EBAYSoftware & ITebay.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.58B | $2.58B | $2.73B | $2.82B | $2.96B | $3.09B | $3.13B | $3.21B | ▲ +13.7% |
| Gross profit | $1.86B | $1.89B | $1.98B | $2.03B | $2.12B | $2.29B | $2.30B | $2.32B | ▲ +14.5% |
| Operating income | $543.00M | $611.00M | $479.00M | $571.00M | $601.00M | $611.00M | $676.00M | $616.00M | ▲ +7.9% |
| Net income | $679.00M | $499.00M | $364.00M | $628.00M | $528.00M | $512.00M | $550.00M | $497.00M | ▼ -20.9% |
| R&D | $375.00M | $393.00M | $452.00M | $455.00M | $436.00M | $450.00M | $484.00M | $517.00M | ▲ +13.6% |
| EPS (diluted) | — | 1.05 $ | 0.78 $ | 1.34 $ | — | 1.12 $ | 1.21 $ | 1.10 $ | ▼ -17.9% |
| Margins (% of revenue) | |||||||||
| Gross | 72.2 % | 73.0 % | 72.5 % | 71.8 % | 71.4 % | 74.0 % | 73.5 % | 72.3 % | ▲ +0.5 pt |
| Operating | 21.1 % | 23.6 % | 17.5 % | 20.2 % | 20.3 % | 19.8 % | 21.6 % | 19.2 % | ▼ -1.0 pt |
| Net | 26.3 % | 19.3 % | 13.3 % | 22.3 % | 17.8 % | 16.6 % | 17.5 % | 15.5 % | ▼ -6.8 pt |
| Balance sheet | |||||||||
| Assets | $19.36B | $18.95B | $17.96B | $17.79B | $17.44B | $17.89B | $17.93B | $18.01B | ▲ +1.2% |
| Liabilities | $14.21B | $14.00B | $13.21B | $13.07B | $12.95B | $13.48B | $13.27B | $13.59B | ▲ +4.0% |
| Equity | $5.16B | $4.95B | $4.75B | $4.72B | $4.48B | $4.41B | $4.67B | $4.41B | ▼ -6.5% |
| Cash | $2.43B | $3.03B | $2.07B | $2.42B | $1.87B | $2.89B | $2.31B | $1.17B | ▼ -51.9% |
| Capital | |||||||||
| Shares outstanding | 461.00M | 461.00M | 457.00M | 452.00M | 448.00M | 444.00M | 445.00M | 439.00M | ▼ -2.9% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.