米国証券取引委員会 ワシントン d.c. 20549
FORM 8-K
1934年証券取引法第13条または第15条(d)に基づく現況報告書
報告日(報告された最も早い事象の日付):2026年5月12日
s&p global inc.(定款に規定される登録者の正式名称))
| ニューヨーク | 1-1023 | 13-1026995 |
| (設立または組織の州またはその他の管轄区域) | (Commission File No.) | (IRS Employer Identification No.) |
55 ウォーター・ストリート、ニューヨーク、ニューヨーク 10041(主要な執行機関の所在地)(郵便番号)
(212) 438-1000(登録者の電話番号、市外局番を含む)
フォーム8-Kの提出が、以下のいずれかの規定に基づく登録者の提出義務を同時に満たすことを目的とする場合は、以下の該当するチェックボックスにチェックを入れてください:
| ¨ | 証券法に基づく規則425に従った書面によるコミュニケーション(17 cfr 230.425) | |
| ¨ | 取引所法の下でのルール14a-12(17 cfr 240.14a-12)に基づく資料の勧誘。) | |
| ¨ | 取引所法の規則14d-2(b)に基づく開始前のコミュニケーション(17 cfr 240.14d-2(b)) | |
| ¨ | 証券取引法の規則13e-4(c)に基づく開始前のコミュニケーション(17 cfr 240.13e-4(c)) |
同法第12条(b)に基づき登録された有価証券:
| Title of each class | Trading Symbol | 登録されている取引所の名称 | ||
| 普通株式(額面1.00ドル/株) | SPGI | New York Stock Exchange |
登録者が、1933年証券法第405条(本章第230.405条)または1934年証券取引法第12b-2条(本章第240.12b-2条)に定義される新興成長企業であるか否かを、チェックマークで示してください。
Emerging growth company ¨
新興成長企業である場合、登録者が証券取引法第13条(a)に基づき定められた新規または改訂された財務会計基準への準拠について、延長移行期間の適用を受けないことを選択した場合は、チェックマークを付けてください。 ¨
Item 7.01. Regulation FD Disclosure
2026年5月12日、S&P Global Inc.のモビリティ部門(「Mobility Global」)は、Mobility Globalを独立した上場企業であるMobility Global Inc.として分離する計画に関連し、以前より告知していた「インベスター・デイ」を開催します。本会議で使用される投資家向けプレゼンテーション資料は、別紙99.1として添付されています。
本項目7.01に含まれる情報(本報告書に添付された別紙99.1を含む)は、提供されるものであり、改正1934年証券取引法第18条の目的上、提出されたものとみなされるものではなく、また同条に基づく責任の対象となるものでもない。 さらに、本報告書に含まれる情報は、改正1933年証券法に基づき提出された登録届出書その他の文書に参照により組み込まれたものとみなされない。
Item 9.01 財務諸表および添付資料
(d) 証拠書類。
| Exhibit No. | Description | |
| 99.1 | モビリティ・グローバル社 2026年5月12日付投資家向けプレゼンテーション | |
| 104 | カバーページ インタラクティブデータファイル(inline xbrlドキュメントに埋め込まれています。) |
SIGNATURES
1934年証券取引法(改正を含む)の規定に基づき、登録者は、本報告書に、正当に権限を付与された下記署名者が登録者に代わって署名するよう適切に手配した。
| Dated: May 12, 2026 | S&P Global Inc. | |
| By: | /s/ Judah Bareli | |
| Judah Bareli | ||
| 副社長、アソシエイト・ジェネラル・カウンセル兼コーポレート・セクレタリー | ||
Exhibit 99.1
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Investor Day 2026 May 12, 2026 |
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MOBILITY GLOBAL Welcome Tejal Engman Head of Investor Relations MOBILITY GLOBAL 2 |
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MOBILITY GLOBAL This presentation (this “Presentation”) has been prepared solely for informational purposes from information supplied by or on behalf of Mobility Global, Inc (“Mobility”) and S&P Global, Inc (“SPGI”). None of Mobility, SPGI, or any of its subsidiaries, stockholders, partners, members, affiliates, directors, officers, employees, advisers, representatives or agents makes any representation or warranty as to the accuracy, reliability, reasonableness or completeness of this information and shall not have any liability whatsoever, including liability for direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees or losses (including lost income or profits and opportunity costs) in connection with the use of the information contained in, or for any omission of information from, this Presentation. Forward-Looking Statements This Presentation, as well as other statements made by Mobility and SPGI, contain forward-looking statements that reflect, when made, Mobility’s and SPGI’s current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to Mobility’s operations and business environment, which may cause the actual results of Mobility to be materially different from any future results. All statements that address future operating, financial or business performance or Mobility’s strategies or expectations are forward-looking statements. Factors that could cause actual results to differ materially from these forward-looking statements include, but are not limited to, the following: worldwide economic, financial, political, and regulatory conditions and factors that contribute to uncertainty; the volatility and health of debt, equity, commodities, energy and automotive markets; the demand and market for credit ratings in and across the sectors and geographies where Mobility operates; Mobility’s ability to maintain adequate physical, technical and administrative safeguards to protect the security of confidential information and data, and the potential for a system or network disruption that results in regulatory penalties and remedial costs or improper disclosure of confidential information or data; the outcome of litigation, government and regulatory proceedings, investigations and inquiries; concerns in the marketplace affecting Mobility’s credibility or otherwise affecting market