NASDAQ$MBLY

Mobileye Global Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Mobileye reported Q1 2026 revenue of $558M (+27% YoY) with a net loss of $3.82B, or $(4.68) diluted EPS, including goodwill impairment.

For the quarter ended March 28, 2026, Mobileye generated revenue of $558 million versus $438 million primarily from EyeQ SoC sales. Net loss was $3.82 billion, or $(4.68) diluted EPS, driven by a $3.79 billion goodwill impairment; operating loss was $3.90 billion before tax benefit.

  • Revenue $558M (+27% YoY).
  • Net loss $3.82B; EPS $(4.68).
  • Goodwill impairment $3.79B.
  • EyeQ SoC majority of revenue.
  • ADAS and SuperVision mix.

Headline financials

Total Revenue

$558M

Previous: $438M+27.4%
EPS (adj)

-$4.68

Previous: -$0.13-3500.0%
Capital Expenditures

-$30M

Previous: -$14M-114.3%
Net Income

-$3.82B

Previous: -$102M-3643.1%
Operating Income

-$3.9B

Previous: -$117M-3229.9%
Gross Profit

$275M

Previous: $207M+32.9%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$558M

Q1 2026+27.4%vs Q1 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

The 10-Q discusses operating trends, capital priorities, and sector risks; management does not provide numeric quarterly EPS bridges in the filing body.

Tailwinds

  • Revenue $558M (+27% YoY).
  • Net loss $3.82B; EPS $(4.68).

Headwinds

  • EyeQ SoC majority of revenue.
  • ADAS and SuperVision mix.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.6%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+25.4%

Q3 2024

Best reaction

-24.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.0%+14.6%+28.7%
Q4 2025-3.4%-7.4%-16.8%
Q3 2025-1.7%-6.3%-21.9%
Q1 2025+9.8%+13.0%+18.3%
Q4 2024+1.9%-0.6%-1.6%
Q3 2024+25.4%+22.6%+45.3%
Q2 2024-24.0%-25.6%-32.0%
Q1 2024-6.2%-11.5%-17.5%
Q4 2023+2.8%-5.0%-14.0%
Q3 2023+3.2%+5.0%+28.3%
Q2 2023-5.9%-5.5%-14.4%
Q1 2022-6.1%-7.0%+3.2%
Q1 2023-12.6%-14.6%+4.8%
Q2 2022-3.7%+2.4%-1.6%
Q4 2020-3.7%+2.4%-1.6%
Q4 2022+5.4%+13.7%+11.5%
Q3 2022+3.6%+8.4%+3.7%
Q3 2021+3.6%+8.4%+3.7%
Q4 2021+3.6%+8.4%+3.7%
Q2 2021
Q1 2021
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro