Form 8-K

8-K — Mobility Global Inc.

Accession: 0002090312-26-000013

Filed: 2026-08-07

Period: 2026-08-07

CIK: 0002090312

SIC: 7389 (SERVICES-BUSINESS SERVICES, NEC)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — mbgl-20260807.htm (Primary)

EX-99.1 (mbgl-20260807xexx991mobili.htm)

EX-99.2 (exhibit992.htm)

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8-K

8-K (Primary)

Filename: mbgl-20260807.htm · Sequence: 1

mbgl-20260807

0002090312FALSE00020903122026-08-072026-08-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 7, 2026

Mobility Global Inc.

(Exact Name of Registrant as specified in its charter)

Delaware

001-43276

39-4621962

(State or other jurisdiction of

incorporation or organization)

(Commission File No.)

(IRS Employer Identification No.)

5860 Trinity Parkway, Suite 600, Centreville, VA 20120

(Address of Principal Executive Offices) (Zip Code)

(703) 934-2664

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the

registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR

240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR

240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol

Name of Exchange on which registered

Common stock (par value $0.01 per share)

MBGL

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the

Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934

(§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended

transition period for complying with any new or revised financial accounting standards provided pursuant to

Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 7, 2026, Mobility Global Inc. (the “Company”) issued an earnings release containing a discussion of the

Company’s results of operations and financial condition for the second quarter ended June 30, 2026, as well as certain

guidance for 2026. A copy of this release is being furnished as Exhibit 99.1 hereto and incorporated herein by reference. In

addition, on August 7, 2026, the Company will hold a teleconference for analysts and media to discuss results for the

second quarter ended June 30, 2026. The teleconference will be webcast on the Company’s website at

www.mobilityglobal.com.

Item 7.01. Regulation FD Disclosure.

On August 7, 2026, the Company issued supplemental information, furnished as Exhibit 99.2 and incorporated herein by

reference, providing supplemental financial information for full year 2025 and the four quarters of 2025.

In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including the

information contained in Items 2.02 and 7.01, and Exhibits 99.1 and 99.2 attached hereto, is being furnished and shall not

be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the

liabilities of Section 18. Furthermore, the information contained in this report shall not be deemed to be incorporated by

reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, except

as expressly set forth by specific references in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits. The following exhibits are furnished with this report:

(99.1) Earnings Release of the Registrant, dated August 7, 2026.

(99.2)Supplemental Financial Information, dated August 7, 2026.

(104) Cover Page Interactive Data File (formatted as Inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this Form

8-K Report to be signed on its behalf by the undersigned hereunto duly authorized.

Mobility Global Inc.

By:

/s/ Matthew A. Calderone

Name: Matthew A. Calderone

Dated: August 7, 2026

Title: Chief Financial Officer

EX-99.1

Filename: mbgl-20260807xexx991mobili.htm · Sequence: 2

MBGL-2026.08.07-8K(EX-99.1) (Mobility)

Page 1

5860 Trinity Parkway

Centreville, VA 21020

www.mobilityglobal.c

MOBILITY GLOBAL REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS

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.

Page 2

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)

Revenue

CARFAX

$312

$289

$610

$564

B2B

156

150

313

295

Total revenue

468

439

923

859

Subscription revenue

383

358

755

701

Non-subscription revenue

168

158

Profitability (GAAP)

—

Operating profit

(15)%

163

180

(9)%

Net income

(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

386

357

Adjusted EBITDA margin

43%

—%

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.

Page 3

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 2026 guidance reflects our carve-out financial results for the first six months of the year and

consolidated financial results for the second six months.

The Company does not provide a reconciliation of forward-looking non-GAAP financial measures to the most

directly comparable financial measures calculated and reported in accordance with GAAP, as the Company is

unable to estimate certain items that impact Net income, and other reconciling metrics are outside the

Company’s control and/or cannot be estimated without unreasonable effort. The amounts and timing of these

items are uncertain and could be material to the Company’s results calculated in accordance with GAAP.

Earnings Webcast

Mobility Global will host a live conference call at 8:00 a.m. EDT on Friday, August 7, 2026 to discuss its

second quarter 2026 financial results. The conference call will be webcast to the public via a link on the

Investor Relations website at https://ir.mobilityglobal.com.