perceptions of the integrity or utility of services; the effect of competitive products (including those incorporating artificial intelligence and pricing, including the level of success of new product developments and global expansion; the impact of customer cost-cutting pressures; a decline in the demand for our products and services by our customers and other market participants; our ability to develop new products or technologies, to integrate our products with new technologies; the introduction of competing products or technologies by other companies; our ability to protect our intellectual property from unauthorized use and infringement; our ability to attract, incentivize and retain key employees; the continuously evolving regulatory environment in Europe, the United States and elsewhere around the globe; Mobility’s exposure to potential criminal sanctions or civil penalties for noncompliance with foreign and U.S. laws and regulations that are applicable in the jurisdictions in which it operates; Mobility’s ability to make acquisitions and dispositions and successfully integrate the businesses we acquire; consolidation of Mobility’s customers or suppliers; the ability of Mobility, and its third-party service providers, to maintain adequate physical and technological infrastructure; Mobility’s ability to successfully recover from a disaster or other business continuity problem; the separation of Mobility from SPGI not being consummated within the anticipated time period or at all; the ability of the separation of Mobility to qualify for tax-free treatment for U.S. federal income tax purposes; any disruption to Mobility’s business in connection with the proposed separation of Mobility; any loss of synergies from separating the businesses of Mobility and SPGI that adversely impact the results of operations of both businesses; and following the separation of Mobility, the combined value of the common stock of the two publicly-traded companies not being equal to or greater than the value of SPGI’s common stock had the separation not occurred. Additional factors are discussed under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in SPGI’s filings with the Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect Mobility or SPGI. It should be remembered that the price of ordinary shares and any income from them can go down as well as up. Mobility and SPGI disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events and/or otherwise, except as may be required by law. Non-GAAP Financial Measures This Presentation includes certain non-GAAP financial measures as defined by SEC rules. Such non-GAAP financial measures are presented as supplemental financial measurements in the evaluation of our business. We believe the presentation of these financial measures helps investors to assess our operating performance from period to period and enhances understanding of our financial performance and highlights operational trends. Non-GAAP financial measures are widely used by investors in the valuation, comparison, rating and investment recommendations of companies. However, such measurements may not be comparable to those of other companies in our industry, which limits their usefulness as a comparative measure. Such measures are not required by or calculated in accordance with GAAP and should not be considered as substitutes for net income or any other measure of operating cash flow or liquidity. For a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP metrics, please see the appendix to this Presentation. Please refer to “Definitions” at the end of this Presentation for definitions of certain non-GAAP financial measures, including Adjusted EBITDA and margin, Free Cash Flow, Free Cash Flow Conversion and Gross Leverage Ratio. Market and Industry Data This presentation includes market and industry data and forecasts that Mobility has derived from independent consultant reports, publicly available information, various industry publications, other published industry sources, and its internal data and estimates. Independent consultant reports, industry publications and other published industry sources generally indicate that the information contained therein was obtained from sources believed to be reliable. Although Mobility believes that these third-party sources are reliable, it does not guarantee the accuracy or completeness of this information, and Mobility has not independently verified