Road & Rail
Uber delivered 12% revenue growth and a 77% net income surge in Q2 FY2026, fueled by strong trip volume growth and one-time investment gains, while core Mobility and Delivery margins expanded.
Key risk: Driver Classification as Employees
Legal and regulatory challenges globally threaten to reclassify Drivers as employees, which would significantly increase costs for wages, benefits, and taxes, and could reduce driver supply if flexibility is lost.