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Uber Technologies UBER Freight — Platform Participant Direct Transaction Costs

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Other financials

Income statement

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Revenue$14.2B+12.2%
Gross profit$6.4B+26.5%
Operating income$1.9B+30.3%
Net income$2.4B+76.7%
EPS (diluted)$1.17+85.7%

Balance sheet

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Cash & equivalents$7.2B-25.8%
Total debt$14.7B+19.4%
Total equity$27.3B+20.9%
Total assets$65.8B+17.5%

Cash flow

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Operating cash flow$2.9B+11.6%
CapEx$70.0M-21.3%
Free cash flow$2.8B+12.8%

Valuation

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Market cap$138.79B-25.6%
Enterprise value$146.34B-22.7%
P/E14.5×-0.3×
P/S2.5×-1.4×

Profitability

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Gross margin42.3%+2.6pp
Operating margin12.1%+2.6pp
Net margin17.3%-9.3pp
FCF margin18.3%+0.3pp

Returns & leverage

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Return on equity38.4%-33.9pp
Debt / equity0.5×0.0×
Current ratio0.8×-0.3×

Where this comes from

Reported directly by Uber Technologies in its filing.

Tagged under the XBRL concept uber:PlatformParticipantDirectTransactionCosts.

The source filing: Uber Technologies’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:07 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001543151-26-000032
Line itemMobilityDeliveryFreightTotal
Revenue (1)$7,363$5,245$1,583$14,191
Platform Participant direct transaction costs (2)(1,362)(2,186)(1,453)(5,001)
Other (3)(3,786)(2,004)(154)(5,944)
Segment Operating Income (Loss)2,2151,055(24)3,246
Reconciling items:
Corporate G&A and Platform R&D (4)(1,103)
Amortization of acquired intangible assets(61)
Legal, non-income tax, and regulatory reserve changes and settlements (5)(141)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Uber Technologies's freight — platform participant direct transaction costs?
Uber Technologies (UBER) reported freight — platform participant direct transaction costs of $1.45B in Q2 2026.
How has Uber Technologies's freight — platform participant direct transaction costs changed year-over-year?
Uber Technologies's freight — platform participant direct transaction costs increased by 28.2% year-over-year, from $1.13B to $1.45B.
What is the long-term trend for Uber Technologies's freight — platform participant direct transaction costs?
Over 3 years (2022 to 2025), Uber Technologies's freight — platform participant direct transaction costs has grown at a -10.1% compound annual growth rate (CAGR), from $6.3B to $4.58B.
What does freight — platform participant direct transaction costs mean?
Includes the direct costs associated with fulfilling freight orders, primarily payments to carriers, drivers, and other third-party service providers. These costs are directly variable with the volume of transactions processed on the platform. Monitoring this metric is essential for understanding the segment's gross margin and the efficiency of its marketplace model.

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