S&P GLOBAL $SPGI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.7B; +7% YoY 🔹 Adj. EPS: $4.58 (Est. $4.43) 🟢; +9% YoY 🔹 Adjusted Operating Margin: 53.5%; +60 bps YoY 🔹 GAAP Operating Margin: 53.2%; +800 bps YoY FY26 Guide: 🔹 Adj. EPS: $17.70-$17.95 (Est. $17.89) 🟡; from $17.50-$17.75 🔹 Revenue Growth: +7.4% to +8.4%; from +5.9% to +7.9% 🔹 Organic CC Revenue Growth: +7.5% to +8.5%; from +6.0% to +8.0% 🔹 GAAP EPS: $16.25-$16.50; from $16.35-$16.60 🔹 GAAP Margin Expansion: 310-335 bps; from 335-360 bps Segment Net Revenue: 🔹 Ratings: $1.3B; +2% YoY 🔹 Indices: $554M; +20% YoY 🔹 Energy: $645M; +6% YoY 🔹 Market Intelligence: $1.3B; +7% YoY Other Q3 Metrics: 🔹 Organic CC Revenue Growth: +7% 🔹 Share Repurchases: $2.6B Capital Return: 🔹 Dividend: $0.97/share Announcements: 🔹 Strategic Review: Capital IQ and associated data businesses Comments: 🔸 “Increasing demand for our benchmarks and unique intellectual property demonstrates our leadership in credit, equity, and commodities markets.” 🔸 “The businesses that are part of the strategic review are strong and have significant opportunities ahead of them as technology changes how customers access, analyze, and use information.”