-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：SPGI公布了2026年第一季度稳健的业绩，运营每股收益为4.97美元，高于去年同期的4.37美元，较上一季度不及预期高出0.15美元。营收为41.7亿美元，同比增长10%，超出市场预期2%，连续第三个季度实现加速增长。我们认为这一业绩表现良好，因为伊朗冲突对业绩的影响微乎其微。这印证了管理层对市场情绪改善和关税不确定性降低的信心。评级业务表现尤为突出，营收飙升13%至13.02亿美元，这主要得益于交易债券（增长15%至7.12亿美元）和非交易债券（增长11%至5.9亿美元）发行量的强劲增长。市场情报显示，公司业绩持续企稳，增长8%至12.96亿美元，但我们认为人工智能带来的颠覆性影响仍是一个长期隐患。运营杠杆效应显著，调整后营业利润率提升100个基点至51.8%。公司通过股票回购返还了10亿美元，并预计2026年将实现超过100%的调整后自由现金流返还。
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Mining & Metals
Petro-Victory Energy Says SJ-12 Well Encounters Hydrocarbon
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AeroVironment Launches Halo_Shield Counter-Unmanned Aerial System
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