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Company Dossier · Consumer Discretionary

Etsy

ETSYNYSEWILMINGTON, US-DE, USMid capWebsite ↗
  • Russell 1000

What Etsy is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $2.94 billion, up 6.5% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.65 billion, down 3.0% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to June 30, 2026: $0.01 billion, down 50% from a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to December 31, 2025: $0.78 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 6, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
  • Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
  • Latest annual report (filed February 19, 2026): 2 risk factors added, 4 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $23.6 million on the open market.SEC Form 4
  • 555 institutional managers reported a position at June 30, 2026 (+61 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 18 (13 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

No bond term sheets or tagged debt on file for Etsy yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Etsy: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.65BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: revenue, trailing twelve months

$ billions, from SEC filings

$2.9BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Etsy: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.78BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

20.2Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Etsy: guidance raised minus lowered

Guidance Ledger statements by quarter

2.0Data 22 days ago
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Etsy: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.60Data to Aug 2026
ImageDataPalanor calculation
Business

Etsy: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Etsy: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: gMS per active buyer

KPI Ledger, as reported in the company's results releases, $ billions

0.00Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

Etsy: H-1B filings certified

Labor Condition Applications by quarter received

18.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Etsy: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$23.6MData 22 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Etsy: institutional holders

Managers reporting a position on Form 13F, by quarter

555.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (ETSY, INC.)third_quarter 2026 · $0.3 million
  2. Oct 20, 2026Lobbying
    Lobbying report (H&M STRATEGIES LLP)third_quarter 2026 · $0.1 million
  3. Oct 19, 2026Lobbying
    Lobbying report (WILMER CUTLER PICKERING HALE AND DORR LLP)third_quarter 2026 · $0.1 million
  4. Aug 5, 20268-K
    Exit or restructuring costsItem 2.05
  5. Jul 30, 20268-K
    Material agreement signedItem 1.01
  6. Jul 30, 20268-K
    Acquisition or sale completedItem 2.01
  7. Jul 20, 2026Lobbying
    Lobbying report (ETSY, INC.)second_quarter 2026 · $0.3 million
  8. Jul 20, 2026Lobbying
    Lobbying report (H&M STRATEGIES LLP)second_quarter 2026 · $0.1 million
  9. Jul 18, 2026Lobbying
    Lobbying report (WILMER CUTLER PICKERING HALE AND DORR LLP)second_quarter 2026 · $0.1 million
  10. Jul 16, 20268-K
    Material agreement signedItem 1.01
  11. Jul 13, 2026Lobbying
    Lobbying report (PUBLIC PRIVATE STRATEGIES)second_quarter 2026 · $0.0 million
  12. Jun 12, 20268-K
    Shareholder vote resultsItem 5.07
  13. Jun 9, 2026Patent
    Patent granted: BLACKBOX OPTIMIZATION VIA MODEL ENSEMBLINGUS 12651041
  14. Jun 2, 2026Patent
    Patent granted: UNIFIED MACHINE LEARNING FEATURE DATA PIPELINEUS 12645981
  15. May 28, 20268-K
    Material agreement signedItem 1.01
  16. May 12, 2026Patent
    Patent granted: PROCESSING QUERIES USING REINFORCEMENT LEARNINGUS 12626292
  17. Apr 23, 2026Lobbying
    Lobbying report (PUBLIC PRIVATE STRATEGIES)first_quarter 2026 · $0.0 million
  18. Feb 19, 202610-K
    Annual report (10-K)2 risk factors added, 4 removed
  19. Feb 18, 20268-K
    Material agreement signedItem 1.01
  20. Dec 18, 2025Trademark
    Trademark application: CELEBRATE BEING HUMAN
  21. Oct 29, 20258-K
    Director or officer changeItem 5.02
  22. Sep 29, 20258-K
    Delisting notice or listing transferItem 3.01
  23. Aug 19, 2025Patent
    Patent granted: METHOD, SYSTEM, AND MEDIUM FOR ATTRIBUTE-BASED ITEM RANKING DURING A WEB SESSIONUS 12393972
  24. Jun 23, 2025Trademark
    Trademark application: SPECIAL STARTS ON ETSY
  25. Jun 18, 20258-K
    Shareholder vote resultsItem 5.07
  26. Jun 16, 20258-K
    Material agreement signedItem 1.01
  27. Feb 19, 202510-K
    Annual report (10-K)0 risk factors added, 2 removed
  28. Feb 11, 2025Patent
    Patent granted: IMBALANCE DETECTION IN ONLINE EXPERIMENTSUS 12222852
  29. Dec 16, 20248-K
    Director or officer changeItem 5.02
  30. Dec 5, 20248-K
    Director or officer changeItem 5.02
  31. Feb 22, 202410-K
    Annual report (10-K)1 risk factors added, 3 removed

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Churchill Downs Incorporated CHDN$3.0B—Jun 30, 2026
Bright Horizons BFAM$3.0B$0.2BJun 30, 2026
Vail Resorts MTN$2.8B$0.3BJul 31, 2026
Ollie's Bargain Outlet OLLI$2.8B$0.2BAug 1, 2026
Gentex GNTX$2.6B$0.5BJun 30, 2026
Columbia Sportswear COLM$3.4B$0.3BJun 30, 2026
RH RH$3.5B$0.3BAug 1, 2026
GameStop GME$3.5B$0.7BAug 1, 2026

Identity

SEC CIK
1370637
LEI
54930089Q7XT501AEA40
Wikidata
Q1353939

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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