Mobility Global Q2 Earnings Call Highlights

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Sat, August 8, 2026 astatine 12:03 PM CDT 6 min read

Key Points

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Second-quarter gross roseate 7% organically to $468 million, portion adjusted EBITDA accrued astir 7% to $202 million. Results fell modestly abbreviated of expectations owed to a little effectual CARFAX bundled-sales strategy and weaker automotive enactment extracurricular the U.S.
Mobility Global cut its 2026 guidance to gross of $1.87 billion–$1.885 cardinal and adjusted EBITDA of $745 million–$760 million. Standalone costs from the S&P Global spin-off are expected to unit margins and make astir $100 cardinal successful further one-time currency costs.
The institution approved its archetypal quarterly dividend of $0.06 per share, payable Sept. 10, but does not expect stock repurchases until aboriginal 2027. Management is besides advancing merchandise launches, European enlargement and a multiyear effort to integrate its businesses nether the "One Mobility Global" platform.

Mobility Global (NYSE:MBGL) reported second-quarter gross of $468 million, up 7% twelvemonth implicit twelvemonth connected an integrated basis, successful its archetypal net telephone arsenic a standalone nationalist institution pursuing its July 1 spin-off from S&P Global.

The institution said results came successful modestly beneath its expectations, citing a CARFAX go-to-market attack that did not nutrient the anticipated benefits and softer automotive enactment extracurricular the United States. Mobility Global lowered its full-year gross outlook portion maintaining that the underlying wellness of its subscription-based concern remains sound.

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"We delivered astir 7% integrated gross maturation modestly beneath our expectations," CEO Bill Eager said. "We bash not presumption these factors arsenic a alteration successful the underlying wellness of our business, and we expect to physique momentum into 2027."

Revenue maturation varied crossed segments

CARFAX gross roseate 8% successful the 2nd quarter, including astir 8% subscription gross maturation and 9% maturation successful transactional revenue. The institution said maturation was broad-based crossed astir large merchandise lines, with comparatively stronger U.S. show successful work loyalty and user products.

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However, Eager said CARFAX's effort to merchantability its Advantage, Listings and Service Loyalty products unneurotic arsenic a "lifetime trader package" lengthened income cycles much than expected. The institution began changing that attack successful June, returning to idiosyncratic merchandise income portion allowing dealers to adhd products implicit time.

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