Mobility Global Targets 10% Revenue Growth After S&P Spinoff

Mobility Global is prioritizing automotive expansion and operational autonomy after its July 2026 spinoff from S&P Global. The company has set a medium-term organic revenue growth target of 7.5% to 10%. While the company is managing a transition period with higher corporate costs, it plans to generate growth through core business performance, international expansion, and product innovation.

"As you can imagine, there's been quite a bit of excitement throughout the business with the 3,500 people of Mobility Global as we go out on our own. I think it's really showed up in two places. The first one being more structural, and the second one being us really controlling our destiny," said Bill Eager, Chief Executive Officer of Mobility Global, at the Goldman Sachs Communacopia + Technology Conference.

Financial Targets and Margin Reset

Under its independent operating model, the company expects margins to reset to approximately 39.1% in 2025. This is a decline from the 40.6% baseline established before the separation, as the firm now accounts for standalone corporate expenses that were previously integrated within S&P Global.

To reach its 7.5% to 10% medium-term organic revenue growth goal, the company has outlined a strategy:

• Core Business: 5% to 7% growth through existing automotive information services.
• International Expansion: 1% to 2% growth targeting new geographic markets.
• Innovation: 1% to 2% growth through the development of new automotive-focused products.

Strategic Focus on Automotive Data

After the separation, Mobility Global is consolidating its resources around automotive information services. This shift aims to simplify decision-making and ensure that internal investments align with the needs of the automotive sector, specifically through its CARFAX division.

"Now that we are on our own, everything we go after has to do with automotive information. As we prioritize, everything is in our world, our category, which is great," Eager said.

"We are the one player that is hyper-focused on the automotive information needs of consumers. Our true north in the CARFAX business is that consumer, and that consumer drives what we do," Eager added.

Market Position

At the market close on September 11, 2026, Mobility Global (MBGL) shares traded at $20.16. The transition to an independent public company requires the firm to manage the balance between the immediate margin pressure from its standalone cost structure and the operational flexibility gained by separating from its former parent organization.