S&P Global Inc. has announced its third-quarter results for 2026, showcasing significant growth in revenue and net income. The company also revealed plans for a strategic review of its Capital IQ and associated data businesses, which may lead to a potential separation.

On October 27, 2026, S&P Global (NYSE: SPGI) reported third-quarter revenue of $3.678 billion, marking a 7% increase compared to the same period last year. The company’s GAAP net income rose by 20% to $1.298 billion, with diluted earnings per share increasing by 26% to $4.45. Adjusted net income also saw an increase of 4%, reaching $1.337 billion, while adjusted diluted earnings per share grew by 9% to $4.58.

The strong financial performance was attributed to growth in operating profit, including a gain from a disposition in the Energy sector. S&P Global's strategic review of its Capital IQ and associated data businesses is aimed at exploring alternatives, including a potential separation. The company believes that this move could enhance investment and focus on these segments, positioning them for accelerated innovation and growth.

“S&P Global delivered a very strong quarter,” said Martina Cheung, President and CEO. “Increasing demand for our benchmarks and unique intellectual property demonstrates our leadership in credit, equity, and commodities markets.”

In addition to the robust earnings report, S&P Global executed $2.6 billion in share repurchases during the third quarter and has repurchased more than $4 billion in shares year-to-date. The company anticipates repurchasing over $7 billion in total shares by the end of 2026.

Looking ahead, S&P Global has provided guidance for 2026, projecting revenue growth of 7.4% to 8.4%, with organic constant currency growth estimated at 7.5% to 8.5%.

As S&P Global continues to navigate the evolving landscape of the consumer credit reporting industry, the strategic review of its Capital IQ and associated data businesses reflects a commitment to prioritizing investments in areas with the highest potential for growth.

Details were not available in the SEC filing regarding the timeline or specific actions that may follow the strategic review.