Every 10-Q that Etsy Inc (ETSY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ETSY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ETSY filings page.
Etsy, Inc. reported Q2 2026 revenue of $668.3 million, up 6.2% year over year, with gross profit of $484.0 million. Income from continuing operations rose to $114.3 million from $45.6 million, while a $161.0 million loss from Depop in discontinued operations led to an overall net loss of $46.7 million.
Core marketplace performance improved: GMS from continuing operations was $2.58 billion, Etsy-only GMS grew 7.5%, and Adjusted EBITDA reached $195.4 million with a 29.2% margin. Etsy completed the sale of Depop to eBay on July 30, 2026 for approximately $1.4 billion in cash and expects to record an estimated $840 million gain in Q3 2026.
Cash and cash equivalents were $901.3 million at June 30, 2026, against $3.0 billion of convertible senior notes. Etsy repurchased about 6.5 million shares in the first half of 2026 for roughly $397.6 million and has significant remaining buyback authorization. A newly approved Restructuring Plan will reduce headcount by about 12% (220 employees), with estimated charges of about $35 million in Q3 2026.
Etsy reported stronger Q1 2026 results and advanced a major portfolio shift. Revenue from continuing operations reached $631.3 million, up 3.1% year over year, while gross profit rose to $455.6 million. Net income from continuing operations was $104.7 million, compared with a prior-year loss of $35.1 million.
Adjusted EBITDA from continuing operations increased to $184.7 million with a 29.3% margin. Marketplace gross merchandise sales were $2.46 billion, with the Etsy marketplace alone growing 5.5% year over year. Etsy also agreed to sell its Depop resale marketplace to eBay for $1.2 billion in cash, with closing expected by the end of the third quarter of 2026.
Etsy, Inc. reported third‑quarter 2025 results. Revenue was $678,026,000 and net income was $75,503,000, producing diluted EPS of $0.63 for the three months ended September 30, 2025. Adjusted EBITDA was $171,928,000.
Cash and cash equivalents were $1,248,940,000 as of September 30, 2025. Long‑term debt, net, rose to $2,980,605,000 after issuing $700,000,000 of 1.00% Convertible Senior Notes due 2030. The company repurchased 12,132,000 shares year‑to‑date for $648,929,000, including 2.5 million shares for $150,000,000 concurrent with the 2030 notes. Shares outstanding were 98,706,008 as of October 24, 2025.
Etsy completed the sale of Reverb on June 2, 2025 for cash consideration with a recorded loss on sale of $5,097,000 and earlier recognized a non‑cash goodwill impairment of $101,703,000 related to Reverb. A subsequent event notes a leadership transition effective January 1, 2026.
Etsy Q2-25 10-Q highlights
Revenue rose 3.8% YoY to $672.7 m; marketplace sales +0.5% while seller services +15.3%. Gross margin held at 71.2% (-40 bp). Operating expenses grew just 2.3%, lifting operating income 8.9% to $76.4 m and margin to 11.4%.
Below the line items turned the quarter: a $25.4 m FX loss and $5.1 m loss on Reverb sale cut net income 46% to $28.8 m (dil. EPS $0.25 vs $0.41). Six-month results swung to a $23.3 m loss on a $101.7 m goodwill impairment tied to Reverb.
Cash climbed to $1.18 bn after issuing $700 m 1.0% 2030 converts; long-term debt now $2.98 bn (+30%). Net debt ≈ $1.80 bn. Etsy repurchased 10.1 m shares for $529 m, shrinking diluted share count 9% YoY to 121.5 m. Stockholders’ deficit widened to -$1.12 bn.
Adjusted EBITDA slipped 5.8% to $169.0 m (25.1% margin). Management completed the Reverb divestiture to refocus on the core Etsy and Depop marketplaces.