Symbols

ETSY

Etsy·NYSE

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ETSY fundamentals

ETSY Q4 2025 Earnings

Etsy (ETSY) released its earnings on Feb 19, 2026: revenue was 881.64M (YoY +3.46%), missed estimates; EPS was 0.92 (YoY -10.68%), beat estimates.

Revenue / YoY

881.64M

+3.46%

EPS / YoY

0.92

-10.68%

Report date

Feb 19, 2026

ETSY Earnings Call Summary for Q4,2025

Depop Sale: $1.2B cash proceeds to refocus on core Etsy growth
Marketplace Recovery: Q4 GMS +0.1% YoY, U.S. buyer GMS +0.3% YoY (first growth in 4 years)
AI Growth: Agentic traffic +15x YoY, orders skewing higher value
2026 Outlook: Full year GMS slight growth vs. 2025's -4% decline
Share Buybacks: $777M in 2025, more to come with Depop proceeds
App Dominance: 46% GMS via app (vs. 41% in Q4 2023)
Loyalty Focus: 5.9M habitual buyers, 75%+ personalized marketing

Earnings

EPS

Revenue

Revenue & Expenses

ETSY has released its 2025 Q4 earnings report, with revenue of 881.64M, reflecting a YoY change of 3.46%, and net profit of 110.73M, showing a YoY change of -14.76%. The Sankey diagram below clearly presents ETSY's revenue sources and cost distribution.

Key Indicators

Etsy (ETSY) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Etsy (ETSY)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Etsy (ETSY)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Etsy (ETSY)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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