eBay (EBAY) Q1 2026 (USD): adj. EPS 1.66 (exp. 1.58), Revenue 3.1bln (exp. 3.04bln)
Importance
Level 1
- Active buyers +1% to 136mln
- Advertising revenue USD 581mln, representing 2.6% of GMV; first-party advertising revenue +33% to USD 555mln
- GMV +18% to USD 22.197bln
- US GMV +27% to USD 11.503bln
- International GMV +10% to USD 10.694bln
- USD 2.3bln remains under its repurchase authorisation
- Declared a Q2 cash dividend of 0.31/shr
GUIDANCE:
- Q2 adj. EPS view 1.46-1.51 (exp. 1.50)
- Q2 Rev. view 2.97-3.03bln (exp. 2.96bln)
COMMENTARY:
- CEO said eBay accelerated GMV growth and performed ahead of expectations
- CFO Peggy Alford cited operating leverage and disciplined capital allocation.