Jun 2026 (Q2 FY26) — Aug 5, 2026
1stdibs.Com Q2 FY26 — Strong GMV Growth and Margin Expansion
Read the full call1stdibs.Com earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 23.3 | +5.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -8.8 | +17.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -1.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $2.7 on 14 Oct 2025 → $4.28. High $6.43 (3 Dec 2025), low $2.7 (14 Oct 2025).
Overview
Call summaries
1stdibs.Com Q2 FY26 — Strong GMV Growth and Margin Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: +76% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 21 | 23 | 23 | 22 | 22 | 23 | 22 | 23 |
| Operating profit | -7 | -7 | -6 | -6 | -5 | -2 | -3 | -2 |
| Operating margin | −34.9% | −30.6% | −27.7% | −25.8% | −21.3% | −10.1% | −14.8% | −8.8% |
| Other income | 2 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| Profit before tax | -6 | -5 | -5 | -4 | -3 | -1 | -2 | -1 |
| Tax rate | −0.1% | −0.7% | −0.1% | −0.4% | −1.5% | −2.3% | −0.2% | −3.4% |
| Net profit | -6 | -5 | -5 | -4 | -4 | -1 | -2 | -1 |
| EPS ($ per share) | -0.15 | — | -0.14 | -0.12 | -0.10 | — | -0.06 | -0.03 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -244 | -268 | -291 | -314 | -332 | -346 |
| Total liabilities | — | 27 | 35 | 48 | 47 | 46 | 39 |
| Fixed assets | — | 5 | 4 | 4 | 3 | 4 | 3 |
| Total assets | — | 81 | 192 | 196 | 181 | 146 | 132 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -18 | -3 | -4 | -28 | -14 | -3 | -2 |
| Cash from investing | -8 | 1 | -2 | 13 | -100 | 22 | 6 |
| Cash from financing | 61 | 2 | 120 | 2 | -4 | -31 | -6 |
| Net cash flow | 34 | -1 | 113 | -14 | -117 | -11 | -3 |
| Capital expenditure | -2 | -0 | -0 | -0 | -2 | -2 | -1 |
| Free cash flow | -20 | -3 | -5 | -28 | -15 | -5 | -3 |
73 filings between Nov 24, 2025 and Sep 8, 2026.
Purchases
$214.1K
3 purchases by 1 insider
Sales
$3.78M
10 sales by 3 insiders
60% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ROSENBLATT DAVID S | $214.1K | $3.47M | May 12, 2026 |
| Etergino Thomas J | — | $161.3K | Dec 8, 2025 |
| Goins Melanie F | — | $149.9K | Mar 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 11,175 | — |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 12,125 | — |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | Tax withheld | 17,599 | $83.2K |
| Sep 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 8,990 | — |
| Sep 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 10,042 | — |
| Sep 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 11,172 | — |
| Sep 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 11,525 | — |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Tax withheld | 96,229 | $455.2K |
| Sep 8, 2026 | Goins Melanie F General Counsel and CPO | Tax withheld | 8,970 | $42.4K |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 37,500 | — |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 41,667 | — |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| Sep 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| Jun 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 10,042 | — |
| Jun 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 11,175 | — |
| Jun 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 8,990 | — |
| Jun 8, 2026 | Schipper Brian Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Tax withheld | 96,228 | $385.9K |
| Jun 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| Jun 8, 2026 | Cohler Matt Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | HICKOK LORI A Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 37,500 | — |
| Jun 8, 2026 | Etergino Thomas J Chief Financial Officer | Tax withheld | 18,400 | $73.8K |
| Jun 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 16,563 | — |
| Jun 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 41,666 | — |
| Jun 8, 2026 | Taylor Everette Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | Robb Andrew George Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 12,125 | — |
| Jun 8, 2026 | Volent Paula Director | Option exercise | 40,926 | — |
| Jun 8, 2026 | Goins Melanie F General Counsel and CPO | Tax withheld | 8,970 | $36.0K |
| Jun 8, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 11,172 | — |
| Jun 8, 2026 | Goins Melanie F General Counsel and CPO | Option exercise | 11,525 | — |
| Jun 8, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| May 12, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Purchase | 43,755 | $197.4K |
| May 12, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Purchase | 320 | $1.4K |
| May 12, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Purchase | 3,425 | $15.4K |
| Mar 17, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 24 | $132 |
| Mar 16, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 69 | $380 |
| Mar 13, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 7 | $39 |
| Mar 11, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 36 | $198 |
| Mar 10, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 2,616 | $14.4K |
| Mar 9, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 14,104 | — |
| Mar 9, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Tax withheld | 62,088 | $340.9K |
| Mar 9, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| Mar 9, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 47,500 | — |
| Mar 9, 2026 | Goins Melanie F General Counsel and CPO | Tax withheld 10b5-1 plan | 9,745 | — |
| Mar 9, 2026 | Etergino Thomas J Chief Financial Officer | Option exercise | 16,562 | — |
| Mar 9, 2026 | Taylor Everette Director | Option exercise | 12,077 | — |
| Mar 9, 2026 | ROSENBLATT DAVID S Chief Executive Officer | Option exercise | 37,500 | — |
| Mar 9, 2026 | Goins Melanie F General Counsel and CPO | Sale 10b5-1 plan | 12,248 | $67.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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