eBay
Third-party marketplaces for general merchandise, enthusiast categories and fashion resale.
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Profile
Operates third-party marketplaces that connect buyers and sellers across general merchandise and focus categories such as vehicle parts, collectibles, refurbished goods, luxury items and fashion. Revenue comes mainly from transaction commissions, with advertising and shipping fees adding to the model; Depop extends the portfolio through a distinct fashion-resale platform.
Connects buyers and sellers through the eBay marketplace, localized sites and apps, while Depop adds a separately branded fashion-resale platform. Marketplace commissions on paid transactions provide the core revenue, supplemented by seller-funded Promoted Listings advertising and shipping fees.
Pairs broad inventory with category-specific tools for vehicle parts, collectibles, refurbished goods, apparel, luxury items and sneakers. Those tools include parts fitment data, trading-card grading and resale, live shopping and item authentication. International activity, especially in the United Kingdom and Germany and through cross-border sales from Greater China, generates nearly half of revenue.
Results depend on attracting both sides of the marketplace, maintaining payments systems, authentication providers and delivery carriers, and complying with marketplace, product-safety, tax, data and payments rules across jurisdictions.
Company facts
Categories
Key statistics
Year to date +21.3% · Average volume (30d) 4.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Wedbush | Reiterate | Outperform | $100 | $137 | |
| Aug 11, 2026 | UBS | Reiterate | Neutral | $110 | $120 | |
| Aug 7, 2026 | Argus Research | Upgrade | Hold | Buy | $63 | $133 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Overweight | $119 | $127 | |
| Aug 6, 2026 | Robert W. Baird | Target | $125 | $126 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $1.50 | $1.60 | +6.7% | $3.01B | $3.13B | +3.9% | −0.91% |
| Apr 29, 2026Q1 FY26 | $1.58 | $1.66 | +5.1% | $3.04B | $3.09B | +1.8% | −0.30% |
| Feb 18, 2026Q4 FY25 | $1.35 | $1.41 | +4.4% | $2.87B | $2.97B | +3.2% | +3.13% |
| Oct 29, 2025Q3 FY25 | $1.33 | $1.36 | +2.3% | $2.73B | $2.82B | +3.3% | −15.88% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.59B | $2.73B | $2.82B | $2.97B | $3.09B | $3.13B | |
| Gross profit | $1.86B | $1.95B | $2.00B | $2.12B | $2.29B | $2.30B | |
| Operating income | $616.0M | $484.0M | $576.0M | $601.0M | $611.0M | $676.0M | |
| Net income | $503.0M | $368.0M | $632.0M | $528.0M | $512.0M | $550.0M | |
| Diluted EPS | $1.06 | $0.78 | $1.35 | $1.15 | $1.12 | $1.21 | |
| Gross margin | 72.0% | 71.6% | 70.9% | 71.4% | 74.0% | 73.5% | |
| Operating margin | 23.8% | 17.7% | 20.4% | 20.3% | 19.8% | 21.6% |
Fiscal years (4-quarter sums)FY21 $10.42B · FY22 $9.80B · FY23 $10.11B · FY24 $10.28B · FY25 $11.10B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.31B · Total debt $7.13B · Total assets $17.93B · Shareholders' equity $4.67B
Dividends
Raised for 6 straight years — most recently to $0.31 from $0.29 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 28, 2026 | Aug 28 | Sep 11 | $0.31 | |
| May 29, 2026 | May 29 | Jun 12 | $0.31 | |
| Mar 6, 2026 | Mar 6 | Mar 20 | $0.31 | raised from $0.29 |
| Nov 28, 2025 | Nov 28 | Dec 12 | $0.29 | |
| Aug 29, 2025 | Aug 29 | Sep 12 | $0.29 | |
| May 30, 2025 | May 30 | Jun 13 | $0.29 | |
| Mar 14, 2025 | Mar 14 | Mar 28 | $0.29 | raised from $0.27 |
| Nov 29, 2024 | Nov 29 | Dec 13 | $0.27 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 444.00M · Float 399.28M · 89.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| GameStop Corp. | 43.39M | 9.80% | 13D | Jul 17, 2026 |
| The Toronto-Dominion Bank | 40.16M | 9.00% | 13G | Aug 12, 2026 |
| BlackRock, Inc. | 39.44M | 8.88% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 28.99M | 6.53% | 13F | Aug 13, 2026 |
| Inc. | 25.55M | 5.22% | 13G | Nov 14, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Jordan Douglas Bradley Sweetnam | officer: SVP, Chief Commercial Officer | −1,014 | $101.39 |
| Aug 10, 2026 | Rebecca Spencer | officer: VP, Chief Accounting Officer | −5,190 | $107.79 |
| Aug 6, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $109.50 |
| Aug 5, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $108.55 |
| Jul 7, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $114.53 |
Peers
- Amazon
Dominant general marketplace dwarfing eBay on GMV scale and seller ecosystem.
- Etsy
Handmade/vintage marketplace overlapping eBay secondhand and resale categories.
- MercadoLibre
Latin America's dominant C2C/3P marketplace; $65B GMV, integrated fintech.
- The RealReal (ADR)
Authenticated luxury consignment leader; watches, handbags, jewelry; ~$2.1B GMV.
- Alibaba Group (ADR)
AliExpress cross-border platform competing for international buyers and sellers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| eBay | $105.17 | −0.42% | $46.90B | 21.9 | 16.8 | 3.9 | +14.8% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Etsy | $83.11 | −0.59% | $7.93B | 45.7 | 17.7 | 2.8 | −0.7% |
| MercadoLibre | $1,962.01 | −0.29% | $99.68B | 53.5 | 45.6 | 2.8 | +50.2% |
| The RealReal (ADR) | $10.93 | +0.05% | $1.32B | — | 59.7 | 1.8 | +16.6% |
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| Median | 36.4 | 28.5 | 2.8 | +16.6% |