eBay Inc.
Shortcut
1.45Normalized diluted EPS
+3.1% vs Street
Street
1.41Normalized diluted EPS
October 25 consensus snapshot
Real
1.51Issuer non-GAAP diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Oct-22-2026 8-K (after the Oct-18 consensus capture): eBay expects 3Q26 results above its August guidance ranges (non-GAAP EPS $1.36-$1.42, revenue $3.07-$3.12bn), so EPS should clear the $1.41 consensus.
Driver build: GMV $22.7bn (+13% Y/Y; organic FXN ~11% vs 7-9% guided, Depop ~2.5pts, FX -0.6pt) x 13.95% take rate = revenue $3,168m (+12.3% Y/Y).
Non-GAAP operating margin 25.9% (guided 25.1-25.6% at lower revenue) -> non-GAAP OI $821m; net interest -$22m after the $1.4bn Depop cash payment; 17.5% non-GAAP tax.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026)
- Reporting basis
- consensus normalized issuer non-GAAP diluted EPS, USD per common share
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 2:25 PM PDT
- Reviewed revision completed
- Oct 26, 2026 at 2:25 PM PDT
- First published
- Oct 26, 2026 at 2:59 PM PDT
Result basis
eBay reports Q3 non-GAAP diluted EPS from continuing operations $1.51 and continuing-operations GAAP diluted EPS $1.11 for September 30,2026. The reconciliation shows $685m non-GAAP continuing income and 453m diluted shares. Total GAAP diluted EPS including discontinued operations is $1.10, a separate measure. Scoring retains the published issuer non-GAAP continuing-operations USD/common-share basis.