Mobileye Global Inc.: Beat — EPS $0.11, Revenue $492M
Earnings BeatQ3 2026 · Pre-market
Did Mobileye Global Inc. (MBLY) beat earnings today?
Yes, Mobileye Global Inc. (MBLY) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+10.00% surprise
$0.11Actual
Expected: $0.10
vs. year ago +23.0%
Total Revenue+3.15% surprise
$492MActual
Expected: $476.96M
vs. year ago -2.0%
Released Oct 29 · 6:45 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $492.00M | $504.00M | -2.0% |
| Net Loss | $(67)M | $(96)M | +30.0% |
| GAAP Basic EPS | $(0.08) | $(0.12) | +31.0% |
| GAAP Diluted EPS | $(0.08) | $(0.12) | +31.0% |
| Adjusted Basic EPS | $0.12 | $0.09 | +23.0% |
| Adjusted Diluted EPS | $0.11 | $0.09 | +23.0% |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | FY 2026 Outlook |
|---|---|---|
| Revenue | — | $1,995M-$2,020M (+5-7% YoY, prev. $1,970M-$2,020M) |
| Operating Loss | — | $(4,127)M-$(4,087)M (prev. $(4,154)M-$(4,094)M) |
| Amortization of acquired intangible assets | — | $346M (prev. $346M) |
| Share-based compensation expense | — | $385M (prev. $396M) |
| R&D Law incentive grant related to ordinary income arising from sales of shares received from the settlement of RSUs | — | $(18)M (prev. $(17)M) |
| Acquisition related expenses | — | $6M (prev. $6M) |
| Goodwill impairment | — | $3,788M (prev. $3,788M) |
| Adjusted Operating Income | — | $380M-$420M (prev. $365M-$425M) |
Business Highlights
- ➤EyeQ solutions demand remained robust throughout 2026.
- ➤Secured Cloud-Enhanced ADAS design wins with Top 5 Asian and Top 10 Japanese automakers.
- ➤Expanded the Stellantis Cloud-Enhanced ADAS project to European platforms.
- ➤Public autonomous ridepooling began in Hamburg with safety drivers.
- ➤Closed-user autonomous ridepooling testing began in greater Orlando.
- ➤Holo received a permit enabling public autonomous deployment in Norway.
- ➤Deutsche Bahn selected HOLON Urban for public-transit corridors in multiple German regions.
- ➤Mobileye invested in Beep, Inc.’s Series B funding round.
- ➤Accelerated Moovit customer app, fleet optimization, and rider-engagement applications.
- ➤NVIDIA recognized MenteeBot for embodied AI innovation.
Management Commentary
Prof. Amnon Shashua, Mobileye President and CEO
“Mobileye delivered another quarter of strong results from its ADAS products. In the first nine months of 2026, our 2026 EyeQ shipment volume was up 11% compared to 2025. This was well ahead of global automotive production, which declined an estimated 1%.”
Prof. Amnon Shashua, Mobileye President and CEO
“Our multi-year growth opportunity in the consumer-owned vehicle space has two reinforcing drivers: ADAS reaching more vehicles and Mobileye delivering more value in each vehicle. Recent Surround ADAS and Cloud-Enhanced ADAS design wins demonstrate our expanding role beyond front-camera perception, creating a path to higher content per vehicle as these programs enter production. In robotaxi, permits, public deployments and partner vehicle selections mark progress toward commercialization, with driver-out performance remaining a critical milestone. Our broader participation in the value chain is intended to accelerate deployment and capture recurring revenue opportunities alongside our capital-light self-driving system supply business.”