DivestmentMay 12, 2026, 06:12 AM
S&P Global Mobility Division Hosts Investor Day for Planned Spin-Off
AI Summary
S&P Global's Mobility division, Mobility Global, hosted its Investor Day on May 12, 2026, in connection with its planned separation into an independent public company. The presentation highlighted Mobility Global's FY25 total revenue of $1.75 billion, an 8.6% revenue growth CAGR from 2023-2025, and a 40.6% adjusted EBITDA margin. The company outlined a strategic vision focused on unifying operations, expanding market position, and infusing AI, targeting 7.5-10% annual organic revenue growth and 75%+ free cash flow return post-spin-off.
Key Highlights
- Mobility Global hosted Investor Day for its planned spin-off into an independent public company.
- Mobility Global reported FY25 Total Revenue of $1.75B.
- Achieved 8.6% Revenue Growth CAGR for Mobility Global from 2023-2025.
- Mobility Global's FY25 Adjusted EBITDA Margin was 40.6%.
- B2B Solutions segment recorded FY25 Revenue of $608M with 4.5% CAGR.
- CARFAX segment recorded FY25 Revenue of $1,142M with ~11% CAGR.
- Mobility Global targets 7.5-10% annual organic revenue growth post-separation.
- Plans to return 75%+ of free cash flow annually after investments.