Analysts on Wall Street project that S&P Global (SPGI) will announce quarterly earnings of $3.63 per share in its forthcoming report, representing an increase of 16.4% year over year. Revenues are projected to reach $3.43 billion, increasing 10.7% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this peri ...

文章核心观点 - S&P Global Inc. (SPGI)将于2024年7月30日发布第二季度业绩报告 [1] - SPGI过去四个季度中有两个季度超出了Zacks共识预期,平均盈利惊喜为3.4% [2] 第二季度业绩预期 - 预计收入将达到34亿美元,同比增长10.1%,主要来自评级部门的交易收入和公司整体的订阅收入 [3] - 移动业务收入预计同比增长9.1%至4.025亿美元,主要受益于新车上市和CARFAX for Life业务增长、市场扫描的增加、承保量强劲以及价格上涨 [4] - 商品洞察部门收入预计同比增长7.7%至4.974亿美元,主要受益于价格评估和能源资源数据需求的增加 [4] - 评级部门收入预计同比增长1.9%至8.668亿美元,主要受益于再融资活动增加带来的交易收入增长 [5] - 指数部门收入预计同比增长7.5%至3.739亿美元,主要受益于资产挂钩费用的强劲增长和交易衍生品收入的增强 [6] - 市场情报部门收入预计同比增长11.4%至12亿美元,主要受益于数据与咨询解决方案和企业解决方案的收入增长 [6] - 预计每股收益为3.6美元,同比增长15.4%,主要受益于成本控制带来的强劲利润率 [7] - 预计调整后EBITDA为18亿美元,同比增长3.1%,调整后EBITDA利润率为53.7%,同比下降1.7个百分点 [8] 未来展望 - 根据公司的Earnings ESP和Zacks排名,SPGI有望在本次业绩公布中实现盈利超预期 [9] - 同行业公司Booz Allen Hamilton (BAH)和SPX Technologies, Inc. (SPXC)也有望在本季度业绩公布中实现盈利超预期 [11][13]

Given the shift of delayed new vehicle purchases which stemmed from the dealer management software cyberattack, the pace of sales in July is expected to realize a notable boostSOUTHFIELD, Mich., July 24, 2024 /PRNewswire/ -- S&P Global Mobility projects new light vehicle sales volume in July 2024 to reach 1.32 million units, up approximately 1% year over year. This volume would translate to an estimated sales pace of 16.4 million units (seasonally adjusted annual rate: SAAR), which would be the highest mont ...

mixmotiveInvesting In S&P Global Earnings season has begun. Amidst thousands of quarterly reports and earnings calls that need to be scrutinized, I will pay close attention to a few sectors, and credit rating agencies are among my top priorities. In this article, we will look at Standard & Poor's (NYSE:SPGI), one of the latest additions to my portfolio, with a 4% weighting. In fact, in addition to being part of an oligopoly (or, as many think, a duopoly) and having an endurable moat (the company is entr ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Has S&P Global (SPGI) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.S&P Global is a member of the Business Services sector. This group includes 315 individual stocks and currently holds a Zacks Sector Rank of #6. The Zacks Sector Rank includes 16 different groups and is listed in order from best to ...

Development of a new U.S. mine—from discovery to production—takes nearly 29 years, on average NEW YORK, July 18, 2024 /PRNewswire/ -- The United States has the second longest lead times in the world for developing a new mine for the critical minerals that are vital to the energy transition, according to new report by S&P Global.* The report, Mine Development Times: The U.S. in Perspective found that it takes an average of 29 years for such mines to go from discovery to production in the United States, longe ...

S&P Global (SPGI) shares have had an impressive run over the past year. The stock has gained 14.6% compared with the 12.8% rally of the industry it belongs to.The company’s revenues for 2024 and 2025 are expected to increase 7.7% and 7.8%, respectively, year over year. Earnings are anticipated to grow 12.4% in 2024 and 12.7% in 2025. The company has an expected long-term (three to five years) earnings per share growth rate of 12.8%.Factors That Auger WellS&P Global is well-poised to benefit from the growing ...

Global suppliers report capacity pressures, with index in positive territory for a second consecutive month Asian manufacturing growth accelerating in China, Taiwan, Vietnam and India In contrast, demand at North American suppliers fell slightly because of lower orders, indicating a tightening economy Transportation costs rise to 20-month high, as greater activity drives up shipping and container rates CLARK, N.J., July 12, 2024 /PRNewswire/ -- For the second consecutive month, the GEP Global Supply Chain ...

文章核心观点 - 2023年欧洲最佳表现银行排名由匈牙利OTP银行夺冠,其次是波兰两大银行PKO Bank Polski和Bank Polska Opieki [1][2][3] - 中欧银行受益于当地较高的利率水平,净利差和非利息收入表现出色,推动了盈利能力 [3][4] - 法国三大银行BNP Paribas、Crédit Agricole和Société Générale在各项指标上表现落后于欧洲同行,受结构性问题和存款利率管制的限制 [5] 根据相关目录分别进行总结 银行排名情况 - S&P Global Market Intelligence发布了欧洲50家最大上市银行的首次排名 [2] - 排名依据包括平均权益回报率、净利差、非利息收入占平均资产比例、成本收入比、问题贷款比率、净稳定资金比率和普通股一级资本比率等7项加权财务指标 [2] 中欧银行表现 - 匈牙利OTP银行、波兰PKO Bank Polski和Bank Polska Opieki凭借较高的贷款利差和非利息收入表现出色,位列前三 [3][4] - 这些银行受益于当地较高的政策利率,能够更快地提高生息资产收益率而不是资金成本 [3] 法国银行表现 - 法国三大银行BNP Paribas、Crédit Agricole和Société Générale在大多数指标上表现落后于欧洲同行 [5] - 这些银行受结构性问题和存款利率管制的限制,无法充分从欧洲央行加息中获益 [5]

Only 2 personal line carriers ranked among the top 50 NEW YORK, July 10, 2024 /PRNewswire/ -- The U.S. Property and Casualty (P&C) Insurance Performance Rankings published by S&P Global Market Intelligence, an annual ranking of the 100-largest P&C carriers in the country, found that commercial insurers outperformed their peers in key metrics measuring earnings, underwriting profitability, balance sheet growth and other indicators of success. Commercial insurers benefited from an underwriting margin that ou ...