Jun 2026 (Q2 FY26) — Jul 23, 2026
Mobileye Q2 FY26 — Strong Core Business & Robotaxi Vertical Integration
Read the full callMobileye (MBLY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Mobileye earnings: last reported Thu, 23 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 508 | +0.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -5.9 | +8.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -21.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$6.54 −5.90% · −$0.41
Performance −54.3% 1Y
1Y: $14.31 on 22 Oct 2025 → $6.54. High $14.31 (22 Oct 2025), low $6.54 (23 Oct 2026).
- Previous close
- $6.95
- 52-week range
- $6.54 – $14.31
- One year
- −53.58%
Overview
- Symbol
- MBLY
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Mobileye earnings calls (MBLY)
Financials
What the filings say
Net profit, year on year: +69% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 486 | 490 | 438 | 506 | 504 | 446 | 558 | 508 |
| Operating profit | -2,807 | -86 | -117 | -74 | -109 | -140 | -3,896 | -30 |
| Operating margin | −577.6% | −17.6% | −26.7% | −14.6% | −21.6% | −31.4% | −698.2% | −5.9% |
| Profit before tax | -2,793 | -68 | -99 | -61 | -92 | -125 | -3,882 | -17 |
| Tax rate | 2.8% | −4.4% | −3.0% | −9.8% | −4.3% | −1.6% | 1.6% | −23.5% |
| Net profit | -2,715 | -71 | -102 | -67 | -96 | -127 | -3,818 | -21 |
| EPS ($ per share) | -3.35 | — | -0.13 | -0.08 | -0.12 | — | -4.68 | -0.03 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Reserves | — | — | 57 | 30 | -3,060 | -3,452 |
| Total liabilities | — | 766 | 647 | 653 | 492 | 611 |
| Fixed assets | — | 304 | 384 | 447 | 458 | 473 |
| Total assets | — | 16,655 | 15,441 | 15,577 | 12,579 | 12,492 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 271 | 599 | 546 | 394 | 400 | 602 |
| Cash from investing | -965 | -157 | 1,187 | -98 | -120 | -91 |
| Cash from financing | 732 | 91 | -1,317 | -100 | -66 | -106 |
| Net cash flow | 38 | 532 | 410 | 191 | 212 | 422 |
| Capital expenditure | -91 | -143 | -111 | -98 | -81 | -79 |
| Free cash flow | 180 | 456 | 435 | 296 | 319 | 523 |
MBLY revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Mobileye | 98% | 98% | 98% | 98% | 98% | 98% | 98% | 98% | +0.2% |
| All Other Segments | 2% | 2% | 2% | 2% | 2% | 2% | 2% | 2% | +11.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- CN 24% ↑ 2 pt
- US 22% ↓ 1 pt
- DE 14% ↓ 4 pt
- KR 10% ↓ 2 pt
- SK 7%
- PL 6% ↑ 2 pt
- GB 5% ↓ 1 pt
- Rest Of World 4%
- HU 3% ↓ 2 pt
- CZK 2%
- TH 2%
As MBLY cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
17 filings between Dec 5, 2025 and Sep 10, 2026.
Open market
decisions to buy or sellPurchases
$198.8K
2 purchases by 2 insiders
Sales
None
No insider sold shares.
Compensation
not trading decisions- 15
- Award — granted as compensation
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Yeboah-Amankwah Safroadu | $100.2K | — | Aug 6, 2026 |
| Yeary Frank D | $98.6K | — | Jul 30, 2026 |
Latest filings (33)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Ohayon Yaacov Chief Operating Officer | Award | 116,550 | $0 |
| Aug 6, 2026 | Yeboah-Amankwah Safroadu Director | Purchase | 11,841 | $100.2K |
| Jul 30, 2026 | Yeary Frank D Director | Purchase | 12,360 | $98.6K |
| Jul 10, 2026 | Shashua Amnon CEO and President | Award | 1,618,743 | $0 |
| Jul 10, 2026 | Ouriel Boaz EVP of EPG Software | Award | 266,240 | $0 |
| Jul 10, 2026 | Shemesh Rojansky Moran Chief Financial Officer | Award | 212,992 | $0 |
| Jul 10, 2026 | Shalev-Shwartz Shai Chief Technology Officer | Award | 1,064,962 | $0 |
| Jul 10, 2026 | Nehushtan Nimrod EVP Business Dev. & Strategy | Award | 199,680 | $0 |
| Feb 3, 2026 | Shalev-Shwartz Shai Chief Technology Officer | Award | 4,831,528 | — |
| Feb 3, 2026 | Shashua Amnon CEO and President | Award | 1,554,310 | — |
| Feb 3, 2026 | Shashua Amnon CEO and President | Award | 13,988,788 | — |
| Feb 3, 2026 | Shalev-Shwartz Shai Chief Technology Officer | Award | 536,835 | — |
| Dec 5, 2025 | Yeboah-Amankwah Safroadu Director | Award | 12,180 | $0 |
| Dec 5, 2025 | Chao Elaine L. Director | Award | 20,300 | $0 |
| Dec 5, 2025 | Yeary Frank D Director | Award | 20,300 | $0 |
| Dec 5, 2025 | Desheh Eyal Director | Award | 20,300 | $0 |
| Dec 5, 2025 | McCaskill Claire C. Director | Award | 20,300 | $0 |
| Jul 11, 2025 | INTEL CORP 10% owner | Sale | 57,500,000 | $922.66M |
| Jul 11, 2025 | INTEL CORP 10% owner | Sale | 6,231,985 | $100.00M |
| Jul 11, 2025 | INTEL CORP 10% owner | Conversion | 113,731,985 | — |
| Jul 10, 2025 | Ouriel Boaz EVP of EPG Software | Award | 111,150 | $0 |
| Jul 10, 2025 | Yeboah-Amankwah Safroadu Director | Award 10b5-1 plan | 11,856 | $0 |
| Jul 10, 2025 | Shalev-Shwartz Shai Chief Technology Officer | Award | 592,803 | $0 |
| Jul 10, 2025 | Shemesh Rojansky Moran Chief Financial Officer | Award | 111,150 | $0 |
| Jul 10, 2025 | Nehushtan Nimrod EVP Bus Dev & Str | Award | 111,150 | $0 |
| Jul 10, 2025 | Shashua Amnon CEO and President | Award | 901,061 | $0 |
| Dec 5, 2024 | Chao Elaine L. Director | Award | 12,619 | $0 |
| Dec 5, 2024 | Desheh Eyal Director | Award | 12,619 | $0 |
| Dec 5, 2024 | McCaskill Claire C. Director | Award | 12,619 | $0 |
| Dec 5, 2024 | Yeary Frank D Director | Award | 12,619 | $0 |
| Nov 13, 2024 | GELSINGER PATRICK P Director | Other | 139,456 | $0 |
| Nov 13, 2024 | GELSINGER PATRICK P Director | Other | 139,456 | $0 |
| Nov 4, 2024 | GELSINGER PATRICK P Director | Purchase | 6,750 | $100.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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