S&P Global (SPGI) Q1 FY26 earnings call

S&P Global delivered strong Q1 FY26 results, with robust revenue growth driven by market-driven businesses and significant AI adoption across its platforms. Despite increased geopolitical uncertainty and volatility in energy and credit markets, the company maintained its full-year revenue and EPS guidance, demonstrating business resilience. Strategic investments in AI and data differentiation are resonating with customers, driving higher engagement and contract value, while disciplined expense management supports margin expansion.