Uber Technologies, Inc. (UBER) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K filed August 5, 2026 (accession 0001543151-26-000027), Exhibit 99.1: second-quarter 2026 results (period ended June 30, 2026), including condensed consolidated statements of operations, condensed consolidated balance sheets, and condensed consolidated statements of cash flows.
• 8-K filed May 6, 2026 (accession 0001543151-26-000019), Exhibit 99.1: first-quarter 2026 results (period ended March 31, 2026), with the same set of condensed consolidated financial statements.
• 8-K filed February 4, 2026 (accession 0001543151-26-000011), Exhibit 99.1: fourth-quarter and full-year 2025 results (periods ended December 31, 2025), with condensed consolidated financial statements for the quarter and the full year.
• 8-K filed November 4, 2025 (accession 0001543151-25-000030), Exhibit 99.1: third-quarter 2025 results (period ended September 30, 2025), with condensed consolidated financial statements.
• 8-K filed August 6, 2025 (accession 0001543151-25-000020), Exhibit 99.1: second-quarter 2025 results (period ended June 30, 2025), with condensed consolidated financial statements.
• 8-K filed January 12, 2026 (accession 0001543151-26-000005): furnishes select historical quarterly financial information (GAAP and new non-GAAP measures, segment results, and condensed statements of operations) for the seven quarters ended September 30, 2025, recast to reflect Uber's new non-GAAP presentation and the reclassification of interest income; this is disclosure of recast history, not a new reporting period.

Proposed acquisition of Delivery Hero

On July 16, 2026, Uber Technologies, Inc. entered into a Business Combination Agreement with Delivery Hero SE under which a wholly-owned Uber subsidiary will make a voluntary public cash takeover offer for all outstanding Delivery Hero shares at €41.50 per share, implying an equity value of approximately $14.8 billion (or approximately $13.7 billion adjusted for Uber's existing stake). Delivery Hero's management and supervisory boards unanimously support the offer and intend to recommend it to shareholders, and Prosus has irrevocably committed to tender its roughly 17% stake, which together with Uber's existing economic exposure would bring Uber's total economic interest to approximately 53%. Delivery Hero separately agreed to sell its operations in 14 markets (generating roughly $11 billion of 2025 Gross Bookings) to SSW Partners for approximately $1.6 billion, conditioned on the Uber offer closing. The transaction remains subject to a minimum tender condition of 50% plus one share and to regulatory approvals, including competition and financial-services clearances; closing is expected in the second half of 2027. This is a signed, pending transaction, it has not closed. (8-K filed July 16, 2026, accession 0001552781-26-000382, Item 1.01 and Exhibits 2.1, 99.1, 99.2.)

To fund the offer, Uber entered into a Bridge Credit Agreement on July 16, 2026 providing senior unsecured bridge loan commitments of €14.2 billion. On August 6, 2026, Uber partially termed out that financing: it entered into a new Term Loan Credit Agreement (senior unsecured, in two tranches) that reduced the Bridge Credit Agreement commitments by €4.0 billion, amended the Bridge Credit Agreement's cross-default threshold from $300 million to $500 million, and separately replaced its existing revolving credit facility with a new $7.7 billion senior unsecured Revolving Credit Agreement maturing August 6, 2031 (about $324 million of letters of credit were transitioned to the new facility at closing, with no borrowings drawn). All three financing arrangements require the company to maintain a minimum interest-coverage ratio of 3.00 to 1.00. (8-K filed August 7, 2026, accession 0001552781-26-000414, Item 1.01/1.02/2.03 and Exhibits 10.1–10.3; bridge facility disclosed in the July 16, 2026 8-K, accession 0001552781-26-000382, Exhibit 10.1.)

Getir delivery portfolio acquisition (Türkiye)

On February 8, 2026, Uber agreed with Mubadala Investment Company to acquire Getir Perakende Lojistik A.Ş.'s delivery portfolio in Türkiye in phases. The initial phase is a 100% acquisition of Getir's food delivery business for $335 million in cash on a cash-free, debt-free basis; that business generated more than $1 billion of gross bookings in 2025, up more than 50% year-over-year on a constant-currency basis. Uber also agreed to invest $100 million for a 15% stake in Getir's grocery, retail and water delivery business, with the acquisition of the remainder of that portfolio expected to close within the next few years subject to operating and financial performance conditions. Uber completed the food delivery acquisition on July 1, 2026, acquiring 100% of Getir's food delivery business and a minority interest in its grocery delivery business for approximately $465 million in cash, as disclosed in the Form 10-Q for the quarter ended June 30, 2026 (accession 0001543151-26-000032, Note 15 - Subsequent Event). (8-K filed February 9, 2026, accession 0001552781-26-000043, Item 7.01 and Exhibit 99.1.)

