eBay shares jumped over 10% after-hours on strong Q2 results and upbeat guidance, boosting investor confidence amid tariff concerns.

The e-commerce giant posted adjusted earnings of US$1.37 (A$2.05) per share, beating analyst estimates of US$1.30 (A$1.95).

Revenue for the quarter rose 6% year-on-year to US$2.73 billion (A$4.08 billion), ahead of analyst forecasts of US$2.64 billion (A$3.95 billion).

Gross merchandise volume (GMV) – the total value of goods sold – climbed to US$19.5 billion (A$29.15 billion), surpassing projections of US$18.9 billion (A$28.25 billion).

eBay’s upbeat outlook projects Q3 revenue between US$2.69 billion and US$2.74 billion (A$4.02 billion–A$4.10 billion), with adjusted EPS in the range of US$1.29 to US$1.34 (A$1.93–A$2.01) – both above consensus expectations.

eBay CEO Jamie Iannone (pictured above) said US consumer spending remained resilient across categories, including collectibles, refurbished goods and luxury fashion.

“We’re not immune to tariffs, but our platform is more resilient,” Iannone said, noting that many Chinese sellers affected by changes to US import rules have successfully pivoted to Europe.

eBay has been expanding its recommerce strategy – focused on authenticated and second-hand goods – and continues to build out focus categories like trading cards, sneakers and auto parts.

The company also highlighted growth in advertising revenue, up 19% to US$455 million (A$681 million), and AI-powered tools such as a shopping assistant and listing generator.

Despite geopolitical challenges and the recent repeal of the US de minimis tariff exemption, eBay remains confident in its outlook.

Newly appointed CFO Peggy Alford said the guidance “reflects a range of macro scenarios” and reaffirmed eBay’s focus on long-term profitability and innovation.

eBay’s shares are already up over 25% year-to-date.