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Operating Income By Segment
Reports profit or loss from core operations in each segment after operating costs, helping identify which businesses are covering their costs, which need investment, and the path to segment-level profitability.Mobility is clearly the profitability engine, with operating income accelerating quarter-to-quarter and management pointing to continued U.S. acceleration (U4B +40%) and record first-time users; reported take-rate compression—largely an optical U.K. accounting change—masks true margin gains, with mobility operating-income margin still ~7.6%. Delivery’s operating income is climbing fast (benefiting from organic gains and recent tuck‑ins) but M&A timing and regional competition could create lumpy comparability. Freight remains a small, persistent loss. Strong FCF funds buybacks yet the multiyear AV investment program could reallocate cash and weigh near‑term P&L.
Date | Mobility | Delivery | Freight |
|---|---|---|---|
Jun 30, 2026 | $2.21B | $1.05B | -$24.00M |
Mar 31, 2026 | $2.03B | $961.00M | -$30.00M |
Dec 31, 2025 | $2.03B | $905.00M | -$18.00M |
Sep 30, 2025 | $1.86B | $811.00M | -$40.00M |
Jun 30, 2025 | $1.73B | $766.00M | -$26.00M |
Mar 31, 2025 | $1.59B | $671.00M | -$25.00M |