Mobileye Q2 revenue flat at $508M; raises FY2026 revenue and adjusted operating income guidance

Mobileye Global Inc.

Q2 revenue $508M (flat YoY); GAAP diluted EPS $(0.03), adjusted diluted EPS $0.19.
Operating loss improved 59% to $(30M); adjusted operating income up 46% to $155M.
Recognized ~$110M R&D incentive grant under new Israeli law, boosting margins.
FY2026 revenue guidance raised to $1,970M-$2,020M (midpoint +$20M); adjusted operating income midpoint up 88%.
Business highlights: MOIA robotaxi public testing in Hamburg; Stellantis Cloud-Enhanced ADAS design win.

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