Oct 27, 7:02 AM ET
PayPal reported third-quarter 2026 net revenues of $8.6 billion, up 2% year over year, and non-GAAP EPS of $1.45, up 8%. GAAP EPS fell 4% to $1.25, and GAAP operating income fell 8% to $1.4 billion. The company raised its full-year 2026 non-GAAP guidance for transaction margin dollars and EPS, while reaffirming its GAAP EPS guidance of about $5.07.
- Q3 2026 net revenues rose 2% to $8.6 billion; GAAP EPS fell 4% to $1.25 and non-GAAP EPS rose 8% to $1.45.
- Full-year 2026 non-GAAP EPS guidance was raised to about $5.60 from about $5.38; GAAP EPS guidance was reaffirmed at about $5.07.
- The company repurchased $1.5 billion of stock in the quarter and declared a $0.14 per share dividend payable December 24, 2026.
Read the filing on SEC.gov ↗
Jul 28, 7:02 AM ET
PayPal reported second-quarter 2026 net revenues of $8.7 billion, up 5%, while GAAP and non-GAAP earnings per share fell 3% and 1%, respectively. The company raised its full-year 2026 non-GAAP EPS guidance to about $5.38 and reaffirmed its GAAP EPS guidance, which means shareholders get a higher profit outlook alongside a quarter where profit declined.
- Net revenues rose 5% to $8.7 billion; non-GAAP operating income fell 8% to $1.5 billion.
- Non-GAAP EPS was $1.38, down 1% from $1.40; GAAP EPS was $1.25, down 3%.
- Full-year 2026 non-GAAP EPS guidance raised to about $5.38 from the May range of a low-single-digit decline to slightly positive growth versus the prior year's $5.31.
- Returned $1.5 billion to stockholders through buybacks of about 33 million shares in Q2; quarterly dividend of $0.14 per share payable September 25, 2026.
Read the filing on SEC.gov ↗
May 21, 5:14 PM ET
At its May 19, 2026 annual meeting, PayPal stockholders elected all 11 director nominees, approved a new 2026 Equity Incentive Award Plan, and rejected two stockholder proposals. The filing also reports that Diego Scotti, EVP and General Manager of the Consumer Group, will leave the company effective June 2, 2026, under a separation agreement.
- Annual meeting held May 19, 2026; all 11 nominees elected to serve until the 2027 annual meeting.
- 2026 Equity Incentive Award Plan approved with 72.5% of votes cast, authorizing up to 39,100,000 new shares plus up to 44,600,000 shares returning from the 2015 plan.
- Diego Scotti's departure takes effect June 2, 2026; separation agreement dated May 20, 2026 provides termination-without-cause severance benefits.
- Stockholder proposals on conflict-zone services (11.2% for) and lowering the special meeting threshold (41.1% for) were not approved.
Read the filing on SEC.gov ↗
May 5, 7:03 AM ET
PayPal reported first quarter 2026 results on May 5, 2026, with net revenues up 7% to $8.4 billion while GAAP earnings per diluted share fell 6% to $1.21. The company guided second-quarter non-GAAP EPS to a high-single digit decline and reiterated its full-year 2026 guidance, and CEO Enrique Lores said the company is taking steps to sharpen its strategy and improve its cost structure. For shareholders, revenue growth is offset by lower GAAP profit and a near-term earnings decline outlook.
- Net revenues rose 7% to $8.4 billion; GAAP EPS fell 6% to $1.21 and non-GAAP EPS rose 1% to $1.34.
- GAAP operating income fell 3% to $1.5 billion, and GAAP operating margin contracted 182 basis points to 17.8%.
- Second-quarter 2026 non-GAAP EPS is guided to a high-single digit decline; full-year 2026 guidance was reiterated.
- The board declared a $0.14 per share dividend payable June 25, 2026, to holders of record on June 4, 2026; PayPal repurchased $1.5 billion of stock in the quarter.
Read the filing on SEC.gov ↗
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.