Etsy, Inc. is an American e-commerce company focused on handmade or vintage items and craft supplies. These items fall under a wide range of categories, including jewelry, bags, clothing, home decor and furniture, toys, art, as well as craft supplies and tools.
| Revenue (TTM) | $3.01B |
| Gross Profit (TTM) | $2.15B |
| EBITDA | $507.85M |
| Operating Margin | 21.00% |
| Return on Equity | -1224.00% |
| Return on Assets | 9.78% |
| Revenue/Share (TTM) | $31.58 |
| Book Value | $-7.71 |
| Price-to-Book | 21.42 |
| Price-to-Sales (TTM) | 2.62 |
| EV/Revenue | 2.829 |
| EV/EBITDA | 14.41 |
| Quarterly Earnings Growth (YoY) | 2254.00% |
| Quarterly Revenue Growth (YoY) | 10.90% |
| Shares Outstanding | $86.21M |
| Float | $73.95M |
| % Insiders | 1.40% |
| % Institutions | 134.79% |
Volatility is currently expanding
Etsy's Q3 GMS growth of 8.8%, improving buyer trends and AI-driven personalization signal turnaround progress as management targets stronger holiday-quarter sales.
Two soft spots in an otherwise strong quarter are costing Shopify (NASDAQ:SHOP | SHOP Price Prediction) heavily. Shopify stock is at $130.01, down 17% in morning trading.
Etsy beats Q3 earnings and revenue estimates as GMS and advertising strengthen, active buyers return to growth and management forecasts 5%-7% Q4 GMS gains.
Etsy continues to outperform, gaining over 60% YTD and delivering a strong Q3 beat-and-raise. I see accelerating GMS growth, now above 9% FX-neutral, as a key differentiator in a challenging retail environment. Rising take rates, driven by Etsy Ads attach rate, and a deep restructuring support robust >30% adjusted EBITDA margins.
Etsy, Inc. reported strong third quarter results. ETSY's platform momentum is improving, reflected in the company's 10.9% revenue growth. User growth has inflected positively. Despite incremental marketing investments, ETSY's margins remain very strong.
Etsy, Inc. (ETSY) Q3 2026 Earnings Call Transcript
Third quarter gross merchandise sales rose 8.8% to $2.6 billion. Active buyers grew 1% year over year to 88 million.
We have a solid slate of reports today, both of the earnings variety and regarding economic growth.
ETSY approaches Q3 earnings with expected GMS growth of 4-6%, improving ad monetization and AI-driven engagement, but restructuring charges loom over profits.
Etsy (NASDAQ:ETSY | ETSY Price Prediction) reports third-quarter results on October 28. With a fresh $2 billion buyback authorized and shares up 56.8% year to date, this report tests whether marketplace momentum can offset a shrinking headline revenue line.
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