earnings
confidence high
sentiment positive
materiality 0.80
Mobileye Q4 GAAP EPS $(0.16); FY2025 revenue +15% to $1.89B, guides FY2026 flat to +5%
Mobileye Global Inc.
2025-FY EPS reported
-$0.48
revenue$1,894,000,000
- FY2025 revenue $1,894M (+15% YoY); Q4 revenue down 9% YoY. GAAP diluted EPS $(0.16), adjusted $0.06 for Q4.
- Generated $602M net cash from ops (+51% YoY); year-end cash $1.8B, excluding $612M for Mentee Robotics.
- Guides FY2026 revenue flat to +5% YoY; Q1 2026 expects ~19% YoY growth.
- Acquiring Mentee Robotics (expected close Q1 2026) to expand into humanoid robotics; $612M cash outlay.
- Awarded high-volume Surround ADAS program with major U.S. OEM; first two customers represent 19M units future volume.