NYSE$WSM

Williams-Sonoma Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

WSM Q2 2026 — $1.8M revenue, 2.03 EPS

In our opinion, the financial statements include all adjustments (which include normal recurring adjustments) necessary to present fairly the financial position at the balance sheet dates and the resu. Williams-Sonoma Inc reported Q2 2026 results. Diluted EPS came in at $2.03. Net income of $491K. Headline numbers extracted from the Form 10-Q press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $1.8M.
  • Diluted EPS: $2.03.
  • Net income: $491K.
  • Operating income: $328K.
  • Gross profit: $865K.

Headline financials

Total Revenue

$1.84B

No prior period
EPS (adj)

$2.03

No prior period
Capital Expenditures

-$110M

No prior period
Free Cash Flow

$137M

No prior period
Net Income

$248M

No prior period
Operating Income

$328M

No prior period
Gross Profit

$865M

No prior period

Revenue & EPS history

Williams-Sonoma · Revenue · Quarterly

$1.84B

Q2 2026
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Williams-Sonoma · $1.81B total across 5 segments · Q1 2027

  • Pottery Barn
    $708M
  • West Elm
    $471M
  • Williams Sonoma
    $272M
  • Pottery Barn Kids and Teen
    $240M
  • Other
    $114M

Forward guidance

Williams-Sonoma raised its FY25 revenue outlook despite macro and tariff headwinds, while reiterating operating margin guidance.

Tailwinds

  • Raised FY25 net revenue guidance to +0.5% to +3.5%.
  • Expect FY25 comparable revenue growth of +2.0% to +5.0%.
  • Maintained strong liquidity with $986M in cash.
  • Operating margin expected between 17.4% to 17.8%.
  • Long-term outlook remains mid-to-high single digit revenue growth.

Headwinds

  • Tariff pressures from China, India, Vietnam and global metals remain a headwind.
  • Operating cash flow declined to $283M from $473M last year.
  • Merchandise inventories increased 17.7% to $1.4B, partly from tariff pull-forward.
  • Interest income declined to $9M from $15M last year.
  • Continued macroeconomic uncertainty could impact consumer spending.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+3.1%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+5.7%

Avg return

30 days after

66%

40 / 61 earnings

Positive

+25.7%

Q3 2024

Best reaction

-13.0%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+8.7%
Q4 2025+1.6%+0.9%+9.1%
Q3 2026-3.2%-3.9%+5.6%
Q2 2026-3.0%-4.9%+1.7%
Q1 2025-4.3%-0.6%-5.4%
Q4 2024-3.5%-1.1%-19.2%
Q3 2024+25.7%+29.6%+33.8%
Q2 2024-3.0%-6.6%+3.4%
Q1 2024-9.5%-8.5%-3.5%
Q4 2023+18.5%+18.3%+19.8%
Q3 2023+10.8%+11.5%+26.9%
Q2 2023+11.5%+13.4%+11.9%
Q1 2023+1.8%+1.3%+7.0%
Q4 2022-1.5%+3.9%-0.1%
Q3 2022-3.4%-2.3%-11.8%
Q2 2022+0.9%-5.7%-23.7%
Q1 2022+23.2%+24.1%+19.6%
Q4 2021+8.2%+6.8%+0.3%
Q3 2021+2.7%+0.7%-19.3%
Q2 2021+10.1%+9.6%+12.8%
Q1 2021+2.5%+1.5%-4.6%
Q4 2020+16.7%+30.0%+25.9%
Q4 2019+9.2%+6.3%+47.3%
Q3 2019-1.7%+4.0%+6.2%
Q2 2019-6.2%-3.8%-0.7%
Q1 2019+14.4%+16.3%+27.1%
Q4 2018+4.4%+2.1%+1.0%
Q3 2018-13.0%-17.0%-15.5%
Q2 2018+21.0%+14.2%+9.6%
Q1 2018+9.9%+12.3%+34.1%
Q4 2017+4.4%+2.2%-8.9%
Q3 2017-9.8%-10.2%-0.2%
Q2 2017+4.9%+7.0%+9.2%
Q1 2017+0.1%+0.1%-3.2%
Q4 2016+3.7%+2.1%+14.4%
Q3 2016+2.0%+5.8%+5.5%
Q2 2016+1.6%-1.8%-7.3%
Q1 2016+2.2%+5.7%+3.2%
Q4 2015-4.3%
Q3 2015-4.2%
Q2 2015-5.4%
Q1 2015+0.4%
Q4 2014-5.3%
Q3 2014+8.1%
Q2 2014-11.9%
Q1 2014+8.7%
Q4 2013+9.7%
Q3 2013+7.3%
Q2 2013-4.3%
Q1 2013+0.9%
Q4 2012+9.4%
Q3 2012-5.6%
Q2 2012+14.3%
Q1 2011-1.4%
Q1 2012-1.7%
Q4 2009+3.7%
Q3 2010+1.4%
Q3 2011+1.4%
Q2 2010+3.5%
Q2 2011+3.5%
Q4 2010+3.5%

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