11:58 AM EDT, 10/28/2025 (MT Newswires) -- Wayfair's ( W ) shares surged in Tuesday trading after the online furniture retailer's third-quarter results came in stronger than Wall Street's estimates amid order momentum.

For the September quarter, adjusted earnings jumped to $0.70 per share from $0.22 a year earlier, well ahead of the FactSet-polled consensus of $0.44.

Revenue rose to $3.12 billion from $2.88 billion, while analysts expected $3.01 billion. Orders delivered in the third quarter rose 5.4%.

"The third quarter was a great success -- share gain further accelerated, with revenue growing 9% year-over-year excluding Germany," Chief Executive Niraj Shah said in a statement. The company exited the German market early this year.

The stock was up nearly 22%, taking its year-to-date gains to 138%.

US revenue increased 8.6% to $2.73 billion in the third quarter, while international sales grew 4.6% to $389 million.

"In spite of the depressed housing environment, we've been encouraged to see that the category has moved past its multi-year trend of double-digit declines," Shah said during an earnings call, according to a FactSet transcript. "This directional improvement is all the more encouraging given the uncertainty our industry has faced around the evolving tariff landscape this year."

For the ongoing quarter, Wayfair ( W ) expects net revenue to be up in the mid-single digits year over year, which includes a roughly 100-basis-point drag from the company's exit from Germany, Chief Financial Officer Kate Gulliver told analysts.

Price: 105.70, Change: +19.25, Percent Change: +22.27