For the quarter ended December 2025, eBay (EBAY) reported revenue of $2.97 billion, up 15% over the same period last year. EPS came in at $1.41, compared to $1.25 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.88 billion, representing a surprise of +2.98%. The company delivered an EPS surprise of +3.97%, with the consensus EPS estimate being $1.36.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how eBay performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Gross Merchandise Volume - Total: $21.24 billion versus $20.79 billion estimated by six analysts on average.
- Gross Merchandise Volume - U.S.: $10.72 billion versus the five-analyst average estimate of $10.02 billion.
- Gross Merchandise Volume - International: $10.52 billion versus $10.52 billion estimated by five analysts on average.
- Active Buyers: 135 million versus the five-analyst average estimate of 134.7 million.
View all Key Company Metrics for eBay here>>>
Shares of eBay have returned -11.9% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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eBay Inc. (EBAY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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