SPGI · 10-Q · 2026Q1 · Full report

Mobility performance and costs

S&P Global Inc. · 2026-04-28 · Importance 30 · Surprise 14

Mobility revenue increased 8% in Q1 2026, driven by new business growth in the Dealer business and solid underwriting volumes in the Financial business, with Manufacturing showing early signs of recovery. The segment incurred $13 million of disposition-related costs in 2026 and recorded amortization of intangibles from acquisitions of $76 million in both 2026 and 2025. Operating profit increased 9% year-over-year; excluding disposition-related costs (which reduced margin by ~3 percentage points), operating profit increased 12%, partially offset by higher advertising and promotion costs. Foreign exchange rates had a favorable impact of 1 percentage point on Mobility results.