ETSY, INC. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 28 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $882M | ↑+3.5% | $87M | ↓-32.7% | 14.7% |
| 2025-09-30 | $678M | ↑+2.4% | $76M | ↑+31.6% | 12.2% |
| 2025-06-30 | $673M | ↑+3.8% | $29M | ↓-45.6% | 11.4% |
| 2025-03-31 | $651M | ↑+0.8% | $-52M | ↓-182.7% | -3.4% |
| 2024-12-31 | $852M | ↑+1.2% | $130M | ↑+56.0% | 18.2% |
| 2024-09-30 | $662M | ↑+4.1% | $57M | ↓-34.7% | 13.1% |
| 2024-06-30 | $648M | ↑+3.0% | $53M | ↓-14.4% | 10.8% |
| 2024-03-31 | $646M | ↑+0.8% | $63M | ↓-15.5% | 10.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$882M
↑+3.5% +$29M YoY
Net Income
$87M
↓-32.7% -$42M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 48 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.4pts
73.1%
Operating Margin↓-3.5pts
14.7%
Net Margin↓-5.3pts
9.9%
Go deeper
ETSY Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyETSY Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics