S&P Global Inc. saw its stock price rise in after-hours trading Monday, extending gains from the regular session as market participants positioned ahead of the company's quarterly financial results scheduled for Tuesday morning.
The financial data and ratings provider's shares climbed 1.1% during Monday's trading session, closing at $444.19. In post-market activity, the stock added another 0.4%, reaching approximately $445.85.
Wall Street analysts project the company will report revenue around $3.90 billion with adjusted earnings of $4.33 per share for the quarter. These figures come as S&P Global's stock has declined roughly 19% over the past month, reflecting broader market pressures.
Investors are particularly focused on two key areas: forward guidance from management and specific details regarding the planned separation of the Mobility automotive intelligence unit. The company recently announced "Mobility Global" as the standalone business name, with the division's president describing it as "the world's standard for automotive intelligence."
The core Ratings business remains central to the company's performance, with revenue closely tied to bond issuance activity. Increased debt market transactions typically drive higher ratings fees, while subdued issuance can pressure this revenue stream. Even consistent subscription income from other business lines may not fully offset a weak quarter in ratings.
S&P Global will release its fourth-quarter and full-year 2025 results at approximately 7:15 a.m. ET Tuesday, followed by an earnings conference call at 8:30 a.m. The report represents an early indicator for market-data and ratings companies this earnings season, with peers Nasdaq and Intercontinental Exchange already having posted results.
