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Mobileye reports Q2 adjusted EPS 13c, consensus 11c

Reports Q2 revenue $506M, consensus $495.91M. “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,” said Mobileye (MBLY) president and CEO Amnon Shashua. “Substantial progress on our advanced product programs raises our confidence that upcoming launches will lead to an inflection in Mobileye’s growth trajectory in 2027, with Drive anticipated to join SuperVision as material growth drivers in that year.”

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