Rent the Runway Q3 revenue +15.4% to $87.6M, active subs +12.4%, closes recap

Rent the Runway, Inc.

2025-Q3 EPS reported $5.10 revenue$238,100,000

Revenue $87.6M (+15.4% YoY); ending Active Subscribers 148,916 (+12.4% YoY).
Net Income $76.5M includes $96.3M gain on debt restructuring; Adjusted EBITDA $4.3M vs $9.3M YoY.
Gross margin 29.6% vs 34.7% YoY; Adjusted EBITDA margin 4.9% vs 12.3% YoY.
Closed recapitalization on Oct 28: debt reduced to $120M, maturity extended to 2029, $20M cash injection, $12.5M from rights offering.
Q4 outlook: revenue $85-87M, Adj EBITDA margin 11-13%; FY25 revenue $323-325M, Adj EBITDA margin 4.9-5.5%.

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