Management remarks
Call period: 2026 Q2 · 2026-07-28
Guidance: Eric Aboaf: We expect adjusted EPS in the range of $17.50 to $17.75, representing double-digit growth across the entire guidance range.Demand and orders: Eric Aboaf: Platts revenue grew 4% in the quarter, driven by strong growth in price assessments as demand for our benchmarks remain resilient.Margins: Eric Aboaf: We now expect consolidated margin ex OSTTRA to expand 75 to 100 basis points this year.Analyst Q&A
Analyst Craig Huber asked: Just wanted to focus, if you could, please, on how AI is benefiting you on the efficiency side, the cost side of your business within Market Intelligence. Can you quantify a little bit further just within that division, how much it might be helping you on an annualized basis and how that may help you long term to increase margins in that division? Management Eric Aboaf answered: Craig, it's Eric. There's actually a wide range of positive productivity effects and programs that we've had in MI, but we've also had them in -- across the various divisions. I think the earliest one was around our EDO, our Enterprise Data Office, which is a primary provider of data through MI. And there, we're on track to deliver 20% productivity gains on a base of $0.5 billion.管理层陈述
电话会期间：2026 Q2 · 2026-07-28
指引：埃里克·阿博阿夫表示，我们预计调整后每股收益区间为17.50美元至17.75美元，整个指引区间内均实现两位数增长。需求与订单：埃里克·阿博阿夫称，普氏当季营收增长4%，因对我们基准产品的需求保持韧性，价格评估业务的强劲增长推动了营收增长。利润率：埃里克·阿博阿夫表示，我们预计今年排除OSTTRA后的合并利润率将扩大75至100个基点。分析师问答
分析师克雷格·休伯提问：想请您谈谈人工智能在市场情报部门如何为业务在效率、成本方面带来益处，能否进一步量化该部门内人工智能每年可为您带来的帮助，以及这如何有助于该部门长期提升利润率？管理层埃里克·阿博夫回应：我们在市场情报部门有多项积极的生产力提升项目，最早的围绕企业数据办公室（EDO）展开，目前有望在5亿美元的基础上实现20%的生产力增益。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
