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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and Navios Maritime Partners L.P. (NMM). Click either name above to swap in a different company.

Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $327.6M, roughly 1.7× Navios Maritime Partners L.P.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -4.3%).

Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.

Navios Maritime Holdings Inc. is a multinational, vertically integrated seaborne shipping and logistics company focused on the transport and transshipment of drybulk commodities including iron ore, coal and grain.

MBLY vs NMM — Head-to-Head

Bigger by revenue
MBLY
MBLY
1.7× larger
MBLY
$558.0M
$327.6M
NMM
Growing faster (revenue YoY)
MBLY
MBLY
+31.7% gap
MBLY
27.4%
-4.3%
NMM

Income Statement — Q1 FY2026 vs Q2 FY2025

Metric
MBLY
MBLY
NMM
NMM
Revenue
$558.0M
$327.6M
Net Profit
$69.9M
Gross Margin
49.3%
90.5%
Operating Margin
-647.5%
Net Margin
21.4%
Revenue YoY
27.4%
-4.3%
Net Profit YoY
-31.1%
EPS (diluted)

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
MBLY
MBLY
NMM
NMM
Q1 26
$558.0M
Q4 25
$446.0M
Q3 25
$504.0M
Q2 25
$506.0M
$327.6M
Q1 25
$438.0M
Q4 24
$490.0M
Q3 24
$486.0M
Q2 24
$439.0M
$342.2M
Net Profit
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
$-127.0M
Q3 25
$-96.0M
Q2 25
$-67.0M
$69.9M
Q1 25
$-102.0M
Q4 24
$-71.0M
Q3 24
$-2.7B
Q2 24
$-86.0M
$101.5M
Gross Margin
MBLY
MBLY
NMM
NMM
Q1 26
49.3%
Q4 25
45.3%
Q3 25
48.2%
Q2 25
49.8%
90.5%
Q1 25
47.3%
Q4 24
49.2%
Q3 24
48.8%
Q2 24
47.6%
88.3%
Operating Margin
MBLY
MBLY
NMM
NMM
Q1 26
-647.5%
Q4 25
-31.4%
Q3 25
-21.6%
Q2 25
-14.6%
Q1 25
-26.7%
Q4 24
-17.6%
Q3 24
-577.6%
Q2 24
-21.4%
Net Margin
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
-28.5%
Q3 25
-19.0%
Q2 25
-13.2%
21.4%
Q1 25
-23.3%
Q4 24
-14.5%
Q3 24
-558.6%
Q2 24
-19.6%
29.7%
EPS (diluted)
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
$-0.15
Q3 25
$-0.12
Q2 25
$-0.08
Q1 25
$-0.13
Q4 24
$-0.09
Q3 24
$-3.35
Q2 24
$-0.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
MBLY
MBLY
NMM
NMM
Cash + ST InvestmentsLiquidity on hand
$1.2B
$377.0M
Total DebtLower is stronger
$2.0B
Stockholders' EquityBook value
$8.2B
Total Assets
$8.7B
$5.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MBLY
MBLY
NMM
NMM
Q1 26
$1.2B
Q4 25
$1.8B
Q3 25
$1.7B
Q2 25
$1.7B
$377.0M
Q1 25
$1.5B
Q4 24
$1.4B
Q3 24
$1.3B
Q2 24
$1.2B
$272.0M
Total Debt
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
Q3 25
Q2 25
$2.0B
Q1 25
Q4 24
Q3 24
Q2 24
$1.4B
Stockholders' Equity
MBLY
MBLY
NMM
NMM
Q1 26
$8.2B
Q4 25
$11.9B
Q3 25
$11.9B
Q2 25
$12.1B
Q1 25
$12.0B
Q4 24
$12.1B
Q3 24
$12.1B
Q2 24
$14.7B
Total Assets
MBLY
MBLY
NMM
NMM
Q1 26
$8.7B
Q4 25
$12.5B
Q3 25
$12.5B
Q2 25
$12.6B
$5.9B
Q1 25
$12.5B
Q4 24
$12.6B
Q3 24
$12.6B
Q2 24
$15.3B
$5.3B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
MBLY
MBLY
NMM
NMM
Operating Cash FlowLast quarter
$75.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MBLY
MBLY
NMM
NMM
Q1 26
$75.0M
Q4 25
$113.0M
Q3 25
$167.0M
Q2 25
$213.0M
Q1 25
$109.0M
Q4 24
$204.0M
Q3 24
$126.0M
Q2 24
$30.0M
Free Cash Flow
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
$86.0M
Q3 25
$143.0M
Q2 25
$199.0M
Q1 25
$95.0M
Q4 24
$191.0M
Q3 24
$104.0M
Q2 24
$6.0M
FCF Margin
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
19.3%
Q3 25
28.4%
Q2 25
39.3%
Q1 25
21.7%
Q4 24
39.0%
Q3 24
21.4%
Q2 24
1.4%
Capex Intensity
MBLY
MBLY
NMM
NMM
Q1 26
Q4 25
6.1%
Q3 25
4.8%
Q2 25
2.8%
Q1 25
3.2%
Q4 24
2.7%
Q3 24
4.5%
Q2 24
5.5%

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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