PayPal Q1 revenue up 7% to $8.4B; GAAP EPS down 6% to $1.21, non-GAAP EPS up 1% to $1.34

PayPal Holdings, Inc.

2026-Q1 EPS reported $1.21 revenue$8,353,000,000

GAAP operating income fell 3% to $1.5B; operating margin contracted 182 bps to 17.8%.
TPV grew 11% to $464.0B; payment transactions up 7% to 6.5B.
Active accounts flat at 439M, down 0.2M sequentially; free cash flow $0.9B.
Board declared $0.14 per share dividend, payable June 25, 2026 to record holders June 4.
New CEO Enrique Lores highlights steps to sharpen strategy and simplify organization.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

PayPal Holdings, Inc. reported first quarter ending March 31, 2026 results: revenue $8.4 billion, EPS $1.21.

Period: first quarter ending March 31, 2026
Revenue: $8.4 billion
EPS: $1.21
Result: reported results

Exact text from the filing

put the company on a more durable path to long-term growth and shareholder value creation, and we are executing with urgency.” Enrique Lores President and CEO ————————————————————————————————————————————— 1Q'26 Financial Results • Net revenues increased 7% to $8.4 billion; 5% currency-neutral (“FXN”). • Transaction margin dollars 1 (“TM$”) increased 3% to $3.8 billion; TM$ excluding interest on customer balances 1,2 increased 3% to $3.5 billion.

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Source: SEC EDGAR

accession 0001633917-26-000065

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