Uber
Connects rides, local delivery, and freight through a global on-demand marketplace.
Something off on this page? Send us feedback.
Profile
Connects riders, drivers, couriers, merchants, shippers, and carriers across Mobility, Delivery, and Freight, earning mainly service fees on trips and orders plus freight brokerage and logistics revenue. Shared marketplace technology and an independent-provider network support operations across more than 70 countries, with worker classification governed market by market.
Connects riders with drivers through Mobility, consumers with restaurants and retailers through Delivery and Uber Eats, and shippers with carriers through Freight. Mobility spans ridesharing, taxis, rentals, and public transit; Delivery covers meals, grocery, and retail orders; Freight provides brokerage and managed logistics, principally in North America and Europe.
Uses shared matching, dispatch, routing, pricing, payments, and membership infrastructure across Mobility and Delivery in more than 70 countries. Service fees from drivers, couriers, and merchants generate most revenue; Freight charges shippers for brokerage and transportation management. Uber Autonomous Solutions provides deployment and fleet support for partner-operated autonomous vehicles.
Relies on driver and courier supply and local rules governing transportation, delivery, payments, data, and worker classification. Drivers remain central as autonomous vehicles enter through external partners.
Company facts
Key statistics
Year to date −4.9% · Average volume (30d) 18.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Roth Capital | Reiterate | Buy | $105 | $100 | |
| Aug 10, 2026 | Jefferies | Reiterate | Buy | $100 | $110 | |
| Aug 6, 2026 | Mizuho Securities | Target | $110 | $112 | ||
| Aug 6, 2026 | Wells Fargo | Reiterate | Overweight | $102 | $89 | |
| Aug 6, 2026 | Susquehanna | Reiterate | Positive | $110 | $90 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.81 | $0.81 | +0.6% | $14.24B | $14.19B | −0.3% | −5.29% |
| May 6, 2026Q1 FY26 | $0.69 | $0.72 | +3.9% | $13.28B | $13.20B | −0.6% | −3.08% |
| Feb 4, 2026Q4 FY25 | $0.79 | $0.14 | −82.2% | $14.32B | $14.37B | +0.3% | +1.75% |
| Nov 4, 2025Q3 FY25 | $0.69 | $3.11 | +350.7% | $13.28B | $13.47B | +1.4% | −2.03% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $11.53B | $12.65B | $13.47B | $14.37B | $13.20B | $14.19B | |
| Gross profit | $4.60B | $5.04B | $5.36B | $5.69B | $5.95B | $6.38B | |
| Operating income | $1.23B | $1.45B | $1.11B | $1.77B | $1.92B | $2.08B | |
| Net income | $1.78B | $1.36B | $6.63B | $296.0M | $263.0M | $2.39B | |
| Diluted EPS | $0.83 | $0.63 | $3.11 | $0.14 | $0.13 | $1.17 | |
| Gross margin | 39.9% | 39.8% | 39.8% | 39.6% | 45.0% | 44.9% | |
| Operating margin | 10.6% | 11.5% | 8.3% | 12.3% | 14.6% | 14.6% |
Fiscal years (4-quarter sums)FY21 $17.46B · FY22 $31.88B · FY23 $37.28B · FY24 $43.98B · FY25 $52.02B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $5.39B · Total debt $14.73B · Total assets $65.80B · Shareholders' equity $27.32B
Dividends
No dividends on record.
Ownership
Shares outstanding 2.04B · Float 2.02B · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 145.97M | 7.17% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 132.89M | 6.53% | 13F | Aug 13, 2026 |
| Capital Research Global Investors | 130.66M | 6.42% | 13F | Aug 12, 2026 |
| State Street Corp | 89.69M | 4.41% | 13F | Aug 7, 2026 |
| Morgan Stanley | 72.85M | 3.58% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 16, 2026 | Nikki Krishnamurthy | officer: SVP and Chief People Officer | −30,000 | $74.45 |
| Feb 24, 2026 | Balaji (A) Krishnamurthy | officer: Chief Financial Officer | +22,453 | $71.25 |
| Jan 20, 2026 | Tony West | officer: See Remarks | −3,125 | $83.50 |
| Dec 18, 2025 | Tony West | officer: See Remarks | −3,125 | $80.36 |
| Nov 18, 2025 | Tony West | officer: See Remarks | −3,125 | $92.10 |
Peers
- DoorDash
Dominant US food delivery platform with ~67% market share vs Uber Eats' ~23%.
- Lyft
Only large-scale US/Canada ride-hailing rival, ~24% domestic market share.
- Grab
SEA's dominant super-app — ride-hailing, delivery, and fintech in 8 countries.
- Alphabet Class A
Waymo parent — leading US robotaxi operator and Uber AV distribution partner.
- Tesla
Launched commercial robotaxi June 2025; named in Uber's 10-K as AV competitor.
- C.H. Robinson Worldwide
North America's largest freight broker; named in Uber's 10-K Freight section.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Uber | $78.78 | −0.01% | $160.45B | 17.3 | 20.4 | 2.9 | +12.2% |
| DoorDash | $236.80 | +0.06% | $103.15B | 123.9 | 67.9 | 6.5 | +35.6% |
| Lyft | $17.61 | −0.45% | $6.72B | 2.6 | 16.5 | 1.0 | +16.1% |
| Grab | $3.63 | +0.28% | $14.34B | 26.1 | 25.0 | 3.8 | +21.7% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Tesla | $348.19 | −0.16% | $1.38T | 322.9 | 174.6 | 13.3 | +25.5% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| Median | 27.4 | 25.4 | 5.2 | +23.0% |









