Seeking AlphaCodex · 实盘不做把握 5/10
北京时间·🕒 发布 07-23 18:33:57时区推断·⟳ 抓取 07-23 18:35:19·⚡ 决策 07-24 08:37:23 +14h02m·95.3 天前
Mobileye二季度EPS和收入超预期并小幅上调全年收入中值
Q2非GAAP EPS为0.19美元、超预期0.13美元，收入5.08亿美元、超预期2580万美元。
📄 原文Seeking Alpha↗ 原文
Mobileye Global Non-GAAP EPS of $0.19 beats by $0.13, revenue of $508M beats by $25.8M
Mobileye Global press release (MBLY): Q2 Non-GAAP EPS of $0.19 beats by $0.13. Revenue of $508M (+0.4% Y/Y) beats by $2…
不做 Mobileye Global（MBLY.US）
财报beat但收入增长弱、经营亏损仍大且股价已大跌，方向混合；不做多，也不以财报后跌幅反手做空。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 high ↗
关键理由
- Q2非GAAP EPS为0.19美元、超预期0.13美元，收入5.08亿美元、超预期2580万美元。
- 全年收入指引区间上调至19.70亿-20.20亿美元，中值仅提高2000万美元，隐含4%-7%同比增长。
主要风险
- 市场实际解读偏负面，MBLY.US当日下跌14.92%，说明beat被增长乏力或经营亏损展望抵消。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 964 字
Mobileye Global press release (MBLY): Q2 Non-GAAP EPS of $0.19 beats by $0.13.
Revenue of $508M (+0.4% Y/Y) beats by $25.8M.
Revenue of $508 million in the second quarter was relatively flat compared to Q2 2025. Operating Loss and Adjusted Operating Income in Q2 2026 improved by 59% and 46% respectively, compared to Q2 2025.
Full-year 2026 revenue outlook, at the midpoint, is increased by $20 million. Range narrowed to $1,970 million - $2,020 million, implying 4% - 7% year-over-year revenue growth.
FY26 revenue consensus of $1.98B
Updated Financial Guidance for the 2026 Fiscal Year
Updated GuidanceFull Year 2026
Previous GuidanceFull Year 2026
U.S. dollars in millions
Low
High
Range
Revenue
$
1,970
$
2,020
$1,935 - 2,015
Operating Loss
$
(4,154
)
$
(4,094
)
$(4,331) - (4,281)
Amortization of acquired intangible assets
$
346
$
346
346
Share-based compensation expense
$
396
$
396
376
R&D Law incentive grant related to ordinary income from sold RSUs (1)
Revenue of $508M (+0.4% Y/Y) beats by $25.8M.
Revenue of $508 million in the second quarter was relatively flat compared to Q2 2025. Operating Loss and Adjusted Operating Income in Q2 2026 improved by 59% and 46% respectively, compared to Q2 2025.
Full-year 2026 revenue outlook, at the midpoint, is increased by $20 million. Range narrowed to $1,970 million - $2,020 million, implying 4% - 7% year-over-year revenue growth.
FY26 revenue consensus of $1.98B
Updated Financial Guidance for the 2026 Fiscal Year
Updated GuidanceFull Year 2026
Previous GuidanceFull Year 2026
U.S. dollars in millions
Low
High
Range
Revenue
$
1,970
$
2,020
$1,935 - 2,015
Operating Loss
$
(4,154
)
$
(4,094
)
$(4,331) - (4,281)
Amortization of acquired intangible assets
$
346
$
346
346
Share-based compensation expense
$
396
$
396
376
R&D Law incentive grant related to ordinary income from sold RSUs (1)
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