EBAY
eBay·NASDAQ
--
--(--)
--
--(--)
EBAY fundamentals
eBay (EBAY) released its earnings on Feb 18, 2026: revenue was 2.96B (YoY +14.97%), beat estimates; EPS was 1.41 (YoY +12.80%), beat estimates.
Revenue / YoY
2.96B
+14.97%
EPS / YoY
1.41
+12.80%
Report date
Feb 18, 2026
EBAY Earnings Call Summary for Q4,2025
- Record Q4 Growth: GMV $21.2B (+8%), Revenue $2.96B (+13%), Non-GAAP EPS $1.41 (+13%). U.S. GMV surged 19% on collectibles and live shopping.
- Strategic Acquisitions: $1.2B Depop deal to expand C2C and fashion, targeting Gen Z/millennial buyers. Depop's U.S. GMV grew 60% in 2025.
- AI Innovations: Autonomous listings cut time by 25%, eBay Live GMV up 7x YoY. Agentic search rolling out to U.S. users.
- 2026 Outlook: GMV growth similar to 2025, with 8-10% operating income growth. Depop to contribute 1-2% GMV in 2026.
- Sustainability Impact: 2025 achieved $25B+ positive economic impact from recommerce, 8.2M metric tons CO2 emissions avoided.
EPS
Actual | 0.77 | 1.08 | 0.85 | 0.86 | 1.09 | 0.99 | 0.9 | 1.05 | 1.05 | 0.99 | 1 | 1.07 | 1.11 | 1.03 | 1.03 | 1.07 | 1.25 | 1.18 | 1.19 | 1.25 | 1.38 | 1.37 | 1.36 | 1.41 | ||||||||||||||||
Forecast | 0.7231 | 1.0533 | 0.749 | 0.8296 | 1.0774 | 0.9621 | 0.8861 | 0.9973 | 1.0322 | 0.8886 | 0.9251 | 1.0653 | 1.072 | 0.9918 | 1.0013 | 1.029 | 1.202 | 1.1298 | 1.1777 | 1.1996 | 1.338 | 1.2965 | 1.334 | 1.3529 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +6.49% | +2.53% | +13.48% | +3.66% | +1.17% | +2.90% | +1.57% | +5.28% | +1.72% | +11.41% | +8.10% | +0.44% | +3.54% | +3.85% | +2.87% | +3.98% | +3.99% | +4.44% | +1.04% | +4.20% | +3.14% | +5.67% | +1.95% | +4.22% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.37B | 2.87B | 2.61B | 2.87B | 3.02B | 2.67B | 2.50B | 2.61B | 2.48B | 2.42B | 2.38B | 2.51B | 2.51B | 2.54B | 2.50B | 2.56B | 2.56B | 2.57B | 2.58B | 2.58B | 2.58B | 2.73B | 2.82B | 2.96B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.33B | 2.80B | 2.48B | 2.71B | 2.97B | 2.63B | 2.46B | 2.61B | 2.46B | 2.37B | 2.32B | 2.47B | 2.49B | 2.51B | 2.51B | 2.51B | 2.53B | 2.53B | 2.55B | 2.57B | 2.55B | 2.64B | 2.73B | 2.88B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.91% | +2.43% | +5.09% | +6.02% | +1.76% | +1.59% | +1.87% | +0.23% | +0.91% | +2.35% | +2.53% | +1.62% | +1.00% | +1.29% | -0.20% | +1.99% | +0.90% | +1.65% | +1.13% | +0.27% | +1.48% | +3.27% | +3.28% | +2.98% |
Earnings Call
You can ask Aime
Did eBay beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for eBay year over year?What is eBay's latest dividend and current dividend yield?What were the key takeaways from eBay's earnings call?What guidance did eBay's management provide for the next earnings period?What is the market's earnings forecast for eBay next quarter?What were the key takeaways from eBay’s earnings call?What does eBay do and what are its main business segments?
