Mobileye Global Inc. reported second-quarter 2026 results with revenue essentially flat year-over-year at $508M and an improved loss, as net loss narrowed to ($21M) from ($67M) a year earlier and diluted EPS improved to ($0.03). The company cited higher EyeQ and SuperVision volume supporting first-half growth despite quarter-to-quarter mix shifts.
Financial Highlights
| MetricCurrent quarterPrior year quarterYoY change | Revenue¹$508M$506M0.4% | Net income²($21M)($67M)68.7% | Diluted EPS³($0.03)($0.08)62.5% |
¹ Reported as “Revenue”. ² Reported as “Net income (loss)”. ³ Reported as “Diluted earnings per share”.
Business Highlights
- Revenue growth for the first six months reached 13% year-over-year to $1,066M, driven by higher volumes of EyeQ SoCs and SuperVision systems.
- Product mix shifted toward higher-value SuperVision systems, while EyeQ SoCs remained the dominant revenue source (~91% of revenue).
- Solutions are deployed broadly across the auto market: installed in about 1,400 vehicle models and EyeQ shipped to more than 258M vehicles; ~20.9M systems shipped in H1 2026.
- Strategic moves included the acquisition of Mentee Robotics (Feb. 3, 2026) and plans to build a vertically integrated robotaxi business.
- Management continues to manage supply-chain diversification with suppliers including ST, TSMC and Quanta and noted geopolitical and Israel-related operational uncertainties as risks.
Original SEC Filing:
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