Earnings call briefThird-quarter 2026
eBay expects fourth-quarter non-GAAP operating income to grow 6% to 10%
eBay said its preliminary 2027 planning assumes consolidated year-over-year growth in GMV, revenue, non-GAAP operating income and non-GAAP earnings per share.
GetSignal eBay EBAY
Chief Financial Officer Peggy Alford said on the third-quarter call that the fourth-quarter outlook implies a non-GAAP operating margin of 25.7% to 26.2%. eBay said it continues to target roughly $2 billion of stock repurchases for the full year.
eBay said its preliminary 2027 planning assumes trading card growth will naturally moderate as it laps the extraordinary levels of 2026.
Quotes from the call
“We expect consolidated non GAAP operating income growth to be between 6% to 10% year over year in Q4, which implies non GAAP operating margin between 25.7% to 26.2%.”
Key facts from the call
- Expected fourth-quarter non-GAAP operating income growth
- 6% to 10% year over year
- Expected implied fourth-quarter non-GAAP operating margin
- 25.7% to 26.2%
- Full-year stock repurchase target
- roughly $2 billion
Source: eBay's third-quarter 2026 earnings call, October 28, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
More earnings call briefs
- Constellation Energy expects nuclear uprate costs of about $4.3 billion
CEG Constellation Energy Q3 2026 call
- Howard Hughes Holdings says its insurance ambition is a return on equity in excess of 20%
HHH Howard Hughes Holdings Q3 2026 call
- Brookfield Asset Management now sees 2026 earnings modestly below early view
BAM Brookfield Asset Management Q3 2026 call
- Enbridge says it expects 2026 results at the midpoint of its guidance range
ENB Enbridge Q3 2026 call
- TeraWulf sees about half of contracted IT capacity earning revenue by end of Q1
WULF TeraWulf Q3 2026 call
