Wayfair Q2 revenue up 7.5% to $3.5 billion; GAAP net loss of $1 million
Wayfair reported second-quarter 2026 results for the period ended June 30, with total net revenue of $3.5 billion, up 7.5% year over year, and U.S. net revenue up 8.7%. The company posted a GAAP net loss of $1 million, compared with net income of $15 million a year earlier, while adjusted diluted earnings per share rose to $0.95 from $0.87. The results show revenue growth and higher adjusted profit alongside a swing to a GAAP loss, and the filing gives no updated guidance.
Key points
- Total net revenue was $3.5 billion, up $246 million or 7.5% year over year; U.S. revenue rose 8.7% while international revenue fell 1.3% to $394 million.
- Net loss was $1 million, or $(0.01) per diluted share, versus net income of $15 million in Q2 2025.
- Adjusted diluted EPS was $0.95 versus $0.87 a year earlier; Adjusted EBITDA was $242 million versus $205 million.
- Free cash flow was $301 million versus $230 million in Q2 2025; active customers reached 21.7 million, up 3.3%.
The filing
Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.
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.