0001104659-26-058908
SEC filingS&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.
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.