Filings monitor · EBAY

What EBAY INC's SEC filings said

10-Q for 2026Q3, filed 29 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Capital Return Program73 · importance in its document · 10-Q · 2026Q3
   eBay repurchased $1.5 billion of common stock in the first nine months of 2026 and paid $415 million in cash dividends, compared with $1.9 billion of repurchases and $400 million of dividends in the prior-year period. In February 2026,…
2. Guidance / Outlook70 · importance in its document · 8-K exhibit · 28 Oct 2026
   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…
3. Operating Cash Flow Trends69 · importance in its document · 10-Q · 2026Q3
   Cash provided by continuing operating activities was $2.394 billion in the first nine months of 2026, compared with $1.315 billion in the same period of 2025. The increase primarily reflected $794 million less cash paid for income taxes,…
4. Acquisition / Partnership / Divestiture65 · importance in its document · 10-Q · 2026Q3
   eBay completed its acquisition of Depop, a C2C fashion marketplace, on July 30, 2026. The cash consideration was $1.4 billion, inclusive of a preliminary purchase price adjustment. Depop contributed to U.S. GMV growth and to the decline…
5. Liquidity and Debt Position64 · importance in its document · 10-Q · 2026Q3
   Cash, cash equivalents, and short- and long-term non-equity investments totaled $3.3 billion at September 30, 2026, down from $4.8 billion at December 31, 2025; customer funds of $1.3 billion and restricted cash of $180 million were…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 29 Oct 2026

Full report · Filing on EDGAR

• Capital Return ProgramImportance 73
  eBay repurchased $1.5 billion of common stock in the first nine months of 2026 and paid $415 million in cash dividends, compared with $1.9 billion of repurchases and $400 million of dividends in the prior-year period.…
• Operating Cash Flow TrendsImportance 69
  Cash provided by continuing operating activities was $2.394 billion in the first nine months of 2026, compared with $1.315 billion in the same period of 2025. The increase primarily reflected $794 million less cash…
• Acquisition / Partnership / DivestitureImportance 65
  eBay completed its acquisition of Depop, a C2C fashion marketplace, on July 30, 2026. The cash consideration was $1.4 billion, inclusive of a preliminary purchase price adjustment. Depop contributed to U.S. GMV growth…
• Liquidity and Debt PositionImportance 64
  Cash, cash equivalents, and short- and long-term non-equity investments totaled $3.3 billion at September 30, 2026, down from $4.8 billion at December 31, 2025; customer funds of $1.3 billion and restricted cash of…
• Market Demand TrendsImportance 60 · +1 more on this subject
  GMV increased 15% year over year to $23.2 billion in the third quarter of 2026 and 16% to $67.8 billion for the first nine months. Growth was driven by continued execution of strategic initiatives and improved U.S.…
• Geographic Revenue ShiftImportance 56 · +1 more on this subject
  U.S. third-quarter revenue rose to $1.831 billion from $1.453 billion year over year, while international revenue edged up to $1.375 billion from $1.367 billion.
• Revenue Performance and MixImportance 54 · +2 more on this subject
  Third-quarter 2026 net revenue increased 14% year over year to $3.206 billion from $2.820 billion; nine-month revenue rose to $9.429 billion from $8.135 billion.
• Operating Expense TrendsImportance 54
  Total operating expenses increased to $5.005 billion for the first nine months of 2026 from $4.233 billion, an increase of approximately 18%. Sales and marketing expense growth included $290 million of additional…
• Income Tax Rate ChangesImportance 46
  The effective tax rate for the third quarter of 2026 was 17.1%, compared with a tax benefit reflected in the prior-year rate of (4.3)%; the nine-month rate increased to 17.1% from 12.6%. The change primarily reflected…
• Capital ExpendituresImportance 39
  eBay paid $421 million for property and equipment in the first nine months of 2026, compared with $309 million in the first nine months of 2025, an increase of approximately 36%.
• Operating Income and MarginsImportance 31
  Operating margin was 19.2% in the third quarter of 2026, down from 20.3% in the third quarter of 2025, a decline of 1.1 percentage points.
• Gross Margin DriversImportance 29
  Third-quarter cost of net revenues increased year over year, including $56 million of additional payment processing costs, $22 million of authentication and shipping costs, and $20 million of promoted offsite…

8-K filings last 12 months

• Results, no stated guidance change28 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance / Outlook · Live Shopping Expansion · Revenue Performance and Mix
• Restructuring, repeated · Results (release not read)22 Oct 2026 · 8-K Items 2.02, 2.05 · Routine · rule score 40
• Results (release not read)5 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Guidance / Outlook · Acquisition / Partnership / Divestiture · Operating Expense Trends
• Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)24 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)18 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Acquisition / Partnership / Divestiture · Liquidity and Debt Position · Capital Return Program

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.