10-K · February 19, 2026
eBay presents a stable, scale-driven marketplace strategy focused on AI-enabled discovery, seller tools and trust programs, anchored by nearly $80 billion of GMV in 2025 and a global footprint of 135 million active…
Earnings analysis · 10-Q
EBAY earnings analysis
Filed April 29, 2026 · Our reading of the company's report
The latest report
eBay reported strong Q1 2026 results with revenue of $3.05 billion and EPS of $1.60, exceeding consensus estimates of $3.03 billion and $1.52, respectively. The company raised its revenue guidance for FY 2026 to a range…
Read full summary
eBay reported strong Q1 2026 results with revenue of $3.05 billion and EPS of $1.60, exceeding consensus estimates of $3.03 billion and $1.52, respectively. The company raised its revenue guidance for FY 2026 to a range of $12.1 billion to $12.4 billion, reflecting confidence in continued performance despite external challenges.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.6
What stood out
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Revenue Exceeds Expectations
Income statement reflected revenue of $3.05 billion, surpassing estimated revenue of $3.03 billion by $20 million.
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Earnings Per Share Beat Consensus
eBay reported an EPS of $1.60, exceeding the consensus estimate of $1.52.
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Raised Full-Year Revenue Guidance
Adjusted FY 2026 revenue guidance to between $12.1 billion to $12.4 billion, up from a prior range of $11.8 billion to $12.1 billion.
What to watch
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Potential Regulatory Changes
Management mentioned risks associated with evolving regulations that could impact business operations.
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Economic Sensitivity
Potential volatility in consumer spending patterns amid economic uncertainty may affect revenue.
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Competition in Market
Continued pressure from competitors could impact market share and pricing strategies.
Management's outlook
Outlook reflects raised revenue guidance for FY 2026.
Earlier filings 4
10-Q · July 31, 2025
eBay reported Q2 net revenue of $2,730 million, up 6.2% year-over-year and up 5.6% sequentially, driven by a $482 million advertising lineup (up $84 million, +21.1% YoY) and $2,248 million in marketplace revenue. Gross…
10-Q · August 1, 2024
eBay posted Q2 net revenues of $2,572 million (up $32 million, +1.3% year-over-year and up $16 million, +0.6% sequentially) and diluted EPS of $0.45 (up $0.13, +40.6% year-over-year but down $0.40 sequentially).…
10-Q · July 27, 2023
eBay reported Q2 net revenues of $2,540 million, up $118 million (4.9%) from $2,422 million in Q2 2022, and moved to GAAP net income of $171 million (diluted EPS $0.32) vs. a loss in the year-ago quarter. Operating…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.