Uber Technologies (UBER) reported $13.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 20.4%. EPS of $3.11 for the same period compares to $1.20 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $13.26 billion, representing a surprise of +1.52%. The company delivered an EPS surprise of +364.18%, with the consensus EPS estimate being $0.67.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Uber performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Gross Bookings - Total: $49.74 billion versus the 12-analyst average estimate of $48.96 billion.
- Monthly Active Platform Consumers (MAPCs): 189 versus 184 estimated by nine analysts on average.
- Gross Bookings - Delivery: $23.32 billion versus $22.81 billion estimated by eight analysts on average.
- Gross Bookings - Mobility: $25.11 billion versus the eight-analyst average estimate of $24.86 billion.
- Trips: 3,512 versus 3,393 estimated by eight analysts on average.
- Gross Bookings - Freight: $1.31 billion compared to the $1.3 billion average estimate based on eight analysts.
- Revenue- Mobility: $7.68 billion versus the nine-analyst average estimate of $7.66 billion. The reported number represents a year-over-year change of +19.9%.
- Revenue- Freight: $1.31 billion compared to the $1.31 billion average estimate based on nine analysts. The reported number represents a change of -0.1% year over year.
- Revenue- Delivery: $4.48 billion versus the nine-analyst average estimate of $4.28 billion. The reported number represents a year-over-year change of +29%.
- Adjusted EBITDA- Mobility: $2.04 billion versus $2.03 billion estimated by six analysts on average.
- Adjusted EBITDA- Corporate G&A and Platform R&D: $-683 million compared to the $-659.56 million average estimate based on six analysts.
- Adjusted EBITDA- Delivery: $921 million versus $895.39 million estimated by six analysts on average.
View all Key Company Metrics for Uber here>>>
Shares of Uber have returned -0.4% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Uber Technologies, Inc. (UBER): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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