NYSE$WSM

Williams-Sonoma Inc · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

WSM Q3 2026 — $1.9M revenue, 1.99 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 Q3 2026 results. Diluted EPS came in at $1.99. Net income of $740K. Headline numbers extracted from the Form 10-Q press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $1.9M.
  • Diluted EPS: $1.99.
  • Net income: $740K.
  • Operating income: $319K.
  • Gross profit: $868K.

Headline financials

Total Revenue

$1.88B

No prior period
EPS (adj)

$1.99

No prior period
Capital Expenditures

-$179M

No prior period
Free Cash Flow

$63.1M

No prior period
Net Income

$242M

No prior period
Operating Income

$319M

No prior period
Gross Profit

$868M

No prior period

Revenue & EPS history

Williams-Sonoma · Revenue · Quarterly

$1.88B

Q3 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 reaffirmed revenue guidance and raised its full-year operating margin outlook for fiscal 2025.

Tailwinds

  • Raised FY2025 operating margin outlook to 17.8%–18.1%
  • Full-year comp revenue growth expected between 2%–5%
  • Strong liquidity supports continued capital returns
  • Tariff impacts incorporated in updated guidance
  • Confidence in long-term margin and growth targets

Headwinds

  • New tariffs on furniture and metals could pressure margins
  • Occupancy costs increased year-over-year
  • SG&A expenses rose due to higher incentives and advertising
  • Inventories increased 9.6% from last year
  • 52-week fiscal year creates a tougher YoY comparison vs. 53 weeks in FY2024

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 Q3 2026

Historical avgQ3 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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