SPGI · News · 20260909N

Mobility Segment Separation

S&P Global Inc. · 2026-09-09 · Importance 40 · Surprise 42

The third-party report says S&P Global’s Mobility spin-off has left approximately 80% of profits concentrated in proprietary, AI-resistant “Benchmark” products. It characterizes the post-separation company as targeting high-single-digit revenue growth, operating leverage, and mid-double-digit EPS compounding through free-cash-flow deployment. The report also mentions a rumored Capital IQ spin-off that could further simplify the portfolio, but provides no transaction terms, timing, or company confirmation.

Key facts

• A rumored CapitalIQ spin would further streamline the company and provide further upside to EPS and multiples. source
• The rumored CapitalIQ spin was stated as potentially driving a 20% total shareholder return through 2030. source
• Mobility spin-off has created a simpler and higher value business. source