---
schema_version: "secwatch.filing_event.v1"
accession: "0001468327-25-000235"
form_type: "8-K"
ticker: "RENT"
cik: "0001468327"
company_name: "Rent the Runway, Inc."
filed_at: "2025-12-12T23:59:59+00:00"
generated_at: "2026-05-16T13:20:54.525626+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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%.

## SEC filing metadata
- accession: 0001468327-25-000235
- form_type: 8-K
- ticker: RENT
- cik: 0001468327
- company_name: Rent the Runway, Inc.
- filed_at: 2025-12-12T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1468327/000146832725000235/0001468327-25-000235-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1468327/000146832725000235/wdq-20251212.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001468327-25-000235
- JSON: https://secwatch.observer/filing/0001468327-25-000235.json
- Plain text: https://secwatch.observer/filing/0001468327-25-000235.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.