this information. Mobility’s internal data and estimates are based upon information obtained from trade and business organizations and other contacts in the markets in which Mobility operates and management’s understanding of industry conditions. Although Mobility believes that such information is reliable, it has not had this information verified by any independent sources. In addition, the information contained in this presentation is as of the date hereof (except where otherwise indicated), and Mobility has no obligation to update such information, including in the event that such information becomes inaccurate or if estimates change. Subsequent materials may be provided by or on behalf of Mobility in its discretion and such information may supplement, modify or supersede the information in these materials. Neither Mobility, nor any of its respective affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss or damage howsoever arising from any use of these materials or their contents or otherwise arising in connection with these materials. All operational and financial metrics included in this Presentation reflect the period ending December 31, 2025, unless otherwise noted. Disclaimer 3 |
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MOBILITY GLOBAL Agenda 4 TIME SESSION SPEAKER 08:30 – 09:30 Registration, Demos & Product Showcase 09:30 – 09:35 Welcome & Introduction Tejal Engman, Managing Director, Investor Relations 09:40 – 10:10 Strategic Vision Bill Eager, Chief Executive Officer 10:10 – 10:35 B2B Solutions Deep Dive Joe LaFeir, President Mobility Business Solutions 10:35 – 10:50 Break 10:50 – 11:15 CARFAX Deep Dive Scott Fredericks, President CARFAX 11:15 – 11:30 Data, Technology & AI Jeremy Morehouse, Head of AI Office 11:30 – 12:00 Financial Framework Matt Calderone, Chief Financial Officer 12:00 – 12:30 Q&A Session Bill Eager, Mobility Leadership Team 12:30 – 12:35 CEO Closing Bill Eager 12:35 – 02:30 Lunch & Product Demos |
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MOBILITY GLOBAL MOBILITY GLOBAL 5 |
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MOBILITY GLOBAL Strategic Vision Bill Eager Chief Executive Officer 6 |
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MOBILITY GLOBAL To provide the trusted information that helps billions of people build, sell, and own vehicles with more confidence. Our Mission MOBILITY GLOBAL 7 |
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MOBILITY GLOBAL 8 Three takeaways from today Design team: Please look for images that can represent the three topics that our CEO wants the audience to take away. Feel free to create a more compelling design but it should be simple so that he can freely talk about these points and people get drawn to what he says. Enormous market Unmatched assets Clear opportunity MOBILITY GLOBAL |
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MOBILITY GLOBAL Agenda CORE STRATEGIC ASSETS VISION AHEAD COMPELLING VALUE PROPOSITION INTRODUCTION TO MOBILITY GLOBAL 9 |
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MOBILITY GLOBAL Mobility Global today: Scaled industry leader REVENUE BY SEGMENT 65% CARFAX 35% B2B Solutions REVENUE BY GEOGRAPHY 83% U.S. 17% International REVENUE BY CUSTOMER TYPE TOTAL REVENUE $1.75B SUBSCRIPTION REVENUE 81% 20% OEM & Supplier 62% Dealer (B2B & CARFAX) 18% Financial / Consumer / Other 10 MOBILITY: OVERVIEW |
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MOBILITY GLOBAL Mobility Global at a glance FY25 BUSINESS HIGHLIGHTS $1,485 $1,613 $1,750 2023 2024 2025 REVENUE GROWTH 8.6% CAGR 11 8.5% Revenue growth 40.6% Adj. EBITDA Margin 100% Top 40 OEMs 53M+ Car Care Users 40K+ Dealer Customers 94% Top 100 Suppliers MOBILITY: OVERVIEW MOBILITY GLOBAL |
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MOBILITY GLOBAL Accelerating industry demand for data and intelligence 12 Mobility Global is uniquely positioned to capture that demand Growing demand for data and intelligence $8T Global Auto Market 90M+ New vehicles sold annually 1.5B+ Vehicles in operation globally AFFORDABILITY INCREASING REGULATION RISING CONSUMER DEMAND FOR INFORMATION GEOPOLITICS AND TARIFF VOLATILITY SUPPLY CHAIN DISRUPTION ELECTRIFICATION & POWERTRAIN FRAGMENTATION SOFTWARE-DEFINED AND AUTONOMOUS VEHICLES MARKET CONTEXT MOBILITY: OVERVIEW MOBILITY GLOBAL ESTIMATES, 2025 |
