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AI brief of an SEC Form 8-K · Etsy (ETSY)

Etsy Q3 revenue rises 10.9% to $692.5 million; CFO Lanny Baker to depart

Positive Impact 4 of 5 earnings

Etsy reported third-quarter 2026 revenue of $692.5 million, up 10.9% year over year, with adjusted EBITDA of $210.4 million and a 30.4% margin. The company also said CFO Lanny Baker will leave, staying in his role through March 1, 2027 and advising through July 1, 2027, and it gave a fourth-quarter GMS forecast of $3.46 billion to $3.52 billion, up 5% to 7%.

Key points

  • Q3 2026 revenue $692.5 million, up 10.9% year over year; GMS $2.6 billion, up 8.8%
  • Adjusted EBITDA $210.4 million, up 14.6%, a 30.4% margin
  • Q4 2026 GMS outlook $3.46 billion to $3.52 billion, up 5% to 7% year over year
  • Charles (Lanny) Baker to remain CFO through March 1, 2027 and advise through July 1, 2027; search for successor underway

The filing

CompanyEtsy (ETSY)
Form8-K, current report
Filed with the SECOct 28, 2026, 7:07 AM ET
Accession number0001370637-26-000090

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.