---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-005578"
form_type: "8-K"
ticker: "MBLY"
cik: "0001910139"
company_name: "Mobileye Global Inc."
filed_at: "2026-01-22T23:59:59+00:00"
generated_at: "2026-05-16T08:57:45.576487+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Mobileye Q4 GAAP EPS $(0.16); FY2025 revenue +15% to $1.89B, guides FY2026 flat to +5%

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-005578
- form_type: 8-K
- ticker: MBLY
- cik: 0001910139
- company_name: Mobileye Global Inc.
- filed_at: 2026-01-22T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1910139/000110465926005578/0001104659-26-005578-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1910139/000110465926005578/tm263599d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-005578
- JSON: https://secwatch.observer/filing/0001104659-26-005578.json
- Plain text: https://secwatch.observer/filing/0001104659-26-005578.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.