earnings
confidence high
sentiment positive
materiality 0.82
Uber Q3 gross bookings up 20% to $59.8B; non-GAAP EPS $0.88, up 35%; president Hazelbaker to exit
Uber Technologies, Inc
- Q3 gross bookings $59.8B (+20% YoY), revenue $14.8B (+10%), trips 4.1B (+16%), MAPCs 215M (+14%).
- GAAP operating income $1.4B (+30%); GAAP net income $512M and EPS $0.25, including a $476M pre-tax loss on equity revaluations; Q3 2025 had a $4.9B tax benefit.
- Non-GAAP operating income $2.3B (+38%), 3.9% of gross bookings; adjusted EBITDA $3.0B (+31%), 5.0% margin; non-GAAP EPS $0.88 (+35%).
- Q4 2026 outlook: gross bookings $63.25B-$65.25B (+18%-22% constant currency), non-GAAP EPS $0.95-$0.99 (+34%-39%), adjusted EBITDA $3.13B-$3.23B.
- President and Chief Corporate Affairs Officer Jill Hazelbaker will step down Nov. 30, 2026, for an external opportunity; CEO Dara Khosrowshahi praised her tenure.