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Mobility Global (MBGL) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 7, 2026 · Mobility Global (MBGL) Q2 2026 earnings results →

Q2 2026 Revenue up 7% year over year to $468M · 11¢ of every $1 of revenue kept as net profit · operating margin 17.5%

Mobility Global made $468M in Q2 2026 (+7% Y/Y): Subscription $383M, Non-subscription $85.0M. Operating margin 17.5%, net earnings $53.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 7, 2026.

Revenue$468M
Year over year+7%
Operating margin17.5%
Net earnings$53.0M
Operating cash flow—

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $468.0M in Q2 2026, up 7% year over year. Subscription was the largest line at 82% of revenue. Subscription added $25.0M year over year (up 7%), 86% of the total change.

Operating profit was $82.0M, a 17.5% margin (down 4.3 points year over year). Operating profit fell $14.0M even though revenue rose $29.0M versus a year earlier, so costs grew faster than sales. Total costs grew 13% against revenue growth of 7%. The fastest-growing cost line was SG&A (+31%). Net earnings were $53.0M, down 18% year over year. The effective tax rate was 29.3%.

Quarterly history

QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 7, 2026$468M+7%17.5%$53.0M—

Charts

Mobility Global in its industry: growth against margin (87 companies, SIC 7389)Mobility Global in its industry: growth against margin (87 companies, SIC 7389)revenue growth, year over year →↑ operating marginmedian +8%median 7%ACNUBERVMELIMAPYPLFISVDASHAMTMFISGPNEBAYCNXCLYFTBRCPAYFOURRBAMMSTNETAKAMCARTWUCSGPADVMSCIWEXZGCBZETSYFICOTICEXLSCNDTRELYALITQNSTMAXPAYHQYPAYOPRTHCTEVXMTRFLYWGETYANDGNUTXACVAXBPSEZLIMXILQDTPHRRMNIRPAYRGPSCORJANLCASSAMWLSGRPDHXBAERPAYSOPRXNOTEHGBLPOWWRSSSDVLTPAYDQMCIINVUTGLASFHCJMBOLBXHLDFTFTDBMMCNFNSRCOGBUXWASTBCRDMBGL (+7%, 18%)
Services-Business Services, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Mobility Global

Mobility Global is the world’s standard for automotive information, providing critical data and analytics across the full vehicle lifecycle. Its portfolio of trusted brands and products includes CARFAX,

In its own words, from its 8-K, filed Aug 7, 2026.

Mobility Global against its Services-Business Services, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +7% against the peers' median +10%. Operating margin: 17.5% against the peers' median 15.3%.

CompanyQuarterRevenueY/YOp. margin
MBGL Mobility GlobalQ2 2026$468M+7%17.5%
ACN AccentureQ4 FY26$18.7B+6%15.3%
UBER Uber TechnologiesQ3 2026$14.8B+10%9.8%
V VisaQ4 FY26$12.1B+13%59.8%
MELI MercadoLibreQ3 2026$10.8B+45%6.3%
MA MastercardQ3 2026$9.8B+14%59.8%
PYPL PayPal HoldingsQ3 2026$8.6B+2%16.3%
FISV FiservQ3 2026$5.2B-1%-105.7%
DASH DoorDashQ3 2026$4.6B+34%9.6%

Source: Mobility Global 10-Q on SEC EDGAR · CIK 2090312 · Services-Business Services, NEC

13F: who owns MBGL and who is buying

Largest holders of MBGL (13F)Largest holders of MBGL (13F)Deroy & Devereaux Private Investm…$29.6MBarclays$18.3MNinety One UK$15.2MPrice T Rowe Associates$12.2MTidal Investments LLC$11.3MFenimore Asset Management$10.4MNeuberger Berman Group LLC$9.5MAlecta Tjanstepension Omsesidigt$8.3MFIL$4.8MSavant Capital, LLC$4.5M

More on MBGL

History

Every quarter: Q2 2026 results

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中文版:Mobility Global(MBGL)财报

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