Wayfair Inc. — Third Quarter 2026 Earnings Summary

Wayfair reported third-quarter 2026 net revenue of $3.4 billion, representing a 9.7% year-over-year increase driven by an 11.4% growth in U.S. revenue. The company achieved a net income of $62 million and reported Non-GAAP Adjusted EBITDA of $236 million, marking its best Q3 Adjusted EBITDA margin since 2020. Active customers grew 4.7% year-over-year to 22.2 million, while orders delivered increased by 12.2% to 11.0 million. The company ended the quarter with $1.1 billion in cash, cash equivalents, and short-term investments, alongside total liquidity of $1.5 billion.