Bei Akademie registrieren
Wayfair, US94419L1017

Wayfair stock posts strong Q3 growth as U.S. revenue jumps 11.4%

Published on 11/08/2026 at 13:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Wayfair stock followed a quarter of stronger growth and profitability. Active customers and orders both increased from a year earlier.

What matters for investors

  • Third-quarter net revenue reached 3.42 billion US dollars, while net income returned to positive territory.
  • Active customers rose to 22.2 million and orders delivered increased year over year.
  • Adjusted EBITDA margin improved to 6.9 percent, supported by stronger U.S. performance.
Wayfair, US94419L1017, Illustration mit AI erstellt.
Wayfair, US94419L1017, Illustration mit AI erstellt.

Wayfair reported its third-quarter 2026 results on Wednesday, November 4, with growth concentrated in the U.S. business. According to FinanzNachrichten.de, which republished the company release from PR Newswire, total net revenue rose to 3.42 billion US dollars for the three months ended September 30.

U.S. net revenue increased to 3.04 billion US dollars, while international revenue declined to 380 million US dollars. Gross profit reached 1.012 billion US dollars, or 29.6 percent of revenue. Net income was 62 million US dollars, compared with a loss of 99 million US dollars in the year-earlier quarter.

Growth reaches customers and orders

Wayfair said active customers rose to 22.2 million at the end of September, up 4.7 percent from a year earlier. Orders delivered increased to 11.0 million, while average order value fell to 311 US dollars from 317 US dollars.

Adjusted EBITDA increased to 236 million US dollars from 208 million US dollars. The adjusted EBITDA margin improved to 6.9 percent from 6.7 percent. The company also reported 136 million US dollars in free cash flow for the quarter and 1.1 billion US dollars in cash, cash equivalents and short-term investments at quarter-end.

Share price remains below Friday close

Wayfair stock traded at 98.89 euros on Lang & Schwarz at 1:03 p.m. CET on Saturday, November 7, 2.48 percent below the Xetra close of Friday, November 6. Investors can follow the real-time quote of Wayfair stock.

For investors, the quarter combines stronger U.S. demand with a return to reported profitability. The international decline and lower average order value remain relevant counterpoints as the company seeks to sustain growth beyond the recent results.

Broader sentiment can be followed through the S&P 500 market coverage.

More news and analyses on Wayfair stock are available on the Wayfair stock topic page.

Wayfair stock facts

  • Company: Wayfair Inc.
  • ISIN: US94419L1017
  • WKN: A12AKN
  • Frankfurt ticker: 1WF
  • Home exchange: NYSE
  • Lang & Schwarz quote: 98.89 euros on November 7, 2026, at 1:03 p.m. CET
  • Xetra close: 101.40 euros on November 6, 2026
  • Sector: Internet
Disclaimer...
en | US94419L1017 | WAYFAIR | boerse | 70477326 |