Company Reports

Mobility Global is a market leader in automotive data, analytics, and software, with Carfax as its crown jewel asset. Carfax represents 65% of Mobility Global’s revenue and 75% of its adjusted EBITDA.

Mobility Global reported second-quarter revenue growth of 6.6% and provided its 2026 outlook, which includes revenue of $1.870 billion to $1.885 billion (6.9% to 7.7% growth) and 40% adjusted EBITDA margins. Shares dropped 5% in intraday trading.

S&P Global reported a decent second quarter, with 11% organic revenue growth (excluding Mobility) and 23% adjusted earnings per share growth to $4.83. It raised its full-year ratings and indices organic revenue growth outlook modestly but kept its firmwide outlook of 6%-8% organic growth.

We’re initiating coverage on Mobility Global, a provider of automotive data and analytics. Mobility Global spun off from S&P Global on July 1, 2026.

Mobility Global is a market leader in automotive data, analytics, and software, with Carfax as its crown jewel asset. Carfax represents 65% of Mobility Global’s revenue and 75% of its adjusted EBITDA.