Every material Form 8-K eBay filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
eBay Inc. reported third-quarter 2026 financial results, posting revenue of $3.2 billion and gross merchandise volume of $23.2 billion. The company returned $827 million to stockholders during the quarter through share repurchases and cash dividends, and provided fourth-quarter and full-year guidance.
Revenue reached $3.2 billion, up 14% on an as-reported basis and 13% FX-neutral for the third quarter ended September 30, 2026.
GAAP net income from continuing operations was $501 million, or $1.11 per diluted share, while non-GAAP net income was $685 million, or $1.51 per diluted share.
Returned $827 million to stockholders in Q3, comprising $689 million in share repurchases and $138 million in cash dividends.
Full-year 2026 revenue guidance is projected between $12.62 billion and $12.67 billion.
On October 20, 2026, eBay announced a restructuring plan that reduces its global workforce by about 9% and estimates GAAP pre-tax charges of $130 million to $150 million, mostly severance. Separately, the company said it expects results for the quarter ended September 30, 2026 to be above its previously provided guidance ranges. Shareholders face near-term charges from the restructuring alongside a stronger-than-guided quarter.
Restructuring plan announced October 20, 2026 reduces the global workforce by about 9%, subject to local law and consultation requirements.
Estimated GAAP pre-tax charges of $130 million to $150 million, substantially all related to severance payments and post-employment benefits.
Majority of the charges expected to be recognized in the fourth quarter of 2026, with the full amount resulting in future cash expenditures.
Expects quarter ended September 30, 2026 results to be above the guidance ranges given in its August 2026 earnings announcement; actions substantially complete by end of Q1 2027.
eBay reported second-quarter 2026 revenue of $3.1 billion, up 15%, and GAAP earnings of $1.21 per diluted share, up from $0.78 a year earlier. The CFO said the company is increasing its full-year revenue and earnings outlook, though the filing does not give the revised full-year figures. Shareholders also face a $1.4 billion cash outlay for the Depop acquisition, which closed on July 30, 2026.
Revenue was $3.1 billion, up 15%; GMV was $22.4 billion, up 15%.
GAAP EPS was $1.21 versus $0.78 a year earlier; non-GAAP EPS was $1.60 versus $1.36.
Third-quarter 2026 guidance: revenue of $3.07 billion to $3.12 billion and non-GAAP EPS of $1.36 to $1.42.
Depop acquisition closed July 30, 2026, with $1.4 billion paid in cash; the company declared a $0.31 quarterly dividend payable September 11, 2026.
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.
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.
eBay appointed Brian Sharples as an independent director, effective March 20, 2026, increasing the board to 12 members. The filing covers a board appointment, not financial results or guidance, so it has no direct effect on reported performance.
Board appointed Brian H. Sharples on March 19, 2026; effective March 20, 2026, with a term ending at the 2026 annual meeting.
Board size increased to 12 members; 11 of 12 directors are independent, according to the press release.
Sharples will receive standard non-employee director compensation and enter into the company's standard Indemnity Agreement.
eBay reported fourth-quarter 2025 revenue of $3.0 billion, up 15%, while GAAP earnings per diluted share fell 19% to $1.14 from $1.40. Non-GAAP EPS rose 13% to $1.41. The company also announced a definitive agreement to acquire Depop, Inc. for approximately $1.2 billion in cash, expected to close in the second quarter of 2026.
Q4 2025 revenue was $2,965 million, up 15% as reported and up 13% on an FX-neutral basis
GAAP net income from continuing operations was $525 million, down 23%; non-GAAP net income was $648 million, up 7%
Q1 2026 guidance: revenue of $3.00 to $3.05 billion and diluted GAAP EPS of $1.14 to $1.20
Depop acquisition from Etsy, Inc. is an all-cash transaction valued at approximately $1.2 billion
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every eBay filing is on SEC EDGAR ↗. 8-K briefs of other companies →