Additional Information Regarding Non-GAAP Measures

It should be noted that Adjusted EBITDA, Adjusted EBITDA Margin, and Free Cash Flow are financial

measures that are not required by, or presented in accordance with, accounting principles generally accepted in

the United States, or GAAP. These non-GAAP measures should not be considered as alternatives to Net income

attributable to Mobility Global or other comparable measures calculated and reported in accordance with

GAAP. These measures are presented here to provide additional useful measurements to review the Company’s

operations, provide transparency to investors and enable period-to-period comparability of financial

performance. The Company’s chief operating decision maker uses these measures to assess the ongoing

performance of the Company and its segments, as well as for business and enterprise planning purposes.

A description of other non-GAAP financial measures that Mobility Global uses to evaluate its operations and

financial performance, and reconciliation of these non-GAAP financial measures to the most directly

comparable financial measures calculated and reported in accordance with GAAP, can be found in Exhibit 5 of

this press release, which is also available on Mobility Global’s website at https://ir.mobilityglobal.com.

Forward-Looking Statements

This press release contains “forward-looking statements,” as defined in the Private Securities Litigation Reform

Act of 1995. These statements, which express management’s current views concerning future events, trends,

contingencies or results, as well as our full-year 2026 guidance, appear at various places in this press release

and use words like “anticipate,” “assume,” “believe,” “continue,” “estimate,” “expect,” “forecast,” “future,”

“intend,” “plan,” “potential,” “predict,” “project,” “strategy,” “target” and similar terms, and future or

conditional tense verbs like “could,” “may,” “might,” “should,” “will” and “would.” For example, management

may use forward-looking statements when addressing topics such as: the outcome of contingencies; future

actions by regulators; changes in the business strategies and methods of generating revenue of the Company;

and the development and performance of the Company’s services and products; the expected impact of

acquisitions and dispositions; the Company’s effective tax rates; the Company’s cost structure, dividend policy,

cash flows or liquidity.

Page 4

Forward-looking statements are subject to inherent risks and uncertainties. Several factors could cause actual

results to differ materially from those expressed or implied in forward-looking statements. The Company and its

subsidiaries operate in a dynamic business environment in which new risks emerge frequently. Accordingly, the

Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as

of the dates on which they are made. The Company undertakes no obligation to update or revise any forward-

looking statement to reflect events or circumstances arising after the date on which it is made, except as

required by applicable law. Further information about the Company’s businesses, including information about

factors that could materially affect its results of operations and financial condition, is contained in the

Company’s filings with the SEC, including the section titled “Risk Factors” of our Quarterly Report on Form

10-Q, filed with the SEC on August 7, 2026.

About Mobility Global

Mobility Global is the world’s standard for automotive information, providing critical data and analytics across

the full vehicle lifecycle. Its portfolio of trusted brands and products includes CARFAX,

automotiveMastermind, Polk Automotive Solutions, and Market Scan, supporting the world’s major automotive

manufacturers, suppliers, dealer groups, media, financial institutions, and consumers with data, forecasts,

insights, technology, and innovation. For more, visit mobilityglobal.com.

Contacts:

Investor Relations:

Tejal Engman

Managing Director, Investor Relations

tejal.engman@mobilityglobal.com

Media:

Kara Evanko

Global Head of Communications

kara.evanko@mobilityglobal.com

Exhibit 1

Mobility Global Inc.

Condensed Combined Statements of Operations

Three and six months ended June 30, 2026 and 2025

(dollars in millions, except per share data)

(unaudited)

Three Months Ended

June 30,

Change

Six Months Ended

June 30,

Change

2026

2025

2026

2025

Revenue

$468

$439

$29

$923

$859

$64

Expenses:

Operating-related expenses

134

132

270

259

Selling and general expenses

175

134

31%

335

265

26%

Depreciation

—

—%

—

—%

Amortization of intangibles

—

—%

148

—

—%

Total expenses

386

343

13%

760

679

12%

Operating profit

(14)

(15)%

163

180

(17)

(9)%

Interest expense, net

75%

43%

Income before provision for

income taxes

(17)

(18)%

153

173

(20)

(12)%

Provision for income taxes

(5)

(19)%

(5)

(10)%

Net income

$53

$65

$(12)

(18)%

$108

$123

$(15)

(12)%

Net income per common share:

Basic

$0.18

$0.22

$(0.04)

(18)%

$0.37

$0.42

$(0.05)

(12)%

Diluted

$0.18

$0.22

$(0.04)

(18)%

$0.37

$0.42

$(0.05)

(12)%

N/M - Represents a change equal to or in excess of 100% or not meaningful

Exhibit 2

Mobility Global Inc.

