FrontRow · Aug 5, 2026
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Uber issued a forecast for bookings and earnings that trailed analysts' estimates, while second-quarter profit was in line with expectations. Revenue increased 12% from $12.65 billion a year earlier. Net income climbed to $2.39 billion, or $1.17 a share, from $1.35 billion, or 63 cents a share, a year ago. Uber's core mobility service accounted for $7.36 billion of second-quarter sales, while delivery revenue reached $5.25 billion. Mobility gross bookings rose 22% from a year to $28.99 billion, and delivery bookings jumped 26% $27.46 billion. Total bookings of $58 billion topped the $57.23 billion average analyst estimate, according to StreetAccount. For the third quarter, Uber sees bookings of $59.25 billion at the middle of its range. That trails the average StreetAccount estimate of $59.33 billion. And the company's EPS forecast of 84 cents to 88 cents fell below the 89-cent average analyst estimate, according to LSEG.
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