Company Dossier · Consumer Discretionary
eBay Inc.
- S&P 500
- Russell 1000
What eBay Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $12.0 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $2.43 billion, up 72% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.61 billion, up 39% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $2.50 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.99 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 19, 2026): 5 risk factors added, 4 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $7.9 million on the open market.SEC Form 4
- 1,293 institutional managers reported a position at June 30, 2026 (+50 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 310 (207 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What eBay Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending95th pct
- Debt raised—
- Buybacks vs capex55th pct
- Hiring filings65th pct
- Deals and private raises40th pct
- Patent publications88th pct
Confident ↔ Hedging
Mixed
- Call sentiment81st pct
- Call confidence68th pct
- Guidance changes43rd pct
- Risk factors added8th pct
- Insider open-market trades45th pct
- + Call sentiment
- − Risk factors added
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver28th pct
- Stress filings50th pct
Credit
How these are built →eBay Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$6.7B
- Due within a year $1.6B
- Longer term $5.1B
- Default point $4.2B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$1.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Nov 3, 2025 | $600M | 4.250% | 2029 (3y) | +65bp | 4.259% |
| Nov 3, 2025 | $400M | 5.125% | 2035 (10y) | +103bp | 5.135% |
From the pricing term sheets eBay Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
eBay Inc.: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name eBay Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- Neutral[YMMV] Capital One Offers: eBay, Spend $100+, Get $50/5,000 Points
doctorofcredit.com · via Marketaux · Oct 10, 2026
- NeutraleBay: 20% Off Select Items With Promo Code COUNTDOWN20
doctorofcredit.com · via Marketaux · Oct 10, 2026
- PositiveeBay continues to bet on live shopping after record quarter
eBay touted an increase in eBay Live's gross merchandise volume as it plans to expand it to more international markets in the coming weeks and months.
TechCrunch · Aug 6, 2026
- Neutral‘Crush this lady’: how eBay harassment campaign led to $56mn payout
FT Companies · Aug 2, 2026
- NeutraleBay’s bizarre cyberstalking saga ends with a $56 million settlement
The Verge · Jul 28, 2026
- NeutraleBay reaches $56M settlement with e-commerce newsletter writers it terrorized in 2019
Ina and David Steiner inspired the ire of high-level eBay executives after occasionally criticizing the company in their newsletter. In 2019, a plot was concocted to intimidate the couple into halting their negative coverage.
TechCrunch · Jul 28, 2026
- NeutralEbay to pay $55.7mn to settle case over harassment of company critics
FT Companies · Jul 28, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (EBAY INC.)third_quarter 2026 · $0.5 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 5, 2026LobbyingLobbying report (THE GIBSON GROUP, LLC)third_quarter 2026 · $0.0 million
- Jul 21, 2026LobbyingLobbying report (EBAY INC.)second_quarter 2026 · $0.6 million
- Jul 20, 2026LobbyingLobbying report (AVOQ, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jun 18, 20268-KShareholder vote resultsItem 5.07
- Mar 24, 20268-KDirector or officer changeItem 5.02
- Feb 19, 202610-KAnnual report (10-K)5 risk factors added, 4 removed
- Jun 30, 20258-KDirector or officer changeItem 5.02
- Jun 30, 20258-KShareholder vote resultsItem 5.07
- Apr 30, 20258-KDirector or officer changeItem 5.02
- Feb 27, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Nov 25, 20248-KDirector or officer changeItem 5.02
- Feb 28, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Dillard's DDS | $6.5B | $0.6B | Aug 1, 2026 |
| Burlington Stores BURL | $12.2B | $0.4B | Aug 1, 2026 |
| Caesars Entertainment CZR | $11.7B | $0.6B | Jun 30, 2026 |
| Chipotle Mexican Grill CMG | $12.4B | $1.6B | Jun 30, 2026 |
| Hilton Worldwide HLT | $12.5B | $2.0B | Jun 30, 2026 |
| Wayfair W | $12.9B | $0.6B | Jun 30, 2026 |
| Mohawk Industries MHK | $11.2B | $0.8B | Jul 4, 2026 |
| Ulta Beauty ULTA | $13.0B | $1.1B | Aug 1, 2026 |