Wayfair reported Q2 2026 U.S. revenue of $3.1 billion, up 8.7% year over year, beating estimates of $3.47 billion.
Wayfair posted Q2 2026 U.S. net revenue of $3.1 billion, an 8.7% year-over-year increase and the strongest domestic growth since the 2020 pandemic surge. Total net revenue reached $3.52 billion, up 7.5% from the prior year, surpassing Wall Street expectations of $3.47 billion.
Adjusted earnings per share came in at 95 cents, above the 89-cent estimate. Adjusted EBITDA hit $242 million, exceeding the $230 million forecast, while free cash flow reached $301 million, the highest since 2020. The company fulfilled 10.6 million orders, a 6% rise, with an active customer base expanding 3.3% to 21.7 million.
Shares jumped 18% in premarket trading following the results. CEO Niraj Shah attributed gains to higher-end brands, including Perigold, which grew over 35% in the quarter.