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MOBILITY GLOBAL Uniquely positioned across the entire automotive ecosystem 13 SUPPLY MARKET BUILD FINANCE SELL PLAN MOBILITY: ASSETS— CUSTOMER NETWORK 90M NEW VEHICLES ANNUALLY NEW VEHICLE LIFECYCLE SHOP BUY SERVICE SELL CONSUMER LIFECYCLE 1.5B+ VEHICLES IN OPERATION |
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MOBILITY GLOBAL Creating and shaping categories for 100 years and counting 14 Acquires Market Scan to build pricing incentives and payment capabilities Launched CARFAX National Ad Campaign Acquired Global Insight (2008) and CSM (2009) to create a leading industry forecasting franchise automotiveMastermind launches Behavior Prediction Scores (2013) IHS acquires Polk and CARFAX (2013) IHS Markit acquires automotive Mastermind, a market leading sales platform for dealers (2017) S&P Global announces spin-off of Mobility Global Launched “Show Me The CARFAX” ad campaign Launched CAR FOX brand mascot CARFAX founded (1984) Polk acquisition of CARFAX (partially in 1993, fully in 1999) S&P Global acquires IHS Markit, Mobility is formed Launch of CARFAX New Car Listings Launch of Data-as-a-Service for Dealer Groups Polk established (1870) IHS acquires CarProof, extending vehicle history business to Canada 1870 1922 1984 1980s-90s 2000s 2010 2013-14 2016-19 2022-23 2023 2025 CREATING MULTIPLE CATEGORIES BUILDING A SCALED INDUSTRY LEADER ACCELERATING THROUGH AI, DATA LEADERSHIP Polk established relationship with GM (1922) MOBILITY: OVERVIEW |
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MOBILITY GLOBAL Agenda CORE STRATEGIC ASSETS VISION AHEAD COMPELLING VALUE PROPOSITION INTRODUCTION TO MOBILITY GLOBAL 15 |
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MOBILITY GLOBAL 4. DEEPLY EMBEDDED IN ECOSYSTEM Mission-critical solutions Insights used at point of decisions Integrated across most major workflow tools 3. UNMATCHED CUSTOMER NETWORK Scaled access across the automotive ecosystem Including OEMs, Suppliers, Dealers, Financial institutions and Consumers 2. TRUSTED LEADING BRANDS Independent, trust earned over decades Four core strategic assets powered by AI = compounding advantage 16 1. PROPRIETARY DATA ESTATE Vast contributing network Proprietary analytics and tools Continuous customer feedback loops MOBILITY: ASSETS |
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MOBILITY GLOBAL Deepest, most valuable proprietary data estate in automotive 17 Vast contributing network of partners 6K+ Police agencies 177K Data sources 92K+ Service Shops Continuous customer feedback 28M+ Vehicle history report views monthly ~170K Data research inquiries in the last year 23K users logging into Strategy & Planning platforms monthly 126M+ Households modeled Proprietary analytics and tools 250M VH-based valuations 215M Behavior Prediction Scores calculated daily Massive, proprietary datasets ~832M Unique vehicles tracked 60B Vehicle records MOBILITY: ASSETS — DATA >90% Revenue from unique data, proprietary IP and analytics UNPARALLELED DATA ESTATE ASSEMBLED OVER MANY DECADES |
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MOBILITY GLOBAL Our trusted, leading brands define their categories 18 CARFAX 2021 Honda Accord Vehicle History Report 1 Accident Found CARFAX 1-Owner 1 Open Recall 13 Service Records Personal Use Minor Severe Damage Severity Scale 1. DERIVED FROM TENEO SURVEY OF 1,257 AUTOMOTIVEMASTERMIND CUSTOMERS IN MAY 2021 2. INTERNAL CARFAX DATA FOR THE PERIOD 2000 TO 2025. INCLUDES TRADITIONAL ADS (TV & RADIO), PAID DIGITAL MEDIA AND CLASSIFIED PARTNERS, DEALER POINT-OF-PURCHASE (POP) AND AD PRODUCTION (DATA ONLY AVAILABLE SINCE 2015) “Show me the CARFAX” 90% of Key Decision Makers believe automotive Mastermind is “needed in their dealerships”1 100 Years of trusted data stewardship with Polk 30+ Years as Market Leading Forecast 96% Total in-market Awareness 85% Car Fox mascot Recognition $1.5B Media Investment Since 20002 B2B Solutions MOBILITY: ASSETS — BRAND |
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MOBILITY GLOBAL Unmatched scale and reach across the automotive ecosystem 19 SUPPLY 94% Top 100 Global Automotive Suppliers MARKET 40K+ Dealer Network BUILD FINANCE 17 Of Top 20 Financial Institutions SELL PLAN MOBILITY: ASSETS — CUSTOMER NETWORK 100% Top 40 Global OEMs NEW VEHICLE LIFECYCLE 90M NEW VEHICLES ANNUALLY SHOP BUY SERVICE SELL 23M+ Monthly Unique Visitors to CARFAX US Website and App 1.4M+ Annual Trade-In Leads 28M+ Vehicle History Report Views Monthly 53M+ CARFAX Car Care Consumer Audience CONSUMER LIFECYCLE 1.5B+ VEHICLES IN OPERATION |
