EBAY · 8-K · 20261028PR000209
Guidance / Outlook
EBAY INC · 2026-10-28 · Importance 70 · Surprise 40 · In source text
eBay forecast Q4 2026 revenue of $3.19 billion to $3.24 billion, with FX-neutral year-over-year growth of 7% to 9%. Full-year 2026 revenue guidance was $12.62 billion to $12.67 billion, with FX-neutral growth of 12% to 13%. Q4 GMV guidance was $23.7 billion to $24.1 billion, and full-year GMV guidance was $91.5 billion to $91.9 billion; the company also forecast full-year diluted non-GAAP EPS of $6.25 to $6.30.
Key facts
- eBay expects Q4 2026 revenue of $3.19 billion to $3.24 billion, with FX-neutral year-over-year growth of 7% to 9%. source
- eBay expects full-year 2026 revenue of $12.62 billion to $12.67 billion, with FX-neutral year-over-year growth of 12% to 13%. source
- eBay expects Q4 2026 GMV of $23.7 billion to $24.1 billion, with FX-neutral year-over-year growth of 12% to 14%. source
- eBay expects full-year 2026 GMV of $91.5 billion to $91.9 billion, with FX-neutral year-over-year growth of 14% to 14%. source
- eBay expects Q4 2026 diluted GAAP EPS of $0.82 to $0.87 and diluted non-GAAP EPS of $1.48 to $1.53. source
- eBay expects full-year 2026 diluted GAAP EPS of $4.26 to $4.31 and diluted non-GAAP EPS of $6.25 to $6.30. source
- eBay's 2026 outlook includes the expected impact from Depop. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | eBay expects full-year 2026 revenue of $12.62 billion to $12.67 billion, with FX-neutral year-over-year growth of 12% to 13%. |
| net_income | unclear | committed | — | eBay expects full-year 2026 diluted GAAP EPS of $4.26 to $4.31 and diluted non-GAAP EPS of $6.25 to $6.30. |