earnings
confidence high
sentiment positive
materiality 0.80
Wayfair Q2 revenue $3.3B (+5% YoY), net income $15M vs loss $42M YoY; adjusted EBITDA $205M
Wayfair Inc.
2025-Q2 EPS
reported -$0.77
vs consensus $0.34
▼ miss
(-327.9%)
- Net revenue $3.27B, +5% YoY (ex-Germany +6%); highest growth since early 2021.
- Net income $15M (diluted EPS $0.11) vs loss $42M (loss $0.34) in Q2 2024.
- Non-GAAP adjusted EBITDA $205M (6.3% margin); adjusted diluted EPS $0.87.
- Active customers 21.0M (-4.5% YoY), but LTM revenue per active customer $572 (+5.9%).
- Free cash flow $230M; cash & equivalents $1.4B, total liquidity $1.8B.
item 2.02item 9.01