PayPal $PYPL CEO, asked about strategic alternatives and potential offers, says the company remains open to evaluating its options. “We will always choose the alternative that will create more shareholder value.” “At this point, that alternative is to execute our plan.”

PayPal $PYPL expects 2027 non-GAAP EPS growth similar to 2026, despite plans to increase investment. CEO Enrique Lores sees “sustainable double-digit EPS growth” in the medium term. He cites mid-single-digit transaction margin growth, cost savings and buybacks.

PayPal Q3 2026 Earnings - Net Rev: $8.58B (est $8.71B) - Adj EPS: $1.45 (est $1.31) - Adj Operating Income: $1.61B (est $1.42B) - Total Payment Volume: $487.14B (est $490.65B) - Sees Q4 Adj EPS: About $1.43 (est $1.35) - Sees FY Adj EPS: About $5.60, Previously About $5.38 (est $5.38) - Still Sees FY Capex: About $1B (est $944.1M)

PAYPAL $PYPL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $8.6B (Est. $8.71B) 🔴; +2% YoY 🔹 Adj. EPS: $1.45 (Est. $1.31) 🟢; +8% YoY 🔹 TM$: $4.0B; +2% YoY FY26 Guide: 🔹 Adj. EPS: ~$5.60 (Est. $5.38) 🟢; from ~$5.38 🔹 GAAP EPS: ~$5.07 Q4 Guide: 🔹 Adj. EPS: ~$1.43 (Est. $1.35) 🟢 🔹 GAAP EPS: ~$1.37 Other Q3 Metrics: 🔹 TPV: $487.1B (Est. $489.44B) 🔴; +6% YoY 🔹 FCF: $1.4B; -17% YoY 🔹 Non-GAAP Operating Margin: 18.8%; +16 bps YoY Capital Return: 🔹 Buybacks: $1.5B 🔹 Dividend: $0.14/share Comments: 🔸 “we are raising our full-year non-GAAP guidance for transaction margin dollars and EPS” 🔸 “strong contributions from our key growth areas and increasing diversification”

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