W · Q3 rev +9.7% YoY, adj EPS $0.93

Wayfair reported Q3 2026 net revenue of $3.42B (+9.7% YoY) and GAAP diluted EPS of $0.45, with adjusted diluted EPS of $0.93. Revenue beat the $3.38B consensus, while adjusted EPS of $0.93 exceeded the $0.81 consensus. The company highlighted its strongest post-pandemic growth quarter, with U.S. revenue up 11.4% YoY and active customers growing 4.7%.

• Q3 2026 net revenue $3.42B, up 9.7% YoY from $3.12B
• GAAP diluted EPS $0.45 vs $(0.76) in Q3 2025
• Adjusted diluted EPS $0.93 vs $0.70 in Q3 2025
• U.S. net revenue $3.04B, up 11.4% YoY