Jun 2026 (Q2 FY26) — Aug 6, 2026
Warby Parker Q2 FY26 — Intelligent Eyewear Launch Preparations and Tariff Refund Investments
Read the full callWarby Parker earnings: last reported Thu, 6 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 | 236 | +9.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.3 | +3.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 4.6 | 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: $21.7 on 17 Oct 2025 → $24.99. High $30.34 (30 Jun 2026), low $16.49 (17 Nov 2025).
Overview
Call summaries
Warby Parker Q2 FY26 — Intelligent Eyewear Launch Preparations and Tariff Refund Investments
Read the full callEvery analysed call
Financials
Net profit, year on year: +365% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 192 | 191 | 224 | 214 | 222 | 212 | 242 | 236 |
| Operating profit | -7 | -9 | 2 | -5 | 4 | -7 | 2 | 3 |
| Operating margin | −3.4% | −4.9% | 1.1% | −2.1% | 1.6% | −3.2% | 0.7% | 1.3% |
| Other income | 3 | 3 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | -4 | -7 | 5 | -3 | 6 | -5 | 4 | 5 |
| Tax rate | −8.0% | −1.4% | 29.5% | 31.1% | −2.2% | −16.9% | 20.5% | 11.6% |
| Net profit | -4 | -7 | 3 | -2 | 6 | -6 | 3 | 5 |
| EPS ($ per share) | -0.03 | — | 0.03 | -0.01 | 0.05 | — | 0.03 | 0.04 |
| 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 | — | -325 | -493 | -604 | -667 | -687 | -686 |
| Total liabilities | — | 136 | 155 | 282 | 279 | 336 | 353 |
| Fixed assets | — | 85 | 112 | 139 | 152 | 170 | 187 |
| Total assets | — | 445 | 441 | 569 | 580 | 676 | 721 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 21 | 33 | -32 | 10 | 61 | 99 | 111 |
| Cash from investing | -33 | -20 | -49 | -60 | -55 | -66 | -67 |
| Cash from financing | -83 | 246 | 23 | 3 | 3 | 5 | -12 |
| Net cash flow | -94 | 259 | -58 | -48 | 8 | 37 | 32 |
| Capital expenditure | -33 | -20 | -49 | -60 | -54 | -64 | -67 |
| Free cash flow | -11 | 13 | -81 | -50 | 7 | 35 | 44 |
88 filings between Dec 2, 2025 and Oct 1, 2026.
Purchases
None
No insider bought shares.
Sales
$50.30M
35 sales by 7 insiders
77% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 20 conversions, 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Blumenthal Neil Harris | — | $23.11M | Oct 1, 2026 |
| Gilboa David Abraham | — | $21.60M | Jul 6, 2026 |
| Raider Jeffrey Jacob | — | $2.41M | Oct 1, 2026 |
| Moon Youngme E | — | $1.39M | Jun 12, 2026 |
| SINGER BRADLEY E | — | $1.15M | May 14, 2026 |
| Cutler Joel E | — | $518.5K | Dec 16, 2025 |
| Briggs Teresa | — | $129.7K | Jun 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Raider Jeffrey Jacob Director | Sale 10b5-1 plan | 15,000 | $415.5K |
| Oct 1, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 100,000 | $2.77M |
| Oct 1, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 95,614 | $0 |
| Sep 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Option exercise | 9,815 | $0 |
| Sep 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Option exercise | 10,983 | $0 |
| Sep 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Option exercise | 9,815 | $0 |
| Sep 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Option exercise | 10,983 | $0 |
| Sep 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Tax withheld | 11,504 | $278.3K |
| Sep 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Tax withheld | 11,504 | $278.3K |
| Jul 6, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Conversion 10b5-1 plan | 54,347 | $0 |
| Jul 6, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 9,200 | $275.9K |
| Jul 6, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 9,200 | $0 |
| Jul 6, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Sale 10b5-1 plan | 54,347 | $1.62M |
| Jul 1, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Conversion 10b5-1 plan | 213,746 | $0 |
| Jul 1, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 217,667 | $6.45M |
| Jul 1, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Sale 10b5-1 plan | 242,221 | $7.19M |
| Jul 1, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 189,320 | $0 |
| Jul 1, 2026 | Raider Jeffrey Jacob Director | Sale 10b5-1 plan | 22,500 | $668.7K |
| Jun 29, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Option exercise 10b5-1 plan | 36,300 | $0 |
| Jun 29, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 36,300 | $1.09M |
| Jun 16, 2026 | Briggs Teresa Director | Sale 10b5-1 plan | 1,908 | $51.1K |
| Jun 16, 2026 | Briggs Teresa Director | Sale 10b5-1 plan | 3,092 | $78.6K |
| Jun 12, 2026 | Moon Youngme E Director | Sale | 10,000 | $265.3K |
| Jun 8, 2026 | WILLIAMS RONALD A Director | Award | 13,006 | $0 |
| Jun 8, 2026 | SINGER BRADLEY E Director | Award | 9,004 | $0 |
| Jun 8, 2026 | Raider Jeffrey Jacob Director | Award | 9,004 | $0 |
| Jun 8, 2026 | Hunt Andrew Director | Award | 12,005 | $0 |
| Jun 8, 2026 | Briggs Teresa Director | Award | 9,004 | $0 |
| Jun 8, 2026 | Moon Youngme E Director | Award | 9,004 | $0 |
| Jun 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Tax withheld | 11,505 | $280.5K |
| Jun 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Option exercise | 10,983 | $0 |
| Jun 2, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Option exercise | 9,816 | $0 |
| Jun 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Tax withheld | 11,505 | $280.5K |
| Jun 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Option exercise | 10,983 | $0 |
| Jun 2, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Option exercise | 9,816 | $0 |
| May 19, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 63,040 | $1.89M |
| May 19, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 63,040 | $0 |
| May 14, 2026 | SINGER BRADLEY E Director | Sale | 4,833 | $140.2K |
| May 13, 2026 | SINGER BRADLEY E Director | Sale | 20,167 | $575.0K |
| Apr 20, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 22,442 | $563.1K |
| Apr 20, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 22,442 | $0 |
| Apr 17, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 27,558 | $690.1K |
| Apr 17, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 47,655 | $0 |
| Apr 17, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 27,558 | $0 |
| Apr 17, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 47,655 | $1.16M |
| Apr 16, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Conversion 10b5-1 plan | 2,345 | $0 |
| Apr 16, 2026 | Blumenthal Neil Harris Co-Chief Executive Officer | Sale 10b5-1 plan | 2,345 | $56.5K |
| Mar 11, 2026 | Raider Jeffrey Jacob Director | Sale | 25,000 | $635.8K |
| Mar 5, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Tax withheld | 7,453 | $203.9K |
| Mar 5, 2026 | Gilboa David Abraham Co-Chief Executive Officer | Option exercise | 13,475 | $0 |
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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