eBay Inc. manages an extensive global e-commerce ecosystem designed to facilitate transactions between buyers and sellers. This framework primarily encompasses its flagship ...
$1.20 주당
예상 EPS $1.41 · 매출 $3.11B · 15 명의 애널리스트
예상 EPS $1.47 · 매출 $3.20B · 14 명의 애널리스트
예상 EPS $6.14 · 매출 $12.53B · 19 명의 애널리스트
$1.20 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $11.1B | +7.9% | +1.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $2.0B | +2.8% | +7.4% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +71.5% | -0.8% | -0.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +20.5% | -9.0% | +9.0% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +18.3% | -4.7% | +5.9% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $1.7B | -15.1% | -66.6% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +15.0% | -21.3% | -67.1% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 159.8% | +4.8% | -6.4% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.10x | -11.6% | -16.4% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $17.6B | -9.1% | +0.2% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 4.34 vs 5.48 | -20.8% | 1.21 vs 1.41 | -14.4% |
| 매출 서프라이즈 | $11.1B vs $11.0B | +0.6% | $3.1B vs $3.1B | +0.7% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Sweetnam Jordan Douglas Bradley | officer: SVP, Chief Commercial Officer | Common Stock | D | 1,014 | $101.39 |
| Aug 15, 2026 | WELLINGTON SAMANTHA | officer: SVP, Chief Legal Officer | Common Stock | A | 1,836 | — |
| Aug 15, 2026 | WELLINGTON SAMANTHA | officer: SVP, Chief Legal Officer | Restricted Stock Units -1 | D | 1,836 | — |
| Aug 15, 2026 | WELLINGTON SAMANTHA | officer: SVP, Chief Legal Officer | Common Stock | D | 970 | $103.14 |
| Aug 15, 2026 | Sweetnam Jordan Douglas Bradley | officer: SVP, Chief Commercial Officer | Restricted Stock Units -3 | D | 4,321 | — |
Operator : Good day, everyone. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome you to the eBay Second Quarter 2026 Earnings Call. At this time, I would like to turn the call over to John Egbert, Vice President of Investor Relations. John Egbert : Good afternoon. Thank you all for joining us for eBay's Second Quarter 2026 Earnings Conference Call. Joining me today on the call are Jamie Iannone, our Chief Executive Officer; and Peggy Alford, our Chief Financial Officer. We're providing a slide presentation to accompany our commentary during the call, which is available through the Investor Relations section of the eBay website at investors.ebayinc.com. Before we begin, I'll remind you that during this conference call, we will discuss certain non-GAAP measures related to our performance. You can find the reconciliation of these measures to the nearest comparable GAAP measures in our accompanying slide presentation. Additionally, all growth rates noted in our prepared remarks will reflect organic FX-neutral year-over-year comparisons, and all earnings per share amounts reflect earnings per diluted share, unless indicated otherwise. Additionally, all year-over-year growth rates versus 2025 are based on recast financials, reflecting our adoption of the new internally developed software accounting guidance in 2026. During this conference call, management will make forward-looking statements, including, without limitation, statements regarding our future performance and expected financial results. These forward-looking statements involve known and unknown risks and uncertainties. Our actual results may differ materially from our forecast for a variety of reasons. You can find more information about risks, uncertainties and other factors that could affect our operating results in our most recent periodic reports on Form 10-K, Form 10-Q and our earnings release from earlier today. You should not rely on any forward-looking statements. All information in this presentation is as of August 5, 2026. We do not intend and undertake no duty to update this information. With that, I'll turn the call over to Jamie. Jamie Iannone : Thanks, John. Good afternoon, and thank you all for joining us today. eBay delivered another strong quarter in Q2 with the results that exceeded consensus expectations and the high ends of our guidance ranges across all key financial metrics. Gross merchandise volume grew 14% year-over-year to more than $22 billion. Revenue also grew 14% to over $3 billion. Our top line outperformance gives the flexibility to increase investment behind several strategic priorities while still driving 16% growth in non-GAAP operating income and 17% growth in non-GAAP earnings per share. These results reflect the broad-based momentum across our marketplace, including continued outperformance in the U.S. and improving trends across our international markets. Importantly, our growth continues to be …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Peggy Alford | Senior VP & Chief Financial Officer | USD 5,452,428 | Female | 1972 | Active |
Jamie J. Iannone | Chief Executive Officer, President & Director | USD 4,945,580 | Male | 1973 | Active |
Samantha Wellington | Senior Vice President, Chief Legal Officer, General Counsel & Secretary | USD 4,246,795 | Female | 1978 | Active |
Cornelius Boone | Senior Vice President & Chief People Officer | USD 1,924,472 | Male | 1981 | Active |
Julie A. Loeger | Senior Vice President & Chief Growth Officer | USD 1,750,701 | Female | 1964 | Active |
Jordan Douglas Bradley Sweetnam | Senior VP & Chief Commercial Officer | USD 1,712,634 | Male | 1980 | Active |
Pierre Omidyar | Founder & Director Emeritus | USD 28,927 | Male | 1967 | Active |
John Peter Egbert | Vice President of Investor Relations | — | Male | — | Active |
Rebecca Spencer | Vice President, Chief Accounting Officer & Principal Accounting Officer | — | Female | 1978 | Active |
Gigi Ganatra Duff | Chief Communications Officer | — | Female | — | Active |
Mazen Al-Rawashdeh | Senior Vice President & Chief Technology Officer | — | Male | 1966 | Active |
Shares of eBay (NASDAQ:EBAY | EBAY Price Prediction) currently trade at $110.14, while BMO Capital Markets carries a Street-high price target of $145.
While the top- and bottom-line numbers for eBay (EBAY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
eBay Inc. offers a win-win setup: strong execution or a potential premium buyout from Ryan Cohen at $125/share. Q2 results highlight robust 14% GMV growth, focus category strength, and a substantial upward revision to full-year guidance. EBAY's product initiatives, like eBay Live and authenticity guarantees, are driving differentiation and international momentum.
eBay Inc. delivered solid earnings and revenue beats, but weak forward profit guidance tempers enthusiasm and supports my Hold rating. Current valuation appears stretched, requiring 17% annual FCF growth to justify the price; a pullback would make EBAY more attractive. Focus categories—collectibles, automobiles, clothing—and C2C sales are outperforming, with GMV in these segments up 26% and 20% YOY, respectively.
eBay tops Q2 earnings and revenue estimates as GMV and advertising growth lift results, while the company raises its third-quarter revenue and earnings outlook.
