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S&P Global Inc. (SPGI) Analyst/Investor Day Transcript
2026-05-13 · via All Articles on Seeking Alpha

S&P Global Inc. (SPGI) Analyst/Investor Day May 12, 2026 9:30 AM EDT

Company Participants

Tejal Engman
William Eager - President
Joseph LaFeir - President of Mobility Business Solutions
Scott Fredericks - President of CARFAX, Inc.
Jeremy Morehouse
Matthew Calderone - Chief Financial Officer

Conference Call Participants

Toni Kaplan - Morgan Stanley, Research Division
Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division
Alex Kramm - UBS Investment Bank, Research Division
Manav Patnaik - Barclays Bank PLC, Research Division
Jason Haas - Wells Fargo Securities, LLC, Research Division

Presentation

Tejal Engman

Well, good morning, everyone, and welcome to Mobility Global's 2026 Inaugural Investor Day. My name is Tejal Engman, and I lead Investor Relations at Mobility Global. It is fantastic to see so many of you in the room and so many more of you on the webcast. It's great to have you join us.

So we're going to have a very action-packed morning for you today. But first, I'm going to make the lawyers happy. So we're going to go into a few things on this disclaimer slide that it's important for me to mention, which is that this presentation is being recorded and webcast, and the presentation today will contain forward-looking statements within the meaning of U.S. and international regulations. Any such statements are based on current conditions and subject to risks and uncertainties, which are discussed at length in our Form 10 filing with the SEC.

As you know, Mobility Global plans to complete its spin from S&P Global to become an independent public company in mid-2026. And our discussion today will focus exclusively on Mobility Global with the financial outlook reflecting the company on a stand-alone basis.

We'll also be discussing non-GAAP financial metrics. We filed an 8-K this morning with information regarding these metrics and the financial targets that we'll be discussing