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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for eBay (EBAY) is 8/10.
eBay posted exceptional Q1 results with revenue growing 17% to over $3 billion and non-GAAP EPS surging 21% to $1.66 as GMV rose 14% to over $22 billion on broad-based strategic priority acceleration. Collectibles led with 24% focus category growth while C2C achieved double-digit growth across top markets and eBay Live scaled at 8x year-over-year GMV run rate. FY2026 guidance was raised with GMV growth targeted at 7-7.5% and OI growth at 9-11%.
Scored from eBay’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.58B | +0.7% | $1.40 | +0.7% | 72.2% | 21.1% | 26.3% | $560M |
| FY2025 Q1 | $2.58B | +1.1% | $1.06 | +26.2% | 72.0% | 23.8% | 19.5% | $644M |
| FY2025 Q2 | $2.73B | +6.1% | $0.78 | +77.3% | 71.6% | 17.7% | 13.5% | $-441M |
| FY2025 Q3 | $2.82B | +9.5% | $1.35 | +5.5% | 70.9% | 20.4% | 22.4% | $765M |
| FY2025 Q4 | $2.96B | +15.0% | $1.15 | -17.9% | 71.4% | 20.3% | 17.8% | $466M |
| FY2026 Q1 | $3.09B | +19.5% | $1.12 | +5.7% | 74.0% | 19.8% | 16.6% | $898M |
| FY2026 Q2 | $3.13B | +14.8% | $1.21 | +55.1% | 73.5% | 21.6% | 17.5% | $300M |
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