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Company research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
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S&P Global
S&P Global (SPGI) investor relations material
S&P Global AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary20 May, 2026
Opening remarks and agenda
Meeting opened with logistics for virtual participation and Q&A submission guidelines.
Agenda included director elections, executive compensation, auditor ratification, and shareholder proposals.
Financial performance review
Revenue increased 8% year-over-year, adjusted operating margin expanded by 140 basis points, and adjusted diluted EPS grew 14%.
113% of adjusted free cash flow was returned to shareholders via dividends and share buybacks.
Strategic initiatives and plans
Launched a medium-term strategy focused on market leadership, high-growth adjacencies, and AI capabilities.
Expanded private markets presence through the acquisition of With Intelligence and partnerships with Cambridge Associates and Mercer.
Enhanced iLEVEL platform with new AI features and launched new private equity benchmarks.
Unified data operations and established a Chief Client Office to improve customer engagement and solution co-development.
Integration of With Intelligence and iLEVEL AI
Chief Client Office role in tech engagement
Legal risks from state ESG policy investigations
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Latest events from S&P Global
- Unified, data-driven strategy targets 7.5–10% growth and strong shareholder returns.SPGI
Investor Day 202619 May 2026 - AI-driven innovation and differentiated data fuel growth, with strong focus on organic expansion.SPGIBarclays 18th Annual Americas Select Conference5 May 2026
- Q1 2026 revenue up 10%, net income up 28%, and $1B in share repurchases executed.SPGIQ1 202629 Apr 2026
- Virtual 2026 meeting covers director elections, pay, auditor, and key shareholder proposals.SPGIProxy filing31 Mar 2026
- Strong 2025 results, robust governance, and pay-for-performance drive 2026 proxy agenda.SPGIProxy filing31 Mar 2026
- AI strategy is shifting toward measurable impact, specialization, and robust governance.SPGIFireside chat18 Mar 2026
- AI-driven innovation and proprietary data are fueling growth, efficiency, and client value.SPGI47th Annual Raymond James Institutional Investor Conference3 Mar 2026
- 2025 delivered strong revenue and EPS growth; 2026 outlook projects continued robust gains.SPGIQ4 202510 Feb 2026
- Record Q2 results, raised 2024 guidance, and CEO transition on strong Ratings and Indices.SPGIQ2 202410 Feb 2026
Next S&P Global earnings date
Bernstein 42nd Annual Strategic Decisions Conference27 May, 2026
S&P Global
Next S&P Global earnings date
Bernstein 42nd Annual Strategic Decisions Conference27 May, 2026
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Amina0781App Store
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@theshortbearx.com
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