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Etsy (IT:1ETSY)
:1ETSY
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Etsy (1ETSY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 25, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.74
Last Year’s EPS
0.89
Same Quarter Last Year
Based on 26 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with significant highlights, such as exceeding financial expectations and strong growth in Depop, as well as lowlights, including a decline in Etsy's marketplace GMS and active buyer count. The leadership transition was positioned positively, with confidence in future growth under the new CEO.
Company Guidance
During Etsy's Third Quarter 2025 Earnings Conference Call, the company provided guidance indicating a positive outlook for the future. Etsy's gross merchandise sales (GMS) improved by approximately 300 basis points sequentially to $2.43 billion, although this was still a 2.4% year-over-year decline. The company reported consolidated revenue of $678 million, representing a year-over-year growth of 6.1% and a consolidated adjusted EBITDA of $172 million, with a margin of 25.4%. Etsy's marketplace take rate improved to 24.9%, and app GMS outperformed non-app GMS by 13 percentage points, reflecting successful efforts to enhance the app experience. The company expects further sequential improvement in GMS growth at the midpoint of their fourth quarter guidance, projecting Q4 consolidated GMS between $3.5 billion and $3.65 billion. Additionally, Etsy's subsidiary Depop saw a significant GMS increase of 39.4% year-over-year to $292 million, driven by new user growth and buyer conversion improvements.
Leadership Transition
Josh Silverman announced his transition from CEO to Executive Chair, with Kruti Patel Goyal taking over as CEO effective January 1. The Board of Directors supports this transition.
Third Quarter Financial Metrics Exceed Expectations
GMS, revenue, and adjusted EBITDA exceeded expectations. GMS for Etsy and Depop combined returned to year-over-year growth, with a sequential improvement of approximately 300 basis points.
Depop's Strong Growth
Depop's GMS grew by 39.4% year-over-year, with new user growth and improvements to buyer conversion driving a 59% year-over-year growth in Depop's U.S. GMS.
App Engagement Increases
Engagement on Etsy's app home screen increased significantly, and app home GMS grew 20% year-over-year in the third quarter.
Machine Learning Enhancements
AI and machine learning advancements have driven double-digit increases in engagement metrics, improving conversion rates across search and ads.
Successful Capital Allocation
Etsy repurchased 2.1 million shares, reducing the share count by 17% since December 2023.

Etsy (IT:1ETSY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

IT:1ETSY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 25, 2026
2025 (Q4)
0.74 / -
0.895
Oct 29, 2025
2025 (Q3)
0.46 / 0.55
0.39140.00% (+0.16)
Jul 30, 2025
2025 (Q2)
0.42 / 0.22
0.356-39.02% (-0.14)
Apr 30, 2025
2025 (Q1)
0.41 / -0.43
0.417-202.08% (-0.84)
Feb 19, 2025
2024 (Q4)
0.81 / 0.89
0.53966.13% (+0.36)
Oct 30, 2024
2024 (Q3)
0.46 / 0.39
0.556-29.69% (-0.17)
Jul 31, 2024
2024 (Q2)
0.38 / 0.36
0.391-8.89% (-0.03)
May 01, 2024
2024 (Q1)
0.42 / 0.42
0.461-9.43% (-0.04)
Feb 21, 2024
2023 (Q4)
0.66 / 0.54
0.669-19.48% (-0.13)
Nov 01, 2023
2023 (Q3)
0.44 / 0.56
-6.621108.40% (+7.18)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

IT:1ETSY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
€62.94€59.46-5.53%
Jul 30, 2025
€52.47€55.39+5.57%
Apr 30, 2025
€40.42€37.77-6.57%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Etsy (IT:1ETSY) report earnings?
Etsy (IT:1ETSY) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).
    What is Etsy (IT:1ETSY) earnings time?
    Etsy (IT:1ETSY) earnings time is at Feb 25, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Etsy stock?
          The P/E ratio of Etsy is N/A.
            What is IT:1ETSY EPS forecast?
            IT:1ETSY EPS forecast for the fiscal quarter 2025 (Q4) is 0.74.

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