# Etsy Inc: overview

ETSY · NYSE · CIK 1370637 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/etsy.md) · [Financials](/companies/etsy/financials.md) · [Filings](/companies/etsy/filings.md) · [Insiders](/companies/etsy/insiders.md)

Latest reported revenue: [$692.5m](/filings/0001370637-26-000092.md) for Q3 FY2026, three months to 2026-09-30, from the 10-Q filed Oct 28, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001370637-26-000092).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | Q3 FY2026 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [852 d](/filings/0001370637-26-000019.md) | [612](/filings/0001370637-26-000044.md) | [629](/filings/0001370637-26-000080.md) | [624](/filings/0001370637-26-000092.md) | [1,018 d](/filings/0001370637-26-000019.md) | [631](/filings/0001370637-26-000044.md) | [668](/filings/0001370637-26-000080.md) | [692](/filings/0001370637-26-000092.md) |
| Gross margin | % | [74.5% d](/filings/0001370637-26-000019.md) | [72.6%](/filings/0001370637-26-000044.md) | [73.2%](/filings/0001370637-26-000080.md) | [73.4%](/filings/0001370637-26-000092.md) | [69.0% d](/filings/0001370637-26-000019.md) | [72.2%](/filings/0001370637-26-000044.md) | [72.4%](/filings/0001370637-26-000080.md) | [72.7%](/filings/0001370637-26-000092.md) |
| Operating margin | % | [18.2% d](/filings/0001370637-26-000019.md) | [(0.6%)](/filings/0001370637-26-000044.md) | [15.0%](/filings/0001370637-26-000080.md) | [17.8%](/filings/0001370637-26-000092.md) | [6.4% d](/filings/0001370637-26-000019.md) | [19.0%](/filings/0001370637-26-000044.md) | [18.7%](/filings/0001370637-26-000080.md) | [16.1%](/filings/0001370637-26-000092.md) |
| Net margin | % | [15.2% d](/filings/0001370637-26-000019.md) | [(8.5%)](/filings/0001370637-26-000044.md) | [4.6%](/filings/0001370637-26-000080.md) | [12.1%](/filings/0001370637-26-000092.md) | [10.9% d](/filings/0001370637-26-000019.md) | [11.0%](/filings/0001370637-26-000044.md) | [(7.0%)](/filings/0001370637-26-000080.md) | [123.3%](/filings/0001370637-26-000092.md) |
| Diluted EPS | $ per share | not reported | [(0.49)](/filings/0001370637-26-000044.md) | [0.25](/filings/0001370637-26-000080.md) | [0.63](/filings/0001370637-26-000092.md) | not reported | [0.60](/filings/0001370637-26-000044.md) | [(0.36)](/filings/0001370637-26-000080.md) | [7.31](/filings/0001370637-26-000092.md) |
| Free cash flow | $m | [311 d](/filings/0001370637-26-000019.md) | [45.9](/filings/0001370637-26-000044.md) | [101 d](/filings/0001370637-26-000080.md) | [215 d](/filings/0001370637-26-000092.md) | [316 d](/filings/0001370637-26-000019.md) | [79.3](/filings/0001370637-26-000044.md) | [39.3 d](/filings/0001370637-26-000080.md) | [158 d](/filings/0001370637-26-000092.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [2,329](/filings/0001370637-24-000013.md) | [2,566](/filings/0001370637-25-000017.md) | [2,748](/filings/0001370637-26-000019.md) | [2,808](/filings/0001370637-26-000019.md) | [2,884](/filings/0001370637-26-000019.md) |
| Gross margin | % | [71.9%](/filings/0001370637-24-000013.md) | [71.0%](/filings/0001370637-25-000017.md) | [69.8%](/filings/0001370637-26-000019.md) | [72.4%](/filings/0001370637-26-000019.md) | [71.6%](/filings/0001370637-26-000019.md) |
| Operating margin | % | [20.0%](/filings/0001370637-24-000013.md) | [(25.7%)](/filings/0001370637-25-000017.md) | [10.2%](/filings/0001370637-26-000019.md) | [13.5%](/filings/0001370637-26-000019.md) | [9.2%](/filings/0001370637-26-000019.md) |
| Net margin | % | [21.2%](/filings/0001370637-24-000013.md) | [(27.1%)](/filings/0001370637-25-000017.md) | [11.2%](/filings/0001370637-26-000019.md) | [10.8%](/filings/0001370637-26-000019.md) | [5.7%](/filings/0001370637-26-000019.md) |
| Diluted EPS | $ per share | [3.40](/filings/0001370637-24-000013.md) | [(5.48)](/filings/0001370637-25-000017.md) | [2.24](/filings/0001370637-26-000019.md) | [2.35](/filings/0001370637-26-000019.md) | [1.39](/filings/0001370637-26-000019.md) |
| Free cash flow | $m | [640](/filings/0001370637-24-000013.md) | [673](/filings/0001370637-25-000017.md) | [693](/filings/0001370637-26-000019.md) | [738](/filings/0001370637-26-000019.md) | [678](/filings/0001370637-26-000019.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/etsy/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $950.4m | 12,615,866 |  | Reduced −571,631 |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $451.3m | 5,990,442 |  | Added +28,232 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $418.9m | 5,561,096 |  | Added +56,439 |
| [Elliott Investment Management L.P.](/funds/1791786.md) | 2026-06-30 | $376.6m | 5,000,000 |  | Unchanged |
| [GOLDMAN SACHS GROUP INC](/funds/886982.md) | 2026-06-30 | $322.9m | 4,286,571 |  | Added +119,481 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $310.7m | 4,124,666 |  | Reduced −59,057 |
| [BARCLAYS PLC](/funds/312069.md) | 2026-06-30 | $291.0m | 3,863,380 |  | Reduced −970,335 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $242.3m | 3,216,992 |  | Reduced −54,575 |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $213.8m | 2,838,700 | Call | Reduced −132,900 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $210.4m | 2,793,531 |  | Added +164,616 |

