ETSY Q4 2025 Earnings — Etsy, Inc. Revenue & Financial Results | Market Cap Arena

ETSYEtsy, Inc.

$5B

Q4 2025 Earnings

Consumer Cyclical Specialty Retail

Income Statement

Revenue

$882M+3.5% YoY

Gross Profit

$644M73.1% margin

Operating Income

$130M14.8% margin

Net Income

$111M12.6% margin

EPS (Diluted)

$0.96

QoQ Revenue Growth

+30.0%

Cash Flow

Operating Cash Flow

$317M

Free Cash Flow

$347M

Stock-Based Comp.

$0

Balance Sheet

Total Assets

$2.8B

Total Liabilities

$3.9B

Stockholders' Equity

-$1.1B

Cash & Equivalents

$1.4B

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$882M	$852M	+3.5%
Gross Profit	$644M	$634M	+1.5%
Operating Income	$130M	$155M	-15.9%
Net Income	$111M	$130M	-14.8%

Revenue Segments

Marketplace Revenue

$612M69%

Services Revenue

$269M31%

Geographic Segments

UNITED STATES

$446M51%

Non-US

$342M39%

UNITED KINGDOM

$94M11%