SPGI · S&P Global Q2 FY2026 earnings call record财报电话会记录

“With high incremental margins in our benchmark products and disciplined expense management across the business, we were able to deliver 200 basis points of margin expansion, leading to EPS growth of 23%.”

“On capital return, we have decided to increase our target share repurchase for 2026 by nearly $3 billion to more than $7 billion for the full year.”

“We will continue to invest to advance our market leadership and benchmarks across the debt, equity, and commodity markets.”

“Now that we have simplified the business down to four core divisions, it's more clear than ever how these divisions can create a powerful platform to help our customers navigate volatile markets and turbulent macroeconomic conditions.”

“We will maintain a high standard for innovation and customer value, increase our efforts to leverage AI and traditional productivity measures to improve profitability.”

“ACV growth in MI is now 60% faster in MI for AI customers and is approximately 3x in Energy.”

“The demand signal from customers is incredibly strong.”

“We continue to rapidly add customers to our Kensho LLM-ready APIs and MCP connected solutions, with that number now sitting above 500 and increasing more than 70% quarter-over-quarter.”

“Starting with Slide 15, we delivered another quarter of strong financial results, including 11% revenue growth and 23% growth in adjusted diluted EPS.”

“On a consolidated basis, we expect organic constant currency revenue growth in the range of 6%-8%.”

“We expect adjusted EPS in the range of $17.50-$17.75, representing double-digit growth across the entire guidance range.”

“These proceeds will be used primarily for the repurchase of shares with $500 million for some debt retirement.”