New York, Feb 9, 2026, 19:10 EST — After-hours
- S&P Global picked up 1.1% during the regular session, then tacked on another 0.4% after hours.
- Quarterly results land Tuesday, and investors are zeroed in on guidance plus the Mobility separation.
- U.S. stocks finished in positive territory, with investors eyeing major economic reports expected later this week.
S&P Global Inc caught a bid after the bell on Monday, adding to earlier session strength as traders positioned ahead of the data and ratings giant’s upcoming quarterly results, set for Tuesday.
This shift comes after the stock took some hits in recent sessions. The upcoming update stands out as an early test for market-data and ratings companies this earnings season. If debt issuance shows signs of life, ratings fees could get a lift; if things stay quiet, fee growth could stall.
It comes as markets remain on edge. U.S. stocks finished up Monday. Still, investors are watching for fresh U.S. inflation and employment data—numbers that could quickly swing rate bets and shake up risk taking.
S&P Global gained 1.1%, wrapping up the session at $444.19. After hours, shares were last seen trading near $445.85. U.S. markets officially close at 4 p.m., but activity often extends beyond that.
Wall Street is looking for revenue to land near $3.90 billion and adjusted earnings of $4.33 per share, according to a StockStory note cited by Barchart, with shares off about 19% in the past month. A few rivals have already stepped up with results—Nasdaq delivered double-digit revenue growth, while Intercontinental Exchange beat forecasts too, the note pointed out.
The other angle: S&P Global is moving ahead with plans to spin off its Mobility unit. Last week, the company introduced “Mobility Global” as the future name for the standalone business. Mobility President Bill Eager, in the rollout, described it as “the world’s standard for automotive intelligence.” News Release Archive
Investors want to know how fast the split shifts from a branding story to nuts and bolts—timing, costs, and the shape of S&P Global after spinning off its automotive-data arm.
Everything still comes down to the core Ratings business. Revenue rises and falls with bond issuance—more deals mean more demand for ratings. Even so, turbulence in credit markets can suddenly bring activity to a standstill. If that happens, even solid subscription income from other lines probably won’t make up for a soft quarter here.
Execution comes with its own set of risks. Spinning off a unit can pull management’s attention away from day-to-day operations. Slip up on regulatory filings or disclosures, and the resulting uncertainty drags on—leaving the multiple under strain.
The next big trigger is just ahead. S&P Global will post its fourth-quarter and 2025 full-year numbers around 7:15 a.m. ET on Tuesday, the company confirmed. The earnings call kicks off at 8:30 a.m.
