AI brief of an SEC Form 8-K · PayPal (PYPL)

PayPal raises 2026 non-GAAP EPS guidance to about $5.60 as Q3 non-GAAP EPS rises 8%

Positive Impact 4 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyPayPal (PYPL)
Form8-K, current report
Filed with the SECOct 27, 2026, 7:02 AM ET
Accession number0001633917-26-000086

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:18 PM ET, from the text of the filing and its press-release exhibits only.

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.