Wayfair Inc. filed its quarterly report on Form 10-Q with the SEC on November 4, 2026, covering the three and nine months ended September 30, 2026, disclosing a return to quarterly net income and continued year-over-year revenue growth.

Key Highlights

  • Q3 2026 net revenue: $3,420 million, up from $3,117 million in Q3 2025, according to the filing.
  • Q3 2026 net income: $62 million, compared to a net loss of $99 million in Q3 2025.
  • Nine-month net loss: $(44) million for the nine months ended September 30, 2026, versus a net loss of $(197) million for the same period in 2025.
  • Q3 2026 income from operations: $106 million, up from $38 million in Q3 2025.
  • Loss on debt extinguishment: $(102) million recorded in the nine months ended September 30, 2026, per the filing.
  • Cash and cash equivalents: $1,038 million at September 30, 2026, down from $1,476 million at December 31, 2025.
  • Total stockholders' deficit: $(2,804) million at September 30, 2026, compared to $(2,782) million at December 31, 2025.

Wayfair's Q3 2026 Financial Results: Revenue Growth and Return to Quarterly Profitability

According to the filing, Wayfair Inc. (NYSE:W) reported net revenue of $3,420 million for the three months ended September 30, 2026, an increase from $3,117 million in the same quarter of 2025. Gross profit for Q3 2026 was $1,012 million, compared to $934 million a year earlier. The company reported income from operations of $106 million for Q3 2026, versus $38 million in Q3 2025. Net income for the quarter was $62 million, or $0.45 per basic and diluted share, reversing a net loss of $99 million, or $(0.76) per share, in Q3 2025.

For the nine months ended September 30, 2026, the filing disclosed net revenue of $9,870 million, up from $9,120 million in the comparable 2025 period. Income from operations for the nine-month period was $199 million, compared to an operating loss of $(67) million a year earlier. The nine-month net loss was $(44) million, or $(0.33) per share, an improvement from a net loss of $(197) million, or $(1.54) per share, for the nine months ended September 30, 2025. The filing noted a loss on debt extinguishment, net, of $(102) million in the nine-month 2026 period.

The condensed consolidated balance sheet as of September 30, 2026 showed total assets of $3,151 million and total liabilities of $5,955 million, resulting in a total stockholders' deficit of $(2,804) million. Long-term debt stood at $2,572 million, down from $3,233 million at December 31, 2025. During the nine months ended September 30, 2026, the filing reported a purchase of an equity instrument of $(60) million and a repurchase of common stock of $(60) million, each recorded in additional paid-in capital. Class A common stock shares outstanding were 115,400,430 at September 30, 2026, up from 108,365,428 at December 31, 2025.

What Was Disclosed

Wayfair filed a Form 10-Q for the quarter ended September 30, 2026, reporting Q3 net income of $62 million on revenue of $3,420 million, a nine-month net loss of $(44) million, and a total stockholders' deficit of $(2,804) million, with long-term debt reduced to $2,572 million.