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三井物产株式会社三井物产株式会社标普全球S&P Global Inc.(SPGI)2026年第一季度业绩报告「NYSE」(英文版)(18页).pdf

上传人: Kell****reet 编号:1226760 2026-05-06 18页 285.35KB

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1、 S&P Global Reports First Quarter ResultsNew York,NY,April 28,2026 S&P Global(NYSE:SPGI)today reported first quarter results.This earnings release and supplemental materials are available at http:/ Company reported first-quarter 2026 revenue of$4.171 billion,an increase of 10%compared to the first q

2、uarter of 2025.First quarter GAAP net income increased 28%to$1.395 billion and GAAP diluted earnings per share increased 32%to$4.69.Adjusted net income for the first quarter increased 10%to$1.479 billion and adjusted diluted earnings per share increased 14%to$4.97.Higher net income was driven primar

3、ily by strong growth in Ratings,Indices,and Market Intelligence,on both a GAAP and adjusted basis.The Company remains on track with the previously announced planned separation of its Mobility division.Mobility Global expects to host an Investor Day on May 12,2026 in New York City.In a press release

4、dated April 24,2026,the Company also announced an agreement to divest the geoscience and petroleum engineering software portfolio in its Upstream software business within the Energy division.That transaction is expected to close in the second half of 2026 or early 2027.The Company reported quarterly

5、 revenue of$4.171 billion,increasing 10%year over year.GAAP operating margin increased 620 basis points and adjusted operating margin increased 100 basis points,driving 32%growth in GAAP diluted EPS and 14%growth in adjusted diluted EPS,respectively,year over year.In the first quarter,the Company re

6、purchased$1 billion in shares,and now expects to return 100%or more of adjusted Free Cash Flow through dividends and share repurchases in 2026.2026 guidance now calls for reported revenue growth of 6.3%to 8.3%,while still expecting organic constant currency revenue growth of 6.0%to 8.0%,and adjusted

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1. **2026年Q1业绩**:S&P Global营收41.71亿美元(同比+10%),GAAP净利润13.95亿美元(同比+28%),GAAP稀释每股收益4.69美元(同比+32%);调整后净利润14.79亿美元(同比+10%),调整后稀释每股收益4.97美元(同比+14%)。 2. **增长驱动**:Ratings、Indices及Market Intelligence板块表现强劲,推动营收和利润增长;GAAP运营利润率提升620个基点至48%,调整后运营利润率提升100个基点至51.8%。 3. **资本回报**:Q1回购10亿美元股票,2026年计划通过股息和回购100%或以上调整后自由现金流。 4. **2026年指引**:预计营收增长6.3%-8.3%,调整后稀释每股收益19.40-19.65美元;有机 constant currency 收入增长6.0%-8.0%。 5. **业务调整**:Mobility部门计划5月12日举办投资者日;能源部门上游软件组合预计2026年下半年至2027年初完成剥离。
**AI如何助力增长?** **利润率为何大增?** **回购计划有何变化?**
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