The latest call
FetchingWayfair Inc. reported on November 4, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$111.89+0.3%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
Wayfair sells furniture, décor and other home goods to households and businesses through websites and retail stores.
Just reported
From Wayfair Inc.'s results release of November 4, 2026; its quarterly report has since been filed.
Actual
$3.42B
+9.7% y/y
-2.8% q/q
Guided
—
No guide given
Actual
$0.45
Guided
—
No guide given
EPS, adjusted: $0.93
Actual
$106M
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $3.4B | $3.1B | +9.72% |
| Profit | $62M | -$99M | +162.63% |
| Profit per share | $0.45 | -$0.76 | +159.21% |
| Free Cash Flow | $168M | $128M | +31.25% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Wayfair Inc. reported on November 4, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Q3 was our strongest quarter of growth in the post-pandemic period, with total net revenue up 9.7% year-over-year and our U.S. business growing over 11%. That growth flowed through nicely to the bottom line, with an Adjusted EBITDA Margin of 6.9%, our best Q3 result since 2020,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Wayfair is the destination for all things home, and we make it easy to create a home that is just right for you. Whether you're looking for that perfect piece or redesigning your entire space, Wayfair offers quality finds for every style and budget, and a seamless experience from inspiration to installation. Wayfair Media Relations: Tara Lambropoulos PR@wayfair.com Wayfair
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Wayfair Inc.’s Item 2.02 8-K filed November 4, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
+179% y/y
+1.9% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.