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%.
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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
From Etsy's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$2.88B
+2.7%
$1.39
-40.9%
5.7%
FY2024
$2.81B
+2.2%
$2.35
+4.9%
10.8%
FY2023
$2.75B
+7.1%
$2.24
—
11.2%
FY2022
$2.57B
+10.2%
$-5.48
-261.2%
-27.1%
FY2021
$2.33B
+35.0%
$3.40
+26.4%
21.2%
Frequently asked questions
When is Etsy's next earnings date?
Etsy has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Etsy earn last quarter?
For the quarter ended Sep 2026, Etsy reported diluted EPS of $7.31 (+1060.3% year over year) on revenue of $692.47M (+10.9%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.