ETSY Q1 2026 Earnings — Income Statement Breakdown

For its Q1 2026 period (ending 2026-03-31), ETSY reported revenue of $631M, gross profit of $456M (72.2% gross margin), operating income of $120M, and net income of $105M (16.6% net margin). The flow of revenue into costs and profit is visualized below.

What changed

ETSY was profitable; revenue fell 6.9% quarter over quarter.

ComparisonRevenueNet incomeNet margin
Year over yearNot availableNot availableNot available
Quarter over quarter−6.9%+38.6%+5.4 pp

Consensus estimate data is not available for this report.

ETSY Q1 2026 Income Statement

ETSY Q1 2026 income statement. Figures in USD.
Line itemAmount (USD)% of revenue
Revenue$631M100%
Cost of Revenue−$176M27.8%
Gross Profit$456M72.2%
Research & Development−$99M15.7%
Selling, General & Administrative−$237M37.5%
Operating Income$120M19.0%
Other Income, net$9M1.5%
Income Tax Expense−$25M3.9%
Net Income$105M16.6%

Source: ETSY filings on SEC EDGAR (period ended 2026-03-31). Data normalized by EarningsFyi.