Grab Posts 22% Revenue Growth as Uber's 12% Rise Lags on Model Changes

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โดย 24/7 Wall St·SGUS·Read original
Summary · why it matters

Grab reported 22% revenue growth and 54% EBITDA expansion in the second quarter, outpacing Uber, whose 12% reported growth was dragged down by business model changes. Grab's fintech loan book surged 197% to $2.3 billion, and analysts lifted their FY2026 EPS estimate for Grab to $0.1338 from $0.0836 in just 30 days. Grab shares sit 40% below year-to-date highs, down 39.68%, versus an 11.22% decline for Uber, which carries a roughly $148.17 billion market cap against Grab's approximately $11.96 billion. Grab authorized a new $750 million buyback, while Uber repurchased $518 million in the quarter and is funding $10 billion in autonomous-vehicle investments plus roughly $4 billion deployed toward Delivery Hero shares. Grab's quarter included a $307 million one-time gain from remeasuring Superbank, which reached 7.4 million customers, and management guided the fintech loan book above $3 billion by year end.

Impact on stocks 3

Digital Finance & Tokenization▲ · 1 stocks
Grab Holdings Ltd
GRAB
▲ PositiveCapitalDemandrelevance

Grab posted 22% revenue growth, 54% EBITDA expansion, and authorized a new $750 million buyback.

Robotics & Physical AI▼ · 1 stocks
Uber Technologies Inc
UBER
▼ NegativeCapitalrelevance

Uber's 12% reported growth lagged Grab's 22%, dragged down by business model changes.

Consumer Discretionary▲ · 1 stocks

Theme Impact 1

Off-coverage companies 1

PT Super Bank Indonesia TbkPrivate▲ Positive
Demandrelevance

Superbank reached 7.4 million customers and contributed a $307 million one-time remeasurement gain to Grab's quarter.

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