earnings
confidence high
sentiment neutral
materiality 0.80
Revolve Q1 net sales +10% to $297M; adjusted EBITDA up 45%; FY gross margin guidance cut to 50-52%
Revolve Group, Inc.
2025-Q1 EPS reported
$0.16
revenue$296,709,000
- Q1 net sales $296.7M (+10% YoY); net income $11.4M (+5%); diluted EPS $0.16 vs $0.15.
- Adjusted EBITDA $19.3M (+45%); operating cash flow $45.1M (+18%); free cash flow $42.8M.
- Active customers 2.7M (+6%); REVOLVE segment +11%; FWRD +3%; international +12%.
- FY 2025 gross margin guidance lowered to 50.0-52.0% from 52.4-52.9% due to tariffs and mitigation.
- Cash $300.8M, debt-free; April net sales up mid-single digits YoY.