Uber Q3 FY2026: bookings +20%, non-GAAP EPS $0.88 misses
Uber's third quarter of fiscal 2026 delivered the growth story but not the earnings beat: gross bookings rose 20.0% to $59.82 billion while non-GAAP EPS of $0.88 came in below the $0.98 consensus. GAAP EPS of $0.25 carries little signal because last year's quarter included a $4.9 billion tax valuation release. Read this quarter through bookings and $2.54 billion of free cash flow, not the headline EPS swing.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $0.25 is not comparable to last year's $3.11, which was lifted by a $4.9 billion tax valuation release and a $1.5 billion investment gain. Non-GAAP EPS of $0.88 grew 35.0% year over year but trailed the $0.98 consensus by roughly $0.10, so the strength sits in the growth rate rather than the level.
Revenue of $14.77 billion rose 10.0% from $13.47 billion a year earlier, and management says business model changes shaved 8 percentage points off that growth rate. Delivery did the work at $5.49 billion, up 23.0%, and Freight grew 34.0% to $1.76 billion, while Mobility revenue fell 2.0% to $7.52 billion despite 18.0% gross bookings growth in that segment.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-04
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