earnings
confidence high
sentiment positive
materiality 0.75
Revolve Q3 net sales up 4% to $295.6M, net income surges 97% to $21.2M, guidance raised
Revolve Group, Inc.
2025-Q3 EPS reported
$0.60
revenue$901,311,000
- Q3 net sales $295.6M (+4% YoY); gross margin 54.6% (+347bps) drove gross profit +11% to $161.5M.
- Net income $21.2M ($0.29 EPS, +93% YoY); Adjusted EBITDA $25.3M (+45%), both Q3 records.
- Active customers up 5% to 2.747M; total orders placed +5% to 2.3M; average order value $306 (+1%).
- FY2025 gross margin guidance raised to 53.5% from prior 52.1%-52.6%; cash $315M, debt-free.
- October net sales grew mid-single digit % YoY; investing in international, owned brands, AI, physical retail.