We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
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 Research
The 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 Research
Bottom 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 - Free Report) posted results that had investors celebrating.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
This Stock Soared on Robust Quarterly Results
Key Takeaways
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 Research
The 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 Research
Bottom 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 - Free Report) posted results that had investors celebrating.