PayPal Holdings, Inc. — Third Quarter 2026 Earnings Summary

PayPal Holdings reported third-quarter 2026 net revenues of $8.6 billion, representing a 2% year-over-year increase, while total payment volume grew 6% to $487.1 billion. The company raised its full-year non-GAAP guidance for transaction margin dollars and earnings per share, citing strong momentum in key growth areas and progress in its multi-year transformation. GAAP operating income decreased 8% to $1.4 billion, whereas non-GAAP operating income rose 3% to $1.6 billion, with non-GAAP earnings per share increasing 8% to $1.45. Additionally, PayPal returned $1.5 billion to stockholders through share repurchases in the quarter and declared a quarterly cash dividend of $0.14 per share.