The payments firm revised its full-year outlook after reporting stronger transaction margins and non-GAAP earnings per share.
PayPal Holdings raised its 2026 guidance, citing $15.6 billion in transaction margin dollars and $5.38 in non-GAAP earnings per share. The company also targets $1.5 billion in cost savings as part of efficiency measures.
In the prior quarter, PayPal had not disclosed a specific transaction margin target for 2026. Analysts had expected gradual improvements in profitability, but the revised outlook reflects accelerated progress in cost optimization and business simplification.
Management noted operational streamlining and strategic advances across its three business segments as key drivers behind the updated forecast.