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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($1.9B vs $1.5B, roughly 1.3× RXO, Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -11.9%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs 26.8%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
MBLY vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.5B |
| Net Profit | — | $-46.0M |
| Gross Margin | 14.2% | — |
| Operating Margin | — | -2.9% |
| Net Margin | — | -3.1% |
| Revenue YoY | 27.4% | -11.9% |
| Net Profit YoY | — | -84.0% |
| EPS (diluted) | — | $-0.28 |
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 | $1.9B | — | ||
| Q4 25 | $446.0M | $1.5B | ||
| Q3 25 | $504.0M | $1.4B | ||
| Q2 25 | $506.0M | $1.4B | ||
| Q1 25 | $438.0M | $1.4B | ||
| Q4 24 | $490.0M | $1.7B | ||
| Q3 24 | $486.0M | $1.0B | ||
| Q2 24 | $439.0M | $930.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-46.0M | ||
| Q3 25 | $-96.0M | $-14.0M | ||
| Q2 25 | $-67.0M | $-9.0M | ||
| Q1 25 | $-102.0M | $-31.0M | ||
| Q4 24 | $-71.0M | $-25.0M | ||
| Q3 24 | $-2.7B | $-243.0M | ||
| Q2 24 | $-86.0M | $-7.0M |
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | -2.9% | ||
| Q3 25 | -21.6% | -0.5% | ||
| Q2 25 | -14.6% | — | ||
| Q1 25 | -26.7% | -2.1% | ||
| Q4 24 | -17.6% | -1.4% | ||
| Q3 24 | -577.6% | -1.9% | ||
| Q2 24 | -21.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -3.1% | ||
| Q3 25 | -19.0% | -1.0% | ||
| Q2 25 | -13.2% | -0.6% | ||
| Q1 25 | -23.3% | -2.2% | ||
| Q4 24 | -14.5% | -1.5% | ||
| Q3 24 | -558.6% | -23.4% | ||
| Q2 24 | -19.6% | -0.8% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.28 | ||
| Q3 25 | $-0.12 | $-0.08 | ||
| Q2 25 | $-0.08 | $-0.05 | ||
| Q1 25 | $-0.13 | $-0.18 | ||
| Q4 24 | $-0.09 | $-0.17 | ||
| Q3 24 | $-3.35 | $-1.81 | ||
| Q2 24 | $-0.11 | $-0.06 |
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 | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $8.2B | $1.5B |
| Total Assets | $8.7B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $1.7B | $25.0M | ||
| Q2 25 | $1.7B | $18.0M | ||
| Q1 25 | $1.5B | $16.0M | ||
| Q4 24 | $1.4B | $35.0M | ||
| Q3 24 | $1.3B | $55.0M | ||
| Q2 24 | $1.2B | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $1.5B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $12.1B | $1.6B | ||
| Q1 25 | $12.0B | $1.6B | ||
| Q4 24 | $12.1B | $1.6B | ||
| Q3 24 | $12.1B | $1.7B | ||
| Q2 24 | $14.7B | $579.0M |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $3.3B | ||
| Q3 25 | $12.5B | $3.2B | ||
| Q2 25 | $12.6B | $3.2B | ||
| Q1 25 | $12.5B | $3.3B | ||
| Q4 24 | $12.6B | $3.4B | ||
| Q3 24 | $12.6B | $3.4B | ||
| Q2 24 | $15.3B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $7.0M | ||
| Q3 25 | $167.0M | $23.0M | ||
| Q2 25 | $213.0M | $23.0M | ||
| Q1 25 | $109.0M | $-2.0M | ||
| Q4 24 | $204.0M | $-7.0M | ||
| Q3 24 | $126.0M | $-7.0M | ||
| Q2 24 | $30.0M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-9.0M | ||
| Q3 25 | $143.0M | $9.0M | ||
| Q2 25 | $199.0M | $9.0M | ||
| Q1 25 | $95.0M | $-17.0M | ||
| Q4 24 | $191.0M | $-19.0M | ||
| Q3 24 | $104.0M | $-18.0M | ||
| Q2 24 | $6.0M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -0.6% | ||
| Q3 25 | 28.4% | 0.6% | ||
| Q2 25 | 39.3% | 0.6% | ||
| Q1 25 | 21.7% | -1.2% | ||
| Q4 24 | 39.0% | -1.1% | ||
| Q3 24 | 21.4% | -1.7% | ||
| Q2 24 | 1.4% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.1% | ||
| Q3 25 | 4.8% | 1.0% | ||
| Q2 25 | 2.8% | 1.0% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 2.7% | 0.7% | ||
| Q3 24 | 4.5% | 1.1% | ||
| Q2 24 | 5.5% | 1.2% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
