Mobileye Global (MBLY) Cost of Revenue (2021 - 2026)
Mobileye Global (MBLY) posted quarterly Cost of Revenue of $273.0 million for Q2 2026, up 7.48% year-over-year from $254.0 million in Q2 2025, and down 3.53% quarter-over-quarter from $283.0 million in Q1 2026.
Mobileye Global (MBLY) Cost of Revenue (2021 - 2026) Analysis & Trends
Mobileye Global (MBLY) has reported Cost of Revenue for 6 consecutive years, with $273.0 million the latest figure, recorded in Q2 2026.
- In Q2 2026, Cost of Revenue rose 7.48% year-over-year to $273.0 million; the TTM figure through Jun 2026 stood at $1.1 billion (up 7.93% YoY), while the FY2025 annual figure was $990.0 million, up 8.43% from the prior year.
- Cost of Revenue slipped to $273.0 million in Q2 2026 per MBLY's latest filing, from $283.0 million in the prior quarter.
- Across five years, Cost of Revenue topped out at $293.0 million in Q4 2023 and bottomed at $185.0 million in Q1 2024.
- Historically, Cost of Revenue has averaged $246.6 million across 5 years, with a median of $249.0 million in 2024.
- Annual changes were most pronounced in 2022 — Cost of Revenue surged 34.68% — and 2024, when it decreased 26.29%.
- Mobileye Global's Cost of Revenue stood at $265.0 million in 2022, then gained by 10.57% to $293.0 million in 2023, then slipped by 15.02% to $249.0 million in 2024, then decreased by 2.01% to $244.0 million in 2025, then climbed by 11.89% to $273.0 million in 2026.
- Business Quant data shows MBLY's Cost of Revenue at $273.0 million in Q2 2026, $283.0 million in Q1 2026, and $244.0 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | O Reilly Automotive | 73.55 Bn | 73.29 Bn | 2.52 Bn | 2.38 Bn |
| 2 | Autozone | 48.72 Bn | 48.46 Bn | 2.52 Bn | 2.32 Bn |
| 3 | Magna International | 20.02 Bn | 18.59 Bn | 1.61 Bn | 9.37 Bn |
| 4 | Genuine Parts | 18.44 Bn | 17.88 Bn | 2.47 Bn | 4.07 Bn |
| 5 | Borgwarner | 13.74 Bn | 11.29 Bn | 721.00 Mn | 2.93 Bn |
| 6 | Allison Transmission Holdings | 11.11 Bn | 10.71 Bn | 515.00 Mn | 1.05 Bn |
| 7 | Modine Manufacturing | 10.43 Bn | 10.36 Bn | - | - |
| 8 | Aptiv | 10.21 Bn | 9.45 Bn | 775.00 Mn | 2.50 Bn |
| 9 | Autoliv | 9.27 Bn | 8.90 Bn | 509.00 Mn | 2.29 Bn |
| 10 | Mobileye Global | 7.39 Bn | 6.08 Bn | 235.00 Mn | 273.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 27, 2026 | 273.00 Mn |
| Jun 27, 2026 | 273.00 Mn |
| Mar 28, 2026 | 283.00 Mn |
| Mar 28, 2026 | 283.00 Mn |
| Dec 27, 2025 | 244.00 Mn |
| Dec 27, 2025 | 244.00 Mn |
| Sep 27, 2025 | 261.00 Mn |
| Sep 27, 2025 | 261.00 Mn |
| Jun 28, 2025 | 254.00 Mn |
| Jun 28, 2025 | 254.00 Mn |
| Mar 29, 2025 | 231.00 Mn |
| Mar 29, 2025 | 231.00 Mn |
| Dec 28, 2024 | 249.00 Mn |
| Dec 28, 2024 | 249.00 Mn |
| Sep 28, 2024 | 249.00 Mn |
| Sep 28, 2024 | 249.00 Mn |
| Jun 29, 2024 | 230.00 Mn |
| Jun 29, 2024 | 230.00 Mn |
| Mar 30, 2024 | 185.00 Mn |
| Mar 30, 2024 | 185.00 Mn |