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Inferra AI / Company / ETSY

Etsy Inc.

ETSY · Industrials

Last earnings Oct 28, 2026

Key results

Revenuequarter

$678.0 million

Revenue was $678.0 million, up 6.1% year-over-year, excluding Reverb from the prior-year period.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Growthquarter

up 6.1%

Revenue was $678.0 million, up 6.1% year-over-year, excluding Reverb from the prior-year period.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

On an as reported basis, including Reverb s third quarter 2024 revenue of $23.2 million, consolidated revenue was up 2.4% year-over-year.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net incomequarter

$75.5 million

Net income was $75.5 million, up $18.1 million year-over-year, reflecting a non-cash foreign exchange gain of $0.8 million as compared to a non-cash foreign exchange loss of $16.8 million in the third quarter of 2024.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Consolidated net incomequarter

11.1%

Consolidated net income margin was 11.1% and diluted net income per share was $0.63.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$678.0M
EX-99 · Oct 29, 2025
Net income · Q3 2025
$75.5M
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$678.0 million——
Growthup 6.1%——
Net income$75.5 million——
Consolidated net income11.1%——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure30%
Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Under Etsy s stock repurchase program, during the third quarter of 2025 Etsy repurchased an aggregate of approximately $120 million, or 2.1 million shares, of its common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Reports Third Quarter 2025 Results Brooklyn, NY

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Under Etsy s stock repurchase program, during the third quarter of 2025 Etsy repurchased an aggregate of approximately $120 million, or 2.1 million shares, of its common stock.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Etsy marketplace GMS improved sequentially, reflecting growing traction in our customer-centric priorities from showing up where shoppers discover, to enhancing AI-powered matching, retaining and rewarding our most valuable customers, and further amplifying the human connection that makes Etsy so unique.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Key product and marketing initiatives in the quarter include Improving Search ranking models to deliver more relevant results, driving a lift in conversion rates.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Launching new seller tools to save time and support business growth such as task prioritization, marketplace insights, and AI-powered features such as title suggestions and Writing Assistant.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Optimizations of data feeds and advanced segmentation strategies contributed to strong GMS from paid search channels.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Etsy marketplace year-over-year GMS comparisons improved approximately 300 basis points sequentially driven primarily by our strategic priorities.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

Forward-looking statements involve substantial risks and uncertainties that may cause actual results to differ materially from those that we expect.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

These and other risks and uncertainties are more fully described in our filings with the Securities and Exchange Commission, including in the section entitled Risk Factors in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2025, and subsequent reports that we file with the Securities and Exchange Commission.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In light of these risks, uncertainties, and assumptions, we cannot guarantee future results, levels of activity, performance, achievements, or events and circumstances reflected in the forward-looking statements will occur.

SEC original ↗Etsy Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

34 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Etsy Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Etsy Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.