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| Date | Value |
|---|---|
| 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 |