- Entry
- $410.71
- Now
- $395.28 -3.8%
- Target
- —
- Score
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I noticed S&P Global dropped about 5% after Q2 on a "miss" and a \~10% "guidance cut." I don't think that's what happened. Mobility left on July 1. The new $17.50–17.75 guide is continuing ops. The old $19.40–19.65 included Mobility. The company got smaller on a scheduled date. The remaining business printed revenue +10% and adjusted EPS +23%. The useful split is inside the stub. Ratings and Indices grew 13% and 20% at about 70% margins. Market Intelligence and Commodity …
— ORIGINAL POST ·
SPGI fell ~5% on a miss that was the Mobility spin
· r/ValueInvesting
· Aug 24, 2026