Uber Technologies (UBER) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Uber published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Uber reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Since January 2, 2026, Uber is no longer responsible for Mobility services in certain UK markets, so driver payments there are recorded as a reduction of revenue. Uber said these business model changes reduced Q3 2026 revenue by $1.1 billion and total revenue growth by 8 percentage points.
• The year-ago GAAP EPS of $3.11 included a $4.9 billion benefit from a tax valuation release and a $1.5 billion net pre-tax benefit from revaluing equity investments.

Source: Uber third quarter 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Uber splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Uber's Mobility revenue was $7.5 billion in Q3 2026, down 2% from $7.7 billion in Q3 2025, 51% of total revenue.
• Uber's Delivery revenue was $5.5 billion in Q3 2026, up 23% from $4.5 billion in Q3 2025, 37% of total revenue.
• Uber's Freight revenue was $1.8 billion in Q3 2026, up 34% from $1.3 billion in Q3 2025, 12% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Uber said:

“Gross Bookings of $63.25 billion to $65.25 billion, representing growth of 18% to 22% YoY on a constant-currency basis.”

“Our outlook assumes a roughly 1 percentage-point currency headwind to total reported YoY growth.”

“Non-GAAP EPS of $0.95 to $0.99, representing growth of 34% to 39% YoY.”

“Our outlook translates to Adjusted EBITDA of $3.13 billion to $3.23 billion.”

Source: Uber Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the UBER forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release. Uber's GAAP EPS swings with revaluations of its equity stakes and with tax items.

Uber's next report is expected around February 3, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Uber reported revenue of $14,766 million in Q3 2026, up 10% from $13,467 million, on Gross Bookings of $59,819 million, up 20%. Revenue is mostly the fees Drivers and Merchants pay to use the platform, recorded net of what Drivers and Merchants earn, so it is much smaller than Gross Bookings. (Uber Q3 2026 release, Nov 4, 2026; Uber Form 10-Q, Q3 2026, Nov 4, 2026)

Uber's Mobility revenue fell 2% to $7,520 million even though Mobility Gross Bookings rose 18% to $29,512 million. Uber attributed the decline to business model changes in the UK, which reduced revenue by $1.1 billion: since January 2, 2026, Uber is no longer responsible for Mobility services in certain UK markets, so payments to drivers there are recorded as a reduction of revenue. (Uber Q3 2026 release, Nov 4, 2026; Uber Form 10-Q, Q3 2026, Nov 4, 2026)

Delivery revenue rose 23% to $5,488 million on Delivery Gross Bookings of $28,539 million, up 22%, plus a $176 million increase in advertising revenue. Freight revenue rose 34% to $1,758 million on a 35% increase in Freight Gross Bookings. (Uber Q3 2026 release, Nov 4, 2026; Uber Form 10-Q, Q3 2026, Nov 4, 2026)

By geography, United States and Canada revenue was $7,814 million, against $6,698 million a year earlier. EMEA revenue, which includes the UK, fell to $3,975 million from $4,388 million, while Asia Pacific rose to $1,877 million and Latin America to $1,100 million. (Uber Form 10-Q, Q3 2026, Nov 4, 2026)

Uber reported GAAP diluted EPS of $0.25 in Q3 2026, against $3.11 a year earlier. GAAP net income of $512 million included a $476 million pre-tax net loss from revaluing equity investments, including a $354 million loss on Grab and a $239 million loss on Aurora, offset by a $161 million gain on Didi. The year-ago quarter included a $4.9 billion benefit from a tax valuation release. (Uber Q3 2026 release, Nov 4, 2026; Uber Form 10-Q, Q3 2026, Nov 4, 2026)

Uber's non-GAAP EPS was $0.88, up 35% from $0.65. It excludes other income and expense (where the investment revaluations sit), legal, non-income tax and regulatory reserve changes and settlements ($484 million this quarter), restructuring and related charges ($186 million), amortization of acquired intangibles and the related tax effects. Non-GAAP EPS does not exclude stock-based compensation, which was $529 million. (Uber Q3 2026 release, Nov 4, 2026)

Uber repurchased and retired 10.0 million shares for $750 million in Q3 2026 and 56.6 million shares for $4.3 billion over the first nine months, with about $15.0 billion left under its program. Diluted weighted-average shares were 2,050,324 thousand, against 2,124,391 thousand a year earlier. (Uber Form 10-Q, Q3 2026, Nov 4, 2026; Uber Q3 2026 release, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Uber gives a one-quarter outlook in its release. For Q4 2026 it expects Gross Bookings of $63.25 billion to $65.25 billion, growth of 18% to 22% at constant currency with a roughly 1 percentage-point currency headwind to reported growth, and non-GAAP EPS of $0.95 to $0.99, which it says translates to Adjusted EBITDA of $3.13 billion to $3.23 billion. (Uber Q3 2026 release, Nov 4, 2026)

Uber's CEO said the company expects approximately 700 fully driverless vehicles on Uber by year-end and over 2,000 in 2027. (Uber Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Uber, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Uber's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning UBER is on is UBER a buy or a sell?, what analysts expect next is on the UBER forecast, and what the company does is on the Uber Technologies (UBER) stock page.

Every number on this page can be traced to a document Uber published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.