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8-K2026-05-12· grok-4-1-fast-non-reasoning

SPGI · S&P Global Inc.

0001104659-26-058908

SEC filing

Summary

S&P Global Inc. is hosting an Investor Day for its Mobility division on May 12, 2026, ahead of its planned separation into an independent public company, Mobility Global Inc.

Key takeaways

Full analysis

S&P Global Inc.'s Mobility division is conducting an Investor Day on May 12, 2026, to outline its strategic vision ahead of a planned spin-off into Mobility Global Inc., an independent public company. The furnished Exhibit 99.1 presentation highlights Mobility's position as a scaled industry leader with FY2025 revenue of $1.75 billion, reflecting 8.5% growth and an impressive 40.6% Adjusted EBITDA margin. Revenue is predominantly subscription-based at 81%, segmented 65% from CARFAX and 35% from B2B Solutions, with strong geographic concentration in the U.S. (83%) and broad customer penetration including 100% of the top 40 OEMs, 94% of the top 100 suppliers, and over 40,000 dealer customers. The agenda features executive presentations on strategic vision by CEO Bill Eager, deep dives into CARFAX and B2B solutions, data/AI advancements, and financial framework by CFO Matt Calderone, underscoring Mobility's unmatched assets like a proprietary data estate tracking 832 million unique vehicles, 60 billion vehicle records, and trusted brands such as CARFAX with 96% in-market awareness. This event signals progress toward separation, emphasizing enormous market opportunities in the $8 trillion global auto market amid trends like electrification, supply chain disruptions, and rising data demand, positioning Mobility to leverage its century-long category creation and AI-powered advantages for standalone value creation.