Warby Parker
Designer and omnichannel retailer of eyewear, contact lenses, eye exams, and vision tests.
Something off on this page? Send us feedback.
Profile
Sells in-house-designed glasses and sunglasses, third-party contact lenses, eye exams, and prescription-renewal vision tests through stores and digital channels. Revenue is reported in one holistic vision care segment, with owned optical labs, external manufacturing partners, and licensed eye-care professionals supporting delivery.
Designs prescription eyeglasses and sunglasses in-house, sells third-party contact lenses, and provides eye exams and prescription-renewal vision tests. Products and services reach customers through more than 300 stores across the United States and Canada, alongside e-commerce and mobile apps.
Combines frame design, owned optical laboratories, external manufacturing partners, and direct customer data across store and digital journeys. Virtual Try-On and Virtual Vision Test support selection and prescription renewal, while Intelligent Eyewear under development with Google and Samsung extends its design and prescription work into AI-enabled glasses.
Reports these activities as one holistic vision care segment. The model relies on third-party frame and lens factories, a concentrated contact-lens supplier base, and licensed eye-care professionals operating under medical-device, optometry, privacy, and healthcare rules.
Company facts
Categories
Key statistics
Year to date +10.5% · Average volume (30d) 2.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | UBS | Reiterate | Neutral | $27 | $28 |
| Aug 5, 2026 | Roth Capital | Reiterate | Neutral | $24 | $28 |
| May 22, 2026 | China Renaissance Securities (US) Inc. | Target | $30 | ||
| May 8, 2026 | Telsey Advisory | Target | $32 | $33 | |
| May 8, 2026 | UBS | Reiterate | Neutral | $20 | $27 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.10 | $0.13 | +27.8% | $238.0M | $235.5M | −1.0% | −7.89% |
| May 7, 2026Q1 FY26 | $0.11 | $0.12 | +9.1% | $239.4M | $242.4M | +1.3% | +8.64% |
| Feb 26, 2026Q4 FY25 | $0.05 | −$0.04 | −180.0% | $213.0M | $212.0M | −0.5% | −2.50% |
| Nov 6, 2025Q3 FY25 | $0.09 | $0.11 | +22.2% | $213.1M | $221.7M | +4.0% | +1.71% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $223.8M | $214.5M | $221.7M | $212.0M | $242.4M | $235.5M | |
| Gross profit | $126.0M | $113.6M | $119.9M | $111.0M | $131.0M | $136.5M | |
| Operating income | $2.5M | −$4.5M | $3.6M | −$6.9M | $1.7M | $3.2M | |
| Net income | $3.5M | −$1.8M | $5.9M | −$6.0M | $3.2M | $4.6M | |
| Diluted EPS | $0.03 | −$0.01 | $0.05 | −$0.05 | $0.03 | $0.04 | |
| Gross margin | 56.3% | 53.0% | 54.1% | 52.4% | 54.0% | 57.9% | |
| Operating margin | 1.1% | -2.1% | 1.6% | -3.2% | 0.7% | 1.3% |
Fiscal years (4-quarter sums)FY21 $540.8M · FY22 $598.1M · FY23 $669.8M · FY24 $771.3M · FY25 $871.9M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $292.7M · Total debt $251.0M · Total assets $772.3M · Shareholders' equity $392.0M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 122.72M · Float 93.48M · 76.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 15.58M | 12.69% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 15.31M | 12.48% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co | 11.11M | 9.05% | 13F | Aug 12, 2026 |
| Durable Capital Partners LP | 6.40M | 5.21% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 5.98M | 4.88% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 6, 2026 | David Abraham Gilboa | director, officer: Co-Chief Executive Officer | −54,347 | $29.84 |
| Jul 6, 2026 | Neil Harris Blumenthal | director, officer: Co-Chief Executive Officer | −9,200 | $29.99 |
| Jul 1, 2026 | Jeffrey Jacob Raider | director | −22,500 | $29.72 |
| Jul 1, 2026 | David Abraham Gilboa | director, officer: Co-Chief Executive Officer | −242,221 | $29.69 |
| Jul 1, 2026 | Neil Harris Blumenthal | director, officer: Co-Chief Executive Officer | −217,667 | $29.61 |
Peers
- National Vision
Value optical retailer overlapping in exams, glasses, and contacts
- CooperCompanies
Contact-lens specialist against the third-party lens shelf
- Alcon
Vision-care platform overlapping through contact lenses and ocular health
- Bausch + Lomb
Eye-health company overlapping in contacts, lens care, and OTC eye care
- Meta
AI-glasses platform rival through Ray-Ban Meta and Oakley Meta
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Warby Parker | $25.25 | +1.00% | $3.07B | 376.5 | 57.3 | 3.4 | +9.8% |
| National Vision | $17.38 | +0.06% | $1.39B | 28.4 | 16.1 | 0.7 | +2.6% |
| CooperCompanies | $71.17 | +0.01% | $13.88B | 60.3 | 15.0 | 3.3 | +7.9% |
| Alcon | $72.15 | +0.21% | $35.12B | 55.4 | 18.6 | 3.3 | +7.5% |
| Bausch + Lomb | $17.15 | 0.00% | $6.13B | — | 17.2 | 1.2 | +9.1% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Median | 41.9 | 17.2 | 3.3 | +7.9% |