Mobileye Releases Third Quarter 2026 Results, Updates Guidance, and Provides Business Overview
Business Wire•29/10/2026•06:45 ET
0
Key Highlights
- ➤Q3 revenue $492 million, down 2% year over year
- ➤Q3 adjusted EPS $0.11, up 23% year over year
- ➤2026 revenue guidance midpoint increased $13 million to $2,007.5 million
- ➤2026 adjusted operating income guidance midpoint increased 1% to $400 million
- ➤EyeQ shipments rose 11% while global automotive production declined an estimated 1%
Expert Statements
Amnon Shashua, President and CEO of Mobileye
“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%.”
Amnon Shashua, President and CEO of Mobileye
“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.”
Amnon Shashua, President and CEO of Mobileye
“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.”
Amnon Shashua, President and CEO of Mobileye
“In robotaxi, permits, public deployments and partner vehicle selections mark progress toward commercialization, with driver-out performance remaining a critical milestone.”
Amnon Shashua, President and CEO of Mobileye
“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.”
Mobileye Releases Third Quarter 2026 Results, Updates Guidance, and Provides Business Overview
* Revenue of $492 million in the third quarter declined by 2% from Q3 2025, while Operating Loss and Adjusted Operating Income in Q3 2026 improved by 25% and 20%, respectively, year-over-year.
Get started
Create a free account to read the full story.