Shares of Mobility Global (NYSE:MBGL) jumped 16% on Thursday after the automotive analytics provider delivered stronger-than-expected profits for the third quarter.
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Unrivaled data sets CARFAX apart
Mobility Global’s revenue rose 7.4% year-over-year to $478 million.
The company’s flagship CARFAX business, which provides comprehensive vehicle history reports to consumers and car dealerships, saw sales rise 8% to $313 million.
Mobility Global continues to extend its reach and strengthen its information-gathering network. “CARFAX receives data from more than 100,000 service shops through relationships we’ve built over decades, one shop at a time,” Bill Eager said during a conference call with analysts.
All told, Mobility Global’s earnings before interest, taxes, depreciation, and amortization (EBITDA) grew 2% to $195 million. And its adjusted earnings per share checked in at $0.40, topping Wall Street’s estimates of $0.38.
Mobility Global also generated $186 million in free cash flow, up 37% from the year-ago quarter. This robust cash flow production enabled the company to announce an $800 million stock buyback program.
Mobility Global also recently began paying a $0.06 per-share quarterly dividend. Its shares now yield a bit more than 1%.
E-commerce is a powerful growth driver
Mobility Global expects roughly $1.88 billion in full-year revenue in 2026. Management also lifted the low end of its adjusted EBITDA guidance to $750 million, up from a prior forecast of $745 million.
“As more vehicle shopping moves online, the demand for trusted independent information continues to grow,” Eager said.
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Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Mobility Global. The Motley Fool has a disclosure policy.