## Recent filings

[All 1,283 filings](/companies/etsy/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-28 | 08:16 ET | [10-Q](/filings/0001370637-26-000092.md) | Quarterly report, period 2026-09-30 | 0001370637-26-000092 |
| 2026-10-28 | 07:07 ET | [8-K](/filings/0001370637-26-000090.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001370637-26-000090 |
| 2026-08-05 | 16:08 ET | [10-Q](/filings/0001370637-26-000080.md) | Quarterly report, period 2026-06-30 | 0001370637-26-000080 |
| 2026-08-05 | 16:06 ET | [8-K](/filings/0001370637-26-000079.md) | 2.02 Results of operations; 2.05 Exit or disposal costs; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001370637-26-000079 |
| 2026-07-30 | 16:06 ET | [8-K](/filings/0001370637-26-000071.md) | 1.01 Entry into a material agreement; 2.01 Completion of an acquisition or disposition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001370637-26-000071 |
| 2026-07-16 | 08:30 ET | [8-K](/filings/0001370637-26-000066.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001370637-26-000066 |
| 2026-06-12 | 16:19 ET | [8-K](/filings/0001370637-26-000058.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001370637-26-000058 |
| 2026-05-28 | 16:21 ET | [8-K](/filings/0001370637-26-000054.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001370637-26-000054 |
| 2026-04-29 | 08:18 ET | [10-Q](/filings/0001370637-26-000044.md) | Quarterly report, period 2026-03-31 | 0001370637-26-000044 |
| 2026-04-29 | 07:06 ET | [8-K](/filings/0001370637-26-000042.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001370637-26-000042 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001370637-26-000019.md), filed Feb 19, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, has been scored from the reported figures. [See the target](/leagues/2026q3/targets/84443bcc-75a3-4140-a946-de7e70fe383e)

## About the filer

- CIK: 1370637
- Tickers: ETSY
- Exchange: NYSE
- SIC code: 7389 Services-Business Services, NEC
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 16:56 ET. No prices; not investment advice.