earnings
confidence high
sentiment positive
materiality 0.70
Revolve Group Q2 rev $309M (+9% YoY); adj EBITDA +12%; raises FY gross margin guidance
Revolve Group, Inc.
2025-Q2 EPS reported
$0.30
revenue$605,680,000
- Net sales $309.0M (+9% YoY); net income $10.0M (-35% YoY) on non-operating charges and higher tax rate.
- Adjusted EBITDA $22.9M (+12% YoY); diluted EPS $0.14 vs $0.21; operating income +10% to $18.0M.
- Active customers 2.74M (+6%); total orders 2.42M (+7%); AOV $300 (-2%).
- FY2025 gross margin guidance raised to 52.1%-52.6% (prior 50%-52%); Q3 gross margin seen 51.2%-51.7%.
- Cash $310.7M, debt free; repurchased 92,583 shares for $1.7M in Q2; inventory down 6% YoY.
item 2.02item 9.01