eBay Inc. · EBAY · Next earnings

eBay Inc. reports Wednesday, Feb 17, 2027

EBAY reports after market close with consensus EPS at $1.50 and revenue at $3.23B. Last quarter: eBay sustains double-digit GMV growth while maintaining guidance

Reports After market close104 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.50 Calendar consensus
Consensus revenue $3.23B Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session After market close 104 days away

Where EBAY left off: FY2026 Q3

Full report

eBay sustains double-digit GMV growth while maintaining guidance

EPS surprise +7.1% Reported $1.51 vs $1.41
Revenue surprise +2.9% Reported $3.21B vs $3.12B
Stock move +0.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained guidance and reaffirmed Q4 organic GMV growth of 8–10% and non-GAAP operating-income growth of 6–10%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Lower take-rate businesses such as Live, Depop, and Vehicles may pressure margins.
  • International macro weakness, particularly in Germany and broader Europe, may weigh on results.
  • Depop and Tise integration and execution remain risks.
  • Competition in C2C fashion, including from Vinted, could intensify.
  • Foreign-exchange volatility may affect reported growth.

Questions analysts left open

  • Whether high growth in eBay Live and Depop is sustainable.
  • Whether lower take rates pressure profitability.
  • How investment and marketing affect margins and C2C growth.
  • Competitive pressure from Vinted and other C2C platforms.

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Recent EBAY quarters

All EBAY earnings
+0.2%FY2026 Q3-0.9%FY2026 Q2-0.3%FY2026 Q1+3.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.