ETSY Earnings Date: Feb 18, 2027 (Estimated) — Etsy, Inc.
NYSE · Consumer Discretionary · Internet Retail
Updated
When is ETSY's next earnings date?
Etsy, Inc. (ETSY) is expected to report Q4 2026 earnings on Thursday, February 18, 2027 at 7:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.38 on revenue of $880.8M.
How did ETSY do in its last earnings report?
In its most recent report on Oct 28, 2026 (Q3 2026), Etsy, Inc. posted EPS of $1.00 versus the $0.76 estimate, a beat of 30.9%. Revenue was $692.5M against a $668.1M estimate. The stock's 1-day post-earnings move was +5.4%.
How much does ETSY stock move after earnings?
ETSY beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 7.5% (up or down) in the day after earnings.
About Etsy, Inc.
Etsy, Inc. oversees online retail platforms designed to link independent merchants with a global customer base. Its primary marketplace is dedicated to unique and handcrafted items, while its Depop division focuses on the resale of apparel. The company's revenue streams largely originate from diverse marketplace fees, such as those for product listings, transactions, and payment processing, as well as from advertising services and optional seller utilities like shipping labels. Furthermore, Etsy administers programs aimed at improving search placement, providing buyer protection for qualifying orders, and offering financial incentives for seller-driven traffic. The enterprise was founded in 2005, formally incorporated as Indieco, Inc. in 2006, and then rebranded as Etsy, Inc. in June of the same year. Its corporate headquarters are located in Brooklyn, New York.
🤖 AI Earnings Analysis
Etsy delivered a solid Q3 beat, with EPS of $1.00 versus $0.76 expected and revenue of $692M versus $668M; revenue rose just 2.1% year over year, signaling limited marketplace momentum. The CFO’s planned 2027 departure adds a modest transition consideration.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-28 | Q3 2026 | 0.76 | 1.00 | +30.89% | $692.5M | ✅ Beat | +5.35% | — | — |
| 2026-08-05 | Q2 2026 | 0.75 | 0.98 | +34.25% | $668.3M | ✅ Beat | -4.19% | -7.26% | -4.46% |
| 2026-04-29 | Q1 2026 | 0.62 | 0.89 | +43.55% | $631.3M | ✅ Beat | +10.11% | -0.41% | +5.65% |
| 2026-02-19 | Q4 2025 | 0.86 | 0.92 | +6.98% | $881.6M | ✅ Beat | +9.28% | +21.32% | +24.31% |
| 2025-10-29 | Q3 2025 | 0.52 | 0.63 | +21.15% | $678.0M | ✅ Beat | -12.80% | -22.08% | -27.57% |
| 2025-07-30 | Q2 2025 | 0.51 | 0.25 | -50.98% | $672.7M | ❌ Miss | +2.79% | -7.16% | -9.73% |
| 2025-04-30 | Q1 2025 | 0.47 | 0.46 | -2.13% | $651.2M | ❌ Miss | -5.74% | -2.21% | +14.87% |
| 2025-02-19 | Q4 2024 | 0.94 | 1.03 | +9.57% | $852.2M | ✅ Beat | -10.05% | -7.26% | -21.94% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $692.5M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Marketplace Revenue | 67.6% | $468.1M | 0.0% | $458.5M | $468.2M | $468.1M | $612.4M |
| Services Revenue | 32.4% | $224.3M | +6.8% | $192.7M | $204.5M | $210.0M | $269.2M |
By region
Q3 FY26 · $692.5M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 46.5% | $322.1M | -6.2% | $332.8M | $343.4M | $343.5M | $446.2M |
| Non-US | 44.1% | $305.1M | +14.3% | $251.4M | $261.5M | $266.8M | $341.7M |
| UNITED KINGDOM | 9.4% | $65.3M | -3.6% | $67.0M | $67.8M | $67.7M | $93.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.