S&P Global Mobility Spin-Off

研报英文原文证据摘录

S&P Global Mobility Spin-Off

JuneJune 30,30, 20262026

Business Description

Mobility is a leading provider of automotive data, analytics, and software solutions serving the global automotive

ecosystem. The company leverages a proprietary data set sourced from more than 177,000 contributors to deliver

mission-critical insights across the vehicle lifecycle, supporting OEMs, suppliers, dealers, finance & insurance

providers, and consumers in the ~$8T global automotive market. Mobility's solutions are deeply embedded in

customer workflows, serving all of the top 40 global automakers (representing 96% of global vehicle production)

and more than 40,000 dealer customers globally.

The company operates through two primary segments: CARFAX and B2B. CARFAX provides vehicle history reports,

valuations, listings, and service solutions that help consumers purchase, maintain, and sell vehicles while enabling

dealers to improve lead conversion and customer retention. The B2B segment delivers data, forecasting, marketing,

and analytics solutions that support OEM product planning, supply chain management, pricing, incentives,

technology investments, and targeted customer acquisition.

Global Mobility Segment Revenue & End Markets

Mobility Global Segment Revenue Mobility Global End Markets

Dealer (B2B &

35% 20% CARFAX

Financial /

65% 18% Consumer / Other

62%

OEM & Supplier

CARFAX B2B

Source: Company Filings

CARFAX (65% of FY25 Revenue)

CARFAX provides vehicle history reports, valuations, listings and vehicle ownership solutions to consumers, dealers,

lenders and insurers. The business leverages a proprietary database of more than 38B vehicle records sourced from

over 177,000 contributors and serves more than 40,000 dealer customers globally. As of FY25, CARFAX reached