Mobileye Q1 revenue $558M (+27% YoY), raises FY2026 guidance midpoint, authorizes $250M buyback

Mobileye Global Inc.

2026-Q1 EPS reported -$4.68 revenue$558,000,000

Revenue $558M (+27% YoY); adj. diluted EPS $0.12 (+51% YoY).
GAAP net loss $3.8B including $3.788B non-cash goodwill impairment from Intel acquisition.
FY2026 revenue guidance raised ~2% to $1.935-$2.015B; adj. operating income guidance raised to $185-$235M.
Board authorized up to $250M share repurchase to offset dilution from stock compensation and Mentee Robotics deal.
Design win with Mahindra for Surround ADAS and SuperVision; EyeQ6H-based SuperVision testing in US.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Mobileye Global Inc. reported first quarter ended March 28, 2026 results: revenue Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025., net income Net Income (Loss) $(3,818) million, EPS EPS - Diluted $(4.68) and Adjusted EPS - Diluted $0.12. Guidance raised.

Period: first quarter ended March 28, 2026
Revenue: Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025.
Net income: Net Income (Loss) $(3,818) million
EPS: EPS - Diluted $(4.68) and Adjusted EPS - Diluted $0.12
Guidance: raised
Result: reported results

Exact text from the filing

Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program · Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025. We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Mobileye Global Inc. reported full year 2026 results: revenue raising the midpoint of our full-year 2026 revenue guidance by 2%. Guidance raised.

Period: full year 2026
Revenue: raising the midpoint of our full-year 2026 revenue guidance by 2%
Guidance: raised
Result: guidance update

Exact text from the filing

We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.

View on SEC.gov

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Source: SEC EDGAR

accession 0001104659-26-047231

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