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Did Wayfair Beat Earnings?
Wayfair (W) reported Q2 '26 revenue of $3.52B, up 7.5% year-over-year, with reported EPS of $0.51. That topped the $0.33 analyst estimate by 54.5% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Wayfair’s job postings, web traffic, and employee business outlook. See the full W stock analysis or the earnings calendar for upcoming reports.
W Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.33 | $0.51 | Beat +54.5% |
| Q1 '26 | $0.28 | $0.26 | Missed -7.1% |
| Q4 '25 | $0.68 | $0.85 | Beat +25.0% |
| Q3 '25 | $0.44 | $0.70 | Beat +59.1% |
| Q2 '25 | $0.33 | $0.87 | Beat +163.6% |
| Q1 '25 | $-0.20 | $0.10 | Beat +150.0% |
Wayfair Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.88B | 3.12B | 2.73B | 3.27B | 3.12B | 3.34B | 2.93B | 3.52B |
| Gross margin | 30.3% | 30.2% | 30.7% | 30.1% | 30.0% | 30.3% | 30.0% | 30.0% |
| Operating margin | -2.6% | -3.7% | -4.5% | 0.5% | 1.2% | 2.1% | 0.4% | 3.0% |
| Net income | -74M | -128M | -113M | 15M | -99M | -116M | -105M | -1M |
| Net margin | -2.6% | -4.1% | -4.1% | 0.5% | -3.2% | -3.5% | -3.6% | 0.0% |
| EPS | $0.22 | — | $0.10 | $0.87 | $0.70 | $0.85 | $0.26 | $0.51 |
Wayfair Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Wayfair’s quarterly revenue moved from $2.88B to $3.52B. Net margin expanded from -2.6% to -0%, against a 30% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Wayfair has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is Wayfair’s Next Earnings Date?
Wayfair reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the W earnings calendar.
Frequently Asked Questions: Wayfair Earnings
Wayfair's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Wayfair reported Q2 '26 EPS of $0.51 on revenue of $3.52B (+7.5% YoY). Wayfair beat estimates, reporting $0.51 vs. the $0.33 estimate.
Wayfair reported Q2 '26 revenue of $3.52B, up 7.5% 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 W AI Score.
