Earnings Releases·Nov 12, 2026, 7:03 AM ET

Mobility Global — Third Quarter 2026 Earnings Summary

Revenue grew 7.4% year-over-year to $478 million in Q3 2026, while net income declined 41% to $42 million due to standalone public company costs and transaction expenses; however, adjusted EBITDA rose 2% to $195 million with a 41% margin.
Full-year 2026 adjusted EBITDA guidance midpoint was raised to $750–$760 million, while revenue guidance remains unchanged at $1,870–$1,885 million.
The Board authorized an $800 million share repurchase program targeting $350–$450 million through year-end 2027 and declared a quarterly cash dividend of $0.06 per share.
Strategic progress includes the integration of CARFAX and B2B under "One Mobility Global," expansion of the CARFAX data estate to over 100,000 service shops, and the addition of a large global OEM to B2B Sales Solutions.
Balance sheet activity included issuing $1,986 million in Senior Notes, resulting in long-term debt of $1,981 million, while free cash flow increased 37% to $186 million.