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Earnings release · PYPL

PayPal Reports Third Quarter 2026 Results

PayPal Holdings, Inc. · Filed · SEC Form 8-K, Item 2.02

PayPal company page Original on SEC.gov ↗

Revenue $8.6 billion +2% vs a year ago
EPS (adjusted) $1.45 not detected
Guidance raisedoutlook statement
Automated extract. The items below were picked out of the company's press release by software and may be wrong or incomplete. Please read the original before relying on any figure. Not investment advice.

Why it matters

Revenue climbed 2% year on year to $8.6 billion, and EPS was $1.45. The company lifted its guidance, which is usually read as management's view of coming periods improving.

Written automatically by Stocknote's note engine from the figures on this page and the company's previous release. Every number in this note is checked against those figures. Not investment advice.

What the company states

Revenue

$8.6 billion +2% vs a year ago

…Net revenues increased 2% to $8.6 billion; 1% currency-neutral (“FXN”).…
EPS (adjusted)

$1.45

…GAAP EPS decreased 4% to $1.253; non-GAAP EPS increased 8% to $1.45. 3Q'26 Operating Results…
Guidance

Guidance raised

…third-quarter performance and the momentum we are seeing across the business, and we are raising our full-year non-GAAP guidance for transaction margin dollars and EPS.…

Read the original press release on SEC.gov ↗ Filing index ↗

Our research on PYPL

Company page →

PayPal (PYPL): The Forensic Case That The Market Is Pricing A Wallet As A Wallet — And Ignoring The Cash Machine Behind It

PYPL has de-rated to ~$44 and ~8.4x earnings on a single fear — branded checkout is losing share — while consensus misprices three things the filings refute: a ~$14B transaction-profit base growing 3% in spite of the checkout drag, a Venmo/PSP growth engine compounding double digits, and a ~$6B annual buyback retiring ~10% of the float a year. Forensic case: BUY, $62 in 12 months, $80+ long-term.

· 12 min read

Disclaimer: This page is generated automatically from public SEC filings for information only. Stocknote does not edit the company's release and does not guarantee the accuracy of the extracted items. Read the full disclaimer here.

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