Uber Technologies, Inc — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
For Q2 2026 ended June 30, Uber reported gross bookings growth of 22% YoY (constant currency) to $58.0B; non-GAAP operating income grew 40% YoY to $2.1B; non-GAAP EPS grew 35% YoY to $0.81. Trailing twelve-month free cash flow exceeded $10B for the first time. Trips grew 18% YoY to 3.9B; monthly active platform consumers grew 16% YoY to 208M. Q3 2026 guidance: gross bookings $58.25B–$60.25B (18–22% YoY growth, constant currency); non-GAAP EPS $0.84–$0.88.
Why this rating
Strong profitable growth and record FCF, but growth rates (22% bookings, 18% trips) decelerating vs. prior years; event is ordinary quarterly earnings—material to operations but not trajectory-altering for $188B company.
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