S&P Global Announces: Mobility Global to Host Investor Day on May 12, 2026 Accessibility StatementSkip Navigation NEW YORK, March 25, 2026 /PRNewswire/ -- S&P Global Inc. (NYSE: SPGI) announced today that its Mobility division ("Mobility Global") will host its inaugural Investor Day on May 12, 2026, in New York City, as it prepares for its planned separation from S&P Global into a standalone public company in mid-2026. Bill Eager, President of S&P Global Mobility and Chief Executive Officer of Mobility Glob ...

Core Thesis - S&P Global Inc. is viewed positively, with shares trading at $418.27 and trailing and forward P/E ratios of 36.64 and 24.69 respectively [1][3] Company Overview - S&P Global Inc. provides benchmarks, data, analytics, and workflow solutions across global capital, energy, commodity, and automotive markets [3] - The company plans to spin off its Mobility segment into a standalone public company, Mobility Global, Inc., expected to be completed by mid-2026 [3] Mobility Global Segment - Mobility Global aims to be the leading data and analytics infrastructure for the global automotive value chain, offering high-margin, recurring subscription services [4] - Key products include CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, which address critical issues in the vehicle markets [5] Competitive Advantages - CARFAX utilizes over 112,000 data sources, serving over 100,000 dealerships and millions of consumers, creating a strong network effect [6] - The predictive Behavior Prediction Score from automotiveMastermind and Polk's extensive 30-year data set provide significant insights and enhance customer retention [6] Financial Profile - Mobility Global has an 81% recurring revenue base and adjusted operating margins of 35.4%, with asset-light operations leading to predictable cash flow [7] - Growth drivers include the expanding used vehicle market, brand equity pricing power, EV adoption, dealer SaaS penetration, international expansion, and a shift towards higher-margin subscription products [7] Strategic Implications - The spin-off allows for strategic autonomy, enabling focused investment in product innovation and M&A, and may lead to a market rerating as a pure-play automotive technology leader [8] - Despite potential short-term execution risks during the separation, Mobility Global's competitive advantages and scalable business model present a compelling investment opportunity [8]

Core Thesis - S&P Global Inc. is viewed positively, with shares trading at $418.27 and trailing and forward P/E ratios of 36.64 and 24.69 respectively [1][3] Company Overview - S&P Global Inc. provides benchmarks, data, analytics, and workflow solutions across global capital, energy, commodity, and automotive markets [3] - The company plans to spin off its Mobility segment into a standalone public company, Mobility Global, Inc., expected to be completed by mid-2026 [3] Mobility Global Segment - Mobility Global aims to be the leading data and analytics infrastructure for the global automotive value chain, offering high-margin, recurring subscription services [4] - Key products include CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, which address critical issues in the vehicle markets [5] Competitive Advantages - CARFAX utilizes over 112,000 data sources, serving more than 100,000 dealerships and millions of consumers, creating a strong network effect [6] - The predictive Behavior Prediction Score from automotiveMastermind and Polk's extensive 30-year data set provide significant insights and enhance customer retention [6] Financial Profile - Mobility Global has an 81% recurring revenue base, adjusted operating margins of 35.4%, and operates with minimal capital requirements, leading to predictable cash flow [7] - Growth drivers include the expanding used vehicle market, brand equity pricing power, EV adoption, dealer SaaS penetration, international expansion, and a shift towards higher-margin subscription products [7] Strategic Implications - The spin-off allows for strategic autonomy, enabling focused investment in product innovation and M&A, and may lead to a market rerating as a pure-play automotive technology leader [8] - Despite potential short-term execution risks during the separation, Mobility Global's competitive advantages and scalable business model present a compelling investment opportunity [8]

Core Viewpoint - S&P Global announced the establishment of Mobility Global, Inc as the new corporate name for its Mobility business following its planned separation into a standalone public company, emphasizing its leadership in automotive intelligence [1][2]. Group 1: Company Overview - Mobility Global will serve as the standard for automotive intelligence, providing essential insights across the vehicle lifecycle to various stakeholders including suppliers, OEMs, dealers, and consumers [1][2]. - The company will retain its portfolio of trusted brands and products, such as CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, which support businesses and consumers with data and technology [2]. Group 2: Leadership and Vision - Bill Eager, President of S&P Global Mobility and CEO-designate of Mobility Global, highlighted the company's commitment to innovation and transparency, which has established its reputation in the automotive intelligence sector [3]. - The new name and brand identity aim to broaden the category and reflect the company's ongoing dedication to delivering high-quality services to its customers [3][4]. Group 3: Separation Details - The planned separation of the Mobility division was announced on April 29, 2025, and is subject to customary legal and regulatory approvals, including final approval from the S&P Global Board of Directors [5].

Core Insights - S&P Global has appointed Bill Eager as President of S&P Global Mobility, effective August 15, 2025, and he will become CEO upon the completion of the planned separation of Mobility into a standalone public company [1][3][4] - Bill Eager has over 20 years of leadership experience at CARFAX, where he served as CEO since 2021, achieving double-digit annual revenue growth and expanding the audience to over 50 million consumers [2][4] - The transition follows Edouard Tavernier's leadership of Mobility for 12 years, who will remain as a strategic advisor until September 30, 2025 [1][3] Company Leadership - Bill Eager's leadership at CARFAX included the successful launch of products like the CARFAX Advantage subscription model and the adoption of AI and ML technologies [2][5] - Martina L. Cheung, President and CEO of S&P Global, expressed confidence in Eager's ability to lead Mobility into its next chapter, emphasizing the potential for growth and innovation [3][4] - Edouard Tavernier acknowledged the strong foundation built during his tenure and expressed confidence in Eager's strategic vision for Mobility [3][4] Future Plans - S&P Global anticipates completing the separation of Mobility within 12 to 18 months, subject to legal and regulatory approvals [3][4] - The separation aims to position both S&P Global and Mobility for long-term growth and value creation [3][4]