# Mobileye Global Inc.: overview

MBLY · Nasdaq · CIK 1910139 · [Technology](/sectors/technology.md) · fiscal year ends Dec 27

Pages: [Overview](/companies/mbly.md) · [Financials](/companies/mbly/financials.md) · [Filings](/companies/mbly/filings.md) · [Insiders](/companies/mbly/insiders.md)

Latest reported revenue: [$492.0m](/filings/0001104659-26-120226.md) for Q3 FY2026, three months to 2026-09-26, from the 10-Q filed Oct 29, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001104659-26-120226).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-28) | Q1 FY2025 (2025-03-29) | Q2 FY2025 (2025-06-28) | Q3 FY2025 (2025-09-27) | Q4 FY2025 (2025-12-27) | Q1 FY2026 (2026-03-28) | Q2 FY2026 (2026-06-27) | Q3 FY2026 (2026-09-26) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [490 d](/filings/0001104659-26-014300.md) | [438](/filings/0001104659-26-047712.md) | [506](/filings/0001104659-26-086264.md) | [504](/filings/0001104659-26-120226.md) | [446 d](/filings/0001104659-26-014300.md) | [558](/filings/0001104659-26-047712.md) | [508](/filings/0001104659-26-086264.md) | [492](/filings/0001104659-26-120226.md) |
| Gross margin | % | [49.2% d](/filings/0001104659-26-014300.md) | [47.3%](/filings/0001104659-26-047712.md) | [49.8%](/filings/0001104659-26-086264.md) | [48.2%](/filings/0001104659-26-120226.md) | [45.3% d](/filings/0001104659-26-014300.md) | [49.3%](/filings/0001104659-26-047712.md) | [46.3%](/filings/0001104659-26-086264.md) | [53.0%](/filings/0001104659-26-120226.md) |
| Operating margin | % | [(17.6%) d](/filings/0001104659-26-014300.md) | [(26.7%)](/filings/0001104659-26-047712.md) | [(14.6%)](/filings/0001104659-26-086264.md) | [(21.6%)](/filings/0001104659-26-120226.md) | [(31.4%) d](/filings/0001104659-26-014300.md) | [(698.2%)](/filings/0001104659-26-047712.md) | [(5.9%)](/filings/0001104659-26-086264.md) | [(16.7%)](/filings/0001104659-26-120226.md) |
| Net margin | % | [(14.5%) d](/filings/0001104659-26-014300.md) | [(23.3%)](/filings/0001104659-26-047712.md) | [(13.2%)](/filings/0001104659-26-086264.md) | [(19.0%)](/filings/0001104659-26-120226.md) | [(28.5%) d](/filings/0001104659-26-014300.md) | [(684.2%)](/filings/0001104659-26-047712.md) | [(4.1%)](/filings/0001104659-26-086264.md) | [(13.6%)](/filings/0001104659-26-120226.md) |
| Diluted EPS | $ per share | not reported | [(0.13)](/filings/0001104659-26-047712.md) | [(0.08)](/filings/0001104659-26-086264.md) | [(0.12)](/filings/0001104659-26-120226.md) | not reported | [(4.68)](/filings/0001104659-26-047712.md) | [(0.03)](/filings/0001104659-26-086264.md) | [(0.08)](/filings/0001104659-26-120226.md) |
| Free cash flow | $m | [191 d](/filings/0001104659-26-014300.md) | [95.0](/filings/0001104659-26-047712.md) | [199 d](/filings/0001104659-26-086264.md) | [143 d](/filings/0001104659-26-120226.md) | [86.0 d](/filings/0001104659-26-014300.md) | [45.0](/filings/0001104659-26-047712.md) | [114 d](/filings/0001104659-26-086264.md) | [72.0 d](/filings/0001104659-26-120226.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY (2021-12-25) | FY2022 (2022-12-31) | FY2023 (2023-12-30) | FY2024 (2024-12-28) | FY2025 (2025-12-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,386](/filings/0001104659-24-026792.md) | [1,869](/filings/0001410578-25-000127.md) | [2,079](/filings/0001104659-26-014300.md) | [1,654](/filings/0001104659-26-014300.md) | [1,894](/filings/0001104659-26-014300.md) |
| Gross margin | % | [47.3%](/filings/0001104659-24-026792.md) | [49.3%](/filings/0001410578-25-000127.md) | [50.4%](/filings/0001104659-26-014300.md) | [44.8%](/filings/0001104659-26-014300.md) | [47.7%](/filings/0001104659-26-014300.md) |
| Operating margin | % | [(4.1%)](/filings/0001104659-24-026792.md) | [(2.0%)](/filings/0001410578-25-000127.md) | [(1.6%)](/filings/0001104659-26-014300.md) | [(195.0%)](/filings/0001104659-26-014300.md) | [(23.2%)](/filings/0001104659-26-014300.md) |
| Net margin | % | [(5.4%)](/filings/0001104659-24-026792.md) | [(4.4%)](/filings/0001410578-25-000127.md) | [(1.3%)](/filings/0001104659-26-014300.md) | [(186.8%)](/filings/0001104659-26-014300.md) | [(20.7%)](/filings/0001104659-26-014300.md) |
| Diluted EPS | $ per share | [(0.10)](/filings/0001104659-24-026792.md) | [(0.11)](/filings/0001410578-25-000127.md) | [(0.03)](/filings/0001104659-26-014300.md) | [(3.82)](/filings/0001104659-26-014300.md) | [(0.48)](/filings/0001104659-26-014300.md) |
| Free cash flow | $m | [456](/filings/0001104659-24-026792.md) | [435](/filings/0001410578-25-000127.md) | [296](/filings/0001104659-26-014300.md) | [319](/filings/0001104659-26-014300.md) | [523](/filings/0001104659-26-014300.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/mbly/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2025-07-11 | [Intel Corp](/insiders/50863.md) | 10% owner | Sale (S) | 6,231,985 | $16.0463 | $100.0m | [Form 4](/filings/0000050863-25-000099.md) |
| 2025-07-11 | [Intel Corp](/insiders/50863.md) | 10% owner | Sale (S) | 57,500,000 | $16.0463 | $922.7m | [Form 4](/filings/0000050863-25-000099.md) |
| 2023-06-12 | [Intel Corp](/insiders/50863.md) | 10% owner | Sale (S) | 38,500,000 | $40.845 | $1.57bn | [Form 4](/filings/0000050863-23-000061.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Intel Corp](/funds/50863.md) | 2026-06-30 | $484.0m | 50,000,000 |  | Unchanged |
| [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $98.9m | 10,216,964 |  | Added +326,574 |
| [MANUFACTURERS LIFE INSURANCE COMPANY, THE](/funds/928047.md) | 2026-06-30 | $94.0m | 9,708,864 |  | Reduced −596,567 |
| [GOLDMAN SACHS GROUP INC](/funds/886982.md) | 2026-06-30 | $69.5m | 7,180,555 |  | Reduced −2,079,088 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $62.1m | 6,419,678 |  | Added +502,499 |
| [Point72 Asset Management, L.P.](/funds/1603466.md) | 2026-06-30 | $47.3m | 4,889,226 |  | Added +1,991,742 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $43.4m | 4,488,574 |  | Added +741,502 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $37.2m | 3,839,755 |  | Reduced −175,918 |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $34.5m | 3,560,446 |  | Added +132,500 |
| [PRIMECAP MANAGEMENT CO/CA/](/funds/763212.md) | 2026-06-30 | $33.1m | 3,417,080 |  | Added +219,900 |

