WWayfair Inc.

$10B

Q4 2025 Earnings

Consumer Cyclical Specialty Retail

Income Statement

Revenue

$3.3B+6.9% YoY

Gross Profit

$1.0B30.3% margin

Operating Income

$69M2.1% margin

Net Income

-$116M-3.5% margin

EPS (Diluted)

$-0.89

QoQ Revenue Growth

+7.1%

Cash Flow

Operating Cash Flow

$202M

Free Cash Flow

$145M

Stock-Based Comp.

$0

Balance Sheet

Total Assets

$3.4B

Total Liabilities

$6.2B

Stockholders' Equity

-$2.8B

Cash & Equivalents

$1.5B

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$3.3B	$3.1B	+6.9%
Gross Profit	$1.0B	$941M	+7.3%
Operating Income	$69M	-$117M	+159.0%
Net Income	-$116M	-$128M	+9.4%

Revenue Segments

US Segment

$2.9B88%

International Segment

$395M12%

Geographic Segments

US Segment

$8.2B100%

W Q4 2025 Earnings — Wayfair Inc. Revenue & Financial Results | Market Cap Arena