Wayfair Q3 Revenue Climbs 9.7% to $3.4B as U.S. Sales Jump 11.4%
BOSTON – November 04, 2026 -- Wayfair Inc. (NYSE: W) reported third-quarter net revenue of $3.4 billion, up 9.7% year over year, as U.S. sales grew 11.4% and net income reached $62 million.
U.S. growth outpaces a flat category and lifts profitability
Total net revenue rose $303 million. U.S. net revenue reached $3.0 billion, up $312 million. International net revenue fell $9 million, or 2.3%, to $380 million, a 1.8% decline in constant currency.
Gross profit was $1,012 million, or 29.6% of net revenue. Non-GAAP Contribution Profit reached $550 million, a 16.1% margin. Non-GAAP Adjusted EBITDA was $236 million, a 6.9% margin that CEO Niraj Shah called the company's best Q3 result since 2020.
Diluted earnings per share were $0.45, and Non-GAAP Adjusted Diluted Earnings per Share were $0.93. Shah described Q3 as the strongest growth quarter of the post-pandemic period.