Mobileye Global, Inc. Class A (MBLY)
NASDAQ:MBLY
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.13Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call delivered materially positive operational and financial beats (Q1 revenue +27%, adjusted operating income +61%), raised full-year guidance, demonstrated strong execution on advanced programs (SuperVision, robotaxi pre-series production) and announced a share buyback—signals of robust core ADAS demand, product validation, and cash generation. Offsetting these positives are a very large non-cash goodwill impairment ($3.8B), ASP and margin pressure driven by China export mix and specific dual-chip programs, incremental ECU memory costs, and near-term guidance showing a Q2 revenue decline and conservative H2 assumptions. On balance the company showed strong execution, growth levers (Surround ADAS, India, robotaxi), and financial flexibility, while facing notable accounting and mix-related headwinds that management characterizes as manageable.Company Guidance
Strong Top-Line Growth
Q1 revenue of $558 million, up 27% year-over-year, driven by higher EyeQ volume, increased ADAS fitment at core Western customers, and robust Chinese OEM export volumes.
Margin and Profitability Expansion
Adjusted operating income of $95 million, up 61% year-over-year; adjusted operating margin of 17%, up ~4 percentage points versus Q1 2025.
Operating Cash Generation
Operating cash flow of $75 million in Q1 despite a modest working capital timing drag; management highlighted the company as cash-generative and announced a share buyback program.
Raised Full-Year Outlook
Increased 2026 revenue outlook toward the high end: midpoint revenue raised to $1.975 billion (implying ~4% YoY growth) and adjusted operating income outlook increased to $210 million midpoint (from $195 million). Full-year EyeQ units outlook ~38 million (up <1M from prior).
ADAS Product Momentum and Share Gains
Continued upward pressure on EyeQ demand; management cited increased market share with top customers and higher ADAS fitment rates as tailwinds. Q2 assumed ~9.3 million EyeQ units; Q1 included assumed shipments of ~10 million units.
SuperVision Production Progress and Validation
SuperVision program: successful 2,000+ km OEM-directed US drive in varied conditions using production EyeQ6 High hardware with very few interventions; Q1 SuperVision shipments = 20,000 units, Q2 estimate ~15,000, full-year ~150,000 units (stable demand). Porsche SuperVision program entering near-term production ramp (no volume expected in 2026; ramp into 2027).
Robotaxi Commercialization Traction
Pre-series production started for ID. Buzz autonomous vehicle in VW’s Hanover facility; testing underway in L.A.; Orlando announced as first launch city with BEEP. Targeted driver-out validation path in 2026 and scaling to multiple cities in 2027.
Surround ADAS Design Wins and India Opportunity
Three Surround ADAS design wins announced including Volkswagen Group, a major U.S. OEM, and Mahindra (India). Management cited ASP range $100–$150 with ~70% gross margins and said these wins could represent >10% incremental annual revenue when launched. India flagged as a meaningful growth market with regulation expected to accelerate ADAS adoption starting 2027.
Menti Robotics Acquisition & Product Roadmap
Menti acquisition closed in early February. Version 3.2 hardware arriving and version 4 hardware (targeted for demo/commercial readiness) expected by early 2027. Company plans an AI Day around July to present integrated AI/robotics strategy.
MBLY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MBLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $7.90 | $8.70 | +10.13% |
Jan 22, 2026 | $10.88 | $10.51 | -3.40% |
Jul 24, 2025 | $16.10 | $15.42 | -4.22% |
Apr 24, 2025 | $13.20 | $14.50 | +9.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mobileye Global, Inc. Class A (MBLY) report earnings?
Mobileye Global, Inc. Class A (MBLY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Mobileye Global, Inc. Class A (MBLY) earnings time?
Mobileye Global, Inc. Class A (MBLY) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MBLY EPS forecast?
MBLY EPS forecast for the fiscal quarter 2026 (Q2) is 0.06.
