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After digging through S&P Global's earnings in more detail, my thoughts: ① 1H 2020 was a blowout by all measures. Ratings revenue crushed, expenses were down, even Platts grew w/energy mkt headwinds ② 2H 2020 guidance still looks to be too conservative. I explain below:
SPGI made $6.13 of EPS in 1H 2020. SPGI FY 2020 guidance is $10.85 at the midpoint, implying 2H 2020 EPS of $4.72. This is 5% BELOW 2H 2019:pic.twitter.com/kLF8rm3xyi
If debt issuance is flat vs. 2019 in the second half (it will most likely do better), SPGI will do better than -5% EPS growth. They've already proven to under-guide after upping the outlook this quarter:pic.twitter.com/3LlWTSwulY
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