UBER · 8-K · 20260805PR000027
Operating Income and Margins
Uber Technologies, Inc · 2026-08-05 · Importance 64 · Surprise 56 · No source text
GAAP income from operations increased 30% year over year to $1.9 billion in Q2 2026. Non-GAAP Operating Income rose 40% to $2.1 billion, and its margin on Gross Bookings increased to 3.7% from 3.3%. Adjusted EBITDA increased 33% to $2.8 billion, with the Gross Bookings margin expanding to 4.9% from 4.5%. Mobility segment operating income increased 28% to $2.2 billion and Delivery segment operating income increased 38% to $1.1 billion, while Freight remained loss-making at negative $24 million.
Key facts
- Non-GAAP Operating Income in Q2 2026: $2.1 billion, grew 40% year-over-year source
- GAAP Income from operations in Q2 2026: $1.9 billion, grew 30% year-over-year source
- Adjusted EBITDA in Q2 2026: $2.8 billion, grew 33% year-over-year source
- Adjusted EBITDA margin as a percentage of Gross Bookings in Q2 2026: 4.9%, up from 4.5% in Q2 2025 source
- Non-GAAP Operating Income as a percentage of Gross Bookings in Q2 2026: 3.7%, up from 3.3% in Q2 2025 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +4.9% | Adjusted EBITDA in Q2 2026: $2.8 billion, grew 33% year-over-year |
| operating_income | positive | realized | +4.3% | Non-GAAP Operating Income in Q2 2026: $2.1 billion, grew 40% year-over-year |
| operating_income | positive | realized | +3.1% | GAAP Income from operations in Q2 2026: $1.9 billion, grew 30% year-over-year |