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Q1 26 EPS
$0.12
BEAT +38.41%
Est. $0.09
Q1 26 Revenue
$558.0M
BEAT +7.40%
Est. $519.5M
vs S&P Since Q1 26
-2.8%
TRAILING MARKET
MBLY +0.8% vs S&P +3.5%
Market Reaction
Did MBLY Beat Earnings? Q1 2026 Results
Mobileye Global delivered a notably strong first quarter of 2026, with adjusted earnings per share of $0.12 beating the $0.09 consensus estimate by 38.41% and revenue of $558.00 million topping expectations by 7.40% while climbing 27.4% year over yea… Read more Mobileye Global delivered a notably strong first quarter of 2026, with adjusted earnings per share of $0.12 beating the $0.09 consensus estimate by 38.41% and revenue of $558.00 million topping expectations by 7.40% while climbing 27.4% year over year. The primary engine behind the beat was a 28% surge in EyeQ SoC shipment volumes, with Mobileye shipping 10.8 million systems in the quarter compared to 8.5 million a year ago, partly aided by customers rebuilding safety stock following drawdowns in the prior quarter. The headline figures were overshadowed, however, by a $3.79 billion non-cash goodwill impairment charge tied to declining market capitalization, driving a GAAP net loss of $3.82 billion for the period, even as adjusted net income rose 52% to $96.00 million and adjusted operating margin expanded to 17% from 13%. Looking ahead, management raised full-year 2026 revenue guidance to a range of $1.94 billion to $2.02 billion and lifted adjusted operating income guidance by 8% at the midpoint, signaling confidence in sustained operating leverage through the remainder of the year.
Key Takeaways
- • 28% ramp in EyeQ SoC volumes due to higher EyeQ demand
- • Normalization of safety stock levels at customers after Q4 2025 drawdown
- • Operating leverage driving adjusted operating margin expansion to 17% from 13%
MBLY Forward Guidance & Outlook
Mobileye raised its full-year 2026 revenue guidance by 2% at the midpoint to a range of $1,935 million to $2,015 million, reflecting higher-than-expected EyeQ unit shipments in Q1. The company expects GAAP operating loss of $(4,331) million to $(4,281) million, which includes the $3,788 million goodwill impairment charge. Adjusted operating income outlook was increased by 8% at the midpoint to a range of $185 million to $235 million, reflecting operating leverage on the higher revenue base.
MBLY YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
MBLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“First quarter results reflected a stronger than expected start to 2026, and continued favorable demand trends enable us to modestly increase our 2026 outlook. We also secured an important design win with Mahindra which adds a third Surround ADAS customer and a second customer for our next-generation SuperVision product.”
— Amnon Shashua, Q1 2026 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% |