The strong revenue growth and margin expansion suggest Wayfair is gaining share in a roughly flat U.S. home category. Monitor the Q4 earnings for continued order growth trajectory and any guidance on 2027, as the company cited early innings of structural share gains.
How the stock moved after the report
⚠ Clustered BULLISH VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $123.56entry
- T+1 · 15h ago −8.24%α −3.83% · $113.38
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
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%.
Key Financial Metrics
Key Facts
- 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
- Active customers 22.2M, up 4.7% YoY
- Orders delivered 11.0M, up 12.2% YoY
- Adjusted EBITDA $236M (6.9% margin) vs $208M (6.7% margin) in Q3 2025
- Free cash flow $136M vs $93M in Q3 2025
Financial Impact
Revenue beat consensus by $40M (1.2%); adjusted EPS beat consensus by $0.12 (14.8%)
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| U.S. | $3.0B | +11.4% |
| International | $380.0M | -2.3% |
Risk Factors
- International revenue declined 2.3% YoY, with constant currency growth of (1.8)%
- Gross margin contracted to 29.6% from 30.0% in Q3 2025
- Long-term debt of $2.57B remains elevated, with $102M loss on debt extinguishment in the nine months
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302928275 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | SC 13G/A | $113.12 | awaiting T+60 | awaiting T+60 | $113.38 (+0.23%) |
Nov 5, 2026 today | 144 | $111.77 | awaiting T+60 | awaiting T+60 | $113.38 (+1.44%) |
Nov 4, 2026 1d ago | 144 | $123.56 | awaiting T+60 | awaiting T+60 | $113.38 (−8.24%) |
Nov 4, 2026 1d ago | 144 | $123.56 | awaiting T+60 | awaiting T+60 | $113.38 (−8.24%) |
Nov 4, 2026 1d ago | 144 | $123.56 | awaiting T+60 | awaiting T+60 | $113.38 (−8.24%) |
Nov 4, 2026 1d ago | 8-K | No price | awaiting T+60 | awaiting T+60 | No price |
Nov 4, 2026 1d ago | Press Release | $123.56 | awaiting T+60 | awaiting T+60 | $113.38 (−8.24%) |
Oct 29, 2026 7d ago | 144 | $120.12 | awaiting T+60 | awaiting T+60 | $113.38 (−5.61%) |
Oct 29, 2026 7d ago | Institutional Cluster | $120.12 | awaiting T+60 | awaiting T+60 | $113.38 (−5.61%) |
Oct 22, 2026 15d ago | Insider Cluster | $112.49 | awaiting T+60 | awaiting T+60 | $113.38 (−0.79%) |
US Market Status
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