We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Uber Technologies (UBER - Free Report) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
In the reported quarter, the majority (57.1%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $8.20 billion. Revenues from the Delivery segment increased 30% year over year on a reported basis and 29% on a constant currency basis to $4.89 billion. Freight revenues were $1.27 billion, almost flat year over year on a reported basis and down 1% on a constant currency basis.
Adjusted EBITDA in the fourth quarter surged 35% year over year to $2.48 billion. The reported figure lies within the guided range of $2.41 billion to $2.51 billion.
Uber Technologies, Inc. Price, Consensus and EPS Surprise
Gross bookings from Mobility improved 20% year over year on a reported basis and 19% on a constant currency basis to $27.44 billion. Gross bookings from Delivery augmented 26% year over year on a reported basis as well as on a constant currency basis to $25.43 billion. Gross bookings from Freight came in at $1.26 million in the fourth quarter, down 1% year over year on a reported basis as well as on a constant currency basis.
Total gross bookings ascended 22% year over year on a reported basis as well as on a constant currency basis to $54.14 billion. The reported figure lies above the guided range of $52.25 billion to $53.75billion.
Uber exited the fourth quarter with cash and cash equivalents of $7.10 billion compared with $8.43 billion at the end of the prior quarter. Long-term debt, net of the current portion, was $10.5 billion compared with $10.6 billion at the end of the prior quarter.
Operating cash flow was $2.88 billion in the reported quarter. The free cash flow was $2.80 billion.
UBER’s 1Q26 Guidance
For the first quarter of 2026, Uber expects gross bookings of$52.00 billion to $53.50 billion, indicating year-over-year growth of 17-21% on a constant currency basis.
Adjusted EPS is expected to be in the range of $0.65-$0.72, reflecting year-over-year growth of 37% at the midpoint. The Zacks Consensus Estimate is pegged at 76 cents per share.
The adjusted EBITDA is estimated to be in the range of $2.37 billion-$2.47 billion.
Uber’s main competitor, Lyft (LYFT - Free Report) , is scheduled to report its fourth-quarter 2025 results on Feb. 10. The company has an Earnings ESP of -3.13% and a Zacks Rank #2 (Buy) at present.
We expect Lyft's performance in the to-be-reported quarter to have been boosted by an uptick in total revenues. Its top-line growth is likely to have been driven by an increase in active riders as the ride-share market rebounds from the pandemic lows. However, high inflation might hurt results in the to-be-reported quarter.
Another key player from the broader Computer and Technology sector, DoorDash (DASH - Free Report) , is scheduled to report fourth-quarter 2025 results on Feb. 18. DASH has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell) at present.
The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is pegged at $3.98 billion, indicating year-over-year growth of 38.3%. For earnings, the consensus mark is pegged at 57 cents per share, implying a rise of 72.7% from the year-ago quarter’s actual. The company’s earnings beat the Zacks Consensus Estimate in two of the past four quarters and missed twice, with the average positive surprise being 10.68%.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
UBER Q4 Earnings Miss Estimates, Decrease Year Over Year
Key Takeaways
Uber Technologies (UBER - Free Report) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
In the reported quarter, the majority (57.1%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $8.20 billion. Revenues from the Delivery segment increased 30% year over year on a reported basis and 29% on a constant currency basis to $4.89 billion. Freight revenues were $1.27 billion, almost flat year over year on a reported basis and down 1% on a constant currency basis.
Adjusted EBITDA in the fourth quarter surged 35% year over year to $2.48 billion. The reported figure lies within the guided range of $2.41 billion to $2.51 billion.
Uber Technologies, Inc. Price, Consensus and EPS Surprise
Uber Technologies, Inc. price-consensus-eps-surprise-chart | Uber Technologies, Inc. Quote
Gross bookings from Mobility improved 20% year over year on a reported basis and 19% on a constant currency basis to $27.44 billion. Gross bookings from Delivery augmented 26% year over year on a reported basis as well as on a constant currency basis to $25.43 billion. Gross bookings from Freight came in at $1.26 million in the fourth quarter, down 1% year over year on a reported basis as well as on a constant currency basis.
Total gross bookings ascended 22% year over year on a reported basis as well as on a constant currency basis to $54.14 billion. The reported figure lies above the guided range of $52.25 billion to $53.75billion.
Uber exited the fourth quarter with cash and cash equivalents of $7.10 billion compared with $8.43 billion at the end of the prior quarter. Long-term debt, net of the current portion, was $10.5 billion compared with $10.6 billion at the end of the prior quarter.
Operating cash flow was $2.88 billion in the reported quarter. The free cash flow was $2.80 billion.
UBER’s 1Q26 Guidance
For the first quarter of 2026, Uber expects gross bookings of$52.00 billion to $53.50 billion, indicating year-over-year growth of 17-21% on a constant currency basis.
Adjusted EPS is expected to be in the range of $0.65-$0.72, reflecting year-over-year growth of 37% at the midpoint. The Zacks Consensus Estimate is pegged at 76 cents per share.
The adjusted EBITDA is estimated to be in the range of $2.37 billion-$2.47 billion.
UBER’s Zacks Rank
Currently, UBER carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Sectoral Players to Report Q4 results
Uber’s main competitor, Lyft (LYFT - Free Report) , is scheduled to report its fourth-quarter 2025 results on Feb. 10. The company has an Earnings ESP of -3.13% and a Zacks Rank #2 (Buy) at present.
We expect Lyft's performance in the to-be-reported quarter to have been boosted by an uptick in total revenues. Its top-line growth is likely to have been driven by an increase in active riders as the ride-share market rebounds from the pandemic lows. However, high inflation might hurt results in the to-be-reported quarter.
Another key player from the broader Computer and Technology sector, DoorDash (DASH - Free Report) , is scheduled to report fourth-quarter 2025 results on Feb. 18. DASH has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell) at present.
The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is pegged at $3.98 billion, indicating year-over-year growth of 38.3%. For earnings, the consensus mark is pegged at 57 cents per share, implying a rise of 72.7% from the year-ago quarter’s actual. The company’s earnings beat the Zacks Consensus Estimate in two of the past four quarters and missed twice, with the average positive surprise being 10.68%.