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Wayfair (W)
NYSE:W
Earnings Data
Report Date
Feb 19, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.65Last Year’s EPS
-0.25Same Quarter Last Year
Moderate Buy
Based on 25 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with significant revenue growth and record adjusted EBITDA margins. The company made notable advancements in AI and technology, contributing to operational efficiency and customer experience. Despite challenges in the housing market and tariff uncertainties, Wayfair demonstrated strong financial performance and strategic growth initiatives.Company Guidance
Revenue Growth
Revenue grew by 9% year-over-year, excluding Germany, with U.S. business up 9% and international up by 5%.
Record Adjusted EBITDA Margin
Achieved a 6.7% adjusted EBITDA margin, the highest level outside of the pandemic period, with more than 70% year-over-year growth in adjusted EBITDA.
Increase in Active Customers
Sequential growth in active customers for the first time since 2023.
Advancements in AI and Technology
Successful replatforming to the cloud and leadership in AI applications, including generative AI to enhance customer experience and operational efficiency.
Improved Free Cash Flow
Free cash flow was $93 million, an improvement of over $100 million compared to Q3 of last year.
Reduction in Net Leverage
Net leverage reduced from over 4x to 2.8x trailing 12-month adjusted EBITDA.
W Earnings History
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
W Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 28, 2025 | $86.45 | $106.52 | +23.22% |
Aug 04, 2025 | $65.22 | $73.48 | +12.66% |
May 01, 2025 | $30.16 | $31.23 | +3.55% |
Feb 20, 2025 | $46.33 | $46.06 | -0.58% |
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 Wayfair (W) report earnings?
Wayfair (W) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).
What is Wayfair (W) earnings time?
Wayfair (W) earnings time is at Feb 19, 2026, Before Open (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 W EPS forecast?
W EPS forecast for the fiscal quarter 2025 (Q4) is 0.65.
