Stock AnalizWayfair (W) earnings for the quarter ended September 2026: EPS beats estimates
Wayfair reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $0.93 against the analysts’ average forecast of $0.81, a beat of 14.3%.
Revenue for the quarter was $3.42 billion, up 9.7% from $3.12 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 1.8% on the first trading day after the report.
The last four quarters
Wayfair has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.93 | $0.81 | +14.3% | +10% | +1.8% |
| Jun 2026 | $0.95 | $0.92 | +3.1% | +8% | +20.4% |
| Mar 2026 | $0.26 | $0.28 | −6.8% | +7% | −10.6% |
| Sep 2025 | $0.70 | $0.44 | +59.3% | +8% | +19.9% |
What comes next
Analysts expect EPS of $0.98 for the next quarter on average and $3.07 for the fiscal year ending December 31, 2026.
The average analyst price target is $137.69, 23% above the current price of $111.92.
Valuation and score
Wayfair scores 0.6 out of 5 overall on Stock Analiz (weak), and its intrinsic value under moderate assumptions is about 83% below the current market value. Full Wayfair analysis with 10 years of financials
Frequently asked questions
What was Wayfair’s EPS for the quarter ended September 2026?
$0.93 adjusted per share, against an analyst consensus of $0.81.
How much revenue did Wayfair report?
$3.42 billion, up 9.7% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.