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MOBILITY GLOBAL Embedded in customer decisions and workflows 20 Planning Solutions Marketing & Sales Solutions CARFAX MOBILITY: ASSETS — EMBEDDED |
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MOBILITY GLOBAL Agenda CORE STRATEGIC ASSETS VISION AHEAD COMPELLING VALUE PROPOSITION INTRODUCTION TO MOBILITY GLOBAL 21 |
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MOBILITY GLOBAL 22 Our mission To provide the trusted information that helps billions of people build, sell, and own vehicles with more confidence. MOBILITY GLOBAL |
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MOBILITY GLOBAL 23 Three areas of focus Unify Mobility Global Bring together our talent, operations, and data into one single, powerful foundation Expand market position Deepen core penetration, unlock new solutions, and scale globally Infuse AI everywhere Accelerate time-to-market and drive relentless efficiencies MOBILITY GLOBAL |
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MOBILITY GLOBAL Unifying Mobility Global 24 MOBILITY: VISION — ONE MOBILITY • New BoD and ELT • Central AI Desk • ~3,500 highly talented people • Award winning culture World-class team One team, one mission Commercial engine • Shared customer view • Harmonized go-to-market • Optimized customer value • Leveraged global footprint Growth platform Streamlined operations • Consolidated teams • Standardized workflows • Integrated systems • Central Data Ops & IT Efficient setup MOBILITY GLOBAL |
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MOBILITY GLOBAL Infusing AI everywhere to accelerate growth and drive efficiency 25 • Automated core workflows • 10-15% accelerated engineering velocity Drive productivity Amplify data signals Supercharge core revenue • Optimized data estate • High-value data extraction • 3.8B more signals • AI-embedded existing solutions • Faster, smarter products • 215M daily prediction scores Pioneer AI-native solutions • Purpose-built agentic tools • Autonomous decision execution • High-value new use cases Exponential efficiency Amplified intelligence Next-generation innovation MOBILITY: VISION — AI EVERYWHERE Strengthen leadership position |
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MOBILITY GLOBAL Expanding market position through three growth vectors 26 International Extend our proven, highly profitable U.S. capabilities Leverage localized data to replicate our standard of trust globally Core Growth Deepen penetration and increase share of wallet Cross-sell Across existing segments Fully monetize data and audiences New Solutions Deploy predictive intelligence for smarter decisions Expand insights from growing Data Estate Unlock new markets through adjacent product launches Building on the One Mobility Global foundation + + MOBILITY: VISION—GROWTH |
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MOBILITY GLOBAL Growth vectors unlocking a $78B TAM opportunity $78B 2025 TAM TAM Breakdown EXTENDED $26B Digital Ads Sell My Car Data Studio Procurement Intelligence Internationalization 27 13% SHARE OF CORE $14B CORE TAM $40B CORE + EXTENDED TAM ADJACENT $38B Aftermarket services P&C claims & repair Engineering, cost solutions CORE $14B Vehicle History Service Loyalty Car Listings OEM & Dealer Marketing Solutions Vehicle Forecasting, Supply Chain & Tech MOBILITY: VISION—GROWTH PLATFORM Already in-flight priorities address $40B core + extended TAM ALL FIGURES AND METRICS AS OF 2025 ESTIMATES FROM INDEPENDENT THIRD-PARTY CONSULTING FIRM; ESTIMATED BASED ON MIDPOINT OF RANGES PROVIDED |
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MOBILITY GLOBAL Agenda CORE STRATEGIC ASSETS VISION AHEAD COMPELLING VALUE PROPOSITION INTRODUCTION TO MOBILITY GLOBAL 28 |
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MOBILITY GLOBAL A compelling investment 29 A massive, expanding market Category-defining data intelligence and brands Indispensable value to customers + compounding returns for investors OPERATING IN … LEADING WITH … RIGHT TEAM AND SETUP TO EXECUTE WITH FOCUS … Unify Mobility Global Infuse AI everywhere Expand market position MOBILITY: VALUE PROPOSITION MOBILITY GLOBAL |
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会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会社開示情報をすべてご覧になるには株探プレミアムの登録が必要です。 初めての方には「30日間の無料体験」実施中!会 |
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