MBLY Mobileye Q2 revenue flat YoY, but profitability improving fast - Revenue $508M, roughly flat vs last year - Adj EPS $0.19 v

MBLY Mobileye Q2 revenue flat YoY, but profitability improving fast - Revenue $508M, roughly flat vs last year - Adj EPS $0.19 vs $0.13 a year ago, adj operating income up 46% YoY to $155M - Raised FY26 revenue guide to $1.97-2.02B, adj operating income guide nearly doubled to $365-425M, helped by a new Israeli R&D tax incentive - Gross margin compressed a bit on mix shift toward lower-margin China volume and SuperVision hardware - Robotaxi push with VW's MOIA now in public testing in Hamburg, added a new Stellantis ADAS design win