Sign In
Buy EBAY
eBay Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.58 |
| EPS actual | $1.66 |
| EPS Surprise | 5.06% |
| Revenue estimate | 3.036B |
| Revenue actual | 3.089B |
| Revenue Surprise | 1.75% |
| Release date | Feb 18, 2026 |
| EPS estimate | $1.35 |
| EPS actual | $1.41 |
| EPS Surprise | 4.44% |
| Revenue estimate | 2.874B |
| Revenue actual | 2.965B |
| Revenue Surprise | 3.17% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.33 |
| EPS actual | $1.36 |
| EPS Surprise | 2.26% |
| Revenue estimate | 2.73B |
| Revenue actual | 2.82B |
| Revenue Surprise | 3.28% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.30 |
| EPS actual | $1.37 |
| EPS Surprise | 5.38% |
| Revenue estimate | 2.644B |
| Revenue actual | 2.73B |
| Revenue Surprise | 3.27% |
Last 4 Quarters for eBay
Below you can see how EBAY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $77.56 |
| EPS estimate | $1.30 |
| EPS actual | $1.37 |
| EPS surprise | 5.38% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $82.45 |
| Jul 25, 2025 | $81.43 |
| Jul 28, 2025 | $79.00 |
| Jul 29, 2025 | $78.50 |
| Jul 30, 2025 | $77.56 |
| Jul 31, 2025 | $91.75 |
| Aug 01, 2025 | $91.74 |
| Aug 04, 2025 | $92.86 |
| Aug 05, 2025 | $91.28 |
| 4 days before | -5.93% |
| 4 days after | 17.69% |
| On release day | 18.30% |
| Change in period | 10.71% |
| Release date | Oct 29, 2025 |
| Price on release | $99.54 |
| EPS estimate | $1.33 |
| EPS actual | $1.36 |
| EPS surprise | 2.26% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $95.52 |
| Oct 24, 2025 | $97.20 |
| Oct 27, 2025 | $98.01 |
| Oct 28, 2025 | $99.58 |
| Oct 29, 2025 | $99.54 |
| Oct 30, 2025 | $83.73 |
| Oct 31, 2025 | $81.31 |
| Nov 03, 2025 | $82.77 |
| Nov 04, 2025 | $81.68 |
| 4 days before | 4.21% |
| 4 days after | -17.94% |
| On release day | -15.88% |
| Change in period | -14.49% |
| Release date | Feb 18, 2026 |
| Price on release | $82.18 |
| EPS estimate | $1.35 |
| EPS actual | $1.41 |
| EPS surprise | 4.44% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $82.88 |
| Feb 12, 2026 | $79.41 |
| Feb 13, 2026 | $82.38 |
| Feb 17, 2026 | $79.95 |
| Feb 18, 2026 | $82.18 |
| Feb 19, 2026 | $84.75 |
| Feb 20, 2026 | $88.07 |
| Feb 23, 2026 | $84.31 |
| Feb 24, 2026 | $85.30 |
| 4 days before | -0.84% |
| 4 days after | 3.80% |
| On release day | 3.13% |
| Change in period | 2.92% |
| Release date | Apr 29, 2026 |
| Price on release | $103.79 |
| EPS estimate | $1.58 |
| EPS actual | $1.66 |
| EPS surprise | 5.06% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $103.40 |
| Apr 24, 2026 | $97.94 |
| Apr 27, 2026 | $100.29 |
| Apr 28, 2026 | $100.36 |
| Apr 29, 2026 | $103.79 |
| Apr 30, 2026 | $103.48 |
| May 01, 2026 | $104.07 |
| May 04, 2026 | $109.33 |
| May 05, 2026 | $105.26 |
| 4 days before | 0.377% |
| 4 days after | 1.42% |
| On release day | -0.299% |
| Change in period | 1.80% |
eBay Earnings Call Transcript Summary of Q1 2026
eBay reported a strong start to 2026 with Q1 GMV up 14% to $22.2B and revenue up 17% to $3.09B. Non-GAAP operating income rose 18% to $907M and non-GAAP EPS increased 21% to $1.66. Growth was broad-based—collectibles, motors (P&A), electronics and fashion all accelerated—with collectibles (including trading cards) the largest contributor. Strategic priorities (focused categories, C2C, and pre-owned/refurbished e-commerce) now represent ~70% of GMV and each grew faster than the marketplace average. Key product/strategy highlights include rapid scaling of eBay Live (strong single-day GMV records), expansion of AI tools (Magic Listing and agentic search) that materially improve seller listing rates and buyer engagement, expansion of authenticity guarantees in fashion, progress in vehicles and P&A (including acquisitions), and shipping initiatives (EIS, SpeedPAK) to boost cross-border trade. Q2 guidance: GMV $21.3–21.7B (+8–10% FX-neutral) and revenue $2.97–3.03B. Full-year 2026 (ex-Depop) guidance: planning for FX-neutral GMV growth of 7.0–7.5%, revenue in line to slightly ahead of GMV, and non-GAAP operating income growth of 9–11%. Capital allocation: ~$898M FCF in Q1, $5.1B cash, $6.7B gross debt, returned $639M in Q1, targeting ~ $2B of share repurchases for the full year, and Q2 dividend of $0.31 per share. Management emphasized continued disciplined reinvestment in high-return strategic priorities while maintaining operating leverage and shareholder returns.