Condensed Combined Balance Sheets

June 30, 2026 and December 31, 2025

(dollars in millions)

(unaudited)

June 30,

December 31,

2026

2025

Assets:

Current assets:

Cash and cash equivalents

$186

$38

Due from related parties – current

Accounts receivable, net of allowance for doubtful accounts: 2026 – $2; 2025 – $2

216

203

Prepaid and other current assets

Total current assets

466

281

Property and equipment, net of accumulated depreciation: 2026 – $84; 2025 – $81

Right of use assets

Goodwill

8,845

Other intangible assets, net

3,640

3,789

Other non-current assets

Total assets

$13,060

$12,995

Liabilities and Equity:

Accounts payable

$63

$56

Due to related parties – current

—

Accrued compensation and contributions to retirement plans

Unearned revenue

102

Other current liabilities

Total current liabilities

248

262

Long-term debt

1,981

—

Operating lease liabilities

Deferred tax liability, net

967

1,006

Due to related parties – non-current

—

230

Other non-current liabilities

Total liabilities

3,225

1,510

Commitments and Contingencies (Note 8)

Equity:

Parent company investment

9,833

11,489

Accumulated other comprehensive income (loss)

(4)

Total equity

9,835

11,485

Total liabilities and equity

$13,060

$12,995

Exhibit 3

Mobility Global Inc.

Condensed Consolidated Statements of Cash Flows

Six months ended June 30, 2026 and 2025

(dollars in millions)

(unaudited)

2026

2025

Operating Activities:

Net income

$108

$123

Adjustments to reconcile net income to cash provided by operating activities:

Depreciation

Amortization of intangibles

148

Provision for losses on accounts receivable

Deferred income taxes

(38)

(43)

Stock-based compensation

Restructuring and other

(1)

—

Net changes in other operating assets and liabilities

(46)

(13)

Cash provided by operating activities

189

233

Investing Activities:

Capital expenditures

(12)

(8)

Purchases of equity investments

(3)

Cash used for investing activities

(15)

(11)

Financing Activities:

Proceeds from issuance of Senior Notes

1,986

—

Net transfers to Parent

(2,011)

(190)

Payments related to loan from related parties

—

(18)

Contingent consideration payments

—

(2)

Cash used for financing activities

(25)

(210)

Effect of exchange rate changes on cash

(1)

Net change in cash and cash equivalents

148

Cash and cash equivalents at beginning of period

Cash and cash equivalents at end of period

$186

$40

Exhibit 4

Mobility Global Inc.

Operating Results by Segment

Three and six months ended June 30, 2026 and 2025

(dollars in millions)

(unaudited)

Three months ended June 30, 2026

CARFAX

B2B

Corporate

Total

Revenue

$312

$156

$—

$468

Expenses:

Operating-related expenses

—

134

Selling and general expenses

175

Depreciation and amortization

—

Total expenses

211

153

386

Operating profit

$101

$(22)

$82

Adjusted EBITDA

$153

$53

$(4)

$202

(unaudited)

Three months ended June 30, 2025

CARFAX

B2B

Corporate

Total

Revenue

$289

$150

$—

$439

Expenses:

Operating-related expenses

—

132

Selling and general expenses

134

Depreciation and amortization

—

Total expenses

200

134

343

Operating profit

(9)

Adjusted EBITDA

$142

$49

$(3)

$188

(unaudited)

Six months ended June 30, 2026

CARFAX

B2B

Corporate

Total

Revenue

$610

$313

$—

$923

Expenses:

Operating-related expenses

136

134

—

270

Selling and general expenses

184

116

335

Depreciation and amortization

100

—

155

Total expenses

420

305

760

Operating profit

190

(35)

163

Adjusted EBITDA

$293

$102

$(9)

$386

(unaudited)

Six months ended June 30, 2025

CARFAX

B2B

Corporate

Total

Revenue

$564

$295

$—

$859

Expenses:

Operating-related expenses

130

129

—

259

Selling and general expenses

169

265

Depreciation and amortization

—

155

Total expenses

398

265

679

Operating profit

166

(16)

180

Adjusted EBITDA

$272

$93

$(8)

$357

Exhibit 5

Mobility Global Inc.

