一、涉及公司 S&P Global Inc. (NYSE:SPGI)[1] 二、核心观点和论据 1. **关于公司合并后的协同效应问责问题** - 提到在2022年12月投资者日时公司设定了目标，对于IHS市场与S&P合并后的收入协同效应，CEO表示团队会对实现并与社区共享收入协同效应负责[3]。 三、其他重要但可能被忽略的内容 1. **会议背景相关** - 这是S&P Global的炉边谈话，CEO为新任命的Martina Cheung，这是她首次在华尔街接受采访[2]。 - 会议是JPMorgan Ultimate Services Investor Conference，属于信息服务板块，JPMorgan刚发布了季度主要信息服务数据手册[1][2]。 - 会议时间为2024年11月14日上午10:50（美国东部时间）[1]。

U.S. factories cut back purchases sharply, signaling heightened risks of manufacturing weakness spilling over into the broader economy in 2025 In contrast, Chinese factories report growth following three months of shrinking input purchasing Europe's industrial recession shows no sign of abating, with German, French and Austrian producers at the heart of the downturn CLARK, N.J., Nov. 12, 2024 /PRNewswire/ -- The GEP Global Supply Chain Volatility Index — a leading indicator tracking demand conditions, shor ...

Annual growth in absolute emissions was less than 1% for third consecutive yearCALGARY, AB, Nov. 7, 2024 /PRNewswire/ -- Absolute greenhouse gas emissions from Canadian oil sands production registered a nominal increase of less than 1% in 2023 even as total production grew, according to a new analysis by S&P Global Commodity Insights. Since 2020, absolute emissions growth from oil sands has slowed to average about 1% per year compared to 5% in the proceeding decade. The slowdown in absolute emissions growth ...

NEW YORK, Oct. 30, 2024 /PRNewswire/ -- S&P Dow Jones Indices (S&P DJI) today released the August 2024 results for the S&P CoreLogic Case-Shiller Indices. The leading measure of U.S. home prices recorded a 4.2% annual gain in August 2024, a slight decrease from previous levels in 2024. More than 27 years of history are available for the data series and can be accessed in full by going to https://www.spglobal.com/spdji/en/indexfamily/indicators/sp-corelogic-case-shiller/. 2006 Peak 2012 Trough Current Index ...

A downtrend has been apparent in S&P Global (SPGI) lately with too much selling pressure. The stock has declined 5.7% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround. How to Determine if a Stock is Oversold We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-1023 S&P Global Inc. (Exact name of registrant as specified in its charter) (Address of principal executive offices) (Zip Code) | --- | ...

业绩总结 - 公司第三季度收入同比增长16%，达到35.75亿美元[12] - 调整后的营业利润同比增长20%，过去12个月的调整后营业利润率扩大330个基点[12] - 调整后每股收益同比增长21%，调整后每股稀释收益为3.89美元[24] - 第三季度的账单发行量同比增长76%，超过1000亿美元[15] 用户数据 - 订阅产品收入增长8%[12] - 第三季度新产品和增强产品的Vitality收入为3.77亿美元，占总收入的11%[16] - S&P全球评级的收入为819百万美元，同比增长36%[29] - 私募市场解决方案的收入从109百万美元增长至134百万美元，同比增长22%[26] 市场表现 - 大宗商品市场表现强劲，特别是在能源领域[14] - 交易收入同比增长83%，非交易收入增长4%[29] - 可持续性与能源转型领域的收入从78百万美元增长至90百万美元，同比增长15%[25] - S&P全球商品洞察的收入为522百万美元，同比增长9%[30] - S&P全球移动业务的收入为412百万美元，同比增长9%[32] 未来展望 - 2024年GAAP收入增长指导从8.0%-10.0%上调至11.5%-12.5%[46] - 2024年调整后每股收益预期从14.35-14.60美元上调至15.10-15.30美元，同比增长20%-21%[47] 资本回购 - 公司已回购20亿美元的股票，计划在年底前再回购13亿美元[12] 其他信息 - 2023年第三季度调整后总费用为1634百万美元，2024年第三季度为1831百万美元，增加了12%[24] - 市场情绪改善，资本市场活动和并购活动显示出同比增长[14] - 会议参与者人数为32人[51]

