UBER · 8-K · 20261104PR000039

Operating Income and Margins

Uber Technologies, Inc · 2026-11-04 · Importance 57 · Surprise 38 · No source text

Q3 GAAP income from operations increased 30% year over year to $1.447 billion. Non-GAAP Operating Income rose 38% to $2.304 billion, equal to 3.9% of Gross Bookings versus 3.4% a year earlier; Adjusted EBITDA increased 31% to $2.963 billion and its Gross Bookings margin rose to 5.0% from 4.5%. Mobility segment operating income increased 27% to $2.362 billion and Delivery increased 30% to $1.057 billion, while Freight’s operating loss narrowed to $33 million from $40 million.

Key facts

• Q3 2026 Non-GAAP Operating Income grew 38% year-over-year to $2.3 billion. source
• Q3 2026 Adjusted EBITDA grew 31% year-over-year to $3.0 billion. source
• Q3 2026 Non-GAAP Net Income grew 29% year-over-year to $1.8 billion. source
• Q3 2026 GAAP income from operations grew 30% year-over-year to $1.4 billion. source
• Q3 2026 Non-GAAP EPS grew 35% year-over-year to $0.88. source
• Q3 2026 Non-GAAP Operating Income was 3.9% of Gross Bookings, up from 3.4% in Q3 2025. source
• Q3 2026 Adjusted EBITDA margin was 5.0% of Gross Bookings, up from 4.5% in Q3 2025. source
• Q3 2026 GAAP diluted EPS was $0.25. source

Impact estimates