Uber Q3 FY26: where the revenue came from and where it went
The whole income statement of Uber for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
- Reported
- Nov 4, 2026
Revenue$14.8B
+10% year over year
Gross profit$6.4B
43% margin
Operating profit$1.4B
10% margin
Net profit$0.5B
3% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 14.8 | 100% | +10% |
| Mobility | 7.5 | 51% | −2% |
| Delivery | 5.5 | 37% | +23% |
| Freight | 1.8 | 12% | +34% |
| Cost of revenue | −8.3 | 57% | |
| Gross profit | 6.4 | 43% margin | +4pp |
| R&D | −1.3 | 9% | +2pp |
| Sales & marketing | −1.6 | 11% | +1pp |
| G&A | −1.0 | 7% | −2pp |
| Other | −1.1 | 7% | +0pp |
| Operating profit | 1.4 | 10% margin | +2pp |
| Interest & other costs | −0.7 | ||
| Tax | −0.2 | ||
| Net profit | 0.5 | 3% margin | −46pp |
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