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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.9× VALMONT INDUSTRIES INC). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 6.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
MBLY vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.0B |
| Net Profit | — | $108.0M |
| Gross Margin | 14.2% | 30.8% |
| Operating Margin | — | 15.1% |
| Net Margin | — | 10.5% |
| Revenue YoY | 27.4% | 6.2% |
| Net Profit YoY | — | 23.8% |
| EPS (diluted) | — | $5.51 |
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 | $1.0B | ||
| Q4 25 | $446.0M | $1.0B | ||
| Q3 25 | $504.0M | $1.0B | ||
| Q2 25 | $506.0M | $1.1B | ||
| Q1 25 | $438.0M | $969.3M | ||
| Q4 24 | $490.0M | $1.0B | ||
| Q3 24 | $486.0M | $1.0B | ||
| Q2 24 | $439.0M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $-127.0M | $168.0M | ||
| Q3 25 | $-96.0M | $99.0M | ||
| Q2 25 | $-67.0M | $-4.0M | ||
| Q1 25 | $-102.0M | $87.3M | ||
| Q4 24 | $-71.0M | $77.7M | ||
| Q3 24 | $-2.7B | $83.1M | ||
| Q2 24 | $-86.0M | $99.7M |
| Q1 26 | 14.2% | 30.8% | ||
| Q4 25 | 45.3% | 29.8% | ||
| Q3 25 | 48.2% | 30.4% | ||
| Q2 25 | 49.8% | 30.6% | ||
| Q1 25 | 47.3% | 30.0% | ||
| Q4 24 | 49.2% | 30.2% | ||
| Q3 24 | 48.8% | 29.6% | ||
| Q2 24 | 47.6% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | -31.4% | 11.2% | ||
| Q3 25 | -21.6% | 13.5% | ||
| Q2 25 | -14.6% | 2.8% | ||
| Q1 25 | -26.7% | 13.2% | ||
| Q4 24 | -17.6% | 11.6% | ||
| Q3 24 | -577.6% | 12.3% | ||
| Q2 24 | -21.4% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | -28.5% | 16.2% | ||
| Q3 25 | -19.0% | 9.5% | ||
| Q2 25 | -13.2% | -0.4% | ||
| Q1 25 | -23.3% | 9.0% | ||
| Q4 24 | -14.5% | 7.5% | ||
| Q3 24 | -558.6% | 8.1% | ||
| Q2 24 | -19.6% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $-0.15 | $9.02 | ||
| Q3 25 | $-0.12 | $4.98 | ||
| Q2 25 | $-0.08 | $-1.53 | ||
| Q1 25 | $-0.13 | $4.32 | ||
| Q4 24 | $-0.09 | $3.85 | ||
| Q3 24 | $-3.35 | $4.11 | ||
| Q2 24 | $-0.11 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.2B | $1.7B |
| Total Assets | $8.7B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | $160.2M | ||
| Q4 25 | $1.8B | $187.1M | ||
| Q3 25 | $1.7B | $226.1M | ||
| Q2 25 | $1.7B | $208.5M | ||
| Q1 25 | $1.5B | $184.4M | ||
| Q4 24 | $1.4B | $164.3M | ||
| Q3 24 | $1.3B | $200.5M | ||
| Q2 24 | $1.2B | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $8.2B | $1.7B | ||
| Q4 25 | $11.9B | $1.6B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $12.1B | $1.5B | ||
| Q1 25 | $12.0B | $1.6B | ||
| Q4 24 | $12.1B | $1.5B | ||
| Q3 24 | $12.1B | $1.5B | ||
| Q2 24 | $14.7B | $1.5B |
| Q1 26 | $8.7B | $3.4B | ||
| Q4 25 | $12.5B | $3.4B | ||
| Q3 25 | $12.5B | $3.4B | ||
| Q2 25 | $12.6B | $3.3B | ||
| Q1 25 | $12.5B | $3.4B | ||
| Q4 24 | $12.6B | $3.3B | ||
| Q3 24 | $12.6B | $3.5B | ||
| Q2 24 | $15.3B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $111.2M | ||
| Q3 25 | $167.0M | $112.5M | ||
| Q2 25 | $213.0M | $167.6M | ||
| Q1 25 | $109.0M | $65.1M | ||
| Q4 24 | $204.0M | $193.4M | ||
| Q3 24 | $126.0M | $225.1M | ||
| Q2 24 | $30.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $70.4M | ||
| Q3 25 | $143.0M | $70.6M | ||
| Q2 25 | $199.0M | $135.6M | ||
| Q1 25 | $95.0M | $34.8M | ||
| Q4 24 | $191.0M | $167.8M | ||
| Q3 24 | $104.0M | $204.6M | ||
| Q2 24 | $6.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 6.8% | ||
| Q3 25 | 28.4% | 6.7% | ||
| Q2 25 | 39.3% | 12.9% | ||
| Q1 25 | 21.7% | 3.6% | ||
| Q4 24 | 39.0% | 16.2% | ||
| Q3 24 | 21.4% | 20.1% | ||
| Q2 24 | 1.4% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 3.9% | ||
| Q3 25 | 4.8% | 4.0% | ||
| Q2 25 | 2.8% | 3.0% | ||
| Q1 25 | 3.2% | 3.1% | ||
| Q4 24 | 2.7% | 2.5% | ||
| Q3 24 | 4.5% | 2.0% | ||
| Q2 24 | 5.5% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | — | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
