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1stdibs.com (DIBS) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · 1stdibs.com (DIBS) Q3 2026 earnings results →

Q3 2026 Revenue up 5% year over year to $23.1M · 5¢ of every $1 of revenue lost · operating margin -9.8%

1stdibs.com made $23.1M in Q3 2026 (+5% Y/Y): Seller marketplace services $22.8M, Other services $259K. Operating margin -9.8%, net loss $1.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$23.1M
Year over year+5%
Operating margin-9.8%
Net earnings−$1.2M
Operating cash flow$3.3M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $23.1M in Q3 2026, up 5% year over year and down 1% from the previous quarter. Seller marketplace services was the largest line at 99% of revenue. Seller marketplace services added $1.2M year over year (up 5%), 104% of the total change. Other services declined 13%.

Gross margin was 73.2%, down 1.1 points from Q3 2025. Operating costs exceeded revenue by $2.3M, an operating margin of -9.8%. Operating expenses fell 9% while revenue rose 5%. The fastest-growing cost line was Other operating costs (+20%). The quarter ended with a net loss of $1.2M, wider than the previous quarter's $1.0M loss. Non-operating items added $1.0M, -83% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $3.3M. Non-cash charges added back $358K of depreciation and amortization and $2.8M of share-based compensation. Working capital and other items added $1.4M. After purchases of property and equipment ($339K), free cash flow as the company reports it was $2.9M.

Quarterly history

1stdibs.com revenue by quarter1stdibs.com revenue by quarter$22.5MQ1 2025$22.1MQ2 2025$22.0MQ3 2025$23.0MQ4 2025$22.4MQ1 2026$23.3MQ2 2026$23.1MQ3 2026
1stdibs.com net earnings by quarter1stdibs.com net earnings by quarter−$4.8MQ1 2025−$4.3MQ2 2025−$3.5MQ3 2025−$1.0MQ4 2025−$2.2MQ1 2026−$1.0MQ2 2026−$1.2MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$23.1M+5%-9.8%−$1.2M$3.3M
Q2 202610-QAug 5, 2026$23.3M+5%-8.8%−$1.0M−$4.8M
Q1 202610-QMay 8, 2026$22.4M-0.7%-14.8%−$2.2M$1.1M
Q4 202510-KFeb 27, 2026$23.0M+0.9%-10.1%−$1.0M$4.3M
Q3 202510-QNov 7, 2025$22.0M+4%-21.3%−$3.5M−$1.5M
Q2 202510-QAug 7, 2025$22.1M-0.4%-25.8%−$4.3M−$5.1M
Q1 202510-QMay 12, 2025$22.5M+2%-27.7%−$4.8M−$96K

Charts

1stdibs.com: revenue growth, year over year and quarter over quarter1stdibs.com: revenue growth, year over year and quarter over quarterY/YQ/Q+2%Q1 20250%-2%Q2 2025+4%-1%Q3 2025+1%+5%Q4 2025-1%-3%Q1 2026+5%+4%Q2 2026+5%-1%Q3 2026
Latest (Q3 2026): Y/Y +5%, Q/Q -1%.
1stdibs.com: where the cash came from (+) and went (−), TTM to Q3 20261stdibs.com: where the cash came from (+) and went (−), TTM to Q3 2026Other investing$24.1MBuybacks−$22.3MTaxes on employees’ shares−$5.4MOperating cash flow$3.8MCapital spending−$954KShares issued$787KExchange rates−$87KCash drawn (+) / kept (−)−$74K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
1stdibs.com: profit against cash, quarter by quarter1stdibs.com: profit against cash, quarter by quarterNet incomeOperating cash flow−$5.2M$2.8MQ4 2024−$4.8M−$96KQ1 2025−$4.3M−$5.1MQ2 2025−$3.5M−$1.5MQ3 2025−$1.0M$4.3MQ4 2025−$2.2M$1.1MQ1 2026−$1.0M−$4.8MQ2 2026−$1.2M$3.3MQ3 2026
Latest (Q3 2026): Net income −$1.2M, Operating cash flow $3.3M.
1stdibs.com: diluted shares by fiscal year1stdibs.com: diluted shares by fiscal year11MFY202026MFY202138MFY202240MFY202338MFY202436MFY2025
+227.1% since FY2020: more shares outstanding (issuance, stock pay).
1stdibs.com in its industry: growth against margin (23 companies, SIC 5961)1stdibs.com in its industry: growth against margin (23 companies, SIC 5961)revenue growth, year over year →↑ operating marginmedian +8%median 1%AMZNCPNGCDWWCHWYNSITOld QVC Group, Inc.QVCGPTRNNXHGCTRVLVSFIXAKATDUPHNSTLVLUGROVHOURGIFTAMZECAHODIBS (+5%, -10%)
Retail-Catalog & Mail-Order Houses; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Buys from

