AI brief of an SEC Form 8-K · eBay (EBAY)

eBay Q1 revenue rises 19% to $3.1 billion; GAAP EPS $1.12 vs $1.05 a year earlier

Positive Impact 3 of 5 earnings Written later

eBay reported first-quarter 2026 revenue of $3.1 billion, up 19% from a year earlier, and GAAP earnings of $1.12 per diluted share, up from $1.05. GAAP operating margin fell to 19.8% from 23.6%, while the company guided second-quarter revenue to $2.97 billion to $3.03 billion and expects its pending $1.2 billion Depop acquisition to close by the end of the third quarter of 2026.

Key points

  • Revenue was $3,089 million, up 19% as reported and up 17% on an FX-neutral basis; GMV was $22.2 billion, up 18%.
  • GAAP diluted EPS was $1.12 versus $1.05; non-GAAP diluted EPS was $1.66 versus $1.37.
  • Second-quarter 2026 guidance: revenue of $2.97 billion to $3.03 billion and GAAP diluted EPS of $1.09 to $1.14.
  • Returned $639 million to stockholders in the quarter, including $500 million of buybacks; a $0.31 per share dividend is payable June 12, 2026.

The filing

CompanyeBay (EBAY)
Form8-K, current report
Filed with the SECApr 29, 2026, 4:07 PM ET
Accession number0001065088-26-000092

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.