Mobileye Global (MBLY) Cost of Revenue (2021 - 2026)

Mobileye Global (MBLY) reported Cost of Revenue of $283.0 million for Q1 2026, up 812.9% year-over-year from $31.0 million in Q1 2025, and down 68.73% quarter-over-quarter from $905.0 million in Q4 2025.

Mobileye Global (MBLY) Cost of Revenue (2021 - 2026) Analysis & Trends

Mobileye Global (MBLY) has 6 years of Cost of Revenue data on file, last reported at $283.0 million in Q1 2026.

  • Cost of Revenue for Q1 2026 came in at $283.0 million, up 812.9% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.2 billion (up 269.64% YoY), and the FY2025 annual result was $990.0 million, up 738.98% from the prior year.
  • Cost of Revenue declined to $283.0 million in Q1 2026 per MBLY's latest filing, from $905.0 million in the prior quarter.
  • Over five years, Cost of Revenue peaked at $905.0 million in Q4 2025 and troughed at -$562.0 million in Q4 2022.
  • A 5-year average of $120.6 million and a median of $33.0 million in 2023 frame the typical range for Cost of Revenue.
  • The sharpest annual moves came in 2022 and 2025: Cost of Revenue slumped 188.78% in 2022, then surged 3132.14% in 2025.
  • A 5-year view of Cost of Revenue shows it stood at -$562.0 million in 2022, then surged by 104.98% to $28.0 million in 2023, then changed by 0.0% to $28.0 million in 2024, then surged by 3132.14% to $905.0 million in 2025, then plunged by 68.73% to $283.0 million in 2026.
  • Business Quant data shows MBLY's Cost of Revenue at $283.0 million in Q1 2026, $905.0 million in Q4 2025, and $29.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cost of Rev (Qtr)
1 O Reilly Automotive 76.00 Bn 75.75 Bn 2.35 Bn 2.21 Bn
2 Autozone 51.46 Bn 51.20 Bn 2.52 Bn 2.32 Bn
3 Modine Manufacturing 15.07 Bn 14.98 Bn 186.10 Mn 618.90 Mn
4 Borgwarner 14.88 Bn 15.05 Bn 677.00 Mn 2.86 Bn
5 Genuine Parts 14.73 Bn 14.25 Bn 2.34 Bn 3.93 Bn
6 Aptiv 13.96 Bn 10.89 Bn 920.00 Mn 4.17 Bn
7 Aurora Innovation 11.93 Bn 10.71 Bn -5.00 Mn 6.00 Mn
8 Magna International 10.79 Bn 9.60 Bn 1.42 Bn 8.96 Bn
9 Allison Transmission Holdings 10.06 Bn 9.75 Bn 406.00 Mn 1.00 Bn
10 Mobileye Global 7.88 Bn 6.66 Bn 275.00 Mn 283.00 Mn

Historic Data

Download Data
DateValue
Mar 28, 2026 283.00 Mn
Mar 28, 2026 283.00 Mn
Dec 27, 2025 905.00 Mn
Dec 27, 2025 905.00 Mn
Sep 27, 2025 29.00 Mn
Sep 27, 2025 29.00 Mn
Jun 28, 2025 25.00 Mn
Jun 28, 2025 25.00 Mn
Mar 29, 2025 31.00 Mn
Mar 29, 2025 31.00 Mn
Dec 28, 2024 28.00 Mn
Dec 28, 2024 28.00 Mn
Sep 28, 2024 249.00 Mn
Sep 28, 2024 249.00 Mn
Jun 29, 2024 28.00 Mn
Jun 29, 2024 28.00 Mn
Mar 30, 2024 34.00 Mn
Mar 30, 2024 34.00 Mn
Dec 30, 2023 28.00 Mn
Dec 30, 2023 28.00 Mn