Symbols

W

Wayfair·NYSE

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W fundamentals

W Q4 2025 Earnings

Wayfair (W) released its earnings on Feb 19, 2026: revenue was 3.34B (YoY +6.92%), beat estimates; EPS was 0.85 (YoY +440.00%), beat estimates.

Revenue / YoY

3.34B

+6.92%

EPS / YoY

0.85

+440.00%

Report date

Feb 19, 2026

W Earnings Call Summary for Q4,2025

Revenue Growth: 7.8% YoY (excluding Germany), with 15% of U.S. revenue from Wayfair Rewards members.
Physical Retail Success: Chicago store drives 30% higher frequency category sales, new stores launching in 2026.
Profitability: Q4 adjusted EBITDA up 60% YoY to $743M, free cash flow $145M (40% YoY improvement).
AI & Tech: Early adopter of Gemini, launching Wayfair Delivery Plus in 2026.
Balance Sheet: Net leverage <2.5x, targeting <2x, with $1.5B cash on hand.

Earnings

EPS

Revenue

Revenue & Expenses

W has released its 2025 Q4 earnings report, with revenue of 3.34B, reflecting a YoY change of 6.92%, and net profit of -116.00M, showing a YoY change of 9.38%. The Sankey diagram below clearly presents W's revenue sources and cost distribution.

Key Indicators

Wayfair (W) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Wayfair (W)'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

Wayfair (W)'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

Wayfair (W)'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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Breakdown