$W · Wayfair Inc.
Wayfair reported Q3 FY2026 results: net revenue of $3.42B, up 9.7% YoY, with U.S. revenue up 11.4% to $3.0B. Net income was $62M versus a $99M loss a year ago; adjusted diluted EPS was $0.93 versus $0.70. Adjusted EBITDA rose to $236M (6.9% margin) and free cash flow was $136M.
- Net revenue $3.42B, up 9.7% YoY; U.S. revenue up 11.4% to $3.0B.
- Net income $62M vs $99M loss a year ago; adjusted diluted EPS $0.93 vs $0.70.
- Adjusted EBITDA $236M (6.9% margin), best Q3 since 2020.
- Active customers 22.2M, up 4.7% YoY; orders delivered 11.0M, up 12.2%.
- Free cash flow $136M; cash and short-term investments $1.1B, total liquidity $1.5B.
Extended-hours last trade $107.40, down 3.55% vs the $111.35 regular close, suggesting profit-taking despite the beat.
Wayfair delivered its strongest post-pandemic growth quarter and returned to profitability, but shares slipped after hours on valuation.
Wayfair's double-digit U.S. growth against a roughly flat home category signals share gains in a soft discretionary retail environment.
International net revenue fell 2.3% YoY to $380M, and average order value declined to $311 from $317, indicating softer pricing or mix.