Wayfair reports Q3 2026 revenue beat and return to profit

Online home goods retailer Wayfair reported third-quarter 2026 results that exceeded market expectations for both revenue and earnings. Total revenue reached $3.42 billion, representing a 9.7% increase year-over-year. This growth was driven largely by the U.S. market, where revenue rose 11.4% to $3.04 billion, while international revenue saw a decline of 2.3% to $380 million.

The company returned to profitability with a net income of $62 million, compared to a $99 million loss in the same quarter the previous year. Adjusted diluted earnings per share (EPS) stood at $0.93, surpassing analyst consensus estimates of $0.81. Adjusted EBITDA was reported at $236 million, a 6.9% margin.

Operational metrics showed an increase in active customers to 22.2 million, up 1.2 million year-over-year. Delivered orders also rose by 12.2% to 11 million, though the average order value decreased slightly to $311 from $317. CEO Niraj Shah noted that the third quarter was the company’s strongest period of growth in the post-pandemic era.