Warby Parker Falls Short of Q3 2026 Estimates as Revenue Rises 10% to $244.7M
Revenue of $244.7M vs. $244.9M expected and adjusted EPS of $0.04 vs. $0.09; revenue up 10% from a year earlier.
Warby Parker (WRBY) fell short of estimates for the third quarter of 2026. Revenue was $244.7 million, up 10% from a year earlier, in line with the $244.9 million estimate, and adjusted EPS was $0.04, down 64% from a year earlier, below the $0.09 estimate.
Shares rose 11% in premarket trading as of 6:45 a.m. ET, to $23.54 from a $21.29 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $0.09 | $0.04 | Miss by 57% |
| Revenue | $244.9M | $244.7M | In line |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▼ 64% | ▼ 69% |
| Revenue | ▲ 10% | ▲ 3.9% |
By our calculation, adjusted EPS was $0.05 below it. The QoQ column compares with the previous quarter's revenue of $235.5 million and adjusted EPS of $0.13. The YoY column compares with $221.7 million and $0.11 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 3 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 3 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $221.7 million, $212.0 million, $242.4 million, $235.5 million and $244.7 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.10 and revenue of $246.3 million next quarter, based on 6 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 10% increase to $244.7 million.
- Estimate record. Whether Warby Parker returns to beating EPS estimates, which it did in 3 of its last 8 reports.
- Related coverage. See our reports on International Seaways, Iron Mountain, Tapestry and Cardinal Health.
Sources: Results are from Warby Parker's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Warby Parker's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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