When did Wayfair report Q3 2025 earnings?

Wayfair (W) reported Q3 2025 earnings on October 28, 2025 before market open.

What were Wayfair's Q3 2025 revenue and EPS?

Wayfair reported revenue of $3.1B and eps of $0.70 for Q3 2025.

Did Wayfair beat estimates in Q3 2025?

Revenue missed the consensus estimate of $3.3B by $178.0M. EPS beat the consensus estimate of $0.46 by $0.24.

How did Wayfair's Q3 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 8.1% from $2.9B a year earlier and eps grew 218.2% from $0.22.

Where can I find Wayfair's Q3 2025 SEC filings?

You can read the 10-Q periodic report (0001616707-25-000127) directly on SEC EDGAR. The filing index links above go to sec.gov.

Wayfair W Q3 2025 earnings

Reported October 28, 2025 · Before market open

Revenue$3.1BMiss by $178.0M

EPS$0.70Beat by $0.24

Revenue estimate$3.3B

EPS estimate$0.46

Next report

Aug 4, 2026 (In 6 days)

Revenue estimate$3.5B

EPS estimate$0.88

Financials

Q3 2025

Income statement

See full

Revenue$3.1B+8.1%

Gross profit$934.0M+7.0%

Operating income$38.0M+151%

Net income-$99.0M-33.8%

EPS (diluted)-$0.76-26.7%

Balance sheet

See full

Cash & equivalents$1.2B-9.9%

Total debt$3.8B-7.3%

Total equity-$2.8B-1.3%

Total assets$3.1B-8.7%

Cash flow

See full

Operating cash flow$155.0M+216%

CapEx$27.0M+58.8%

Free cash flow$128.0M+300%

Valuation & ratios

Valuation

as of 09/30/25

See full

Market cap$11.58B+69.0%

Enterprise value$14.21B+47.2%

P/S0.9×+0.4×

Profitability

See full

Gross margin30.2%0.0pp

Operating margin-1.5%-0.6pp

Net margin-2.7%-0.8pp

FCF margin3.5%+1.7pp

Returns & leverage

See full

Current ratio0.7×-0.1×

Segments

By segment

See full

U.S.$2.7B+8.6%

International$389.0M+4.6%

Versus estimates

Revenue

Q1 2026$2.9BBeat by $42.7M Q4 2025$3.3BBeat by $35.4M

Q3 2025$3.1BMiss by $178.0M

Q2 2025$3.3BBeat by $299.5M Q1 2025$2.7BMiss by $397.2M Q4 2024$3.1BBeat by $407.7M

Diluted EPS

Q1 2026$0.26In line Q4 2025$0.85Beat by $0.21

Q3 2025$0.70Beat by $0.24

Q2 2025$0.87Beat by $0.51 Q1 2025$0.10Beat by $0.28 Q4 2024-$0.25Miss by $0.30

Ask the moment Wayfair reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI

Claude

Questions, answered.

When did Wayfair report Q3 2025 earnings?: Wayfair (W) reported Q3 2025 earnings on October 28, 2025 before market open.
What were Wayfair's Q3 2025 revenue and EPS?: Wayfair reported revenue of $3.1B and eps of $0.70 for Q3 2025.
Did Wayfair beat estimates in Q3 2025?: Revenue missed the consensus estimate of $3.3B by $178.0M. EPS beat the consensus estimate of $0.46 by $0.24.
How did Wayfair's Q3 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 8.1% from $2.9B a year earlier and eps grew 218.2% from $0.22.
Where can I find Wayfair's Q3 2025 SEC filings?: You can read the 10-Q periodic report (0001616707-25-000127) directly on SEC EDGAR. The filing index links above go to sec.gov.