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Compared to Estimates, Uber (UBER) Q3 Earnings: A Look at Key Metrics

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Uber Technologies (UBER - Free Report) reported $14.77 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.7%. EPS of $0.25 for the same period compares to $3.11 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $14.74 billion, representing a surprise of +0.2%. The company delivered an EPS surprise of -73.4%, with the consensus EPS estimate being $0.94.

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: $59.82 billion compared to the $59.7 billion average estimate based on seven analysts.
  • Monthly Active Platform Consumers (MAPCs): 215 versus the six-analyst average estimate of 215.
  • Trips: 4,061 compared to the 4,139 average estimate based on five analysts.
  • Gross Bookings - Mobility: $29.51 billion versus the five-analyst average estimate of $29.96 billion.
  • Gross Bookings - Delivery: $28.54 billion versus the five-analyst average estimate of $28.38 billion.
  • Gross Bookings - Freight: $1.77 billion versus the four-analyst average estimate of $1.52 billion.
  • Revenue- Mobility: $7.52 billion compared to the $7.83 billion average estimate based on five analysts. The reported number represents a change of -2.1% year over year.
  • Revenue- Freight: $1.76 billion versus the five-analyst average estimate of $1.48 billion. The reported number represents a year-over-year change of +34.4%.
  • Revenue- Delivery: $5.49 billion compared to the $5.49 billion average estimate based on five analysts. The reported number represents a change of +22.6% year over year.
  • Segment Operating Income - Mobility: $2.36 billion versus the three-analyst average estimate of $2.18 billion.
  • Segment Operating Income - Corporate G&A and Platform R&D: $-1.08 billion versus $-971.09 million estimated by three analysts on average.
  • Segment Operating Income - Freight: $-33 million versus the three-analyst average estimate of $-21.89 million.

View all Key Company Metrics for Uber here>>>

Shares of Uber have returned -3.6% over the past month versus the Zacks S&P 500 composite's -2% 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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