NASDAQ$MBLY
Mobileye Global Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Mobileye reported Q4 2025 revenue of $446M with a GAAP net loss and adjusted EPS of $0.06.
Fourth-quarter revenue was $446 million (-9% YoY) with a GAAP net loss of $127 million ($(0.16) per share) and adjusted diluted EPS of $0.06. The 8-year automotive revenue pipeline reached $24.5 billion. 2026 guidance implies flat to 5% revenue growth with ~19% growth expected in Q1.
- Q4 revenue $446M (-9% YoY).
- GAAP net loss $127M; adjusted EPS $0.06.
- Automotive revenue pipeline $24.5B.
- FY26 revenue growth guide flat to +5%.
Headline financials
Revenue & EPS history
Mobileye · Revenue · Quarterly
$446M
Revenue by segment
Mobileye · $506M total across 2 segments · Q2 2025
- Mobileye$497M—98.2%
- Other$9M—1.8%
Forward guidance
The release discusses Mobileye's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Mobileye cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and shareholder returns.
- Management issued or reiterated forward revenue and EPS targets.
Headwinds
- GAAP profitability remained under pressure in Q4 2025.
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
- Development-stage or turnaround spending can weigh on near-term earnings.
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 Q4 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
| Quarter | Report date | Reaction (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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