eBay Inc. Reports Third Quarter 2026 Results
eBay reported Q3 2026 revenue of $3.21 billion, up 14% YoY, with GMV of $23.2 billion up 15% and active buyers rising 10% to 147 million, boosted by the recently closed Depop acquisition. Non-GAAP EPS grew 12% to $1.51, but GAAP EPS fell 13% to $1.11 and both GAAP and non-GAAP operating margins contracted year-over-year. Q4 guidance implies FX-neutral revenue growth decelerating to 7-9%, with non-GAAP EPS of $1.48-$1.53; the company also declared a $0.31 quarterly dividend and has roughly $1.3 billion left on its buyback authorization.
Key figures
- Eps
- $1.11 GAAP / $1.51 non-GAAP per diluted share (continuing operations)
- Revenue
- 3206000000
- Guidance
- Q4 2026 revenue $3.19-$3.24B (7-9% FX-neutral YoY), GMV $23.7-$24.1B, non-GAAP EPS $1.48-$1.53; FY2026 revenue $12.62-$12.67B (12-13% FX-neutral), non-GAAP EPS $6.25-$6.30
- Revenue Yoy
- 14%
- Fcf
- 749000000
- Gmv
- 23166000000
- Gmv yoy
- 15%
- Dividends paid
- 138000000
- Gaap net income
- 501000000
- Capital returned
- 827000000
- Share repurchases
- 689000000
- Dividend per share
- 0.31
- Nongaap net income
- 685000000
- Advertising revenue
- 607000000
- Operating cash flow
- 875000000
- Cash and investments
- 3300000000
- Gaap operating margin
- 19.2%
- Active buyers millions
- 147
- First party ad revenue
- 575000000
- Depop acquisition price
- 1400000000
- Nongaap operating margin
- 26.3%
- Repurchase authorization remaining
- $1.3 billion
AI analysis
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