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Mobileye Global Inc.（MBLY）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是Rivian Automotive, Inc.的1.5倍（$1.9B vs $1.3B），Mobileye Global Inc.同比增速更快（27.4% vs -25.8%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 3.3%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
MBLY vs RIVN — 直观对比
营收规模更大
MBLY
是对方的1.5倍
$1.3B
营收增速更快
MBLY
高出53.2%
-25.8%
两年增速更快
MBLY
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | — | $-811.0M |
| 毛利率 | 14.2% | 9.3% |
| 营业利润率 | — | -64.8% |
| 净利率 | — | -63.1% |
| 营收同比 | 27.4% | -25.8% |
| 净利润同比 | — | -9.0% |
| 每股收益（稀释后） | — | $-0.66 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MBLYRIVN
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $1.3B | ||
| Q3 25 | $504.0M | $1.6B | ||
| Q2 25 | $506.0M | $1.3B | ||
| Q1 25 | $438.0M | $1.2B | ||
| Q4 24 | $490.0M | $1.7B | ||
| Q3 24 | $486.0M | $874.0M | ||
| Q2 24 | $439.0M | $1.2B |
净利润MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-811.0M | ||
| Q3 25 | $-96.0M | $-1.2B | ||
| Q2 25 | $-67.0M | $-1.1B | ||
| Q1 25 | $-102.0M | $-545.0M | ||
| Q4 24 | $-71.0M | $-744.0M | ||
| Q3 24 | $-2.7B | $-1.1B | ||
| Q2 24 | $-86.0M | $-1.5B |
毛利率MBLYRIVN
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | 9.3% | ||
| Q3 25 | 48.2% | 1.5% | ||
| Q2 25 | 49.8% | -15.8% | ||
| Q1 25 | 47.3% | 16.6% | ||
| Q4 24 | 49.2% | 9.8% | ||
| Q3 24 | 48.8% | -44.9% | ||
| Q2 24 | 47.6% | -38.9% |
营业利润率MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | -64.8% | ||
| Q3 25 | -21.6% | -63.1% | ||
| Q2 25 | -14.6% | -85.5% | ||
| Q1 25 | -26.7% | -52.8% | ||
| Q4 24 | -17.6% | -38.1% | ||
| Q3 24 | -577.6% | -133.8% | ||
| Q2 24 | -21.4% | -118.7% |
净利率MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -63.1% | ||
| Q3 25 | -19.0% | -75.3% | ||
| Q2 25 | -13.2% | -85.7% | ||
| Q1 25 | -23.3% | -44.0% | ||
| Q4 24 | -14.5% | -42.9% | ||
| Q3 24 | -558.6% | -125.9% | ||
| Q2 24 | -19.6% | -125.8% |
每股收益（稀释后）MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.66 | ||
| Q3 25 | $-0.12 | $-0.96 | ||
| Q2 25 | $-0.08 | $-0.97 | ||
| Q1 25 | $-0.13 | $-0.48 | ||
| Q4 24 | $-0.09 | $-0.67 | ||
| Q3 24 | $-3.35 | $-1.08 | ||
| Q2 24 | $-0.11 | $-1.46 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.2B | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $4.6B |
| 总资产 | $8.7B | $14.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MBLYRIVN
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $6.1B | ||
| Q3 25 | $1.7B | $7.1B | ||
| Q2 25 | $1.7B | $7.5B | ||
| Q1 25 | $1.5B | $7.2B | ||
| Q4 24 | $1.4B | $7.7B | ||
| Q3 24 | $1.3B | $6.7B | ||
| Q2 24 | $1.2B | $7.9B |
总债务MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益MBLYRIVN
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $4.6B | ||
| Q3 25 | $11.9B | $5.1B | ||
| Q2 25 | $12.1B | $6.1B | ||
| Q1 25 | $12.0B | $6.2B | ||
| Q4 24 | $12.1B | $6.6B | ||
| Q3 24 | $12.1B | $5.9B | ||
| Q2 24 | $14.7B | $6.8B |
总资产MBLYRIVN
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $14.9B | ||
| Q3 25 | $12.5B | $15.2B | ||
| Q2 25 | $12.6B | $15.6B | ||
| Q1 25 | $12.5B | $15.5B | ||
| Q4 24 | $12.6B | $15.4B | ||
| Q3 24 | $12.6B | $14.3B | ||
| Q2 24 | $15.3B | $15.4B |
负债/权益比MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $75.0M | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流MBLYRIVN
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-681.0M | ||
| Q3 25 | $167.0M | $26.0M | ||
| Q2 25 | $213.0M | $64.0M | ||
| Q1 25 | $109.0M | $-188.0M | ||
| Q4 24 | $204.0M | $1.2B | ||
| Q3 24 | $126.0M | $-876.0M | ||
| Q2 24 | $30.0M | $-754.0M |
自由现金流MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-1.1B | ||
| Q3 25 | $143.0M | $-421.0M | ||
| Q2 25 | $199.0M | $-398.0M | ||
| Q1 25 | $95.0M | $-526.0M | ||
| Q4 24 | $191.0M | $856.0M | ||
| Q3 24 | $104.0M | $-1.2B | ||
| Q2 24 | $6.0M | $-1.0B |
自由现金流率MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -89.0% | ||
| Q3 25 | 28.4% | -27.0% | ||
| Q2 25 | 39.3% | -30.5% | ||
| Q1 25 | 21.7% | -42.4% | ||
| Q4 24 | 39.0% | 49.4% | ||
| Q3 24 | 21.4% | -131.9% | ||
| Q2 24 | 1.4% | -89.6% |
资本支出强度MBLYRIVN
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 36.0% | ||
| Q3 25 | 4.8% | 28.7% | ||
| Q2 25 | 2.8% | 35.5% | ||
| Q1 25 | 3.2% | 27.3% | ||
| Q4 24 | 2.7% | 18.9% | ||
| Q3 24 | 4.5% | 31.7% | ||
| Q2 24 | 5.5% | 24.4% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MBLY
暂无分部数据
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
