Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Mobility Global, Inc. (MBGL)
USIndustrialsSoftware - InfrastructureSnapshot 2026-11-04
$19.79+2.43%
Close 2026-11-04 · 1-day change
USIndustrialsSoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 5, 2026.
Next-FY EPS estimate change · 30 days
1.64 → 1.57 EPS · FY ending Dec 31, 2027 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for MBGL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful entry into the German market | A supporting condition in Mobility Global, Inc.'s published investment case. The stated target is successful launch in FY26. | Intact | failure to launch in Germany by end of FY26 | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “During the quarter and into July, we advanced our product and market strategy through the launches of CARFAX Homegrown and CARFAX Showroom, a new B2B solution within automotiveMastermind, and the expansion of CARFAX into Germany.” “” Second Quarter Financial Highlights (All comparisons are to the second quarter of 2025) • Total revenue of $468 million , increased by 7% • Subscription revenue increased by 7% and non-subscription revenue increased by 5% • CARFAX segment revenue of $312 million , increased by 8% • B2B segment revenue of $156 million , increased by 4% • Net income of $53 million , represented an 11% margin • Adjusted EBITDA¹ of $202 million , increased by 7% and represented a 43% margin ¹ Non-GAAP measure.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented business with a newly completed separation and a short record as an independent company. The long-term thesis is still insufficiently established because recent financial history is limited, though management’s execution on growth and profitability priorities is on track.
The snapshot does not provide a valuation level or market expectations, so whether MBGL is cheap, fair, or expensive versus peers cannot be assessed. Fragility is rated low, but that does not show what the market already assumes.
Near-term, the latest reported quarter showed revenue growth and higher adjusted EBITDA, while management is expanding products and international reach. The company completed its separation and reported independent operations, but the short track record and a headwind in the sector limit confidence in the multi-year trajectory; recent misses across the company and its peers are also a risk.
The multi-year thesis depends on continued revenue growth, stronger product reach, and sustained profitability as an independent company. Near-term, a guidance cut would weaken the case, while the sector bellwether CSGS’s earnings and guidance could either support or reduce the Industrials sector tailwind.
MBGL has early evidence of growth and profitability, but its short independent history and sector headwind leave the 1–3 year thesis uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain profit margin around 11% | Profit margins are projected to remain around 11%. | Intact | falls below 11% in FY26 | Net margin: 11.32% FY2026-Q2; GAAP. Published target: >=11%. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 202611.324786 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “” Second Quarter Financial Highlights (All comparisons are to the second quarter of 2025) • Total revenue of $468 million , increased by 7% • Subscription revenue increased by 7% and non-subscription revenue increased by 5% • CARFAX segment revenue of $312 million , increased by 8% • B2B segment revenue of $156 million , increased by 4% • Net income of $53 million , represented an 11% margin • Adjusted EBITDA¹ of $202 million , increased by 7% and represented a 43% margin ¹ Non-GAAP measure.” Operating income was $82.000 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Total revenue growth to approximately $1.87 billion | A primary condition in Mobility Global, Inc.'s published investment case. The stated target is >=1.87 billion. | Under Pressure | falls below $1.87 billion in FY26 | Revenue: $468M FY2026-Q2; GAAP. Published target: >=1.87 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 2026468,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “During the quarter and into July, we advanced our product and market strategy through the launches of CARFAX Homegrown and CARFAX Showroom, a new B2B solution within automotiveMastermind, and the expansion of CARFAX into Germany.” “” Second Quarter Financial Highlights (All comparisons are to the second quarter of 2025) • Total revenue of $468 million , increased by 7% • Subscription revenue increased by 7% and non-subscription revenue increased by 5% • CARFAX segment revenue of $312 million , increased by 8% • B2B segment revenue of $156 million , increased by 4% • Net income of $53 million , represented an 11% margin • Adjusted EBITDA¹ of $202 million , increased by 7% and represented a 43% margin ¹ Non-GAAP measure.” Delivery assessment Nov 4, 2026 |
Stored thesis · Oct 5, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.63 → $1.57 · observed estimates
$2.05B → $2.03B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-14 | $1.63 | $2,049,999,999 | 3 / 3 |
| 2026-08-15 | $1.63 | $2,049,999,999 | 3 / 3 |
| 2026-08-16 | $1.63 | $2,049,999,999 | 3 / 3 |
| 2026-08-17 | $1.63 | $2,049,999,999 | 3 / 3 |
| 2026-08-18 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-19 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-20 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-21 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-22 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-23 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-24 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-25 | $1.63 | $2,049,999,999 | 4 / 4 |
| 2026-08-26 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-08-27 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-08-28 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-08-29 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-08-30 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-08-31 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-01 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-02 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-03 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-04 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-05 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-06 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-07 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-08 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-09 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-10 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-11 | $1.64 | $2,049,999,999 | 5 / 4 |
| 2026-09-12 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-13 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-14 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-15 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-16 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-17 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-18 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-19 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-20 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-21 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-22 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-23 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-24 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-25 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-26 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-27 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-28 | $1.64 | $2,049,999,999 | 6 / 4 |
| 2026-09-29 | $1.64 | $2,049,999,999 | 6 / 5 |
| 2026-09-30 | $1.64 | $2,049,999,999 | 6 / 5 |
| 2026-10-01 | $1.64 | $2,049,999,999 | 6 / 5 |
| 2026-10-02 | $1.63 | $2,040,000,000 | 7 / 5 |
| 2026-10-03 | $1.63 | $2,040,000,000 | 7 / 5 |
| 2026-10-04 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-05 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-06 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-07 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-08 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-09 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-10 | $1.64 | $2,040,000,000 | 6 / 5 |
| 2026-10-11 | $1.64 | $2,040,000,000 | 7 / 6 |
| 2026-10-12 | $1.64 | $2,040,000,000 | 7 / 6 |
| 2026-10-13 | $1.64 | $2,040,000,000 | 7 / 6 |
| 2026-10-14 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-15 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-16 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-17 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-18 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-19 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-20 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-21 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-22 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-23 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-24 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-25 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-26 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-27 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-28 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-29 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-30 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-10-31 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-11-01 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-11-02 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-11-03 | $1.57 | $2,029,999,999 | 7 / 6 |
| 2026-11-04 | $1.57 | $2,029,999,999 | 7 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.