Mobility Global
Automotive data, analytics and workflow tools spanning CARFAX and enterprise customers.
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Profile
Provides vehicle-history, registration, forecasting, pricing and dealer-workflow tools to consumers and automotive businesses. Most revenue comes from subscriptions, built on data from internal models and external industry, government and commercial sources.
Combines CARFAX vehicle-history and ownership information with Polk registration data, automotiveMastermind dealer-prediction software, Market Scan pricing and payment tools, and forecasting inherited from IHS Markit Automotive. CARFAX serves consumers, dealers, service shops, lenders and insurers, while business-to-business offerings support automotive manufacturers, suppliers and financial institutions with marketing, sales, strategy and planning workflows.
Generates most revenue from subscriptions, with U.S.-weighted operations and a globally distributed workforce. Reliable access to third-party and internally developed data, dealer and manufacturer relationships, privacy and consumer-protection rules, secure technology operations, and transition services from S&P Global shape the business.
Company facts
Key statistics
Year to date −3.6% · Average volume (30d) 4.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 10, 2026 | Citigroup | Initiate | Neutral | |
| Jul 8, 2026 | Wells Fargo | Initiate | Overweight | $27 |
| Jul 2, 2026 | RBC Capital | Initiate | Sector Perform | $23 |
| Jul 2, 2026 | UBS | Target | $23 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $0.46 | $0.46 | −0.5% | $469.9M | $468.0M | −0.4% | −4.97% |
| May 27, 2026Q1 FY26 | — | $0.42 | — | — | $455.0M | — | — |
Financial highlights
| 2 quarters | — | — | — | — | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | $455.0M | $468.0M | |
| Gross profit | — | — | — | — | $455.0M | $468.0M | |
| Operating income | — | — | — | — | $79.0M | $82.0M | |
| Net income | — | — | — | — | $37.0M | $53.0M | |
| Diluted EPS | — | — | — | — | $0.13 | $0.18 | |
| Gross margin | — | — | — | — | 100.0% | 100.0% | |
| Operating margin | — | — | — | — | 17.4% | 17.5% |
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $186.0M · Total debt $2.01B · Total assets $13.06B · Shareholders' equity $9.84B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 27, 2026 | Aug 27 | Sep 10 | $0.06 |
Ownership
Shares outstanding 294.82M · Float —
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Mark S. Peek · director | 50.0K | 0.02% | Form 4 | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Mark S. Peek | director | +15,000 | $19.87 |
| Aug 12, 2026 | Mark S. Peek | director | +25,000 | $19.50 |
| Aug 11, 2026 | Mark S. Peek | director | +10,000 | $19.50 |
Peers
- Cars.com
Dealer listings, valuation and retail software contest CARFAX.
- CarGurus
Dealer listings and inventory intelligence overlap in U.S. retail.
