SPGI · 10-Q · 2026Q2 · Full report

Customer Dynamics

S&P Global Inc. · 2026-07-28 · Importance 45 · Surprise 50

Mobility revenue increased 7% in the first half of 2026, led by new business growth in Dealer and solid underwriting volumes in Financial. Dealer and Financial also benefited from improved contract terms, indicating stronger monetization with existing customers. Mobility serves all global OEMs, most leading suppliers, the majority of North American dealerships, and financial institutions that use its data for marketing, insurance underwriting, and claims management. Manufacturing growth was pressured by lower recall volumes, reducing demand for recall-related data and services.