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PayPal delivered approximately 2% transaction margin dollar growth, 8% non-GAAP EPS growth and $2 billion of adjusted free cash flow, raised full-year 2026 guidance, and targets sustainable double-digit EPS growth over the midterm.
PayPal Holdings, Inc. reported September 30, 2026 quarterly net revenues of $8,584 million, up 2%, but net income fell 14% to $1,073 million as operating expenses increased 4% and restructuring charges reached $152 million.
PayPal Holdings, Inc. reported third-quarter results for September 30, 2026: net revenues increased 2% to $8.6 billion and non-GAAP EPS increased 8% to $1.45. It raised FY'26 non-GAAP EPS guidance to ~$5.60.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active accounts | 439M | Three Months Ended June 30, 2026 filing | — |
| Consumer net charge-off rate | 4.8% | the three months ended June 30, 2026 filing | — |
| Merchant net charge-off rate | 7.6% | the three months ended June 30, 2026 filing | — |
| Number of payment transactions | 6.75B | Three Months Ended June 30, 2026 filing | — |
| Percent of TPV generated outside of the U.S. | 35% | Three Months Ended June 30, 2026 filing | — |
| TPV | $486.45B | Three Months Ended June 30, 2026 filing | — |
| Transaction and credit loss rate | 0.08% | Three Months Ended June 30, 2026 filing | — |
| Transaction expense rate | 0.9% | Three Months Ended June 30, 2026 filing | — |
| Transaction loss rate | 0.07% | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PYPL
this stock
PayPal Holdings, Inc.
|
$48.97B | +1.0% | +4.3% | 11.3 | 3.3% |
|
V
Visa Inc.
|
$759.31B | +20.5% | -4.9% | — | 1.1% |
|
MA
Mastercard Inc
|
$586.02B | +14.9% | +16.4% | 35.2 | 0.8% |
|
AXP
American Express Co
|
$223.02B | -12.2% | +13.4% | 18.7 | 1.6% |
|
COF
Capital One Financial Corp
|
$124.10B | -15.9% | +36.6% | 11.8 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
PayPal Holdings, Inc. reported September 30, 2026 quarterly net revenues of $8,584 million, up 2%, but net income fell 14% to $1,073 million as operating expenses increased 4% and restructuring charges reached $152 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PYPL | +3.5% | +7.2% | +32.8% | +3.4% | +1.0% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | +8.3% | +12.5% | +33.6% | +6.4% | -6.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