财务数据和关键指标变化 - 公司第三季度总收入同比增长16%，达到36亿美元，标志着连续第三个季度的收入增长加速 [5][18] - 调整后的每股收益（EPS）同比增长21%，达到3.89美元 [6][19] - 调整后的费用同比增长12%，主要受到激励补偿和佣金的推动 [20] 各条业务线数据和关键指标变化 - 评级部门收入增长36%，交易收入增长83% [26] - 市场情报部门收入增长6%，但面临小客户的取消和财务服务市场的压力 [23][24] - 商品洞察部门收入增长9%，主要受能源和资源价格评估的推动 [27] - 移动部门收入增长9%，主要受CARFAX产品的强劲订阅增长推动 [28] - 指数业务收入增长18%，资产相关费用增长22% [30] 各个市场数据和关键指标变化 - 债务市场的开票发行量同比增长76%，达到超过1万亿美元 [11] - IPO和并购活动开始显示复苏迹象，商品市场保持强劲 [9][12] 公司战略和发展方向和行业竞争 - 公司继续优化产品组合，专注于创造客户和股东价值，已完成Fincentric的剥离，并计划剥离PrimeOne [7] - 公司在生成性AI和战略投资方面持续创新，推出了多项新产品和服务 [14][16] - 新任CEO强调将继续推动公司在可持续发展和能源转型领域的投资 [39][91] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度，预计2024年收入增长将达到11.5%至12.5% [42] - 预计债务市场的强劲需求将持续，尤其是在未来12到18个月内可能出现的利率下调 [12][40] 其他重要信息 - 公司计划在2024年回购13亿美元的股票，年初至今已回购20亿美元 [6] - 新任CEO强调将继续与客户保持密切联系，以确保满足其需求 [32] 问答环节所有提问和回答 问题: 关于市场情报部门的执行情况 - 管理层提到市场情报部门面临小客户的取消和财务服务市场的压力，但仍在推动产品创新和客户接触 [51][52] 问题: 投资机会的领域 - 管理层指出AI是主要投资领域之一，同时也在其他五个长期趋势中发现了增量增长的机会 [54][55] 问题: 关于评级业务的未来 - 管理层表示，尽管2024年有较高的发行量，但仍需关注GDP增长对评级业务的影响 [59][60] 问题: 关于市场情报的竞争 - 管理层提到，市场情报部门面临价格敏感性和销售周期延长的挑战，但仍对未来的恢复持乐观态度 [62][64] 问题: 关于移动部门的收入指导 - 管理层确认移动部门的核心订阅增长良好，但召回业务的波动仍然是一个挑战 [82] 问题: 关于AI产品的采用 - 管理层表示，客户对AI产品的采用正在加速，且公司内部也在积极推广AI的使用 [86][88] 问题: 关于可持续发展产品的前景 - 管理层强调将可持续发展业务与能源转型产品合并，以更好地服务客户 [91]

S&P Global (SPGI) reported $3.58 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 15.9%. EPS of $3.89 for the same period compares to $3.21 a year ago.The reported revenue represents a surprise of +4.01% over the Zacks Consensus Estimate of $3.44 billion. With the consensus EPS estimate being $3.64, the EPS surprise was +6.87%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...

S&P Global (SPGI) came out with quarterly earnings of $3.89 per share, beating the Zacks Consensus Estimate of $3.64 per share. This compares to earnings of $3.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.87%. A quarter ago, it was expected that this independent ratings and analytics provider would post earnings of $3.67 per share when it actually produced earnings of $4.04, delivering a surprise of 10.08%.Over the las ...