Non-GAAP Financial Information

(dollars in millions)

(unaudited)

Three months ended June 30, 2026

CARFAX

B2B

Corporate

Total

Net income (GAAP)

$53

Interest expense, net

Provision for income taxes

Operating profit (GAAP)

101

(22)

Adjusted to add:

Amortization of intangibles

—

Depreciation

—

Stock-based compensation

—

Transaction costs

—

Employee severance charges and other

—

Adjusted EBITDA

$153

$53

$(4)

$202

% Adjusted EBITDA margin

49%

34%

N/M

43%

(unaudited)

Three months ended June 30, 2025

CARFAX

B2B

Corporate

Total

Net income (GAAP)

$65

Interest expense, net

Provision for income taxes

Operating profit (GAAP)

(9)

Adjusted to add:

Amortization of intangibles

—

Depreciation

—

Stock-based compensation

—

Transaction costs

—

Employee severance charges and other

Adjusted EBITDA

$142

$49

$(3)

$188

% Adjusted EBITDA margin

49%

33%

N/M

43%

(unaudited)

Six months ended June 30, 2026

CARFAX

B2B

Corporate

Total

Net income (GAAP)

$108

Interest expense, net

Provision for income taxes

Operating profit (GAAP)

190

(35)

163

Adjusted to add:

Amortization of intangibles

—

148

Depreciation

—

Stock-based compensation

—

Transaction costs

—

Employee severance charges and other

—

Adjusted EBITDA

$293

$102

$(9)

$386

% Adjusted EBITDA margin

48%

33%

N/M

42%

Exhibit 5

(unaudited)

Six months ended June 30, 2025

CARFAX

B2B

Corporate

Total

Net income (GAAP)

$123

Interest expense, net

Provision for income taxes

Operating profit (GAAP)

166

(16)

180

Adjusted to add:

Amortization of intangibles

—

148

Depreciation

—

Stock-based compensation

—

Transaction costs

—

Employee severance charges and other

Adjusted EBITDA

$272

$93

$(8)

$357

% Adjusted EBITDA margin

48%

32%

N/M

42%

Computation of Free Cash Flow

(unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

2026

2025

Cash provided by operating activities

135

166

189

233

Capital expenditures

(6)

(3)

(12)

(8)

Free cash flow

$129

$163

$177

$225

Exhibit 5

Non-GAAP Financial Measures - Definitions

Adjusted EBITDA, Adjusted EBITDA Margin, and Free cash flow

Adjusted EBITDA is a non-GAAP measure and is defined as our GAAP net income adjusted to exclude

(1) interest expense, net, (2) provisions for income taxes, (3) depreciation and amortization, (4) stock-based

compensation, (5) transaction costs related to the stand-up of the Spin Business in connection with the

Separation, and (6) employee severance charges and other costs that are not representative of the underlying

economics of the periods presented. Net income is the most directly comparable GAAP financial measure to

Adjusted EBITDA. Adjusted EBITDA margin is a non-GAAP measure and refers to Adjusted EBITDA divided

by GAAP revenue. Further, Mobility Global presents these non-GAAP measures on a segment basis, which are

subject to the same adjustments as Adjusted EBITDA. Free cash flow is a non-GAAP financial measure and

reflects our cash provided by operating activities less capital expenditures.

EX-99.2

Filename: exhibit992.htm · Sequence: 3

exhibit992

Mobility Global Financial Data - FY2025 This file contains downloadable content that is derived from information contained in our quarterly earnings releases and periodic reports and other filings with the Securities and Exchange Commission which can be found on Mobility Global’s Investor Relations site at https://ir.mobilityglobal.com/. Non-GAAP Financial Measures: Adjusted EBITDA and Adjusted EBITDA Margin are financial measures that are not required by, or presented in accordance with, accounting principles generally accepted in the United States, or GAAP. These non-GAAP measures should not be considered as alternatives to Net income attributable to Mobility Global or other comparable measures calculated and reported in accordance with GAAP. These measures are presented here to provide additional useful measurements to review the Company’s operations, provide transparency to investors and enable period-to-period comparability of financial performance. The Company’s chief operating decision maker uses these measures to assess the ongoing performance of the Company and its segments, as well as for business and enterprise planning purposes. A description of other non-GAAP financial measures that Mobility Global uses to evaluate its operations and financial performance, and reconciliation of these non-GAAP financial measures to the most directly comparable financial measures calculated and reported in accordance with GAAP, can be found in Exhibit 5 of Mobility Global’s earnings press release, which is also available on Mobility Global’s website at https://investors.mobilityglobal.com. The Company does not provide a reconciliation of forward-looking non-GAAP financial measures to the most directly comparable financial measures calculated and reported in accordance with GAAP, as the Company is unable to estimate significant non-recurring or unusual items without unreasonable effort. The amounts and timing of these items are uncertain and could be material to the Company’s results calculated in accordance with GAAP.