Earnings and guidance

• Q2 2026 (reported August 5, 2026): Gross Bookings grew 24% year-over-year to $58.0 billion (22% in constant currency); revenue grew 12% to $14.2 billion; GAAP income from operations was $1.9 billion; GAAP diluted EPS was $1.17, aided by a $1.6 billion pre-tax net benefit from equity-investment revaluations; Non-GAAP Operating Income grew 40% to $2.1 billion and Non-GAAP EPS grew 35% to $0.81. Trailing-twelve-month free cash flow exceeded $10 billion for the first time. Guidance for Q3 2026: Gross Bookings of $58.25–$60.25 billion (18%–22% constant-currency growth) and Non-GAAP EPS of $0.84–$0.88. (Accession 0001543151-26-000027, Exhibit 99.1.)
• Q1 2026 (reported May 6, 2026): Gross Bookings grew 25% to $53.7 billion (21% constant currency); revenue grew 14% to $13.2 billion; GAAP income from operations grew 57% to a then-record $1.9 billion; GAAP diluted EPS was $0.13, reflecting a $1.5 billion pre-tax headwind from equity-investment revaluations; Non-GAAP EPS grew 44% to $0.72. Guidance for Q2 2026: Gross Bookings of $56.25–$57.75 billion and Non-GAAP EPS of $0.78–$0.82. (Accession 0001543151-26-000019, Exhibit 99.1.)
• Q4 and full-year 2025 (reported February 4, 2026): Q4 Gross Bookings grew 22% to $54.1 billion; revenue grew 20% to $14.4 billion; GAAP income from operations grew 130% to $1.8 billion; full-year 2025 Gross Bookings were $193.5 billion (up 19%) and full-year GAAP net income attributable to Uber was $10.1 billion, including a $5.0 billion tax valuation-allowance benefit. Guidance for Q1 2026: Gross Bookings of $52.0–$53.5 billion and Non-GAAP EPS of $0.65–$0.72. This filing also disclosed the CFO transition (below). (Accession 0001543151-26-000011, Exhibit 99.1.)
• New non-GAAP measures (disclosed January 12, 2026): Beginning with Q1 2026 reporting, Uber replaced Adjusted EBITDA with Non-GAAP Operating Income, Non-GAAP Net Income and Non-GAAP EPS, and replaced Segment Adjusted EBITDA with Segment Operating Income; interest income will also be presented as a separate line on the statement of operations beginning with the FY2025 Form 10-K. Uber furnished seven quarters of recast historical figures under the new measures. (Accession 0001543151-26-000005.)
• Q3 2025 (reported November 4, 2025): Gross Bookings grew 21% to $49.7 billion; revenue grew 20% to $13.5 billion; net income attributable to Uber was $6.6 billion, including a $4.9 billion tax valuation-allowance benefit. Uber said it intended to redeem its $1.2 billion convertible notes due December 2025 in Q4 2025. (Accession 0001543151-25-000030, Exhibit 99.1.)
• Q2 2025 (reported August 6, 2025): Gross Bookings grew 17% to $46.8 billion; revenue grew 18% to $12.7 billion; income from operations grew 82% to $1.5 billion. The board authorized a new $20 billion share repurchase program (see below). (Accession 0001543151-25-000020, Exhibit 99.1.)

Capital actions

• Share repurchase authorization. On July 28, 2025, Uber's board authorized the repurchase of up to an additional $20 billion of common stock, announced alongside Q2 2025 earnings on August 6, 2025. (8-K filed August 6, 2025, accession 0001543151-25-000020, Item 8.01.)
• Senior notes offering. On September 11, 2025, Uber completed a registered offering of $1.0 billion of 4.150% Senior Notes due 2031 and $1.25 billion of 4.800% Senior Notes due 2035. Proceeds were earmarked for general corporate purposes, including repaying the outstanding 0% Convertible Senior Notes due 2025 and redeeming the 7.50% Senior Notes due 2027 and 6.25% Senior Notes due 2028. (8-K filed September 11, 2025, accession 0001552781-25-000287, Item 8.01.)
• Commercial paper program. On June 4, 2025, Uber established an unsecured commercial paper program permitting up to $2.0 billion of short-term notes outstanding at any time, with proceeds for general corporate purposes. No notes were outstanding at inception. (8-K filed June 6, 2025, accession 0001552781-25-000205, Item 2.03.)
• New credit facilities tied to the Delivery Hero financing are described above under the Delivery Hero acquisition.

Management and board changes

• Chief Financial Officer transition. On February 4, 2026, Uber announced that CFO Prashanth Mahendra-Rajah will step down effective February 16, 2026; Balaji Krishnamurthy, previously Vice President, Strategic Finance, became CFO on that date. Mr. Mahendra-Rajah will serve as a Senior Finance Advisor through July 1, 2026; the company stated the transition does not reflect any disagreement over financial disclosures or accounting matters. (8-K filed February 4, 2026, accession 0001543151-26-000011, Item 5.02.)
• Chief People Officer departure and new Chief Corporate Affairs role. On May 11, 2026, Uber announced that Chief People Officer Nikki Krishnamurthy stepped down (remaining as an advisor through a transition period); Jill Hazelbaker, previously Chief Marketing Officer and SVP of Communications & Public Policy, was named President & Chief Corporate Affairs Officer, effective immediately, assuming Ms. Krishnamurthy's responsibilities plus oversight of Safety Operations. (8-K filed May 11, 2026, accession 0001552781-26-000320, Item 5.02.)
• President & Chief Operating Officer appointment. On June 2, 2025, Uber announced the departure of Pierre-Dimitri Gore-Coty, SVP Delivery, and the appointment of Andrew "Mac" Macdonald as President & Chief Operating Officer, effective immediately, with responsibility for global Mobility, Delivery and Autonomous businesses. (8-K filed June 2, 2025, accession 0001552781-25-000201, Item 5.02.)
• Board appointment. On May 31, 2025, the board appointed Nikesh Arora, Chairman and CEO of Palo Alto Networks, as a director, serving on the Nominating and Governance Committee and Compensation Committee. (8-K filed June 4, 2025, accession 0001552781-25-000203, Item 5.02.)
• Annual meeting results. At its May 4, 2026 annual meeting, Uber stockholders elected all ten director nominees, approved (on an advisory basis) 2025 executive compensation, voted for annual (rather than biennial or triennial) advisory votes on executive compensation going forward, and ratified PricewaterhouseCoopers LLP as independent auditor for 2026. (8-K filed May 8, 2026, accession 0001552781-26-000314, Item 5.07.)

Not reflected in these filings

No 8-K in this set reports the closing of the Getir food-delivery acquisition, which is disclosed in the Form 10-Q described above, or any outcome of the Delivery Hero takeover offer, which remains pending on the terms set out above.