S&P Global announced on February 3 2026 that its Mobility division will be renamed Mobility Global as part of a plan to spin the unit out as a separate public company. The new name signals the division’s ambition to serve as the global standard for automotive intelligence, covering its portfolio of CARFAX, automotiveMastermind, Polk Automotive Solutions and Market Scan.
Mobility Global’s product suite delivers data and analytics across the vehicle lifecycle, from pre‑sale to post‑sale services. CARFAX remains the world’s most widely used vehicle‑history platform, while automotiveMastermind and Polk Automotive Solutions provide market‑intelligence tools for OEMs, dealers and suppliers. Market Scan offers real‑time pricing and inventory data that supports retail and wholesale decisions.
In 2025 the Mobility division generated approximately $1.6 billion in revenue and maintained an adjusted operating margin of nearly 40 %. The unit contributed about 11.5 % of S&P Global’s consolidated revenue, underscoring its importance to the parent company’s overall financial profile. The high margin reflects the division’s subscription‑based, data‑centric business model and its ability to scale without proportionate cost growth.
The rebranding and spin‑off are part of S&P Global’s broader strategy to sharpen focus on its core data businesses—indices, ratings, market intelligence and commodity insights—while allowing Mobility Global to pursue its own growth trajectory. The spin‑off, first announced in late April 2025, is expected to complete within 12 to 18 months, giving the new entity a clear path to independent operations, investor relations and regulatory filings.
Bill Eager, President of S&P Global Mobility and CEO‑designate of Mobility Global, said the new name “represents the world’s standard for automotive intelligence, trusted by suppliers, OEMs, dealers and consumers.” Martina Cheung, President and CEO of S&P Global, added that the separation will “enhance strategic focus for S&P Global’s core businesses and enable Mobility to execute its growth strategy independently.”
The move is expected to unlock shareholder value by separating the high‑margin Mobility business from the broader data conglomerate, allowing each entity to be valued on its own merits. Investors are watching the spin‑off’s execution closely, as the timing and valuation of the standalone company will shape the long‑term return profile for both S&P Global and Mobility Global.
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