--- title: "Mobileye Global | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 508 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/293600199.md" datetime: "2026-07-23T10:42:59.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293600199.md) - [en](https://longbridge.com/en/news/293600199.md) - [zh-HK](https://longbridge.com/zh-HK/news/293600199.md) generator: "portal-rs" --- # Mobileye Global | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 508 M Revenue: As of FY2026 Q2, the actual value is USD 508 M, beating the estimate of USD 482.2 M. EPS: As of FY2026 Q2, the actual value is USD -0.03, beating the estimate of USD -0.1262. EBIT: As of FY2026 Q2, the actual value is USD -30 M. #### Revenue Mobileye Global Inc. reported revenue of $508 million for the second quarter of 2026, which was relatively flat compared to $506 million in Q2 2025. For the six months ended June 27, 2026, revenue was $1,066 million, up from $944 million for the six months ended June 28, 2025. The Q2 2026 revenue was primarily influenced by a 3% increase in volumes of systems shipped, offset by lower EyeQ Average Selling Price (ASP) due to higher China OEM export volumes. #### Gross Profit and Margin (GAAP) Gross Profit for Q2 2026 was $235 million, a 7% decrease from $252 million in Q2 2025. Gross Margin was 46% in Q2 2026, a decrease of 354 basis points from 50% in Q2 2025. #### Adjusted Gross Profit and Margin (Non-GAAP) Adjusted Gross Profit for Q2 2026 was $333 million, a 4% decrease from $347 million in Q2 2025. Adjusted Gross Margin was 66% in Q2 2026, decreasing by 303 basis points from 69% in Q2 2025. These decreases were attributed to a modest reduction in EyeQ ASP from higher China OEM volumes and a higher portion of SuperVision related revenue with lower margins due to greater hardware content. #### Operating Income (Loss) and Margin (GAAP) Operating Loss improved by 59% to - $30 million in Q2 2026, compared to - $74 million in Q2 2025. Operating Margin increased by 872 basis points to -6% in Q2 2026, from -15% in Q2 2025. For the six months ended June 27, 2026, Operating Loss was - $3,926 million, compared to - $191 million for the prior year period. #### Adjusted Operating Income and Margin (Non-GAAP) Adjusted Operating Income increased by 46% to $155 million in Q2 2026, up from $106 million in Q2 2025. Adjusted Operating Margin increased by 956 basis points to 31% in Q2 2026, from 21% in Q2 2025. The increase in operating margins was primarily due to an R&D Law incentive grant recognized this quarter, applicable to the entire first half of 2026. #### Net Income (Loss) (GAAP) Net Loss for Q2 2026 was - $21 million, an improvement of 69% compared to - $67 million in Q2 2025. For the six months ended June 27, 2026, Net Loss was - $3,839 million, compared to - $169 million for the prior year period. #### Adjusted Net Income (Non-GAAP) Adjusted Net Income was $155 million in Q2 2026, increasing by 52% from $102 million in Q2 2025. #### Cash Flow Net cash provided by operating activities for the six months ended June 27, 2026, was $210 million. Cash used in purchases of property and equipment for the same period was - $51 million. Mobileye Global Inc. held $1,443 million in cash and cash equivalents, marketable securities, and deposits as of June 27, 2026. Share repurchases totaled $24 million through the end of Q2 2026. #### Goodwill Impairment Goodwill impairment for the six months ended June 27, 2026, was $3,788 million. #### Operational Metrics Mobileye Global Inc. shipped 10.0 million systems in Q2 2026, up from 9.7 million in Q2 2025. The average system price was $48.5 in Q2 2026, down from $49.7 in Q2 2025. #### Outlook / Guidance Mobileye Global Inc. increased its full-year 2026 revenue outlook midpoint by $20 million, narrowing the range to $1,970 million - $2,020 million, implying 4%-7% year-over-year revenue growth. The company also raised the midpoint of its full-year 2026 guidance for Adjusted Operating Income (Non-GAAP) by 88% to a range of $365 million - $425 million. These revisions are primarily due to an R&D incentive grant, which contributes an estimated $197 - $217 million (GAAP) and $180 - $200 million (Non-GAAP) to the full-year outlook. ### Related Stocks - [MBLY.US](https://longbridge.com/en/quote/MBLY.US.md) ## Related News & Research - [Mobileye Global (NASDAQ:MBLY) Hits New 12-Month Low Following Analyst Downgrade](https://longbridge.com/en/news/281127860.md) - [Mobileye stock plummets following Amnon Shashua’s departure](https://longbridge.com/en/news/293853183.md) - [Mobileye director Safroadu Yeboah-Amankwah reports purchase of 11,841 shares for $100,203.86](https://longbridge.com/en/news/295445630.md) - [Mobileye director Frank D. 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