Jun 2026 (Q2 FY26) — Aug 6, 2026
Etsy Q2 FY26 — Strong GMS Growth and Share Repurchase Authorization
Read the full callEtsy (ETSY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Etsy earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 668 | +6.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.7 | +3.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -46.7 | −261.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$89.18 +7.54% · +$6.25
Performance +24.0% 1Y
1Y: $71.91 on 14 Oct 2025 → $89.18. High $89.18 (15 Oct 2026), low $44.05 (18 Feb 2026).
- Previous close
- $82.93
- 52-week range
- $44.05 – $89.18
- One year
- +26.14%
Overview
- Symbol
- ETSY
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Etsy Q1 FY26 — Strong GMS Growth Driven by App and Personalization
Read the full callEvery analysed call
Etsy earnings calls (ETSY)
Financials
What the filings say
Net profit, year on year: −262% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 662 | 852 | 612 | 629 | 678 | 882 | 631 | 668 |
| Operating profit | 87 | 155 | -4 | 94 | 83 | 129 | 120 | 125 |
| Operating margin | 13.1% | 18.2% | −0.6% | 15.0% | 12.2% | 14.7% | 19.0% | 18.7% |
| Other income | -13 | 23 | -11 | -25 | 9 | 7 | — | — |
| Interest | 3 | — | — | 4 | 6 | 6 | — | 6 |
| Profit before tax | 74 | 178 | -15 | 69 | 92 | 137 | 129 | 135 |
| Tax rate | 22.3% | 27.2% | −140.5% | 33.8% | 18.0% | 19.0% | 19.0% | 15.3% |
| Net profit | 57 | 130 | -52 | 29 | 76 | 111 | 70 | -47 |
| EPS ($ per share) | 0.50 | — | -0.49 | 0.28 | 0.76 | — | 0.72 | -0.49 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -153 | -227 | -147 | 72 | -1,048 | -1,357 | -1,784 | -2,404 |
| Total liabilities | 501 | 1,136 | 1,662 | 3,203 | 3,182 | 3,229 | 3,177 | 3,925 |
| Fixed assets | 120 | 145 | 112 | 275 | 250 | 250 | 237 | 206 |
| Total assets | 902 | 1,542 | 2,404 | 3,832 | 2,635 | 2,685 | 2,418 | 2,827 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 199 | 207 | 679 | 652 | 684 | 706 | 752 | 693 |
| Cash from investing | -285 | -488 | -11 | -1,558 | -30 | -73 | -53 | 32 |
| Cash from financing | 144 | 360 | 119 | 453 | -506 | -657 | -787 | -170 |
| Net cash flow | 52 | 76 | 801 | -464 | 141 | -12 | -103 | 593 |
| Capital expenditure | -1 | -8 | -1 | -11 | -10 | -13 | -14 | -15 |
| Free cash flow | 198 | 199 | 678 | 640 | 673 | 693 | 738 | 678 |
ETSY revenue by segment
Marketplace Revenue shrank from 72% to 68% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Marketplace Revenue | 72% | 71% | 70% | 70% | 69% | 69% | 69% | 68% | -2.6% |
| Services Revenue | 28% | 29% | 30% | 30% | 31% | 31% | 31% | 32% | +3.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
ETSY operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Active buyers | 86.6MQ1 '26 trailing 12-month active buyer count was $86.6 million, representing the first quarter of sequential growth in the past 2 years.Source: earnings call transcript | ~87MActive buyers improved, growing by 350,000 sequentially to approximately 87 million, roughly stable on a year-over-year basis.Source: earnings call transcript | — |
| GMS per active buyer | $122Encouragingly, GMS per active buyer improved sequentially for the fourth consecutive quarter and grew year-over-year for the first time since 2022, reaching $122 on a trailing 12-month basis.Source: earnings call transcript | $124Trailing 12-month GMS per active buyer grew 2.8% year-over-year to $124.Source: earnings call transcript | +1.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- US 47% ↓ 4 pt
- Non US and United Kingdom 43% ↑ 5 pt
- GB 9% ↓ 1 pt
As ETSY cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
206 filings between Nov 1, 2025 and Oct 8, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$79.97M
101 sales by 9 insiders
92% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 70
- Option exercise — converted options into shares
- 35
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Silverman Josh | — | $67.36M | Oct 8, 2026 |
| WILSON FREDERICK R | — | $7.40M | Sep 1, 2026 |
| Colburn Richard Edward III | — | $1.86M | Oct 5, 2026 |
| Buckley Merilee | — | $1.36M | Oct 5, 2026 |
| Baker Charles | — | $674.0K | Aug 4, 2026 |
| REIFF MELISSA | — | $593.5K | Jul 15, 2026 |
| BALLARD CHARLES ANDREW | — | $468.1K | Aug 26, 2026 |
