Mobility Global, Inc. (MBGL) SEC Filings & Earnings Calls
EquiReason read 5 Mobility Global, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-23 — One-time RSU awards approved for two presidents, totaling $2.25M, vesting over three years. Routine executive compensation event..
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 5.5B
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 12 Nov, in 19 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
7 Aug 20268-K · 2.02, 7.01Total revenue $468M (+7% y/y); CARFAX segment revenue $312M (+8% y/y); B2B segment revenue $156M (+4% y/y); Guidance: full-year 2026 revenue guidance to reflect first half resultsearningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q2-2026 | $468M | +7% y/y |
| CARFAX segment revenue · CARFAX · Q2-2026 | $312M | +8% y/y |
| B2B segment revenue · B2B · Q2-2026 | $156M | +4% y/y |
| Net income · Q2-2026 | $53M | |
| Adjusted EBITDA · Q2-2026 | $202M | +7% y/y |
Guidance
full-year 2026 revenue guidance to reflect first half results
Provided full-year 2026 revenue guidance reflecting first-half results; reiterated medium-term targets.
Risks flagged
Spin-off execution risk and integration of new businesses.
“Successfully launched Mobility Global as an independent public company on July 1, 2026” · word for word
7 Aug 202610-QMobility Global (MBGL) completed its spin-off from S&P Global on July 1, 2026, becoming an independent public company; reported Q3 results with 7% revenue growth and 7% adjusted EBITDA growth.open
Figures in the filing · each found in the filing text
| Revenue · Consolidated · Q3-2026 | $468M | +7% y/y |
| Net income · Consolidated · Q3-2026 | $53M | -18% y/y |
| Adjusted EBITDA · Consolidated · Q3-2026 | $202M | +7% y/y |
| Adjusted EBITDA margin · Consolidated · Q3-2026 | 43.0% | |
| Subscription revenue · Consolidated · Q3-2026 | $383M | +7% y/y |
| Non-subscription revenue · Consolidated · Q3-2026 | $85M | +5% y/y |
| CARFAX segment revenue · CARFAX · Q3-2026 | $312M | +8% y/y |
| CARFAX segment Adjusted EBITDA · CARFAX · Q3-2026 | $153M | +8% y/y |
| B2B segment revenue · B2B · Q3-2026 | $156M | +4% y/y |
| B2B segment Adjusted EBITDA · B2B · Q3-2026 | $53M | +8% y/y |
Risks flagged
Separation-related costs
“We will incur non-recurring costs to establish stand-alone infrastructure and processes and to replace services previously provided by S&P Global as we transition off the TSA, ranging from $75 million to $110 million.” · word for word
Increased competition from Chinese OEMs
“In addition, Chinese car manufacturers are expanding into global markets and intensifying competition for Western OEMs.”
Rising customer acquisition costs
“Within CARFAX specifically, the cost of acquiring new customers is rising as major advertising platforms and vendors dial up their monetization, increasing the expense to reach and convert consumers via paid digital channels.” · word for word
2 Jul 20268-K · 1.01, 2.01, 5.01, 5.02, 5.03, 8.01Mobility Global completed spin-off from S&P Global via distribution of 100% shares to S&P Global stockholders; became independent public company listed on NYSE.open
Risks flagged
Tax-free treatment restrictions limit Mobility Global's ability to engage in certain transactions for two years.
“Mobility Global will covenant not to take any action ... where such action or failure to act adversely affects or could reasonably be expected to adversely affect the tax-free treatment of the Separation” · word for word
26 Jun 20268-K · 5.02Reported a director or officer change (departure, election, appointment or pay arrangement)open
Risks flagged
Spin-off execution risk and potential management distraction
“Spin-off expected July 1, 2026; new compensation plans adopted; no financial metrics disclosed”
Mobility Global, Inc. — questions
- What did Mobility Global, Inc. file recently?
- 5 SEC filings in the last 12 months. Latest: 8-K on 2026-10-23 — One-time RSU awards approved for two presidents, totaling $2.25M, vesting over three years. Routine executive compensation event.
Every figure on this page comes from Mobility Global, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.