Mobileye Global Inc. (NASDAQ: MBLY) has reported its financial results for the third quarter of 2025, showing a 4% year-over-year increase in revenue to $504 million. The company's diluted EPS (GAAP) was $(0.12), while adjusted diluted EPS (non-GAAP) stood at $0.09 for the same period.
The company's net cash from operating activities for the nine months ended September 27, 2025, was $489 million. With a strong balance sheet, Mobileye holds $1.7 billion in cash and cash equivalents, even after executing a $100 million share buyback in Q3.
In terms of business highlights, the 4% year-over-year revenue growth in Q3 was attributed to strong demand for EyeQ volumes across the customer base, steady ramp-ups of new ADAS programs, and robust volume for vehicles with the first-generation supervision system compared to the first half run-rate.
Financially, the company reported a 3% gross profit increase to $243 million, with a gross margin of 48%. The operating margin improved from (578)% in the third quarter of 2024 to (22)% in the third quarter of 2025. Adjusted operating margin decreased by 1 percentage point compared to the prior year period.
Mobileye also provided updated financial guidance for the 2025 fiscal year, reflecting a 2% increase in expected revenue at the midpoint compared to the previous guidance, due to an increased outlook for both EyeQ and supervision shipments for the remainder of 2025.
The market has reacted to these announcements by moving the company's shares -4.73% to a price of $14.31. Check out the company's full 8-K submission here.
