Companies /Consumer Cyclical

Mobileye Global Inc - Class A

NASDAQ: MBLY Auto Parts
$8.65
â–² $0.11 (+1.29%) today
Markets open · 1:51pm ET

Q3 2025 Earnings

Reported Oct 23, 2025, 7:04am ET · SEC source
$0.09
Beat +3.57%
EPS · est. $0.09
$504.0M
Beat +3.91%
Revenue · est. $485.0M
−19.9%
Trailing market
MBLY vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−4%0+4%Oct 23Oct 24report 7:04am ETearnings+1.5%−4.9%
−4%0+4%Oct 23Oct 24earnings+1.5%−4.9%
MBLY −4.9%S&P 500 +1.5%
−4%0+4%Oct 23Oct 24report 7:04am ETearnings+2.2%−4.9%
−4%0+4%Oct 23Oct 24earnings+2.2%−4.9%
MBLY −4.9%NASDAQ +2.2%
−5%0+5%Oct 22Oct 31report 7:04am ETearnings+2.8%−6.7%
−5%0+5%Oct 22Oct 31earnings+2.8%−6.7%
MBLY −6.7%S&P 500 +2.8%
−5%0+5%Oct 22Oct 31report 7:04am ETearnings+5.1%−6.7%
−5%0+5%Oct 22Oct 31earnings+5.1%−6.7%
MBLY −6.7%NASDAQ +5.1%
−1.54%
Day of report
−4.61%
Next session
−8.80%
One week
−20.37%
30 days

S&P 500 over the same 30 days: −0.45%.

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, 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

“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.”

Mobileye CEO, on the earnings call

Forward Guidance & Outlook

Mobileye raised its full-year 2025 revenue guidance to $1,845 million–$1,885 million (previously $1,765 million–$1,885 million), implying 12%–14% year-over-year growth. Operating Loss (GAAP) is now expected at $(462) million to $(439) million (improved from prior $(512) million to $(436) million). Adjusted Operating Income (Non-GAAP) guidance was raised to $263 million–$286 million (previously $210 million–$286 million). The company expects Q4 revenue to moderate sequentially as it targets lean-to-normal customer inventories entering 2026. Guidance incorporates current tariff impacts but assumes no further tariff developments. Driverless robotaxi deployments in the US are targeted to begin in 2026.

MBLY YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$200.0M$400.0M$486.0M$504.0MRevenue$237.0M$243.0MGross Profit$-55,578,217$-109,000,000Operating Income$-48,864,909$-96,000,000Net Income
$0$200.0M$400.0MRevenueGross ProfitOperating IncomeNet Income

MBLY Revenue by Segment

EyeQ and SuperVision
EyeQ and SuperVision Systems$478.0M

Figures from SEC filings and company reports. Not investment advice.