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Filing Flows › Wayfair (W) › Q2 2026 › vs Q1 2026

Wayfair (W) Q2 2026 vs Q1 2026 (quarter over quarter)

Wayfair's revenue rose $588M (+20%) from $2.9B in Q1 2026 to $3.5B in Q2 2026. The biggest changes: U.S. +$513M (+20%); International +$75.0M (+24%).

Wayfair, Q2 2026: revenue $3.5B (+8% year over year), operating margin 3.0%, net loss $1.0M, operating cash flow $360M. The chart draws each line against Q1 2026, the increases inside each band.

Wayfair: what changed, Q2 2026 vs Q1 2026Wayfair: what changed, Q2 2026 vs Q1 2026U.S.$513MCosts & expenses$484MOperating costs$473MCost of revenue$414MOperating cash flow$412MWorking capital & other$309MOperating cash sources$308MNet loss−$104MNet loss absorbed−$104MInternational$75.0M

Every line

LineQ2 2026Q1 2026Change%
U.S.$3.1B$2.6B$513M+20%
International$394M$319M$75.0M+24%
Revenue$3.5B$2.9B$588M+20%
Net loss$1.0M$105M−$104M-99%
Costs & expenses$3.5B$3.0B$484M+16%
Operating costs$3.4B$2.9B$473M+16%
Interest & other, net$102M$93.0M$9.0M+10%
Income tax$3.0M$1.0M$2.0M+200%
Cost of revenue$2.5B$2.1B$414M+20%
Operating expenses$950M$891M$59.0M+7%
Operating cash sources$361M$53.0M$308M+581%
Depreciation & amortization$64.0M$67.0M−$3.0M-4%
Share-based compensation$69.0M$67.0M$2.0M+3%
Working capital & other$228M−$81.0M$309M—
Net loss absorbed$1.0M$105M−$104M-99%
Operating cash flow$360M−$52.0M$412M—

Questions

How much did Wayfair's revenue grow quarter over quarter in Q2 2026?

Wayfair's revenue rose $588M (+20%) from $2.9B in Q1 2026 to $3.5B in Q2 2026.

What drove Wayfair's revenue change in Q2 2026?

U.S.

Q2 2026 results → · Compare in the interactive Sankey →