Revenue $3.52B, up 7.5% on a year earlier. LTM net revenue per active customer $596, up 4.2%. Diluted EPS -$0.01 against $0.11.
| Q2 FY26 | Q1 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $3.52B | $2.93B | $3.27B | +7.5% |
| Operating income | $104.00M | -$11.00M | $17.00M | +511.8% |
| Net income | -$1.00M | -$105.00M | $15.00M | -106.7% |
| Diluted EPS | -$0.01 | -$0.80 | $0.11 | |
| Operating cash flow | $360.00M | -$52.00M | $273.00M | +31.9% |
| Capital expenditures | -$26.00M | -$25.00M | -$13.00M | |
| Free cash flow | $334.00M | -$77.00M | $260.00M | +28.5% |
| Q2 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|
| Active customers | 21.7M | 21.0M | +3.3% |
| LTM net revenue per active customer | $596 | $572 | +4.2% |
| LTM net revenue per active customer growth | 4.2% | 5.93% | |
| Net revenue growth | 7.5% | 5% | |
| Direct Retail net revenue | $3.12B | $2.87B | +8.7% |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “Wayfair (W) Q2 FY26 earnings: results and KPIs”, stockatlas.com/companies/W/earnings/2026-q2/, data as of 3 November 2026. Links to this page are welcome.
