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Wayfair W Q4 2025 Annual earnings

Reported February 19, 2026 · Before market open

Revenue$3.3BBeat by $35.4M
EPS$0.85Beat by $0.21
Revenue estimate$3.3B
EPS estimate$0.64

Next report

Oct 27, 2026 (in a month)
Revenue estimate$3.4B
EPS estimate$0.82

Financials

Q4 2025

Income statement

See full
Revenue$3.3B+6.9%
Gross profit$1.0B+7.3%
Operating income$84.0M+172%
Net income-$116.0M+9.4%
EPS (diluted)-$0.90+12.6%

Balance sheet

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Cash & equivalents$1.5B+11.8%
Total debt$4.3B+1.8%
Total equity-$2.8B-1.0%
Total assets$3.4B-0.5%

Cash flow

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Operating cash flow$202.0M+24.7%
CapEx$25.0M+25.0%
Free cash flow$177.0M+24.6%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$13.09B+136%
Enterprise value$15.91B+88.1%
P/S1.1×+0.6×

Profitability

See full
Gross margin30.2%+0.1pp
Operating margin0.1%+0.1pp
Net margin-2.5%-0.7pp
FCF margin3.7%+1.7pp

Returns & leverage

See full
Current ratio0.9×+0.1×

Segments

By segment

See full
U.S.$2.9B+7.4%
International$395.0M+3.7%

FAQ

When did Wayfair report Q4 2025 earnings?
Wayfair (W) reported Q4 2025 earnings on February 19, 2026 before market open.
What were Wayfair's Q4 2025 revenue and EPS?
Wayfair reported revenue of $3.3B and eps of $0.85 for Q4 2025.
Did Wayfair beat estimates in Q4 2025?
Revenue beat the consensus estimate of $3.3B by $35.4M. EPS beat the consensus estimate of $0.64 by $0.21.
How did Wayfair's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 6.9% from $3.1B a year earlier.
Where can I find Wayfair's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001616707-26-000024) and the 10-K periodic report (0001616707-26-000027) directly on SEC EDGAR. The filing index links above go to sec.gov.