NYSE$STUB

StubHub Holdings, Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

StubHub reported Q4 gross merchandise sales of $2.3B and revenue of $449M, with adjusted EBITDA of $63M.

Full-year GMS was $9.2 billion (+6% YoY) and revenue was $1.7 billion. Q4 revenue was $449 million (~19% of GMS). GAAP net loss reflected one-time listing-related stock compensation and valuation allowances; adjusted EBITDA margin was 14% in Q4. The company reduced debt by roughly $900 million in 2025.

  • Q4 GMS $2.3B; revenue $449M.
  • FY2025 adjusted EBITDA $232M (13% margin).
  • Free cash flow $158M for the year.
  • 2026 guidance targets robust GMS growth and ~80% adjusted EBITDA growth.

Headline financials

Total Revenue

$449M

No prior period
EPS (adj)

-$0.21

No prior period
Free Cash Flow

$1.96M

No prior period
Net Income

-$535M

No prior period
Operating Income

$27.7K

No prior period
Gross Profit

$373M

No prior period

Revenue & EPS history

StubHub Holdings, Inc · Revenue · Quarterly

$449M

Q4 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 2 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-10.2%

Avg return

Earnings day

-12.2%

Avg return

5 days after

-2.0%

Avg return

30 days after

33%

1 / 3 earnings

Positive

+2.9%

Q1 2026

Best reaction

-21.0%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%+27.5%+56.4%
Q4 2025-12.4%-22.0%-36.7%
Q3 2025-21.0%-42.1%-25.9%

Discussion

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