GAAP Income Statement and Non GAAP Reconciliations (EBITDA) $ Millions Q1 Q2 Q3 Q4 2025 Revenue 420 439 445 446 1,750 Expenses Operating -related expenses 127 132 129 128 516 Selling and general expenses 131 134 135 185 585 Depreciation and amortization 78 77 77 78 310 Total expenses 336 343 341 391 1,411 Operating profit 84 96 104 55 339 Interest expenses, net 3 4 4 2 13 81 92 100 53 326 Provision for income taxes 23 27 29 27 106 Net income 58 65 71 26 220 Interest and other, net 3 4 4 2 13 Provision for income taxes 23 27 29 27 106 Depreciation and amortization 78 77 77 78 310 Stock-based compensation 5 4 7 6 22 Transaction costs - 2 3 16 21 Employee severance charges 1 7 6 6 20 Legal settlement recovery (3) - (3) Other 1 2 (3) 2 2 Adjusted EBITDA 169 188 191 163 711 Income before income taxes Note: Amounts above may not tie to amounts included in public filings due primarily to rounding. Pre-separation quarterly information, including Q3 and Q4 2025, is unaudited and preliminary, and reflects the unaudited carve-out financials of the Mobility business as reported by S&P global Inc. Accordingly, these numbers are not prepared on a consistent basis and may not be comparable period over period, and the amounts ultimately reported may differ.

Non-GAAP Reconciliations (EBITDA, EBITDA Margin) $ Millions CARFAX B2B Corporate Total CARFAX B2B Corporate Total CARFAX B2B Corporate Total CARFAX B2B Corporate Total CARFAX B2B Corporate Total Revenue 275 145 - 420 289 150 - 439 291 154 - 445 287 159 - 446 1,142 608 - 1,750 Subscription 225 118 - 343 234 124 - 358 235 127 - 362 233 130 - 363 927 499 - 1,426 Non-subscription 50 27 - 77 55 26 - 81 56 27 - 83 54 29 - 83 215 109 - 324 Total expenses 198 131 7 336 200 134 9 343 199 131 11 341 223 150 18 391 820 546 45 1,411 Operating profit 77 14 (7) 84 89 16 (9) 96 92 23 (11) 104 64 9 (18) 55 322 62 (45) 339 Depreciation and amortization 50 28 - 78 50 27 - 77 50 27 - 77 48 30 - 78 198 112 - 310 Stock-based compensation 3 2 - 5 2 2 - 4 4 3 - 7 4 2 - 6 13 9 - 22 Transaction costs - - - - - - 2 2 - 3 3 - 6 10 16 - 9 12 21 Employee severance charges - - 1 1 1 4 2 7 - 6 - 6 1 3 2 6 2 13 5 20 Legal settlement recovery - - - - - - - - - (3) - (3) - - - - - (3) - (3) Other - - 1 1 - - 2 2 - (4) 1 (3) 1 (1) 2 2 1 (5) 6 2 Adjusted EBITDA 130 44 (5) 169 142 49 (3) 188 146 55 (10) 191 118 49 (4) 163 536 197 (22) 711 Adjusted EBITDA margin 47.3% 30.3% N/M 40.2% 49.1% 32.7% N/M 42.8% 50.2% 35.6% N/M 42.9% 41.1% 30.9% N/M 36.6% 46.9% 32.4% N/M 40.6% Q1 Q2 Q3 Q4 2025 Note: Amounts above may not tie to amounts included in public filings due primarily to rounding. Pre-separation quarterly information, including Q3 and Q4 2025, is unaudited and preliminary, and reflects the unaudited carve-out financials of the Mobility business as reported by S&P global Inc. Accordingly, these numbers are not prepared on a consistent basis and may not be comparable period over period, and the amounts ultimately reported may differ.

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