eBay (EBA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.33

Last Year’s EPS

1.17

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 24 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 18, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented strong execution: accelerating GMV and revenue growth, meaningful advertising and AI-driven product momentum, robust Q4 results, substantial capital returns, strategic M&A (Depop) and exceeded sustainability targets. Offsetting risks include international macro weakness, trade-policy-driven cross-border pressure, margin pressure from scaling shipping/managed programs, accounting changes that will affect 2026 metrics, and near-term dilution from the Depop acquisition. On balance, the company conveyed sustained momentum, healthy guidance, and multiple growth levers despite several manageable headwinds.

Company Guidance

eBay guided Q1 2026 GMV of $21.5–$21.9 billion (FX‑neutral growth 10–12% YoY; ~450 bps FX tailwind to spot), revenue of $3.0–$3.05 billion (FX‑neutral +13–15%; ~310 bps FX tailwind) — implying roughly a 3‑point delta between FX‑neutral revenue and GMV — non‑GAAP operating income growth of 11–16% with margins of 28.3–29.2%, and non‑GAAP EPS of $1.53–$1.59 (+12–16% YoY). For full‑year 2026 (ex‑Depop) management plans FX‑neutral GMV growth similar to 2025, revenue in line to slightly ahead of GMV, non‑GAAP operating income growth of 8–10%, non‑GAAP tax rate assumed at 17.5%, and CapEx of 4–5% of revenue. Capital allocation targets roughly $2 billion of buybacks in 2026 (Board added $2 billion repurchase authorization on top of ~$800 million remaining) and a Q1 dividend of $0.31; in a normal year they target returning 90–100% of free cash flow. The pending $1.2 billion cash Depop deal (expected close Q2) is forecast to add 1–2 pts to 2026 FX‑neutral GMV, act as a low‑single‑digit headwind to near‑term operating income and EPS growth, and be accretive to non‑GAAP operating income by 2028; accounting changes (internal‑use software expensing and U.K. managed‑shipping net revenue recognition) were also disclosed.

Full-Year GMV and U.S. Strength

Gross merchandise volume grew nearly 6% to approximately $80 billion in 2025, with U.S. GMV growing nearly 10%, driven by broad-based strength across strategic priorities.

Recommerce and Strategic Mix

Recommerce (preowned and refurbished) comprised over 40% of GMV in 2025; focus categories, C2C and recommerce made up ~2/3 of the business (> $50 billion GMV) and that segment grew ~10%.

Revenue and Advertising Growth

Full-year revenue increased nearly 7% to $11.1 billion; advertising annual revenue reached approximately $2 billion and was a key driver of revenue outperformance.

Profitability and EPS Improvement

Non-GAAP operating income grew roughly 7% to nearly $3.1 billion for the year; non-GAAP EPS grew ~13% to $5.52, and the company returned about $3 billion to shareholders (repurchases + dividends).

Strong Q4 Results

Q4 GMV grew over 8% to $21.2 billion; revenue grew over 13% to $2.96 billion; non-GAAP operating income rose over 11% to $775 million; non-GAAP EPS was $1.41 (nearly 13% YoY).

AI and Product Innovation Impact

Next-gen AI-native magical listing reduced average listing time by >25%, increased new listing creation rate by >50%, produced double-digit increases in sold items and GMV per lister, and achieved >95% customer satisfaction. Trading-card AI scanning scanned over 15 million cards since launch.

eBay Live Traction

eBay Live is scaling rapidly with an annualized run-rate ~7x YoY, multi-country launches (Germany, Australia, France, Italy, Canada), and a single-event Black Friday record of ~ $2 million in sales.

Strategic Acquisitions to Grow C2C

Definitive agreement to acquire Depop for ~ $1.2 billion cash; Depop facilitated ~ $1 billion GMS in 2025 and grew ~60% YoY in the U.S.; expected to contribute 1-2 percentage points to 2026 GMV growth (with near-term modest dilution).

Environmental and Sustainability Targets Exceeded

Exceeded 2021-2025 impact goals: ~ $25 billion in cumulative positive economic impact (vs $22B target), prevented ~8.2M metric tons of CO2 (above 8M target) and diverted >360k metric tons of waste (vs 350k target).

Q1 and 2026 Financial Guidance

Q1 GMV guide $21.5B–$21.9B (10%-12% FX-neutral growth); Q1 revenue guide $3.00B–$3.05B (13%-15% FX-neutral); Q1 non-GAAP operating income growth 11%-16% and EPS $1.53–$1.59 (12%-16%). Full-year 2026 planning assumes GMV similar to 2025 and non-GAAP operating income growth 8%-10%.

eBay (DE:EBA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:EBA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2026	2026 (Q1)	1.33 / -	1.167	―	―	―
Feb 18, 2026	2025 (Q4)	1.15 / 1.19	1.057	12.80% (+0.14)
Oct 29, 2025	2025 (Q3)	1.13 / 1.15	1.006	14.29% (+0.14)
Jul 30, 2025	2025 (Q2)	1.10 / 1.16	0.998	16.10% (+0.16)
Apr 30, 2025	2025 (Q1)	1.13 / 1.17	1.057	10.40% (+0.11)
Feb 26, 2025	2024 (Q4)	1.01 / 1.06	0.905	16.82% (+0.15)
Oct 30, 2024	2024 (Q3)	1.00 / 1.01	0.871	15.53% (+0.14)
Jul 31, 2024	2024 (Q2)	0.96 / 1.00	0.871	14.56% (+0.13)
May 01, 2024	2024 (Q1)	1.02 / 1.06	0.939	12.61% (+0.12)
Feb 27, 2024	2023 (Q4)	0.87 / 0.90	0.905	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:EBA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 18, 2026	€69.60	€73.11	+5.04%
Oct 29, 2025	€86.04	€74.08	-13.90%
Jul 30, 2025	€67.53	€79.92	+18.34%
Apr 30, 2025	€58.43	€58.97	+0.91%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.