UBER · 10-Q · 2026Q2 · Full report

Freight Market Demand

Uber Technologies, Inc · 2026-08-05 · Importance 53 · Surprise 48 · In source text

Uber Freight experienced continued demand growth during the second quarter of 2026. Freight Gross Bookings increased 25% year-over-year to $1.6 billion, reflecting increases in both revenue per trip and trip volume. Freight revenue increased 26% to $1.3 billion, while the segment’s operating loss narrowed modestly. For the first six months, Freight Gross Bookings increased 16% and revenue increased 16%.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+2.3%Freight revenue in Q2 2026 increased $322 million or 26% and Freight Segment Operating Loss decreased $2 million or 8% versus prior year…
operating_incomepositiverealized+0.0%Freight revenue in Q2 2026 increased $322 million or 26% and Freight Segment Operating Loss decreased $2 million or 8% versus prior year…