Uber Technologies, Inc.
Shortcut
0.86Normalized diluted EPS
-0.7% vs Street
Street
0.87Normalized diluted EPS
November 1 consensus snapshot
Real
0.88Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
Guidance (5-Aug-26): 3Q26 non-GAAP EPS $0.84-0.88 (mid $0.86) and Adj. EBITDA $2.86-2.96bn; Uber beat the EBITDA midpoint in each of the last six quarters (+$16m to +$69m), so the segment build lands Adj. EBITDA at ~$2.95bn.
Gross bookings +22.4% constant currency (2Q26 +22%, guide 18-22%) to ~$60.3bn; revenue ~$14.74bn after a ~$1.15bn UK business-model-change headwind, vs consensus $14.67bn.
Below-the-line drag from Delivery Hero financing (2026 term loan, EUR4.5bn notes settled 15-Sep) lifts interest expense to ~$155m; SBC ~$505m (FY26 guide $1.95-2.10bn) and a 23.5% non-GAAP tax rate give non-GAAP NI ~$1.77bn, in line with consensus $1.77bn.
Slower buybacks while funding Delivery Hero keep diluted shares ~2054m, so EPS is ~$0.864 - about a cent below the $0.87 consensus; a strict beat needs a $0.88 print (top of guidance).
P(beat) 40%: size/history prior 0.66 (large-cap S&P 500, 3 of 6 consensus beats) cut for consensus above the guide midpoint and a 2Q26 print one cent below the guide top; GAAP EPS ~$0.71 assumes no equity revaluation plus restructuring and deal costs.
On the record.
- Reporting period
- FQ3 2026 (quarter ended 2026-09-30)
- Reporting basis
- Non-GAAP diluted EPS (issuer definition) = normalized EPS; USD per diluted common share
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 11:10 PM PST
- First posted
- Nov 2, 2026 at 4:10 PM PST
- Result checked
- Nov 4, 2026 at 6:44 AM PST
Result basis
Provider normalized EPS 0.88 matches issuer non-GAAP diluted common-share EPS 0.88, distinct from GAAP diluted EPS 0.25. All six frozen normalized histories match exactly. The issuer reconciliation and unrounded per-share footnote are retained; item-by-item vendor adjustment identity and financial model acceptance are not established.