PayPal Q4 2025 revenue $8.7B (+4%), GAAP EPS $1.53 (+38%); appoints Enrique Lores as CEO

PayPal Holdings, Inc.

2025-FY EPS reported $5.41 revenue$33,172,000,000

Q4 2025 net revenue $8.7B, up 4% YoY; TPV $475.1B, up 9%.
GAAP EPS $1.53 (+38%); non-GAAP EPS $1.23 (+3%). Full-year GAAP EPS $5.41 (+35%).
Transaction margin dollars (excl. interest) up 4% to $3.7B in Q4.
Board appoints Enrique Lores as next President and CEO, effective future date; interim CEO Jamie Miller cited execution issues in branded checkout.
Active accounts 439M, up 1.1% YoY; TPA ex-PSP up 5%.

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