eBay Inc.: Beat — EPS $1.51, Revenue $3.21B
Earnings BeatQ3 2026 · After-market
Did eBay Inc. (EBAY) beat earnings today?
Yes, eBay Inc. (EBAY) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+7.09% surprise
$1.51Actual
Expected: $1.41
vs. year ago +12.0%
Total Revenue+3.09% surprise
$3.21BActual
Expected: $3.11B
vs. year ago +14.0%
Released Oct 28 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $3.21B | $2.82B | +14.0% |
| GAAP Basic EPS | $1.13 | $1.30 | -13.1% |
| GAAP Diluted EPS | $1.11 | $1.27 | -13.0% |
| Non-GAAP Diluted EPS | $1.51 | $1.35 | +12.0% |
| GAAP Net Income | $501.00M | $593.00M | -16.0% |
| Non-GAAP Net Income | $685.00M | $633.00M | +8.0% |
Financial Outlook / Guidance
| Metric | Q4 2026 Guidance | Full Year 2026 Guidance |
|---|---|---|
| Revenue | $3.19B-$3.24B | $12.62B-$12.67B |
| FX-Neutral Y/Y Growth | 7%-9% | 12%-13% |
| Gross Merchandise Volume | $23.7B-$24.1B | $91.5B-$91.9B |
| FX-Neutral Y/Y Growth | 12%-14% | 14%-14% |
| Diluted GAAP EPS | $0.82-$0.87 | $4.26-$4.31 |
| Diluted Non-GAAP EPS | $1.48-$1.53 | $6.25-$6.30 |
Business Highlights
- ➤Expanded AI-powered Magical Listing to new and reactivated listers across six markets.
- ➤Introduced eBay Live multistreaming and AI-powered moderation and content-screening features.
- ➤Enhanced Depop discovery, AI-assisted listings and affordable U.S. shipping options.
- ➤Expanded Motors Easy and Free Returns to Germany and added U.S. Certified Recycled badging.
- ➤Extended Vehicle Purchase Protection to eligible transactions up to $500,000.
- ➤Expanded Authenticity Guarantee to U.S. collectible coins through PCGS partnership.
- ➤Enabled Luxury Fashion authentication across 23 European Union countries.
- ➤Launched watch authentication in Australia and lowered trading-card authentication thresholds.
- ➤Began onboarding TCGplayer international sellers in the U.K. and Canada.
- ➤Expanded Managed Shipping in the U.S. and International Shipping in the U.K. and Germany.
- ➤Completed the Depop acquisition for $1.4 billion in cash.
- ➤Returned $827 million to stockholders through repurchases and dividends.
Management Commentary
Jamie Iannone, Chief Executive Officer
“eBay's strong third quarter results reflect continued momentum across our business priorities and customer segments as more consumers embrace recommerce. Our Focus Categories, C2C marketplace, and Recommerce leadership are driving strong, sustained growth, while innovations across eBay Live, Shipping, and our portfolio are making the platform more trusted, seamless, and compelling for buyers and sellers around the world.”
Peggy Alford, Chief Financial Officer
“Our third quarter results demonstrate that eBay's strategy is delivering strong GMV growth and meaningful earnings expansion. By investing with discipline in our highest strategic priorities and focusing on the areas where we have a clear competitive advantage, we are positioning eBay for durable, profitable growth and long-term shareholder value.”