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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and VinFast Auto Ltd. (VFS). Click either name above to swap in a different company.
VinFast Auto Ltd. is the larger business by last-quarter revenue ($718.6M vs $558.0M, roughly 1.3× Mobileye Global Inc.).
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.
VinFast Auto Ltd. is a Vietnamese multinational automotive company founded by Vingroup, one of the largest private conglomerates in Vietnam that was founded by Phạm Nhật Vượng.
MBLY vs VFS — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $718.6M |
| Net Profit | — | $-20.0M |
| Gross Margin | 49.3% | — |
| Operating Margin | -647.5% | -96.1% |
| Net Margin | — | -2.8% |
| Revenue YoY | 27.4% | — |
| Net Profit YoY | — | — |
| 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.
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | — | ||
| Q3 25 | $504.0M | $718.6M | ||
| Q2 25 | $506.0M | $663.0M | ||
| Q1 25 | $438.0M | $656.5M | ||
| Q4 24 | $490.0M | — | ||
| Q3 24 | $486.0M | $511.6M | ||
| Q2 24 | $439.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | — | ||
| Q3 25 | $-96.0M | $-20.0M | ||
| Q2 25 | $-67.0M | $-51.8M | ||
| Q1 25 | $-102.0M | $-26.1M | ||
| Q4 24 | $-71.0M | — | ||
| Q3 24 | $-2.7B | $-10.4M | ||
| Q2 24 | $-86.0M | — |
| Q1 26 | 49.3% | — | ||
| 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 | -647.5% | — | ||
| Q4 25 | -31.4% | — | ||
| Q3 25 | -21.6% | -96.1% | ||
| Q2 25 | -14.6% | -79.0% | ||
| Q1 25 | -26.7% | -74.0% | ||
| Q4 24 | -17.6% | — | ||
| Q3 24 | -577.6% | -65.9% | ||
| Q2 24 | -21.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | — | ||
| Q3 25 | -19.0% | -2.8% | ||
| Q2 25 | -13.2% | -7.8% | ||
| Q1 25 | -23.3% | -4.0% | ||
| Q4 24 | -14.5% | — | ||
| Q3 24 | -558.6% | -2.0% | ||
| Q2 24 | -19.6% | — |
| 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 | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $8.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.2B | — |
| Total Assets | $8.7B | $183.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.7B | $8.8M | ||
| Q2 25 | $1.7B | $650.0M | ||
| Q1 25 | $1.5B | $2.4M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | $1.9M | ||
| Q2 24 | $1.2B | — |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | — | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $12.1B | $-7.2B | ||
| Q1 25 | $12.0B | — | ||
| Q4 24 | $12.1B | — | ||
| Q3 24 | $12.1B | — | ||
| Q2 24 | $14.7B | — |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | — | ||
| Q3 25 | $12.5B | $183.2M | ||
| Q2 25 | $12.6B | $7.2B | ||
| Q1 25 | $12.5B | $158.2M | ||
| Q4 24 | $12.6B | — | ||
| Q3 24 | $12.6B | $151.8M | ||
| Q2 24 | $15.3B | — |
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 | — |
| 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.
| 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 | — |
| 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 | — |
| 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% | — |
| 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.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
