S&P Global Inc. (SPGI) Q4 2025 (USD): Adj. EPS 4.30 (exp. 4.33), Revenue 3.92bln (exp. 3.91bln); sees 2026 revenue +6-8%
S&P Global's latest earnings report slightly missed expectations on adjusted EPS while beating revenue forecasts.
More than 800 British defense Cos. have urged UK Chancellor Reeves to launch a global rearmament bank to guarantee lending to the sector as the UK government attempts to ramp up military spending, Politico reports
CVS Health (CVS) says utilisation is expected to persist at elevated levels in 2026, although the level is difficult to accurately predict, beyond current levels it may pressure the health care benefits segment and health care delivery assets in 2026
S&P Global Inc. (SPGI) Q4 2025 (USD): Adj. EPS 4.30 (exp. 4.33), Revenue 3.92bln (exp. 3.91bln); sees 2026 revenue +6-8%
CVS (CVS) affirms FY26 revenue of at least USD 400bln (exp. 412.1bln, prev. at least USD 400bln) and CapEx USD 3-3.2bln - earnings slides
USTR Greer says beginning to negotiate a deal on critical minerals, Trump-Xi meeting still scheduled or April, had a great call last week
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FY diluted EPS view 19.40-19.65 (exp. 20.01).
Notably, the softer FY EPS guidance suggests potential headwinds, which could weigh on investor sentiment, despite the positive revenue outlook for 2026. Traders should watch for how this impacts SPGI's share price relative to broader market themes in the financial services sector.
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