About 1stdibs.com

We are one of the world’s leading online marketplaces for connecting design lovers with many of the best sellers and makers of vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion. We believe we are a leading online marketplace for these luxury design items based on the aggregate number of listings on our online marketplace and our Gross Merchandise Value (“GMV”). Our sellers, who undergo an evaluation by our in-house experts to vet the quality of their inventory, in-depth marketing content, and custom-built technology platform create trust in our brand and facilitate high-consideration purchases of luxury design items online. By disrupting the way these items are bought and sold, we are both expanding access to, and growing the market for, luxury design.

In its own words, from its 10-K, filed Feb 27, 2026.

1stdibs.com against its Retail-Catalog & Mail-Order Houses peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +5% against the peers' median +8%. Operating margin: -9.8% against the peers' median 2.8%.

CompanyQuarterRevenueY/YOp. margin
DIBS 1stdibs.comQ3 2026$23.1M+5%-9.8%
AMZN Amazon.comQ3 2026$201.9B+12%13.9%
CPNG CoupangQ3 2026$10.0B+8%-4.5%
CDW CDWQ3 2026$6.8B+18%7.2%
W WayfairQ3 2026$3.4B+10%3.1%
CHWY ChewyQ2 FY27$3.3B+7%2.8%
NSIT Insight EnterprisesQ3 2026$2.4B+22%2.8%
Old QVC GroupQ2 2026$2.0B-11%2.6%
QVCG QVC GroupQ2 2026$1.8B-11%3.5%

Source: 1stdibs.com 10-Q on SEC EDGAR · CIK 1600641 · Retail-Catalog & Mail-Order Houses

Guidance and outlook

1stdibs.com Revenue: guidance against what was reported1stdibs.com Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 2026$23.3MQ3 2026$23.1MQ4 2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
1stdibs.com: what its forward-looking statements are about (10-Q filed 2026-11-05)1stdibs.com: what its forward-looking statements are about (10-Q filed 2026-11-05)Other4Costs2Margins1Capital spending1Buybacks & dividends1
9 statements; tone +0.00 (−1 all cautious, +1 all confident); 2 hedged.

13F: who owns DIBS and who is buying

Largest holders of DIBS (13F)Largest holders of DIBS (13F)Vanguard Group$8.3MBlackRock$6.9MVanguard Capital Management LLC$5.5MFIL$5.4MJoel Isaacson & Co., LLC$5.1MAcadian Asset Management LLC$4.5MGeode Capital Management, LLC$3.0MHarspring Capital Management, LLC$2.7MArrowstreet Capital, Limited Part…$2.5MTwo Sigma Investments, LP$1.9M
Funds' net buying of DIBS by quarter (13F)Funds' net buying of DIBS by quarter (13F)−$421K2024-09−$10.4M2024-12−$374K2025-03−$2.8M2025-06−$228K2025-09$18.6M2025-12$71K2026-03−$6.1M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on DIBS

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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