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Mobileye Global (MBLY) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Mobileye Global (MBLY) Q3 2026 earnings results →

Q3 2026 Revenue down 2% year over year to $492M · 14¢ of every $1 of revenue lost · operating margin -16.7%

Mobileye Global made $492M in Q3 2026 (-2% Y/Y). Operating margin -16.7%, net loss $67.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.

Revenue$492M
Year over year-2%
Operating margin-16.7%
Net earnings−$67.0M
Operating cash flow$93.0M

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 $492.0M in Q3 2026, down 2% year over year and down 3% from the previous quarter.

Gross margin was 53.0%, up 4.8 points from Q3 2025. Operating costs exceeded revenue by $82.0M, an operating margin of -16.7%. Operating expenses fell 3% while revenue fell 2%. The fastest-growing cost line was General & admin (+74%). The quarter ended with a net loss of $67.0M, wider than the previous quarter's $21.0M loss. Non-operating items added $14.0M, -21% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $93.0M (down 44% year over year). Non-cash charges added back $91.0M of depreciation and amortization and $103.0M of share-based compensation. Working capital and other items used $34.0M. Capital expenditures of $21.0M left free cash flow of $72.0M.

Quarterly history

Mobileye Global revenue by quarterMobileye Global revenue by quarter$438MQ1 2025$506MQ2 2025$504MQ3 2025$446MQ4 2025$558MQ1 2026$508MQ2 2026$492MQ3 2026
Mobileye Global net earnings by quarterMobileye Global net earnings by quarter−$102MQ1 2025−$67.0MQ2 2025−$96.0MQ3 2025−$127MQ4 2025−$3.8BQ1 2026−$21.0MQ2 2026−$67.0MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 29, 2026$492M-2%-16.7%−$67.0M$93.0M
Q2 202610-QJul 23, 2026$508M+0.4%-5.9%−$21.0M$135M
Q1 202610-QApr 23, 2026$558M+27%-698.2%−$3.8B$75.0M
Q4 202510-KFeb 12, 2026$446M-9%-31.4%−$127M$113M
Q3 202510-QOct 23, 2025$504M+4%-21.6%−$96.0M$167M
Q2 202510-QJul 24, 2025$506M+15%-14.6%−$67.0M$213M
Q1 202510-QApr 24, 2025$438M+83%-26.7%−$102M$109M

Charts

Mobileye Global: revenue growth, year over year and quarter over quarterMobileye Global: revenue growth, year over year and quarter over quarterY/YQ/Q+83%Q1 2025+15%+16%Q2 2025+4%0%Q3 2025-9%-12%Q4 2025+27%+25%Q1 2026+0%-9%Q2 2026-2%-3%Q3 2026
Latest (Q3 2026): Y/Y -2%, Q/Q -3%.
Mobileye Global: where the cash came from (+) and went (−), TTM to Q3 2026Mobileye Global: where the cash came from (+) and went (−), TTM to Q3 2026Other investing−$693MOperating cash flow$416MCash drawn (+) / kept (−)$395MCapital spending−$99.0MBuybacks−$33.0MExchange rates$18.0MOther financing−$4.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Mobileye Global: profit against cash, quarter by quarterMobileye Global: profit against cash, quarter by quarterNet incomeOperating cash flow−$71.0M$204MQ4 2024−$102M$109MQ1 2025−$67.0M$213MQ2 2025−$96.0M$167MQ3 2025−$127M$113MQ4 2025−$3.8B$75.0MQ1 2026−$21.0M$135MQ2 2026−$67.0M$93.0MQ3 2026
Latest (Q3 2026): Net income −$67.0M, Operating cash flow $93.0M.
Mobileye Global: diluted shares by fiscal yearMobileye Global: diluted shares by fiscal year0MFY2020750MFY2021759MFY2022805MFY2023809MFY2024813MFY2025
+108399900.0% since FY2020: more shares outstanding (issuance, stock pay).
Mobileye Global in its industry: growth against margin (192 companies, SIC 7372)Mobileye Global in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYMBLY (-2%, -17%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵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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Customers and suppliers named in filings

Buys from

About Mobileye Global

In this Annual Report on Form 10-K, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similar terms refer to Mobileye Global Inc. and, unless the context requires otherwise, its consolidated subsidiaries, except with respect to our historical business, operations, financial performance, and financial condition prior to our initial public offering, where such terms refer to Mobileye Group, which combines the operations of Cyclops Holdings Corporation, Mobileye B.V., GG Acquisition Ltd., Moovit App Global Ltd., and their respective subsidiaries, along with certain Intel employees mainly in research and development. References to “Moovit” refer to GG Acquisition Ltd., Moovit App Global Ltd. and their consolidated subsidiaries.

In its own words, from its 10-K, filed Feb 12, 2026.

Mobileye Global against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -2% against the peers' median +14%. Operating margin: -16.7% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
MBLY Mobileye GlobalQ3 2026$492M-2%-16.7%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Mobileye Global 10-Q on SEC EDGAR · CIK 1910139 · Services-Prepackaged Software

Guidance and outlook

Mobileye Global Revenue: guidance against what was reportedMobileye Global Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 2024FY2024$1.7BFY2025$1.9BFY2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns MBLY and who is buying

Largest holders of MBLY (13F)Largest holders of MBLY (13F)Intel$484MTwo Sigma Investments, LP$98.9MManufacturers Life Insurance Comp…$94.0MGoldman Sachs Group$69.5MBlackRock$62.1MPoint72 Asset Management, L.P.$47.3MUBS Group AG$43.4MMorgan Stanley$37.2MHarel Insurance Investments & Fin…$34.7MRenaissance Technologies LLC$34.5M
Funds' net buying of MBLY by quarter (13F)Funds' net buying of MBLY by quarter (13F)−$197M2024-09−$38.9M2024-12$130M2025-03$23.2M2025-06$1.4B2025-09−$97.1M2025-12−$63.3M2026-03$17.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on MBLY

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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