MBLY Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Mobileye closed out Q4 2025 with a sharply mixed scorecard, delivering earnings per share of just $0.06 against a consensus estimate of $0.24, a 75% miss, even as revenue of $446 million edged 3.75% above the $429.86 million analyst target. The top-l… Read more Mobileye closed out Q4 2025 with a sharply mixed scorecard, delivering earnings per share of just $0.06 against a consensus estimate of $0.24, a 75% miss, even as revenue of $446 million edged 3.75% above the $429.86 million analyst target. The top-line beat offered little comfort given that revenue still fell 9% year-over-year, weighed down by an 11% reduction in EyeQ SoC volumes as Tier 1 customers tightened inventory heading into year-end. Margin pressure compounded the pain, with GAAP operating margin sinking to negative 31% and adjusted operating margin contracting sharply to 9% from 21% a year earlier, reflecting elevated operating expenses against a shrinking revenue base. Analysts have noted the company's premium valuation makes sustained unprofitability increasingly difficult to justify. Looking ahead, management guided 2026 revenue of $1.90 billion to $1.98 billion, implying flat to 5% growth and falling short of the roughly $2 billion the market had anticipated, with adjusted operating income expected between $170 million and $220 million.