eBay (NASDAQ:EBAY) is a global e-commerce leader, known for its online marketplace that connects buyers and sellers worldwide. The company is set to release its quarterly earnings report on February 18, 2026, at 4:00 PM Eastern Standard Time. Analysts expect earnings per share (EPS) to be $1.35, with projected revenue of approximately $2.87 billion.
eBay anticipates its fourth-quarter 2025 revenues to range from $2.83 billion to $2.89 billion, with a year-over-year growth of 8-10% on a foreign exchange-neutral basis. The Zacks Consensus Estimate for these revenues is $2.88 billion, reflecting an 11.64% increase from the previous year. This aligns closely with Wall Street's revenue projection of $2.87 billion.
The company projects its gross merchandise volume (GMV) to be between $20.5 billion and $20.9 billion, supported by marketplace enhancements and strategic partnerships. eBay expects mid-20% non-GAAP margins, reflecting increased costs and strategic investments. Despite potential trade headwinds, eBay's results are likely to demonstrate steady revenue and GMV growth driven by stronger engagement.
eBay's diluted non-GAAP EPS for the fourth quarter is forecasted to be between $1.31 and $1.36, marking a year-over-year growth of 5% to 9%. The consensus estimate for EPS remains at $1.36, suggesting a stable outlook. Analysts anticipate fourth-quarter EPS to be approximately $1.35, aligning with the company's guidance from October.
eBay's financial metrics indicate a solid market valuation. The company has a price-to-earnings (P/E) ratio of approximately 16.71 and a price-to-sales ratio of about 3.37. Its enterprise value to sales ratio is around 3.80, and the enterprise value to operating cash flow ratio is approximately 19.84. eBay's debt-to-equity ratio is about 1.49, and its current ratio is around 0.92, indicating its financial leverage and ability to cover short-term liabilities.
