday, February 10, 2026. Wall Street consensus projects earnings per share of approximately $4.33. Analysts expect total revenue to reach roughly $3.90 billion.
Investors are focusing on the core Ratings business as it benefits from a recovering debt-issuance market. The report will also feature updates on the planned spin-off of the company's Mobility unit and initial guidance for 2026.
The company’s stock price has fallen nearly 19% over the past month. However, analyst sentiment remains overwhelmingly bullish with a majority of firms maintaining Buy ratings. S&P Global has a consistent history of surpassing quarterly consensus estimates.
Market participants are watching for updates on subscription renewals and the integration of AI-driven tools. Future stock performance will likely depend on management’s commentary regarding capital allocation and 2026 growth targets.