S&P Global Files Pro Forma Financials Following Mobility Segment Spin-Off

Event Overview

On October 23, 2026, S&P Global Inc. (NYSE: SPGI) submitted a Current Report on Form 8-K under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits).

Key Highlights

• Spin-Off Completion: S&P Global previously finalized the separation of its S&P Global Mobility segment into an independent public company, Mobility Global Inc. (NYSE: MBGL), on July 1, 2026 via a tax-free pro rata distribution (1 share of MBGL per 1 share of SPGI held on June 15, 2026).
• Pro Forma Financial Information: This filing furnishes recast unaudited pro forma condensed consolidated financial statements reflecting Mobility as discontinued operations in accordance with Regulation S-X Article 11:
  • Pro forma condensed consolidated statements of income for the six months ended June 30, 2026, and each of the fiscal years ended December 31, 2025, 2024, and 2023.
  • Pro forma condensed consolidated balance sheet as of June 30, 2026.

Financial Impact Summary (6M Ended June 30, 2026)

• Revenue from Continuing Operations: $7,397 million (down from $8,318 million historical, reflecting $921 million removed from Mobility).
• Operating Profit from Continuing Operations: $3,684 million pro forma (vs. $3,814 million historical).
• Diluted EPS from Continuing Operations: $8.56 pro forma (vs. $8.81 historical).

Market & Trading Significance

• Significance: Low
• Context: The separation was completed on July 1, 2026. This filing provides standard retrospective pro forma financial presentations for investors and analysts adjusting models for continuing operations.