Automotive intelligence and connected vehicle data are becoming increasingly important across the global transportation industry. S&P Global is now making a major move to focus entirely on that business.
S&P Global has officially moved forward with plans to split its Mobility division into an independent public company called “Mobility Global.” This week, the company publicly filed a Form 10 registration statement with the U.S. Securities and Exchange Commission and also announced the future board of directors for the standalone business.
The separation is expected to be completed by mid 2026, pending regulatory approvals and final approval from S&P Global’s board.
The Final Phase of the Spin Off
The biggest development this week is the filing of the Form 10 registration statement with the SEC. This officially moves the separation into its final regulatory phase. The filing gives investors a detailed look at Mobility Global’s business operations, financial performance, leadership structure, and future strategy.
S&P Global first announced plans for the spin off in April 2025. The company is now much closer to launching Mobility Global as its own publicly traded business.
The company has also confirmed that Mobility Global will host its first Investor Day on May 12 in New York City. Executives are expected to present long term growth plans and financial targets to investors during the event.
The Brands Behind Mobility Global
The new company will take control of several well known automotive intelligence businesses, including CARFAX, Polk Automotive Solutions, automotiveMastermind, and Market Scan.
These brands provide vehicle history reports, pricing analytics, dealership intelligence, automotive forecasting, and consumer market data used across the vehicle industry. Their services are used by automakers, dealerships, insurers, lenders, suppliers, and consumers globally.
According to company filings, the Mobility division generated approximately $1.6 billion in revenue in fiscal year 2024 with around 8% year over year growth. That strong growth is one reason investors are paying close attention to the separation.
Leadership Team Announced
S&P Global has now announced the eight member board that will lead Mobility Global after the spin off is completed. Former CSX CEO and longtime Ford executive Joseph Hinrichs will serve as chairman of the board, while current S&P Global Mobility president Bill Eager will become CEO of the new company.
The board also includes executives with experience from companies such as Amazon, Workday, Expedia Group, and Voya Financial. The leadership structure shows that Mobility Global is positioning itself as a technology and automotive intelligence company rather than a traditional automotive business.
Bill Eager said Mobility Global aims to become “the world’s standard for automotive data and intelligence.”
Automotive Intelligence Is Growing Rapidly
The larger story behind this separation is the growing value of automotive data. Modern vehicles now generate huge amounts of information related to driving behavior, EV performance, insurance risk, supply chains, pricing trends, and maintenance.
As connected vehicles and AI driven mobility systems continue growing globally, companies specializing in transportation data and automotive analytics are becoming increasingly important.
S&P Global’s decision to separate its mobility division shows how valuable the automotive intelligence market is becoming. The move also reflects a larger corporate trend where major companies are separating specialized divisions into independent businesses to improve focus and pursue faster growth.
Investors Eye Mobility Global Launch
Investors are closely watching whether the separation could create more focused business operations for both companies. The spin off would allow investors to separately evaluate S&P Global’s financial operations and Mobility Global’s automotive intelligence business.
If the separation is completed on schedule later this year, Mobility Global will become one of the largest standalone automotive data and mobility intelligence companies operating in the public markets.