Etsy posts Q3 2026 earnings beat, active‑buyer growth and announces CFO departure
+1 new source since this summary was written
Etsy reported third‑quarter 2026 revenue of $692.47 million, up 10.9% year‑over‑year, and adjusted earnings per share of $1.00, beating consensus estimates. Marketplace gross merchandise sales rose 8.8% to roughly $2.6 billion, while the take rate widened to 26.2% and adjusted EBITDA reached $210.4 million, a 30.4% margin. Active buyers increased 1.0% to about 88 million, the first annual rise in two years, and the company guided Q4 marketplace GMS to $3.46 billion‑$3.52 billion. Chief Financial Officer Lanny Baker will leave the firm on March 1 2027.
Why it matters
The earnings beat and buyer‑growth signal stronger operating momentum, supporting the company’s guidance for continued GMS expansion in Q4. The announced CFO transition adds a governance consideration for investors as the company moves into 2027.
Key facts
- 1Revenue was $692.47 million, up 10.9% YoY. investing.com
- 2Adjusted EPS was $1.00, versus $0.76 consensus. investing.com
- 3Marketplace GMS was about $2.6 billion, up 8.8% YoY. investing.com
- 4Take rate was 26.2%, up 50 basis points. finance.biggo.com
- 5Adjusted EBITDA was $210.4 million, a 30.4% margin. finance.biggo.com
- 6Active buyers rose 1.0% to roughly 88 million. finance.biggo.com
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.