Uber Technologies, Inc.: EPS $0.88 vs $0.864 expected; revenue $14.8B vs $14.7B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.880 | 0.864 | +1.9% | 3.110 |
| Revenue (USD bn) | 14.800 | 14.660 | +1.0% | 13.470 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q3 FY2026 | 0.88 | 0.864 | +1.9% | 14.80 | 14.66 | +1.0% |
| Aug 5, 2026 | Q2 FY2026 | 0.81 | 0.805 | +0.6% | 14.19 | 14.24 | −0.3% |
| May 6, 2026 | Q1 FY2026 | 0.72 | 0.700 | +2.9% | 13.20 | 13.28 | −0.6% |
| Feb 4, 2026 | Q4 FY2025 | 0.14 | 0.787 | −82.2% | 14.37 | 14.32 | +0.3% |
| Nov 4, 2025 | Q3 FY2025 | 3.11 | 0.690 | — | 13.47 | 13.28 | +1.4% |
| Aug 6, 2025 | Q2 FY2025 | 0.63 | 0.629 | +0.2% | 12.65 | 12.47 | +1.4% |
| May 7, 2025 | Q1 FY2025 | 0.83 | 0.508 | +63.4% | 11.53 | 11.63 | −0.8% |
| Feb 5, 2025 | Q4 FY2024 | 3.21 | 0.500 | — | 11.96 | 11.76 | +1.7% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Uber Technologies, Inc. results: EPS $0.88 vs $0.864 expected; revenue $14.8B vs $14.7B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 1.9%; revenue above the estimate by 1.0%.
Revenue was up 9.9% from $13.5 billion a year earlier (Q3 FY2025). EPS was down 71.7% from $3.11 a year earlier. On its record, EPS topped analysts' estimates in 4 of 5 earlier comparable reports.
What the results mean
Growth in Uber’s business reflects an expanding user base and more frequent platform use, supporting bookings across mobility, delivery and freight. Management highlighted consumer engagement as a driver of activity, with a focus on expanding mobility supply and sustaining delivery momentum.
Bookings growth was accompanied by improved operating profitability in mobility and delivery and a narrowing freight loss. Mobility revenue declined despite bookings growth, while the release identified business model changes as a drag on company revenue growth. Interpreting revenue therefore requires separating these changes from underlying usage.
Reported net income was affected by investment revaluation losses, while operating earnings and cash flows improved. Distinguishing platform performance from investment effects is therefore essential to interpreting the results, particularly as management emphasized disciplined capital allocation and commercial execution in autonomous driving.
What to watch on the earnings call: The effect of business model changes on mobility revenue, continued user growth and engagement, and how mobility supply can expand while preserving margins. Also relevant are the drivers of delivery momentum and narrowing freight losses, alongside spending requirements, commercial execution in autonomous driving and capital allocation criteria.
For the full analysis of Uber Technologies, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.
Latest Updates · 1
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Update: Uber CEO Dara Khosrowshahi announced that the company achieved its fifth consecutive quarter of 20%+ Gross Bookings growth. This operational milestone follows management's focus on expanding mobility supply and sustaining delivery momentum.