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 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Mobileye · $506M total across 2 segments · Q2 2025

  • Mobileye
    $497M—
  • Other
    $9M—

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
Q2 2025———
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%
Q4 2020-3.7%+2.4%-1.6%
Q2 2022-3.7%+2.4%-1.6%
Q4 2022+5.4%+13.7%+11.5%
Q4 2021+3.6%+8.4%+3.7%
Q3 2021+3.6%+8.4%+3.7%
Q3 2022+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———

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