Mobileye (MBLY) Tops Q2 EPS by 13c, Beats on Revenue; Offers FY26 Revenue Guidance

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Mobileye Releases Second Quarter 2026 Results, Updates Guidance, and Provides Business Overview

July 23, 2026 6:30 AM EDT

Revenue of $508 million in the second quarter was relatively flat compared to Q2 2025. Operating Loss and Adjusted Operating Income in Q2 2026 improved by 59% and 46% respectively, compared to Q2 2025. Diluted EPS (GAAP) was $(0.03) and Adjusted Diluted EPS (Non-GAAP) was $0.19 in the second quarter of 2026. Full-year 2026 revenue outlook, at the midpoint, is increased by $20 million. Range narrowed to $1,970 million - $2,020 million, implying 4% - 7% year-over-year revenue growth. We are raising the midpoint of our full-year 2026 guidance for Adjusted Operating Income (Non-GAAP) and decreasing the midpoint for Operating Loss (GAAP) by 88% and 4%, respectively. The... More