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Mobileye Global Inc. MBLY Q4 2025 Annual earnings

Reported January 22, 2026 · Before market open

Revenue$446.0MBeat by $13.7MDiluted EPS$0.06In line
Revenue estimate$432.3M
EPS estimate$0.06

Next report

Jul 23, 2026 (In 1 week)
Revenue estimate$480.4M
EPS estimate$0.05

Financials

Q4 2025

Income statement

See full
Revenue$446.0M-9.0%
Gross profit$202.0M-16.2%
Operating income-$140.0M-62.8%
Net income-$127.0M-78.9%
EPS (diluted)-$0.15-87.5%

Balance sheet

See full
Cash & equivalents$1.8B+28.8%
Total debt$62.0M+24.0%
Total equity$11.9B-1.7%
Total assets$12.5B-0.7%

Cash flow

See full
Operating cash flow$113.0M-44.6%
CapEx$27.0M+108%
Free cash flow$86.0M-55.0%

Valuation & ratios

Valuation

as of 12/27/25
See full
Market cap$8.5B-47.4%
Enterprise value$6.72B-54.5%
P/S4.5×-5.3×

Profitability

See full
Gross margin47.7%+2.9pp
Operating margin-23.2%-10.9pp
Net margin-20.7%-9.7pp
FCF margin27.6%+8.3pp

Returns & leverage

See full
Return on equity-3.3%-1.5pp
Debt / equity0×0.0×
Current ratio6.1×-0.4×

Segments

By segment

See full
Mobileye$436.0M-9.0%
All Other Segments$10.0M-9.1%

Versus estimates

Revenue

Q1 2026$558.0MBeat by $38.1M
Q4 2025$446.0MBeat by $13.7M
Q3 2025$504.0MBeat by $23.1MQ2 2025$506.0MBeat by $26.1MQ1 2025$438.0MBeat by $3.1MQ4 2024$490.0MBeat by $11.3M

Diluted EPS

Q1 2026$0.12Beat by $0.04
Q4 2025$0.06In line
Q3 2025$0.09Beat by $0.00Q2 2025$0.13Beat by $0.02Q1 2025$0.08Beat by $0.00Q4 2024$0.13Beat by $0.02

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Questions, answered.

When did Mobileye Global Inc. report Q4 2025 earnings?
Mobileye Global Inc. (MBLY) reported Q4 2025 earnings on January 22, 2026 before market open.
What were Mobileye Global Inc.'s Q4 2025 revenue and EPS?
Mobileye Global Inc. reported revenue of $446.0M and diluted EPS of $0.06 for Q4 2025.
Did Mobileye Global Inc. beat estimates in Q4 2025?
Revenue beat the consensus estimate of $432.3M by $13.7M. EPS beat the consensus estimate of $0.06 by $0.00.
How did Mobileye Global Inc.'s Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 9.0% from $490.0M a year earlier and diluted EPS declined 53.8% from $0.13.
Where can I find Mobileye Global Inc.'s Q4 2025 SEC filings?
You can read the 8-K earnings release (0001104659-26-005578) and the 10-K periodic report (0001104659-26-014300) directly on SEC EDGAR. The filing index links above go to sec.gov.