Uber Technologies, Inc (UBER) · Nov 4, 2026 · Earnings

Uber earnings beat as bookings hit 20% growth, autonomy scales

Beat — Non-GAAP EPS $0.88 vs ~$0.86 consensus

Uber earnings show another 20% bookings-growth quarter and a narrow adjusted EPS beat, while Mobility revenue declines and autonomy investment ramps.

Uber is scaling a profitable multi-product platform while shifting from autonomous-vehicle investment toward commercial deployment; the prior quarter had already set a Q3 Gross Bookings target of $58.25B–$60.25B and Non-GAAP EPS target of $0.84–$0.88. This filing shows the core operating model continuing to outperform that setup modestly, not a wholesale change in the story.

The quarter cleared the operating bar, but only narrowly. Gross Bookings reached $59.8B, up 20%, near the published consensus of roughly $59.8B and toward the top of management’s prior range. Revenue was $14.8B versus published expectations of about $14.7B, while Non-GAAP EPS was $0.88 versus approximately $0.86 consensus. 〔0〕

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Gross Bookings (Financial Highlights)	$59.8B (+20%)	$49.7B	~$59.8B consensus
Revenue (Financial Highlights)	$14.8B (+10%)	$13.5B	~$14.7B consensus
Non-GAAP EPS (Reconciliation)	$0.88 (+35%)	$0.65	~$0.86 consensus
Non-GAAP Operating Income (Segment results)	$2.3B (+38%)	$1.7B	$2.1B–$2.3B implied by prior guide
Free Cash Flow (Cash Flow statement)	$2.5B (+14%)	$2.2B	—

The quality of growth is strongest in Delivery and Freight, not Mobility revenue. Delivery Gross Bookings rose 22% and Freight rose 35%, while Mobility bookings grew a healthy 18%; however, Mobility revenue fell 2% to $7.5B. That disconnect reflects the company’s stated business-model changes, which reduced reported revenue growth by eight percentage points, so it is more a monetization mix issue than evidence of weakening usage.

Profitability advanced despite higher investment and one-time charges. Non-GAAP Operating Income rose 38% to $2.3B, and its margin reached a record 3.9% of Gross Bookings. The filing also includes $186M of restructuring charges and $50M of legacy-award settlement costs, meaning reported operating improvement remains solid even after absorbing a heavier adjustment burden.

The autonomy narrative moved from promise toward deployment, but remains a forward investment rather than current earnings. Management now expects approximately 700 fully driverless vehicles on Uber by year-end and more than 2,000 in 2027, while saying its focus is commercial execution. That is a meaningful milestone for the platform strategy, but the filing does not quantify autonomous-vehicle revenue or profit contribution, so it does not yet rewrite the financial model.

GAAP earnings are not the clean read this quarter. GAAP net income fell to $512M and diluted EPS to $0.25 because the prior-year quarter benefited from a $4.9B tax valuation release and a $1.5B investment revaluation gain, while this quarter absorbed a $476M investment revaluation loss. The recurring business is better represented by operating income, Non-GAAP EPS, and cash flow than by the headline GAAP decline.

Bottom line: Uber modestly exceeded the quarter’s operating expectations while sustaining 20% bookings growth and expanding profitability. The filing strengthens the existing growth-and-autonomy story, but the beat is narrow and the autonomous payoff is still ahead rather than visible in current earnings.

What to watch next

Q4 2026 earnings report

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Uber earnings beat as bookings hit 20% growth, autonomy scales

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