Shopify Inc. reported its third-quarter financial results for the period ended September 30, 2026, delivering revenue of $3.74 billion, up 32% year-over-year. Net income reached $462 million, and free cash flow was $816 million with a 22% margin.
Revenue for the quarter ended September 30, 2026, was $3.74 billion, compared to $2.84 billion in the prior-year period.
Gross merchandise volume (GMV) reached $119 billion for the third quarter of 2026.
Operating income rose to $568 million from $343 million in the third quarter of 2025.
For the fourth quarter of 2026, revenue is expected to grow at a low-thirties percentage rate year-over-year.
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 Shopify Inc.'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
$11.56B
+30.1%
$0.94
-39.4%
10.7%
FY2024
$8.88B
+25.8%
$1.55
+1450.0%
22.7%
FY2023
$7.06B
+26.1%
$0.10
—
1.9%
FY2022
$5.60B
—
$-2.73
—
-61.8%
Frequently asked questions
When is Shopify's next earnings date?
Shopify 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 Shopify earn last quarter?
For the quarter ended Sep 2026, Shopify reported diluted EPS of $0.36 (+80.0% year over year) on revenue of $3.74B (+31.6%).
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.