What changed
Adjusted EPS of $1.03 topped the $1.00 consensus by $0.03 (+3.3%). Revenue came in at $1,274M, up 16.6% YoY, with net income of $140M. FY2026 outlook updated to GTV growth of 14%-15% and Adjusted EBITDA of $1.5B-$1.5B. Top-line strength was driven by broad-based GTV growth of 20% to $4.7B across all sectors, though service revenue take rate compressed 186 bps to 19.8% on strategic portfolio mix.
Why it matters
Adjusted EPS of $1.03 topped the $1.00 consensus by $0.03 (+3.3%). Revenue came in at $1,274M, up 16.6% YoY, with net income of $140M. FY2026 outlook updated to GTV growth of 14%-15% and Adjusted EBIT