Jun 2026 (Q2 FY26) — Aug 5, 2026
Uber Q2 FY26 — Record Engagement, Strong Growth, and Strategic AV/M&A Investments
Read the full callUber (UBER) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Uber earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 14,191 | +12.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.3 | +1.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 2,394 | +76.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
11 of 12 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Annual year-over-year profit expansion | grow profit dollars every year, for as far ahead as management can see | Sep 2025 | that growth translated into significant operating leverage with non-GAAP EPS growing 35% year-over-year | On Track |
| Uber Elite premium product launch | launch an Uber Elite product within the next quarter or two | Sep 2025 | Uber Elite is not named on the Q4 FY25, Q1 FY26 or Q2 FY26 calls despite extended premium-product discussion on each. | Ghosted |
1 of Uber Technologies, Inc's 25 targets was missed. See which ones, and which are quietly gone. The 2 above are the free sample; 23 more targets are in the full ledger.
Claimed
- Gross bookings grew 22% year-on-year to more than $58 billion, exceeding guidance.
- Non-GAAP EPS grew 35% year-over-year.
- Trailing 12-month free cash flow exceeded $10 billion for the first time.
- U.S. mobility accelerated in Q2, with both trips and gross bookings increasing.
- Achieved record first-time users on the platform over the past couple of years.
Qualified
- Softness in Brazil mobility trips due to increased competition in food delivery impacting 2-wheeler supply costs.
- Mobility revenue take rate declined by 500 basis points year-over-year, with 400 bps attributed to a UK business model change.
Price
$69.96 −0.55% · −$0.39
Performance −24.2% 1Y
1Y: $92.3 on 17 Oct 2025 → $69.96. High $99.72 (3 Nov 2025), low $65.94 (24 Jul 2026).
- Previous close
- $70.35
- 52-week range
- $65.94 – $99.72
- One year
- −25.34%
Overview
- Symbol
- UBER
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
11 of 12 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Annual year-over-year profit expansion | grow profit dollars every year, for as far ahead as management can see | Sep 2025 | that growth translated into significant operating leverage with non-GAAP EPS growing 35% year-over-year | On Track |
| Uber Elite premium product launch | launch an Uber Elite product within the next quarter or two | Sep 2025 | Uber Elite is not named on the Q4 FY25, Q1 FY26 or Q2 FY26 calls despite extended premium-product discussion on each. | Ghosted |
Claimed
- Gross bookings grew 22% year-on-year to more than $58 billion, exceeding guidance.
- Non-GAAP EPS grew 35% year-over-year.
- Trailing 12-month free cash flow exceeded $10 billion for the first time.
- U.S. mobility accelerated in Q2, with both trips and gross bookings increasing.
- Achieved record first-time users on the platform over the past couple of years.
Qualified
- Softness in Brazil mobility trips due to increased competition in food delivery impacting 2-wheeler supply costs.
- Mobility revenue take rate declined by 500 basis points year-over-year, with 400 bps attributed to a UK business model change.
