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EBAY

eBay·NASDAQ
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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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.771.080.850.861.090.990.91.051.050.9911.071.111.031.031.071.251.181.191.251.381.371.361.41
Forecast
0.72311.05330.7490.82961.07740.96210.88610.99731.03220.88860.92511.06531.0720.99181.00131.0291.2021.12981.17771.19961.3381.29651.3341.3529
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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------2.37B2.87B2.61B2.87B3.02B2.67B2.50B2.61B2.48B2.42B2.38B2.51B2.51B2.54B2.50B2.56B2.56B2.57B2.58B2.58B2.58B2.73B2.82B2.96B
Forecast
--------------------------------2.33B2.80B2.48B2.71B2.97B2.63B2.46B2.61B2.46B2.37B2.32B2.47B2.49B2.51B2.51B2.51B2.53B2.53B2.55B2.57B2.55B2.64B2.73B2.88B
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