$ETSY (ETSY) — 8-K: ETSY Q3 FY26: EPS $1.00 Beats Street by $0.26 (+34.3%) as Revenue Jumps 10.9% to $692M

Etsy delivered a strong Q3 FY26 print, with GAAP EPS of $1.00 crushing the $0.74 consensus by $0.26 (+34.3%). Revenue came in at $692M, up 10.9% YoY, driven by accelerating GMS growth and a take rate of 26.2% (+50 bps YoY) on further enhancements to Etsy Ads. Q4 FY26 revenue guidance was set at $3.5B-$3.5B. Net income was $114M.

Etsy delivered a strong Q3 FY26 print, with GAAP EPS of $1.00 crushing the $0.74 consensus by $0.26 (+34.3%). Revenue came in at $692M, up 10.9% YoY, driven by accelerating GMS growth and a take rate