Portevo
US Companies
WNew York Stock Exchange

Wayfair Financial Results (W)

Report publication dates, analyst consensus, and how Wayfair's stock performed after previous earnings — all in one place, in English.

Updated: October 11, 2026

Share Price
105.74 USD
+0.58%
Market Cap
$13.96 bn
Next Report
November 4, 2026
confirmed date
Earnings Beat
75%
out of 4 last quarters
Average Share Price Movement
15.47%
on the session after publication
Wayfair's Performance vs. ForecastsThe company beat analyst forecasts in 75% of the last 4 quarters.75%above forecasts
Percentage of quarters in which Wayfair's results beat analyst consensus — out of the last 4 reports.

When Wayfair Releases Earnings

Wayfair's next report is scheduled for November 4, 2026. The date is based on the company's announcement.

The expected earnings per share (EPS) is 0.80 USD. Analyst forecasts range from 0.71 to 0.96 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: 3.37 B USD.

Wayfair's Last Report: What the Numbers Showed

Wayfair's last published report covers the quarter ended June 30, 2026. Revenue was USD 3.52 billion, and net income was -USD 1.00 million. Earnings per share reached USD 0.95 compared to the analyst forecast of USD 0.92 — 3.12% above expectations. On the first trading day after the release, the stock price changed by +20.45%.

Revenue
$3.52 bn
for the quarter
Net income
-1.00 million USD
for the quarter
EPS
0.95 USD
forecast 0.92
Surprise
+3.12%
vs. consensus
Share price after report
+20.45%
next trading day
Net margin
-0.03%
net income to revenue

Insider Transactions: Wayfair

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
3
≈ 3,003 $
Sales · 12 mo.
44
Unique individuals
6
in the last year
Last transaction
October 2, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Gil Cisneros
$1K–$15KMay 11, 2026
Gil Cisneros
$1K–$15KMay 7, 2026
Gil Cisneros
$1K–$15KMay 1, 2026
Jon Blotner · Sale W
$631kOctober 2, 2026
Fiona Tan · Sale W
Wayfair · indirect
$715kOctober 1, 2026
Niraj Shah · Sale W
$7.1MSeptember 14, 2026
Steven Conine · Sale W
$7.1MSeptember 14, 2026
Jon Blotner · Sale W
$698K on September 8, 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 75% of the last 4 quarters.

The average share price change on the day after earnings release is 15.47% — regardless of direction. The largest move was 20.45%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Wayfair Share Price Reaction to EarningsBar chart: Wayfair share price change on the day after its 4 most recent earnings releases. Increased after 2 of them, decreased after 2. Largest move: 20.45%.+19.86%X 25-10.99%Feb 26-10.60%Q26+20.45%Aug 26
Wayfair's share price change on the day of the earnings release. Green indicates an increase, red a decrease.
EPS Forecast vs. Actual — WayfairBar chart comparing Wayfair's EPS forecast with actual results for the last 4 quarters. Actual EPS was higher than forecast in 3 of them.0.440.70Q3 250.690.85Q4 250.280.26Q1 260.920.95Q2 26analyst forecastCompany earnings
Wayfair EPS: analyst estimates vs. actuals, in USD.
Wayfair quarterly earnings: forecasts, actuals, and share price performance on the day of release. EPS in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026August 4, 20260.920.95+3.12%+20.45%
March 31, 2026April 30, 20260.280.26-6.82%-10.60%
December 31, 2025February 19, 20260.690.85+23.88%-10.99%
September 30, 2025October 28, 20250.440.70+59.33%+19.86%

How much this company's stock moves after earnings

Wayfair's share price changes by an average of 15.47% on the first trading day after earnings are released, based on the last 4 reports, regardless of direction. This ranks 9 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Wayfair Forecasts — EPS in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter0.800.70+14.35%$3.37 bn24
Next quarter0.950.85+12.09%$3.60 bn24
Current year2.902.60+11.57%$13.42 bn28
Next year3.882.90+33.74%$14.41 bn28

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Wayfair Revenue and MarginWayfair's quarterly revenue bar chart for the last 5 quarters; revenue is growing, with net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 260.46%-3.18%-3.48%-3.58%-0.03%Quarterly revenueNet margin
Wayfair's quarterly revenue in USD and net margin for the same quarter.
Wayfair Quarterly Earnings Report.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$3.52 bn29.95%3.01%-0.03%
March 31, 2026$2.93 bn30.02%0.44%-3.58%
December 31, 2025$3.34 bn30.27%2.07%-3.48%
September 30, 2025$3.12 bn29.96%1.32%-3.18%
June 30, 2025$3.27 bn30.06%0.79%0.46%

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Wayfair

Wayfair Inc. is listed on the New York Stock Exchange under the ticker W, and its headquarters are in the United States. The company is in the Consumer Discretionary sector (Internet Retail industry).

  • Ticker: W
  • Exchange: New York Stock Exchange
  • Trading Currency: USD
  • Sector: Retail and Consumer Discretionary
  • Number of Analysts Providing Estimates: 29
  • 52-Week Range: 55.60 – 119.98
  • Company website: https://www.wayfair.com

Frequently Asked Questions

When does Wayfair release earnings?

The next report is due on November 4, 2026.

What were Wayfair's results last quarter?

For the quarter ended June 30, 2026: revenue 3.52 billion USD, net income -1.00 million USD, EPS 0.95 USD. This is +3.12% compared to analysts' forecasts.

What is Wayfair's stock ticker?

W — on the New York Stock Exchange. You may also see W on quote services.

What is the EPS forecast for Wayfair?

The analyst consensus for the upcoming quarter is $0.80 per share. Individual forecasts range from $0.71 to $0.96.

How much does Wayfair's stock price usually change after earnings?

On average, 15.47% in the session after publication, counting both directions. The largest recorded movement was 20.45%.

Does Wayfair usually beat analyst forecasts?

In the last 4 quarters, results exceeded forecasts in 75% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I find Wayfair's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other companies in the Retail and Consumer Discretionary sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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