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Q3 25 EPS
$0.09
BEAT +3.57%
Est. $0.09
Q3 25 Revenue
$504.0M
BEAT +3.91%
Est. $485.0M
vs S&P Since Q3 25
-53.9%
TRAILING MARKET
MBLY -44.7% vs S&P +9.2%
Market Reaction
Did MBLY Beat Earnings? Q3 2025 Results
Mobileye posted a clean beat across the board in the third quarter, with revenue of $504.00 million rising 3.7% year over year and adjusted EPS of $0.09 edging past the $0.09 consensus estimate by 3.57%, as an 8% increase in EyeQ chip volumes, partic… Read more Mobileye posted a clean beat across the board in the third quarter, with revenue of $504.00 million rising 3.7% year over year and adjusted EPS of $0.09 edging past the $0.09 consensus estimate by 3.57%, as an 8% increase in EyeQ chip volumes, particularly from China-based OEMs, provided the primary lift. The volume gains more than offset headwinds from lower SuperVision deliveries and a declining average system price, which slipped to $51.70 from $53.30 a year ago on a richer mix of lower-ASP China units. Revenue cleared the $485.02 million analyst consensus by 3.91%, and management responded by raising full-year 2025 revenue guidance to $1.84 billion–$1.89 billion, implying 12%–14% growth, while lifting adjusted operating income guidance to $263.00 million–$286.00 million. Despite the raised outlook, analysts remain broadly cautious, with Hold ratings from several sell-side firms even as the consensus carries a moderate buy tilt. The company flagged some sequential revenue moderation in Q4 as it works to normalize customer inventories heading into 2026.
Key Takeaways
- • 8% increase in EyeQ chip volumes driven by higher customer demand across the base including China-based OEMs
- • Steady ramp-ups of new ADAS programs
- • Robust SuperVision system volumes compared to first-half run-rate
- • Continued auto production stability
- • Disciplined cost management keeping operating expenses stable as a percentage of revenue
MBLY YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
MBLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“The business delivered another strong quarter, with solid revenue growth and disciplined cost management. Continued auto production stability gives us confidence to again raise our full-year outlook, removing conservatism we had embedded earlier due to macro uncertainty.”
— Amnon Shashua, Q3 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% |