The full ledger
Open Uber Technologies, Inc’s full ledger
A free account opens 5 company ledgers a month. All 25 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
Uber Q1 FY26 — Strong Growth Across Segments, Record Shareholder Returns, and AV Expansion
Read the full callDec 2025 (Q4 FY25) — Feb 4, 2026
Uber Q4 FY25 — Strong Growth and Profitability Driven by Platform Scale and AV Strategy
Read the full callEvery analysed call
Uber earnings calls (UBER)
Financials
What the filings say
Net profit, year on year: +77% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 11,188 | 11,959 | 11,533 | 12,651 | 13,467 | 14,366 | 13,203 | 14,191 |
| Expenses | 10,127 | 11,189 | 10,305 | 11,201 | 12,354 | 12,592 | 11,280 | 12,301 |
| Operating profit | 1,061 | 770 | 1,228 | 1,450 | 1,113 | 1,774 | 1,923 | 1,890 |
| Operating margin | 9.5% | 6.4% | 10.7% | 11.5% | 8.3% | 12.3% | 14.6% | 13.3% |
| Other income | 1,851 | 256 | 262 | 162 | 1,619 | — | — | — |
| Interest | 143 | 117 | 105 | 108 | 112 | 115 | 108 | 127 |
| Profit before tax | 2,769 | 909 | 1,385 | 1,504 | 2,620 | 291 | 496 | 3,277 |
| Tax rate | 5.7% | −660.3% | −29.0% | 9.4% | −154.4% | −13.8% | 39.1% | 25.6% |
| Net profit | 2,612 | 6,883 | 1,776 | 1,355 | 6,626 | 296 | 263 | 2,394 |
| EPS ($ per share) | 1.24 | — | 0.85 | 0.65 | 3.18 | — | 0.13 | 1.18 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -7,865 | -16,362 | -23,130 | -23,626 | -32,767 | -30,594 | -20,726 | -10,628 |
| Total liabilities | 17,196 | 16,578 | 19,498 | 23,425 | 23,605 | 26,017 | 28,768 | 33,719 |
| Fixed assets | 1,641 | 1,731 | 1,814 | 1,853 | 2,082 | 2,073 | 1,952 | 1,897 |
| Investments | 0 | 440 | 1,180 | 0 | 103 | 727 | 1,084 | 528 |
| Total assets | 23,988 | 31,761 | 33,252 | 38,774 | 32,109 | 38,699 | 51,244 | 61,802 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -1,541 | -4,321 | -2,745 | -445 | 642 | 3,585 | 7,137 | 10,099 |
| Cash from investing | -695 | -790 | -2,869 | -1,201 | -1,637 | -3,226 | -3,177 | -3,564 |
| Cash from financing | 4,640 | 8,939 | 1,379 | 1,780 | 15 | -95 | -2,087 | -5,713 |
| Net cash flow | 2,285 | 3,824 | -4,327 | 65 | -1,128 | 327 | 1,606 | 1,037 |
| Capital expenditure | -558 | -588 | -616 | -298 | -252 | -223 | -242 | -336 |
| Free cash flow | -2,099 | -4,909 | -3,361 | -743 | 390 | 3,362 | 6,895 | 9,763 |
UBER revenue by segment
Delivery grew from 31% to 37% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Mobility | 57% | 58% | 56% | 58% | 57% | 57% | 51% | 52% | +1.0% |
| Delivery | 31% | 32% | 33% | 32% | 33% | 34% | 38% | 37% | +27.9% |
| Freight | 12% | 11% | 11% | 10% | 10% | 9% | 10% | 11% | +25.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
UBER operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Paid subscription members | 30MIt was also a stellar few months for Uber One membership program, where we added 5 million members in the quarter, bringing our total member base to 30 million, up nearly 60% year-on-year.Source: earnings call transcript | 36MAnd then as you know, our membership program is a huge part of the platform with Uber One 36 million members, and these members spend 3x more.Source: earnings call transcript | — | 46MFourth for us is membership, 46 million members, growing faster than 50%.Source: earnings call transcript | 50M+We've now surpassed 50 million Uber 1 members and 10 million drivers and couriers globally, both important milestones that reflect strong customer loyalty an expanding number of order opportunities on our platform.Source: earnings call transcript | — |
| Drivers and couriers | — | <9MWe've got almost 9 million people who are earning on our platform, and they can earn in different ways other than driving or transporting things.Source: earnings call transcript | 9.4MThis is broadening earning opportunities for 9.4 million drivers and couriers, including new digital tasks powered by Uber AI solutions.Source: earnings call transcript | — | — | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- United States and Canada 54%
- EMEA 26% ↓ 2 pt
- Asia Pacific 13% ↑ 1 pt
- Latin America 7% ↑ 1 pt
As UBER cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
575 filings between Oct 20, 2025 and Sep 16, 2026.
