Uber Technologies, Inc. said Gross Bookings increased 20% on a constant currency basis in the third quarter of 2026 and revenue rose 10% year-over-year, driven primarily by higher Trip volumes.
UBER · Uber Technologies, Inc
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Uber reported results for the quarter ended September 30, 2026: Gross Bookings grew 20% to $59.8 billion, revenue grew 10% to $14.8 billion, and Non-GAAP EPS rose 35% to $0.88. Jill Hazelbaker will step down on November 30, 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Nov 4, 2026TL;DR. Uber delivered 20% Gross Bookings growth, expanding profitability, 35% Non-GAAP EPS growth, record trailing-12-month free cash flow, strong Delivery and Freight performance, and Q4 guidance for continued double-digit growth. Risks included international Mobility supply shortages, Mobility revenue pressure, currency headwinds, weaker GAAP earnings, Delivery courier shortages, near-term balance-sheet funding for autonomous vehicles, and Jill Hazelbaker’s departure.
- + Non-GAAP Operating Income grew 38% to $2.3 billion, margin reached a record 3.9% of Gross Bookings, and Non-GAAP EPS grew 35% to $0.88. new
- + Record trailing-12-month free cash flow reached $10.4 billion. new
- − International Mobility growth came in below expectations because driver supply did not keep pace with strong consumer demand. new
- − Q4 guidance assumes an approximately 1 percentage-point currency headwind to reported year-over-year growth. new
- − Delivery's biggest current challenge is keeping courier growth aligned with rising consumer demand, requiring continued investment in couriers. new
- − Early autonomous-vehicle scaling will place vehicles on Uber's balance sheet because residual values have not been established. new
- − President and Chief Corporate Affairs Officer Jill Hazelbaker will step down on November 30, 2026 for an external opportunity. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company-
Scientific ResearchCongress Stock Trading in 2026: The Pre-Midterm Scorecard
Members of Congress reported 3,416 stock trades made in 2026. Three members made more than half, 786 were reported after the 45-day limit, and only 39% of the purchases have beaten the S&P 500 since.
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Research ThesisHertz's crowded short and improving print stage an asymmetric setup — dilution caps the ceiling
Short interest of 32.7% and a FINRA squeeze score of 92 meet a third straight quarter of RPD-DOE spread improvement, but -$786M of stockholders' equity and continued operating-cash outflow bound the upside.
Equibles Rating
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA margin as a percentage of Gross Bookings non-GAAP | 4.9% | Three Months Ended June 30, 2026 | — |
| Free cash flow non-GAAP | $2.79B | Three Months Ended June 30, 2026 | — |
| Gross Bookings | $58.02B | Three Months Ended June 30, 2026 filing | — |
| Monthly Active Platform Consumers (MAPCs) | 208M | Three Months Ended June 30, 2026 filing | — |
| Non-GAAP Net Income non-GAAP | $1.65B | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP Net income attributable to Uber Technologies, Inc. $2.39B
+$253M Adjustments excluded from Non-GAAP Operating Income (see above)
-$1.34B Other (income) expense, net
+$315M Income tax effects
+$21M Loss from equity method investments
+$11M Adjustment to redeemable non-controlling interests
= Non-GAAP Net Income $1.65B
|
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| Non-GAAP Operating Income non-GAAP | $2.14B | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP Income from operations $1.89B
+$61M Amortization of acquired intangible assets
+$141M Legal, non-income tax, and regulatory reserve changes and settlements
+$4M Goodwill and asset impairments/loss on sale of assets
+$31M Acquisition, financing and divestitures related expenses
+$0M Loss on lease arrangement, net
+$16M Restructuring and related charges
= Non-GAAP Operating Income $2.14B
|
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| Non-GAAP Operating Income as a percentage of Gross Bookings non-GAAP | 3.7% | Three Months Ended June 30, 2026 | — |
| Trips | 3.87B | 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
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UBER
this stock
Uber Technologies, Inc
|
$142.30B | -14.7% | +18.3% | 41.2 | 2.2% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 4, 2026
- This year
- 23
Uber Technologies, Inc. said Gross Bookings increased 20% on a constant currency basis in the third quarter of 2026 and revenue rose 10% year-over-year, driven primarily by higher Trip volumes.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UBER | +1.6% | -0.9% | -0.6% | +6.8% | -14.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.0% | +0.2% | -1.1% | +7.0% | -25.3% |
Capital returns
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.