Etsy (ETSY) reported $881.64 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.5%. EPS of $0.92 for the same period compares to $1.03 a year ago.
The reported revenue represents a surprise of +0.02% over the Zacks Consensus Estimate of $881.47 million. With the consensus EPS estimate being $0.88, the EPS surprise was +4.31%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $3.59 million versus the nine-analyst average estimate of $3.61 million.
- Active buyers: 93,539 versus the seven-analyst average estimate of 92,814.
- Active sellers: 8,762 compared to the 8,684 average estimate based on three analysts.
- Revenue- Services: $269.19 million compared to the $268.65 million average estimate based on eight analysts. The reported number represents a change of +9.9% year over year.
- Revenue- Marketplace: $612.44 million versus the eight-analyst average estimate of $616.6 million. The reported number represents a year-over-year change of +0.9%.
View all Key Company Metrics for Etsy here>>>
Shares of Etsy have returned -27.8% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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