earnings
confidence high
sentiment positive
materiality 0.70
Revolve Group Q4 2025: Net income up 58%, revenue up 10%, guides FY2026 gross margin 53.7%+
Revolve Group, Inc.
2025-FY EPS reported
$0.86
revenue$1,225,682,000
- Q4 net sales $324.4M (+10% YoY); net income $18.6M (+58%); diluted EPS $0.26 (+53%).
- Q4 Adjusted EBITDA $26.3M (+44%); gross margin 53.3% (+78 bps).
- Active customers 2.84M (+6%); total orders 2.45M (+13%); AOV $296 (-2%).
- Full year net sales $1.23B (+8%), net income $61.1M (+25%), Adj. EBITDA $93.8M (+35%).
- FY2026 guidance: gross margin 53.7%-54.2%; first 7 weeks of 2026 net sales up ~16% YoY.