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Did Etsy Beat Earnings?
Etsy (ETSY) reported Q1 '26 revenue of $631M, up 3.1% year-over-year, with reported EPS of $0.60. That topped the $0.46 analyst estimate by 30.7% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Etsy’s job postings, web traffic, and employee business outlook. See the full ETSY stock analysis or the earnings calendar for upcoming reports.
ETSY Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q1 '26 | $0.46 | $0.60 | Beat +30.7% |
| Q4 '25 | $0.86 | $0.92 | Beat +7.6% |
| Q3 '25 | $0.52 | $0.63 | Beat +21.2% |
| Q2 '25 | $0.48 | $0.25 | Missed -48.1% |
| Q4 '24 | $0.94 | $1.03 | Beat +9.7% |
| Q3 '24 | $0.53 | $0.45 | Missed -15.1% |
Etsy Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 648M | 662M | 852M | 612M | 673M | 678M | 882M | 631M |
| Gross margin | 71.6% | 72.0% | 74.5% | 72.6% | 71.2% | 71.3% | 73.1% | 72.2% |
| Operating margin | 10.8% | 13.1% | 18.2% | 16.0% | 11.4% | 12.2% | 14.7% | 19.0% |
| Net income | 53M | 57M | 130M | -52M | 29M | 76M | 111M | 70M |
| Net margin | 8.2% | 8.7% | 15.2% | -8.5% | 4.3% | 11.1% | 12.6% | 11.0% |
| EPS | $0.41 | $0.45 | $1.03 | — | $0.25 | $0.63 | $0.92 | $0.60 |
Etsy Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, Etsy’s quarterly revenue moved from $648M to $631M. Net margin expanded from 8.2% to 11%, against a 72.2% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Etsy has beaten Wall Street EPS estimates in 4 of its last 8 reported quarters.
When Is Etsy’s Next Earnings Date?
Etsy reports earnings on a quarterly schedule. Its most recent report covered Q1 '26. For the confirmed upcoming date — and every other company reporting soon — see the ETSY earnings calendar.
Frequently Asked Questions: Etsy Earnings
Etsy's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Etsy reported Q1 '26 EPS of $0.60 on revenue of $631M (+3.1% YoY). Etsy beat estimates, reporting $0.60 vs. the $0.46 estimate.
Etsy reported Q1 '26 revenue of $631M, up 3.1% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ETSY AI Score.
