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Q2 25 EPS
$0.13
BEAT +21.61%
Est. $0.11
Q2 25 Revenue
$506.0M
BEAT +2.03%
Est. $495.9M
vs S&P Since Q2 25
-64.1%
TRAILING MARKET
MBLY -48.4% vs S&P +15.6%
Market Reaction
Did MBLY Beat Earnings? Q2 2025 Results
Mobileye delivered a convincingly strong second quarter, posting earnings per share of $0.13 against a consensus estimate of $0.11, a beat of 21.61%, while revenue of $506 million came in 2.03% ahead of the $495.91 million Wall Street expected and ro… Read more Mobileye delivered a convincingly strong second quarter, posting earnings per share of $0.13 against a consensus estimate of $0.11, a beat of 21.61%, while revenue of $506 million came in 2.03% ahead of the $495.91 million Wall Street expected and rose 15.3% year over year. The primary engine behind those results was a 28% surge in EyeQ chip volumes as Tier 1 customers worked through excess inventory and demand broadened across the customer base, including China-based OEMs, though higher China mix pressured average selling prices from $54.40 to $49.70 per system. Adjusted operating income climbed 34% to $106 million, with adjusted operating margin expanding roughly 295 basis points to 21%. Management responded to the momentum by raising full-year 2025 revenue guidance to $1.77 billion–$1.89 billion, up from the prior range of $1.69 billion–$1.81 billion, implying 7%–14% growth, even as investors weighed Intel's plans to reduce its stake in the company through a significant share offering.
Key Takeaways
- • 28% increase in EyeQ volumes from higher customer demand and normalization of excess Tier 1 inventory
- • Strong EyeQ volumes across customer base including China-based OEMs
- • Steady ramp-ups of new ADAS programs
- • Good end-demand for vehicles with first-generation SuperVision system
- • Lower operating expenses as a percentage of revenue improving operating margin
MBLY YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
MBLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“The business performed very well in Q2, both on the revenue growth and cost management side. Stronger visibility on industry supply-demand alignment since late-April supports our decision to raise the full-year outlook, while we continue to maintain a conservative stance given the broader macro environment.”
— Amnon Shashua, Q2 2025 Earnings Press Release
MBLY Earnings Trends
MBLY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
MBLY EPS Trend
Earnings per share: estimate vs actual
MBLY Revenue Trend
Quarterly revenue: estimate vs actual
MBLY Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.09 | $0.12 | +38.41% | $558.0M | +7.40% |
| Q4 25 BEAT FY | $0.06 | $0.06 | +3.27% | $446.0M | +3.28% |
| FY Full Year | $0.36 | — | — | $1.89B | +0.86% |
| Q3 25 BEAT | $0.09 | $0.09 | +3.57% | $504.0M | +3.91% |
| Q2 25 BEAT | $0.11 | $0.13 | +21.61% | $506.0M | +2.03% |
| Q1 25 BEAT | $0.08 | $0.08 | +5.68% | $438.0M | +0.60% |