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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $324.4M, roughly 1.7× Revolve Group, Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 10.4%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
MBLY vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $324.4M |
| Net Profit | — | $18.6M |
| Gross Margin | 49.3% | 53.3% |
| Operating Margin | -647.5% | 6.3% |
| Net Margin | — | 5.7% |
| Revenue YoY | 27.4% | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | — | $0.27 |
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.
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $324.4M | ||
| Q3 25 | $504.0M | $295.6M | ||
| Q2 25 | $506.0M | $309.0M | ||
| Q1 25 | $438.0M | $296.7M | ||
| Q4 24 | $490.0M | $293.7M | ||
| Q3 24 | $486.0M | $283.1M | ||
| Q2 24 | $439.0M | $282.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $18.6M | ||
| Q3 25 | $-96.0M | $21.2M | ||
| Q2 25 | $-67.0M | $10.2M | ||
| Q1 25 | $-102.0M | $11.8M | ||
| Q4 24 | $-71.0M | $12.3M | ||
| Q3 24 | $-2.7B | $11.0M | ||
| Q2 24 | $-86.0M | $15.4M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 53.3% | ||
| Q3 25 | 48.2% | 54.6% | ||
| Q2 25 | 49.8% | 54.1% | ||
| Q1 25 | 47.3% | 52.0% | ||
| Q4 24 | 49.2% | 52.5% | ||
| Q3 24 | 48.8% | 51.2% | ||
| Q2 24 | 47.6% | 54.0% |
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 6.3% | ||
| Q3 25 | -21.6% | 7.1% | ||
| Q2 25 | -14.6% | 5.8% | ||
| Q1 25 | -26.7% | 5.0% | ||
| Q4 24 | -17.6% | 3.9% | ||
| Q3 24 | -577.6% | 5.0% | ||
| Q2 24 | -21.4% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 5.7% | ||
| Q3 25 | -19.0% | 7.2% | ||
| Q2 25 | -13.2% | 3.3% | ||
| Q1 25 | -23.3% | 4.0% | ||
| Q4 24 | -14.5% | 4.2% | ||
| Q3 24 | -558.6% | 3.9% | ||
| Q2 24 | -19.6% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.27 | ||
| Q3 25 | $-0.12 | $0.29 | ||
| Q2 25 | $-0.08 | $0.14 | ||
| Q1 25 | $-0.13 | $0.16 | ||
| Q4 24 | $-0.09 | $0.18 | ||
| Q3 24 | $-3.35 | $0.15 | ||
| Q2 24 | $-0.11 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.2B | $512.5M |
| Total Assets | $8.7B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $292.3M | ||
| Q3 25 | $1.7B | $315.4M | ||
| Q2 25 | $1.7B | $310.7M | ||
| Q1 25 | $1.5B | $300.8M | ||
| Q4 24 | $1.4B | $256.6M | ||
| Q3 24 | $1.3B | $252.8M | ||
| Q2 24 | $1.2B | $244.7M |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $512.5M | ||
| Q3 25 | $11.9B | $490.2M | ||
| Q2 25 | $12.1B | $468.6M | ||
| Q1 25 | $12.0B | $453.4M | ||
| Q4 24 | $12.1B | $437.8M | ||
| Q3 24 | $12.1B | $420.8M | ||
| Q2 24 | $14.7B | $405.8M |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $765.0M | ||
| Q3 25 | $12.5B | $751.3M | ||
| Q2 25 | $12.6B | $722.9M | ||
| Q1 25 | $12.5B | $713.9M | ||
| Q4 24 | $12.6B | $665.5M | ||
| Q3 24 | $12.6B | $670.9M | ||
| Q2 24 | $15.3B | $657.8M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $75.0M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-10.2M | ||
| Q3 25 | $167.0M | $11.8M | ||
| Q2 25 | $213.0M | $12.6M | ||
| Q1 25 | $109.0M | $45.1M | ||
| Q4 24 | $204.0M | $3.9M | ||
| Q3 24 | $126.0M | $9.1M | ||
| Q2 24 | $30.0M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-13.3M | ||
| Q3 25 | $143.0M | $7.5M | ||
| Q2 25 | $199.0M | $10.4M | ||
| Q1 25 | $95.0M | $43.4M | ||
| Q4 24 | $191.0M | $2.1M | ||
| Q3 24 | $104.0M | $8.0M | ||
| Q2 24 | $6.0M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -4.1% | ||
| Q3 25 | 28.4% | 2.5% | ||
| Q2 25 | 39.3% | 3.4% | ||
| Q1 25 | 21.7% | 14.6% | ||
| Q4 24 | 39.0% | 0.7% | ||
| Q3 24 | 21.4% | 2.8% | ||
| Q2 24 | 1.4% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.0% | ||
| Q3 25 | 4.8% | 1.5% | ||
| Q2 25 | 2.8% | 0.7% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 2.7% | 0.6% | ||
| Q3 24 | 4.5% | 0.4% | ||
| Q2 24 | 5.5% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
