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Uber

Uber (UBER) Q2 2026 Earnings

Reported Aug 5, 2026 at 6:56 AM ET · SEC Source

Q2 26 EPS

$0.81

MISS 2.96%

Est. $0.83

Q2 26 Revenue

$14.19B

MISS 0.50%

Est. $14.26B

vs S&P Since Q2 26

+3.0%

BEATING MARKET

UBER +3.9% vs S&P +0.9%

Market Reaction

Did UBER Beat Earnings? Q2 2026 Results

Uber Technologies posted a slight miss on both the top and bottom lines in Q2 2026, with earnings per share of $0.81 falling 2.76% short of the $0.83 consensus and revenue of $14.19 billion coming in just 0.50% below expectations, though the latter s… Read more Uber Technologies posted a slight miss on both the top and bottom lines in Q2 2026, with earnings per share of $0.81 falling 2.76% short of the $0.83 consensus and revenue of $14.19 billion coming in just 0.50% below expectations, though the latter still represented 12.2% year-over-year growth. The key nuance beneath those modest shortfalls was a structural one: business model changes weighed on reported revenue growth by roughly 8 percentage points, even as underlying demand remained robust, with Gross Bookings expanding 24% year-over-year to $58.02 billion on the back of 3.9 billion trips. Delivery was the quarter's standout segment, with revenue climbing 28% to $5.25 billion and segment operating income rising 38% to $1.05 billion, reflecting continued consumer appetite that analysts had flagged ahead of the print alongside Uber's expanding grocery retail partnerships. Free cash flow reached $2.79 billion for the quarter, and looking ahead, management guided Q3 Gross Bookings of $58.25 billion to $60.25 billion and Adjusted EBITDA of $2.86 billion to $2.96 billion, projecting Non-GAAP EPS of $0.84 to $0.88.

Key Takeaways

  • • Monthly Active Platform Consumers grew 16% YoY to 208 million
  • • Trips grew 18% YoY to 3.9 billion
  • • Monthly Trips per MAPC grew 2% YoY
  • • Gross Bookings grew 22% on constant currency basis
  • • Non-GAAP Operating Income margin expanded to 3.7% of Gross Bookings from 3.3% in Q2 2025
  • • Adjusted EBITDA margin expanded to 4.9% of Gross Bookings from 4.5% in Q2 2025
  • • Added more first-time users over the past twelve months than in any period over the past five years
  • • Delivery segment revenue grew 28% YoY with segment operating income up 38%

UBER Forward Guidance & Outlook

For Q3 2026, Uber anticipates Gross Bookings of $58.25 billion to $60.25 billion, representing 18% to 22% YoY growth on a constant-currency basis, with a roughly 1 percentage-point currency headwind to total reported YoY growth. Non-GAAP EPS is expected at $0.84 to $0.88, representing 28% to 35% YoY growth. This translates to Adjusted EBITDA of $2.86 billion to $2.96 billion.

24/7 Wall St

UBER YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

UBER Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q2 26

“Uber's platform advantage continues to compound: record consumers and engagement, and profitable growth across our business. In fact, we've added more first-time users over the past twelve months than in any period over the past five years. We're investing from a position of strength, as we accelerate our cross-platform strategy at a global scale and build the world's largest platform for autonomous vehicles.”

— Dara Khosrowshahi, Q2 2026 Earnings Press Release

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