Every 10-Q that Wayfair Inc (W) 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 W 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 W filings page.
Wayfair Inc. reported Q2 2026 net revenue of $3,519 million, up from $3,273 million a year earlier, driven by higher order volume and a modestly higher average order value of $332. Gross profit rose to $1,054 million, and income from operations increased to $104 million from $17 million.
The quarter nonetheless showed a small net loss of $1 million, alongside interest expense of $39 million and a $59 million loss on debt extinguishment related to 2028 convertible notes. For the first six months, net revenue reached $6,450 million and income from operations was $93 million, but a $102 million loss on debt extinguishment and $78 million of net interest expense resulted in a six‑month net loss of $106 million. Operating cash generation was solid, with $360 million provided by operations in Q2 and $308 million year‑to‑date, while cash and investments totaled $1,143 million as of June 30, 2026 as Wayfair repurchased and redeemed convertible notes and issued 2034 Secured Notes, with total debt principal at $2.9 billion. The customer base expanded to 21.7 million active customers, 80.2% of orders came from repeat buyers, and Q2 Adjusted EBITDA improved to $242 million.
Wayfair Inc. reported higher revenue but remained unprofitable for the quarter ended March 31, 2026. Net revenue rose to $2.93 billion, up 7.4% year over year, driven by higher average order values and more orders, with 79.8% of orders from repeat customers.
Gross profit increased to $880 million, but the company posted a net loss of $105 million, or $0.80 per share, as interest expense, restructuring charges and a loss on debt extinguishment offset operating improvements. Adjusted EBITDA improved to $151 million, and operating cash use narrowed to $52 million, while Wayfair continued to manage its $3.0 billion debt load through redemptions and repurchases.
Wayfair Inc. filed its Q3 2025 10‑Q, reporting net revenue of $3,117 million, up 8.1% year over year, and gross profit of $934 million. Income from operations was $38 million versus a loss in the prior year period, but the company recorded a net loss of $99 million, driven largely by a $99 million loss on debt extinguishment and higher interest expense.
Adjusted EBITDA was $208 million for the quarter, and net cash provided by operating activities reached $332 million for the first nine months of 2025. Cash and cash equivalents were $1,171 million, and long‑term debt stood at $2,748 million. The company incurred $68 million year‑to‑date in restructuring charges, including costs tied to exiting Germany and a March workforce reduction. Operating metrics showed 21 million active customers and an average order value of $317, with 80.1% of orders from repeat buyers. After quarter‑end, Wayfair paid in cash the remaining $157 million principal on its 2025 convertible notes at maturity.