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S&P Global (SPGI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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S&P Global (SPGI - Free Report) reported $3.55 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 14.5%. EPS of $4.04 for the same period compares to $3.12 a year ago.

The reported revenue represents a surprise of +3.42% over the Zacks Consensus Estimate of $3.43 billion. With the consensus EPS estimate being $3.67, the EPS surprise was +10.08%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how S&P Global performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Ending AUM for ETFs: $3,777 billion versus the two-analyst average estimate of $3,910.15 billion.
  • Revenue/Pro forma revenue- Market Intelligence: $1.16 billion versus the eight-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +7%.
  • Revenue/Pro forma revenue- Ratings: $1.14 billion versus the eight-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +33.4%.
  • Revenue/Pro forma revenue- Commodity Insights: $516 million versus $504.31 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +11.7% change.
  • Revenue/Pro forma revenue- Mobility: $400 million versus $401.46 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenue/Pro forma revenue- Indices: $389 million compared to the $393.95 million average estimate based on eight analysts. The reported number represents a change of +11.8% year over year.
  • Revenue/Pro forma revenue- Intersegment Elimination: -$46 million compared to the -$43.28 million average estimate based on six analysts. The reported number represents a change of +12.2% year over year.
  • Revenue/Pro forma revenue- Indices- Asset Linked Fees: $245 million versus the four-analyst average estimate of $249.18 million. The reported number represents a year-over-year change of +16.1%.
  • Revenue/Pro forma revenue- Non-subscription / Transaction: $777 million versus $524.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +48% change.
  • Revenue/Pro forma revenue- Non-transaction Revenue: $463 million versus $480.10 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenue/Pro forma revenue- Indices- Subscription revenue: $74 million versus $72.10 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
  • Revenue/Pro forma revenue- Indices- Sales Usage-Based Royalties: $70 million compared to the $74.49 million average estimate based on four analysts. The reported number represents a change of +4.5% year over year.
View all Key Company Metrics for S&P Global here>>>

Shares of S&P Global have returned +9.8% over the past month versus the Zacks S&P 500 composite's +0.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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