Etsy (ETSY) reported $678.03 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 2.4%. EPS of $0.63 for the same period compares to $0.45 a year ago.
The reported revenue represents a surprise of +2.69% over the Zacks Consensus Estimate of $660.28 million. With the consensus EPS estimate being $0.52, the EPS surprise was +21.15%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Etsy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total GMS: $2.72 million versus the nine-analyst average estimate of $2.68 million.
- Active buyers: 93,161 compared to the 82,594 average estimate based on seven analysts.
- Active sellers: 8,501 versus 8,157 estimated by three analysts on average.
- Revenue- Services: $209.97 million versus $201.15 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.
- Revenue- Marketplace: $468.06 million versus $459.82 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change.
View all Key Company Metrics for Etsy here>>>
Shares of Etsy have returned +12.6% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Etsy, Inc. (ETSY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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