Q2 FY2026 EarningsQ2 FY26 results beat consensus across key metrics, with revenue reaching $3.52B (+1.52% vs. consensus) and Non-GAAP Adjusted EPS of $0.95 (+3.12% vs. consensus). U.S. revenue growth of 8.7% YoY drove significant market share capture, while Free Cash Flow reached its highest level since 2020 at $301M. Gross margin of 30.0% slightly exceeded the expected 29.88%, reflecting disciplined pricing and supply chain efficiency despite a challenging macroeconomic environment for home goods.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Wayfair(W) the Revenue is 3.519 B (+7.52%), Beat estimate;the EBIT is 178 M (+40.16%), Beat estimate;the EPS is -0.01 (-109.1%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.52B7.52%
3.47B5.90%
+0.05B1.62%
EBITExceed expectations
0.18B40.16%
0.16B27.62%
+0.02B12.54%
EPSMiss expectations
-0.01109.09%
0.27145.48%
-0.2800254.57%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf