Mobility Global reported second quarter 2026 results, its first as an independent public company after its July 1, 2026 spin-off. Revenue rose 7% while net income and diluted EPS fell 18%, and the company gave full-year 2026 revenue and adjusted EBITDA guidance and declared its first quarterly dividend of $0.06 per share.
Q2 total revenue was $468 million, up 7% from $439 million; CARFAX revenue rose 8% to $312 million and B2B rose 4% to $156 million
Q2 net income was $53 million, down 18% from $65 million; diluted EPS was $0.18 versus $0.22
Q2 adjusted EBITDA was $202 million, up 7%, with a 43% margin
Full-year 2026 guidance: revenue of $1,870 million to $1,885 million and adjusted EBITDA of $745 million to $760 million; dividend payable September 10, 2026 to holders of record on August 27, 2026
Mobility Global Inc. became an independent, publicly traded company on July 1, 2026, after S&P Global distributed 100% of its shares to S&P Global stockholders. The separation matters to shareholders because S&P Global retains no ownership in Mobility Global, and the company now operates under agreements with S&P Global covering taxes, transition services, and employees.
Distribution ratio: one Mobility Global share for every S&P Global share held at close of business on June 15, 2026
Separation effective 12:01 a.m. New York City time on July 1, 2026; shares trade on the NYSE under MBGL
Transition services from S&P Global may run up to 18 months; Mobility Global may terminate them on prior written notice
Tax Matters Agreement restricts certain actions for two years after the Distribution Date to preserve tax-free treatment
Mobility Global appointed Joseph R. Hinrichs as a director, expanding the board from two to three members, effective June 25, 2026. He is expected to become Board Chair when the spin-off from S&P Global takes effect on July 1, 2026, and the filing also covers new CEO pay terms, a new severance plan and new incentive plans.
Joseph R. Hinrichs appointed director effective 11:59 p.m. New York City time on June 25, 2026; expected to become Chair at the spin-off.
Director pay includes an $80,000 annual cash retainer, a $100,000 Chair retainer, a $220,000 annual RSU grant and a one-time $400,000 RSU award.
CEO William Eager's base salary rises to $900,000 and target incentive to 150% of base, effective July 1, 2026, plus a $2,500,000 RSU grant around September 1, 2026.
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