NASDAQ$MBLY

Mobileye Global Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Mobileye reported Q3 2025, revenue of $528M, net loss of $89M, diluted EPS of $-0.11.

For Q3 2025, Mobileye reported revenue of $528M, a net loss of $89M, diluted EPS was $-0.11. Management discusses segment performance, liquidity, and outlook in the quarterly filing.

  • Revenue $528M.
  • Net loss $89M.
  • Diluted EPS $-0.11.

Headline financials

Total Revenue

$504M

Previous: $486M+3.7%
EPS (adj)

-$0.11

Previous: -$3.35+96.7%
EyeQ & SuperVision Rev

$478M

Previous: $457M+4.6%
Systems Shipped

9.2M

Previous: 8.6M+7.0%
Avg System Price

$51.70

Previous: $53.30-3.0%
Gross Margin

48.0%

Previous: 49.0%-2.0%
Capital Expenditures

-$52M

Previous: -$68M+23.5%
Net Income

-$96M

Previous: -$2.72B+96.5%
Operating Income

-$109M

Previous: -$2.81B+96.1%
Gross Profit

$243M

Previous: $237M+2.5%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$504M

Q3 2025+3.7%vs Q3 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

The filing discusses Mobileye's outlook, capital allocation, and key risks for upcoming periods, including guidance or operating priorities where disclosed.

Tailwinds

  • Mobileye cites execution and demand trends supporting the outlook.
  • Liquidity and balance-sheet capacity support operations and returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability.

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 Q3 2025

Historical avgQ3 2025

+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

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