Core Insights - Etsy reported quarterly earnings of $0.63 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +21.15% [1] - The company generated revenues of $678.03 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.69% and increasing from $662.41 million year-over-year [2] - Etsy shares have appreciated approximately 41.4% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $864.44 million, and for the current fiscal year, it is $1.75 on revenues of $2.85 billion [7] - The estimate revisions trend for Etsy was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Commerce industry, to which Etsy belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Fiverr International, is expected to report quarterly earnings of $0.70 per share, reflecting a year-over-year increase of +9.4%, with revenues projected at $108.04 million, up 8.4% from the previous year [9][10]