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MBLY Mobileye Global Inc.

Trailing twelve months to 2026-06-27 · as filed 2026-07-23, not restated
Technology

Scale

Market cap
$7.5bn
Revenue TTM
$2.0bn
Net income TTM
$-4.1bn
Free cash flow
$388m
Composite score
48.4
Sector rank
#857

Valuation

P / E
EV / EBITDA
EV / sales
3.0
FCF yield
5.20%
Earnings yield vs 10-yr
-59.21pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-201.5%
EBITDA margin
-203.1%
ROE
-49.5%
ROIC
-60.5%
Revenue growth
5.0%

Insider activity, last 90 days

Net open-market
$0.20m
Buyers
2
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our revenue of $1,066 million in the six months ended June 27, 2026 was up 13% year-over-year. Additional program design wins for production programs are important to our future revenue growth. Over time we expect autonomous driving solutions to contribute meaningfully to our revenue growth. As we develop, bundle, and sell full systems that include third-party hardware beyond EyeQ TM SoCs, we expect that our gross margin will decrease on a percentage basis because of the greater third-party hardware content. However, as a result of a higher expected selling price for such systems, we expect our gross profit per unit will increase on a dollar basis. …Mobileye Global Inc., 10-Q, period ended 2026-06-27, filed 2026-07-23

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