Earnings Releases·Nov 4, 2026, 7:04 AM ET

Wayfair Inc. — Third Quarter 2026 Earnings Summary

Total net revenue increased 9.7% year-over-year to $3.42 billion, driven by an 11.4% U.S. revenue rise to $3.04 billion, while international revenue declined 2.3% to $380 million.
The company returned to profitability with net income of $62 million and Non-GAAP Adjusted EBITDA of $236 million (6.9% margin), marking the best Q3 result since 2020, compared to a $99 million net loss and $208 million EBITDA in the prior year period.
Management highlighted Q3 as the strongest post-pandemic growth quarter, citing structural U.S. share gains and a 12.2% increase in orders delivered, with no specific quantitative guidance changes provided in the summary.
Strategic capital allocation included a reduction in long-term debt to $2.572 billion and $60 million in common stock repurchases over the nine months, offset by a $102 million loss on debt extinguishment.