The 2025 Q3 earnings cycle continues to chug along, with a nice chunk of S&P 500 companies already delivering results. The period has so far been one of resilience, with overall growth remaining strong and an above-average number of companies exceeding quarterly expectations.
Wayfair posted notably strong results, raising guidance as a result. Let’s take a closer look at the release.
Wayfair
Wayfair posted a double-beat concerning our headline expectations, with adjusted EPS of $0.70 climbing 220% year-over-year and sales of $3.1 billion growing 8.1%. Further, its 6.7% adjusted EBITDA margin reflected its highest read ever outside of the pandemic.
Orders delivered grew by more than 5% year-over-year, including new orders now growing mid-single digits for two consecutive periods. As shown below, the company has now strung together a few sizable beats concerning its Orders Delivered, reflective of the above-mentioned momentum.
Image Source: Zacks Investment ResearchThe stock sports a favorable Zacks Rank #2 (Buy), with EPS expectations moving higher for its current fiscal year. It’s reasonable to expect Wayfair’s EPS outlook to remain bullish in the near-term on the back of the strong quarterly results.
Image Source: Zacks Investment ResearchBottom Line
The 2025 Q3 earnings season has so far been stellar, with an above-average number of companies exceeding quarterly expectations. Growth has remained strong, with the big banks also giving us a solid read on the state of the consumer.
And concerning post-earnings pops so far, Wayfair W posted results that had investors celebrating.
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Wayfair Inc. (W): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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