1stdibs.com, Inc. (DIBS) · Nov 5, 2026 · Earnings

1stDibs earnings beat as CEO Rosenblatt hands reins to product chief

Beat — Revenue $23.09M vs ~$22.36M consensus; adjusted EBITDA margin 4.5% vs -1%-2% guide

1stDibs’ Q3 earnings beat revenue and margin expectations, while a planned CEO transition shifts leadership to product chief Bradford Shellhammer.

1stDibs is in a product-led recovery: the luxury marketplace is trying to turn years of product investment and a leaner cost base into renewed transaction growth while high-end furniture demand remains soft. Its prior quarter had already shown GMV and revenue beating guidance, so this filing tests whether that improvement is becoming repeatable rather than a one-quarter spike.

	Q3 2026	Q3 2025	Consensus / prior guide
Net revenue (Income Statement)	$23.094M (+5.1%)	$21.972M	~$22.36M consensus
Diluted EPS (Income Statement)	($0.04)	($0.10)	~$0.05 loss consensus
Adjusted EBITDA margin (Adjusted EBITDA reconciliation)	4.5%	(1.1%)	(1%)-2% prior guide
Net loss (Income Statement)	($1.249M)	($3.506M)
Free cash flow (Cash Flow statement)	$2.929M	($1.696M)

The quarter cleared the operating bar, not just the earnings bar. Revenue exceeded the published consensus by roughly $0.7 million, while adjusted EBITDA margin landed well above the prior guidance range. The improvement is supported by lower operating expenses, particularly sales and marketing, rather than by a major acceleration in revenue. The filing says, “Orders grew year over year for the first time since the fourth quarter of 2024, and GMV grew 4% despite continued softness in the high-end furniture market.”

The business is showing better conversion from revenue into profit. Adjusted EBITDA reached $1.03 million versus a $0.24 million loss a year earlier, marking the fourth consecutive positive quarter on that measure. GAAP profitability has not arrived—the company still lost $1.25 million—but the cost structure is doing what management designed it to do. The company stated, “We delivered our fourth consecutive quarter of positive Adjusted EBITDA in the third quarter.”

The recovery remains modest in scale. Revenue grew only 5% year over year, and the company’s Q4 outlook calls for $22.2 million-$23.4 million of revenue and 1%-4% adjusted EBITDA margin. That points to continued profitability discipline, but not yet to a sharp top-line breakout. Cash generation also needs qualification: the nine-month free-cash-flow deficit was $1.3 million, and the company said a payment-processor change reduced reported free cash flow by approximately $8.2 million.

The CEO change is more continuity than a clean-sheet reset, but it raises the execution question. Bradford Shellhammer has been chief product and marketing officer since August 2025, so the board is promoting an internal operator closely tied to the product roadmap rather than importing a stranger to the business. David Rosenblatt will remain involved as executive chair, which should ease the handoff, but the transition comes just as the company is trying to prove that product improvements can sustain demand. The filing states, “Bradford Shellhammer, the company’s Chief Product Officer and Chief Marketing Officer, will become Chief Executive Officer and a member of the company’s Board of Directors effective January 1, 2027.” 〔0〕

Bottom line: This is a genuine but limited improvement in the operating story: 1stDibs beat expectations, restored order growth, and expanded profitability. The CEO handoff adds a new execution variable, but the internal succession and Rosenblatt’s continued involvement make it more a transition to the next phase than a sudden strategic break.

What to watch next

January 1, 2027 CEO transition to Bradford Shellhammer

Original filing on SEC EDGAR

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decoded▸

AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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1stDibs earnings beat as CEO Rosenblatt hands reins to product chief

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