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Warby Parker to Announce Third Quarter 2026 Financial Results on November 5, 2026
NEW YORK, October 15, 2026--Warby Parker Inc. (NYSE: WRBY) (the "Company"), a direct-to-consumer lifestyle brand focused on vision for all, today announced that its financial results for the third quarter ended September 30, 2026, will be released before market open on November 5, 2026.
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Analysis
Warby Parker has $217 million in cash with moderate debt. The company reached adjusted profitability in 2025, a milestone, but free cash flow is still thin at around $28 million. Not a concern yet, but there is no large cash cushion for setbacks.
Revenue grew 14.8% to $768 million, with same-store sales growth of 8.2%. The company opened 32 new stores in 2025 and the eye exam business is growing rapidly. The Google partnership for smart glasses has generated significant buzz and preorder interest.
At a P/E ratio of about 85 (based on thin profits), Warby Parker is priced for significant future growth. The company is still in the early stages of profitability, so the valuation depends heavily on whether growth continues and margins expand. Higher risk, higher potential reward.
Warby Parker shares have surged about 22% in three months, driven by the Google smart glasses partnership announcement and strong Q4 earnings. The stock is trading at 52-week highs and showing strong buying interest.
The Google partnership for smart glasses has been a game-changer for sentiment. Three analysts initiated coverage with buy ratings in the past month. The combination of physical retail growth, e-commerce strength, and the smart glasses opportunity has Wall Street increasingly optimistic.
Financials
Warby Parker generated $768 million in revenue, growing nearly 15% year-over-year. Growth is being driven by new store openings, increasing eye exam revenue, and strong online sales. The company is still small compared to the giants on this list, but growing much faster.
Warby Parker earned $0.28 per share — its first full year of profitability. While this is a small number compared to Apple or J&J, crossing from losses to profits is a critical milestone. It proves the business model works. Last year the company lost $0.11 per share.
Warby Parker generated $45 million in operating cash flow, up significantly from just $17.6 million last year. Cash flow is growing faster than revenue, which means the business is becoming more efficient as it scales. A very encouraging trend for a young company.
Warby Parker keeps 55.8 cents of every revenue dollar after production costs. For a retail company, this is excellent — it reflects the direct-to-consumer model that cuts out middlemen. Traditional eyewear companies like Luxottica have similar margins but charge much higher prices.