Ophthalmic Goods · SIC 3851

Warby Parker Inc.

WRBY

Watch

Latest revenue

$242.4M

as of 2026-03-31

Latest net income

$3.2M

as of 2026-03-31

Net margin

1.3%

as of 2026-03-31

Price · 5Y

-15.1% / yr 28.9 pts / yr vs S&P 500 53.3% total
Compare:

Live market

delayed ≤15 min
$25.09
2.41%
Market cap
$2.84B
Enterprise value
$2.84B
P/E (trailing)
1730.5×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$31.00
52-wk low
$14.96
Beta
Shares out
113.2M

5-year trend

What this company does

AI

Item 1. Business Our Company Warby Parker is a mission-driven, lifestyle brand that operates at the intersection of design, technology, healthcare, and social enterprise. We stand for fun, creativity, and doing good in the world. Every day, our team of over 4,000 employees is focused on our mission to inspire and impact the world with vision, purpose, and style (without charging a premium for it). Our ultimate objective is to provide vision for all. As a pioneer of the direct-to-consumer model, we design our glasses in-house at our New York City headquarters and sell directly to customers, enabling us to make high-quality, designer eyewear more accessible, with simple, unified pricing…

AI summary unavailable — showing raw filing excerpt

Generated from WRBY's filing dated 2026-02-26

Key risks

AI

Item 1A. Risk Factors Investing in our Class A common stock involves a high degree of risk and uncertainty. You should consider and read carefully all of the risks and uncertainties described below, together with all of the other information included in this Annual Report on Form 10-K, including our audited consolidated financial statements and related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operation”, before making an investment decision. The occurrence of any of the following risks and uncertainties could materially and adversely affect our business, financial condition, or results of operations. In such case, the trading price of our Class A…

AI summary unavailable — showing raw filing excerpt

Generated from WRBY's filing dated 2026-02-26

Profitability

Gross margin

54.0%

2.5%

Operating margin

-0.6%

84.3%

Net margin

0.2%

107.1%

Return on equity

0.4%

107.4%

Return on assets

0.2%

107.6%

Leverage

Debt / equity

0.96×

2.9%

Debt / assets

49.0%

1.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$242.4M+8.3%$3.2M-8.5%1.3%

Q4 2025

2025-12-31

$212.0M+11.2%$-9.4M-37.1%-4.4%

Q3 2025

2025-09-30

$221.7M+15.2%$5.9M+244.3%2.6%

Q2 2025

2025-06-30

$214.5M+13.9%$1.7M+125.4%0.8%

Q1 2025

2025-03-31

$223.8M+11.9%$3.5M+229.6%1.6%

Q4 2024

2024-12-31

$190.6M$-6.9M-3.6%

Q3 2024

2024-09-30

$192.4M+13.3%$-4.1M+76.6%-2.1%

Q2 2024

2024-06-30

$188.2M+13.3%$-6.8M+57.5%-3.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Ophthalmic Goods · SIC 3851

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Insider activity

Insider buying

$0

Insider selling

$43.4M

Net activity

−$43.4M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-19

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale63,040$30.03$1.9M
2026-05-14

Bradley E Singer

Director

Sale4,833$29.01$140.2K
2026-05-13

Bradley E Singer

Director

Sale20,167$28.51$575.0K
2026-04-20

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale22,442$25.09$563.1K
2026-04-17

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale47,655$24.29$1.2M
2026-04-17

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale27,558$25.04$690.1K
2026-04-16

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale2,345$24.08$56.5K
2026-03-11

Jeffrey Jacob Raider

Director

Sale25,000$25.43$635.8K
2026-03-04

Bradley E Singer

Director

Sale15,793$27.53$434.8K
2026-01-13

Neil Harris Blumenthal

Co-Chief Executive Officer

Sale660$29.99$19.8K
2026-01-13

David Abraham Gilboa

Co-Chief Executive Officer

Sale80,094$29.46$2.4M
2026-01-09

David Abraham Gilboa

Co-Chief Executive Officer

Sale19,906$29.09$579.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns WRBY

Institutional value

$1.00B

Total shares held

48.7M

Distinct holders

157

-120 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1JPMORGAN CHASE & CO10.1M$205.2M+409.0K (+4.2%)Added
2BlackRock, Inc.7.3M$152.9M-721.6K (-9.0%)Trimmed
3VANGUARD PORTFOLIO MANAGEMENT LLC5.3M$112.3MNew
4VANGUARD CAPITAL MANAGEMENT LLC4.4M$92.8MNew
5VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.3.0M$63.8M+722.6K (+31.3%)Added
6DIMENSIONAL FUND ADVISORS LP1.7M$36.3M+166.2K (+10.7%)Added
7Bank of New York Mellon Corp1.5M$32.1M-1.1M (-41.3%)Trimmed
8Capital World Investors1.4M$28.7MNew
9Artisan Partners Limited Partnership1.3M$28.3M+243.6K (+22.2%)Added
10JENNISON ASSOCIATES LLC960.3K$20.2M-5.0K (-0.5%)Trimmed
11TimesSquare Capital Management, LLC928.7K$19.6M-424.9K (-31.4%)Trimmed
12Artemis Investment Management LLP926.0K$19.5MNew
13UBS Group AG771.7K$16.3M+35.3K (+4.8%)Added
14VANGUARD FIDUCIARY TRUST CO691.3K$14.6MNew
15BNP PARIBAS FINANCIAL MARKETS540.3K$11.4M+322.2K (+147.8%)Added
16NEW YORK STATE COMMON RETIREMENT FUND521.0K$11.0M+74.7K (+16.7%)Added
17WELLS FARGO & COMPANY/MN469.5K$9.9M+133.6K (+39.8%)Added
18KING LUTHER CAPITAL MANAGEMENT CORP456.1K$9.6M+32.8K (+7.8%)Added
19Nuveen, LLC452.2K$9.5M-72.4K (-13.8%)Trimmed
20CITIGROUP INC450.3K$9.5M+225.8K (+100.5%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once WRBY's latest filing finishes processing.