Mobility Global Lifts Q3 Revenue 7.4% and Authorizes $800 Million Buyback

what happened

According to TradingView, Mobility Global reported results for the third quarter of 2026, its first full quarter as a standalone public company. Revenue reached $478 million, a 7.4% increase year over year. Revenue at the CARFAX segment rose 8% to $313 million, while the B2B segment grew 6% to $164 million.

Net income fell 41% to $42 million, while adjusted EBITDA rose 2% to $195 million. The board approved an $800 million share repurchase program, and the company expects to buy back between $350 million and $450 million of stock by the end of 2027. Full-year revenue guidance was kept unchanged, and the midpoint of adjusted EBITDA guidance was raised.

why it matters

The buyback and higher EBITDA guidance support investor interest in the shares, but the 41% drop in net income points to costs linked to the company's separation. The repurchase size is meaningful relative to the business, so the pace of purchases will be watched closely by the market.

market impact

Mobility Global shares: buyback and higher EBITDA guidance support demand for the stock

• ▲Mobility Global shares pressure up — the $800 million buyback and raised EBITDA guidance create demand for the stock

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