PayPal Holdings

• 10-QQ2 FY2026MixedRestructuring

  Filed Jul 28

  Braintree and Venmo lifted revenue, but branded PayPal weakness and faster-rising transaction costs squeezed margins.

  • Revenue$8.7BYoY +4.8%
  • Net income$1.1BYoY −12.5%

• 8-KEarningsGuidance raised

  Filed Jul 28

  Branded checkout stabilizes as Venmo and Braintree gain momentum; management raises FY2026 non-GAAP EPS and transaction margin dollars guidance.

• 8-KLeadership changeExecutive payShareholder vote

  Filed May 21

  Consumer Group chief Diego Scotti will depart; stockholders approved a new equity incentive plan.

• 8-KDebt financing

  Filed May 15

  Three-tranche note issuance adds senior unsecured debt with maturities spanning 2028–2036.

• 10-QQ1 FY2026Restructuring

  Filed May 5

  Braintree-led growth raised transaction costs and squeezed margins; a post-quarter reorganization targets savings through AI and automation.

  • Revenue$8.4BYoY +7.2%
  • Net income$1.1BYoY −13.5%

• 8-KEarningsNew guidance

  Filed May 5

  Enrique Lores is simplifying PayPal’s organization and focusing investment as payment volume grows but operating margins shrink.

• 8-KLeadership change

  Filed Mar 25

  Alyssa Henry joins the board; Gail McGovern will not seek re-election, with Ann Sarnoff succeeding her as governance committee chair.

• 8-KCEO/CFO changeLeadership change

  Filed Feb 3

  Enrique Lores replaces Alex Chriss as CEO after the board said the pace of change and execution fell short of expectations.

• 10-KFY2025Positive

  Filed Feb 3

  Less higher-cost Braintree volume eased transaction costs as payment volume outpaced revenue growth; fraud losses rose.

  • Revenue$33.2BYoY +4.3%
  • Net income$5.2BYoY +26.2%

• 8-KEarningsNew guidance

  Filed Feb 3

  Enrique Lores named next CEO to strengthen execution, particularly in branded checkout.

Coverage: 10-K and 8-K filings filed since Feb 3, 2026; 10-Q since May 5, 2026.

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Company data: Wikidata Q135683211, Wikidata Q483959