- Adjusted diluted EPS grew 10% year-over-year.
- Adjusted expenses increased moderately across divisions, driven by compensation, currency translation, and strategic investments.
- Adjusted expenses increased modestly across divisions, driven by compensation, currency translation, and strategic investments.
- Commodity Insights revenue grew 8%, with Energy & Resources Data & Insights up 10%; operating margin improved by 130 basis points to 48.6%.
- Commodity Insights revenue increased 8%, with Energy & Resources Data & Insights growing 10%.
- Energy Transition and Sustainability revenue grew 7% to $93 million in the quarter.
- Market Intelligence division achieved 7% organic constant currency revenue growth and more than 200 basis points of margin expansion in the quarter.
- Market Intelligence division achieved 7% organic constant currency revenue growth and over 200 basis points of margin expansion.
- Market Intelligence reported 5% revenue growth with 7% organic constant currency growth; operating margin improved by 240 basis points to 35.3%.
- Market Intelligence revenue increased 5% reported and 7% organic constant currency; operating margin improved by 240 basis points to 35.3%.
- Mobility revenue increased 10% year-over-year; margins improved 140 basis points to 42.3%.
- Private Market revenue increased 11% year-over-year to $148 million.
- Private markets revenue showed strong growth, led by private credit within Ratings.
- Ratings revenue increased 1% year-over-year, with transaction revenue down 4% and non-transaction revenue up 8%.
- Ratings revenue increased 1% year-over-year, with transaction revenue down 4% but non-transaction revenue up 8%.
- Revenue increased 6% year-over-year in the second quarter, with subscription revenue increasing 7%.
- S&P Dow Jones Indices revenue increased 15%, driven by Asset-Linked Fees up 17% and Exchange-Traded Derivatives revenue up 15%.
- S&P Dow Jones Indices revenue increased 15%, driven by Asset-Linked Fees up 17% and Exchange-Traded Derivatives revenue up 15%; operating margin improved 60 basis points to 71.3%.
- S&P Global reported 6% year-over-year revenue growth in Q2 2025, with subscription revenue up 7%.
- Trailing 12-month margin expanded by 150 basis points driven by disciplined expense management and strategic investments.
- Trailing 12-month margin expansion of 150 basis points was delivered through strategic investments and disciplined expense management.
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- Adjusted EBITDA grew 1.8% year-over-year, or approximately 4.5% excluding noncash net straight line, despite FX headwinds.
- American Tower reported strong second quarter 2025 results with consolidated property revenue growth of 1.2% year-over-year, or more than 3% excluding noncash straight-line revenue.
- Attributable AFFO and AFFO per share declined approximately 6.7% and 6.8%, respectively, primarily due to prior year revenue reserve reversals in India.
- Cash adjusted EBITDA margin declined 40 basis points, partially due to higher contribution from U.S. services business.
- CoreSite data center business posted over 13% property revenue growth with double-digit revenue growth and gross margin expansion.
- On an as-adjusted basis normalizing for India sale, AFFO per share grew approximately 2.4%.
- Organic tenant billings growth was 4.7% consolidated, driven by solid demand across global portfolio, with U.S. and Canada at 3.7% and International at 6.5%.
- After-tax net investment income increased 15% to $850 million, driven by fixed income portfolio.
- Combined ratio improved to an exceptional 83.9% underlying, marking the fourth consecutive quarter below 85%.
- Core income of $1.9 billion or $8.14 per diluted share in Q3 2025.
- Expense ratio was 28.6% for the quarter, with full year 2025 expected around 28%.
- Net written premiums grew to $11.5 billion, with 3% growth in Business Insurance segment.
- Returned $878 million to shareholders including $628 million in share repurchases.
- Return on equity for the quarter was 22.6%, with a trailing twelve months core ROE of 18.7%.
- Underwriting income pretax was $1.4 billion, more than doubling compared to prior year quarter.
- Allowance for credit losses declined by 2 basis points to 1.24% of total loans.
- Expenses increased by $3 million compared to Q1, mainly due to salary increases, incentives, and higher medical costs.
- Loan growth was 5% for the quarter, driving total assets to over $9.8 billion.
- Net interest margin expanded to 3.88%, up 7 basis points linked quarter, with net interest income rising almost 4%.
- Noninterest income increased by $3.1 million, aided by a rebound in consumer activity and securities repositioning.
- Q2 2025 EPS was $0.83 with net income of $32 million and ROA of 1.32%.
- Tangible common equity ratio increased by 18 basis points, supported by strong retained earnings and AOCI improvement.
- Liquidity remained strong at over $1 billion, representing more than 50% of total equity.
- Net interest income increased due to new investments with attractive yields and swaps adding carry value.
- Over $130 million gains realized on the portfolio in Q3 from spread tightening.
- Raised $254 million in new capital in Q3, $776 million year-to-date, growing the portfolio by 10% since Q2 and over 50% since the start of the year.
- Third quarter net interest income did not include the impact of the September FOMC rate cut, expected to boost Q4 margins.
- Total economic return was 10.3% for the quarter and 11.5% year-to-date.
- Year-to-date shareholder returns were 20%, 23% over the last year, and nearly 72% over three years with dividends reinvested.
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