Analysts noted that S&P Global has achieved three back-to-back quarters of revenue and adjusted EPS beats, a performance not seen since Q1 2024. This streak reflects continued client demand for its Market Intelligence and ESG data offerings, which drove both volume growth and margin expansion.

Based on the recent outperformance, the company increased its full-year organic revenue growth guidance to a 6%–7% range, up from the prior 5%–6% forecast. Management cited resilient spending across its ratings and indices businesses, alongside cross-sell acceleration in data analytics.