Open market
decisions to buy or sellPurchases
$16.91M
5 purchases by 3 insiders
Sales
$5.85M
7 sales by 4 insiders
57% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 285
- Option exercise — converted options into shares
- 275
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KHOSROWSHAHI DARA | $10.01M | — | Sep 10, 2026 |
| Macdonald Andrew | $5.31M | — | Sep 4, 2026 |
| Krishnamurthy Nikki | — | $2.23M | Mar 16, 2026 |
| Hazelbaker Jill | — | $2.01M | Sep 11, 2026 |
| Krishnamurthy Balaji (A) | $1.60M | — | Feb 24, 2026 |
| West Tony | — | $1.09M | Jan 20, 2026 |
| Mahendra-Rajah Prashanth | — | $519.2K | Nov 12, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Macdonald Andrew See Remarks | Option exercise | 4,042 | — |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Tax withheld | 2,259 | $160.3K |
| Sep 16, 2026 | West Tony See Remarks | Tax withheld | 1,443 | $102.4K |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Option exercise | 2,519 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 606 | — |
| Sep 16, 2026 | Ceremony Glen See Remarks | Option exercise | 708 | — |
| Sep 16, 2026 | Ceremony Glen See Remarks | Tax withheld | 752 | $53.4K |
| Sep 16, 2026 | West Tony See Remarks | Tax withheld | 741 | $52.6K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 177 | $12.6K |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Option exercise | 2,472 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 885 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 1,158 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 341 | $24.2K |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 331 | $23.5K |
| Sep 16, 2026 | Ceremony Glen See Remarks | Option exercise | 1,516 | — |
| Sep 16, 2026 | Ceremony Glen See Remarks | Tax withheld | 348 | $24.7K |
| Sep 16, 2026 | West Tony See Remarks | Option exercise | 1,493 | — |
| Sep 16, 2026 | West Tony See Remarks | Tax withheld | 636 | $45.1K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 1,888 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 2,547 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 734 | $52.1K |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Option exercise | 1,133 | — |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Tax withheld | 1,408 | $99.9K |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 567 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 687 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Option exercise | 490 | — |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 282 | $20.0K |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 439 | $31.2K |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 245 | $17.4K |
| Sep 16, 2026 | Krishnamurthy Balaji (A) Chief Financial Officer | Tax withheld | 608 | $43.1K |
| Sep 16, 2026 | Ceremony Glen See Remarks | Option exercise | 686 | — |
| Sep 16, 2026 | Ceremony Glen See Remarks | Option exercise | 700 | — |
| Sep 16, 2026 | Ceremony Glen See Remarks | Tax withheld | 352 | $25.0K |
| Sep 16, 2026 | Ceremony Glen See Remarks | Tax withheld | 341 | $24.2K |
| Sep 16, 2026 | West Tony See Remarks | Option exercise | 1,511 | — |
| Sep 16, 2026 | West Tony See Remarks | Option exercise | 1,282 | — |
| Sep 16, 2026 | West Tony See Remarks | Option exercise | 2,910 | — |
| Sep 16, 2026 | West Tony See Remarks | Tax withheld | 750 | $53.2K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 352 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 1,416 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 1,465 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Option exercise | 1,493 | — |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 710 | $50.4K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 946 | $67.1K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 748 | $53.1K |
| Sep 16, 2026 | Hazelbaker Jill See Remarks | Tax withheld | 1,312 | $93.1K |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Tax withheld | 634 | $45.0K |
| Sep 16, 2026 | Macdonald Andrew See Remarks | Tax withheld | 1,382 | $98.1K |
| Sep 11, 2026 | Hazelbaker Jill See Remarks | Sale | 28,170 | $2.01M |
| Sep 10, 2026 | KHOSROWSHAHI DARA Chief Executive Officer | Purchase | 141,000 | $10.01M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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