SEC 8-K filings with transcript text
Aug 7, 2026
2 mbgl-20260807xexx991mobili.htm
MBGL-2026.08.07-8K(EX-99.1) (Mobility)
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5860 Trinity Parkway
Centreville, VA 21020
www.mobilityglobal.c
CENTREVILLE, Va., August 7, 2026 - Mobility Global Inc. (NYSE: MBGL) (“Mobility Global” or the
“Company”) today announced financial results for the second quarter ended June 30, 2026.
•Successfully launched Mobility Global as an independent public company on July 1, 2026
•Grew total revenue by 7%, with CARFAX revenue growing 8% year-over-year
•Delivered net income of $53 million and adjusted EBITDA¹ of $202 million, which represents a 43%
margin and a 7% increase year-over-year
•Initiated a quarterly cash dividend of $0.06 per share, reflecting confidence in the Company’s cash
generation and balance sheet
•Provided full-year 2026 revenue guidance to reflect first half results and reiterated medium-term
financial targets
“Mobility Global delivered second quarter results that reflected continued progress across our businesses during
the final stages of our spin-off, and successfully launched as an independent public company on July 1,” said
Bill Eager, Chief Executive Officer of Mobility Global. “We are moving with speed and focus to create One
Mobility Global, deploy AI to fundamentally transform our workflows, and strengthen our market position.
During the quarter and into July, we advanced our product and market strategy through the launches of
CARFAX Homegrown and CARFAX Showroom, a new B2B solution within automotiveMastermind, and the
expansion of CARFAX into Germany. We see clear opportunities ahead and are focused on strengthening our
go-to-market execution, accelerating product adoption, and building momentum into 2027.”
Second Quarter Financial Highlights
(All comparisons are to the second quarter of 2025)
•Total revenue of $468 million, increased by 7%
•Subscription revenue increased by 7% and non-subscription revenue increased by 5%
•CARFAX segment revenue of $312 million, increased by 8%
•B2B segment revenue of $156 million, increased by 4%
•Net income of $53 million, represented an 11% margin
•Adjusted EBITDA¹ of $202 million, increased by 7% and represented a 43% margin
¹ Non-GAAP measure. See "Non-GAAP Financial Information" and the reconciliations and definitions in
Exhibit 5.
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Second Quarter and Recent Business Highlights
•Launched Mobility Global as an independent public company on July 1, 2026
•Launched two new CARFAX offerings: CARFAX Homegrown, which identifies vehicles sold new and
serviced throughout their life at a dealership, and CARFAX Showroom, a premium listings product that
surfaces dealer inventory at the most relevant moments in a shopper's search, to increase dealer value
and support higher revenue per dealer, respectively
•Entered Europe’s largest automotive market with the launch of CARFAX Germany
•Expanded B2B capabilities through FAST, PIQ and Data Studio from launch to broader adoption, while
advancing new solutions within automotiveMastermind that improve customer workflows for OEMs
and dealers
•Advanced creating One Mobility Global by integrating our businesses, data assets and technology to
accelerate innovation and efficiency
•Initiated return of capital to shareholders, with quarterly cash dividend of $0.06 per share
Financial Summary
The second quarter ended June 30, 2026 and all prior periods are presented on a carve-out basis. Beginning with
the third quarter of 2026, Mobility Global's first full quarter as a standalone company, financial results will be
reported on a consolidated basis.
Three Months Ended
June 30,
Six Months Ended
June 30,
(dollars in millions except per share data)
2026
2025
% Chg
2026
2025
% Chg
(unaudited)
(unaudited)
Revenue
$312
$289
8%
$610
$564
8%
B2B
156
150
4%
313
295
6%
Total revenue
468
439
7%
923
859
7%
Subscription revenue
383
358
7%
755
701
8%
Non-subscription revenue
85
81
5%
168
158
6%
Profitability (GAAP)
—
Operating profit
82
96
(15)%
163
180
(9)%
Net income
53
65
(18)%
108
123
(12)%
Net income margin
11%
15%
(27)%
12%
14%
(14)%
Diluted EPS
0.18
0.22
(18)%
0.37
0.42
(12)%
Non-GAAP measures
Adjusted EBITDA
202
188
7%
386
357
8%
Adjusted EBITDA margin
43%
43%
—%
42%
42%
—%
Cash flow
Net cash provided by operating activities
135
166
(19)%
189
233
(19)%
Free cash flow
129
163
(21)%
177
225
(21)%
Declaration of Quarterly Dividend
The Board of Directors has declared a quarterly common stock dividend of $0.06 per share. The dividend is
payable September 10, 2026, to shareholders of record at the close of business as of August 27, 2026.
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Outlook
Operating Performance
Full-Year 2026 Guidance
Revenue
$1,870 - $1,885 million
Revenue Growth
6.9% - 7.7%
Adjusted EBITDA
$745 - $760 million
Adjusted EBITDA Margin
~40%
Our full year 20
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