## Recent filings

[All 243 filings](/companies/mbly/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:31 ET | [10-Q](/filings/0001104659-26-120226.md) | Quarterly report, period 2026-09-26 | 0001104659-26-120226 |
| 2026-10-29 | 16:30 ET | [8-K/A](/filings/0001104659-26-120225.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001104659-26-120225 |
| 2026-10-29 | 06:49 ET | [8-K](/filings/0001104659-26-119830.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-119830 |
| 2026-09-10 | 07:01 ET | [8-K](/filings/0001104659-26-106535.md) | 5.02 Departure or appointment of officers or directors | 0001104659-26-106535 |
| 2026-09-10 | 07:00 ET | [8-K](/filings/0001104659-26-106534.md) | 5.02 Departure or appointment of officers or directors | 0001104659-26-106534 |
| 2026-08-12 | 16:16 ET | [8-K](/filings/0001104659-26-094895.md) | 5.02 Departure or appointment of officers or directors | 0001104659-26-094895 |
| 2026-07-23 | 16:15 ET | [10-Q](/filings/0001104659-26-086264.md) | Quarterly report, period 2026-06-27 | 0001104659-26-086264 |
| 2026-07-23 | 06:41 ET | [8-K](/filings/0001104659-26-086062.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-086062 |
| 2026-07-23 | 06:40 ET | [8-K](/filings/0001104659-26-086061.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-086061 |
| 2026-06-25 | 07:00 ET | [8-K](/filings/0001104659-26-077512.md) | 5.07 Shareholder vote results | 0001104659-26-077512 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 27, 2025](/filings/0001104659-26-014300.md), filed Feb 12, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-27, has been scored from the reported figures. [See the target](/leagues/2026q3/targets/174e0936-f32c-46cc-ab3d-5300809a0fb7)

## About the filer

- CIK: 1910139
- Tickers: MBLY
- Exchange: Nasdaq
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 18:45 ET. No prices; not investment advice.