| Minor Bradley | — | $178.9K | Nov 6, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 8, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 383 | $28.3K |
| Oct 5, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 294 | $21.2K |
| Oct 5, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 4,178 | $297.7K |
| Oct 5, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 1,396 | $99.6K |
| Oct 1, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 858 | $61.7K |
| Oct 1, 2026 | Silverman Josh Director | Option exercise 10b5-1 plan | 2,090 | $22.2K |
| Oct 1, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 274 | $20.1K |
| Oct 1, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 958 | $69.7K |
| Oct 1, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Tax withheld | 5,453 | $397.2K |
| Oct 1, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Option exercise | 9,925 | $0 |
| Oct 1, 2026 | Silverman Josh Director | Tax withheld | 16,158 | $1.18M |
| Oct 1, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Tax withheld | 1,460 | $106.3K |
| Oct 1, 2026 | Silverman Josh Director | Option exercise | 29,216 | $0 |
| Oct 1, 2026 | Baker Charles Chief Financial Officer | Tax withheld | 3,992 | $290.8K |
| Oct 1, 2026 | PATEL GOYAL KRUTI Chief Executive Officer | Tax withheld | 14,818 | $1.08M |
| Oct 1, 2026 | PATEL GOYAL KRUTI Chief Executive Officer | Option exercise | 26,974 | $0 |
| Oct 1, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Option exercise | 2,856 | $0 |
| Oct 1, 2026 | Baker Charles Chief Financial Officer | Option exercise | 7,218 | $0 |
| Oct 1, 2026 | Stretch Colin CHIEF LEGAL OFFICER | Option exercise | 21,409 | $0 |
| Oct 1, 2026 | Minor Bradley Chief Marketing Officer | Tax withheld | 5,054 | $368.1K |
| Oct 1, 2026 | Stretch Colin CHIEF LEGAL OFFICER | Tax withheld | 13,223 | $963.2K |
| Oct 1, 2026 | Minor Bradley Chief Marketing Officer | Option exercise | 9,897 | $0 |
| Sep 3, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 1,090 | $89.4K |
| Sep 3, 2026 | Silverman Josh Director | Option exercise 10b5-1 plan | 1,671 | $17.7K |
| Sep 3, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 479 | $40.4K |
| Sep 3, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 1,671 | $140.4K |
| Sep 3, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 1,344 | $109.4K |
| Sep 1, 2026 | WILSON FREDERICK R Director | Sale 10b5-1 plan | 4,501 | $365.6K |
| Sep 1, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Tax withheld 10b5-1 plan | 3,551 | $290.3K |
| Sep 1, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Option exercise 10b5-1 plan | 6,464 | $0 |
| Sep 1, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 7,537 | $619.0K |
| Sep 1, 2026 | WILSON FREDERICK R Director | Sale 10b5-1 plan | 15,499 | $1.27M |
| Sep 1, 2026 | Silverman Josh Director | Option exercise 10b5-1 plan | 11,696 | $124.2K |
| Sep 1, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 4,159 | $338.3K |
| Aug 26, 2026 | BALLARD CHARLES ANDREW Director | Sale | 4,500 | $368.3K |
| Aug 17, 2026 | Blow Marla J Director | Sale 10b5-1 plan | 15 | $1.2K |
| Aug 17, 2026 | Blow Marla J Director | Sale 10b5-1 plan | 217 | $17.2K |
| Aug 17, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 1 | $81 |
| Aug 17, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 166 | $13.3K |
| Aug 17, 2026 | Blow Marla J Director | Sale 10b5-1 plan | 68 | $5.4K |
| Aug 17, 2026 | Buckley Merilee CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 238 | $18.8K |
| Aug 10, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Option exercise 10b5-1 plan | 1,229 | $34.9K |
| Aug 10, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 440 | $37.0K |
| Aug 10, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 989 | $82.1K |
| Aug 10, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 5,684 | $465.7K |
| Aug 10, 2026 | Colburn Richard Edward III Chief Product & Tech Officer | Sale 10b5-1 plan | 1,139 | $92.6K |
| Aug 4, 2026 | Silverman Josh Director | Option exercise 10b5-1 plan | 6,294 | $66.8K |
| Aug 4, 2026 | Baker Charles Chief Financial Officer | Sale 10b5-1 plan | 352 | $30.5K |
| Aug 4, 2026 | Baker Charles Chief Financial Officer | Sale 10b5-1 plan | 1,053 | $90.3K |
| Aug 4, 2026 | Silverman Josh Director | Sale 10b5-1 plan | 6,294 | $528.7K |
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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