Rent the Runway Q4 revenue $91.7M (+20% YoY); active subs up 20.1% to 143,796

Rent the Runway, Inc.

Q4 net loss improved to $(1.4)M from $(13.4)M YoY; FY25 net income $22.6M includes $96.3M debt restructuring gain.
FY25 revenue $329.8M (+7.7% YoY); adjusted EBITDA $24.9M (7.6% margin) vs $46.9M (15.3%) prior year.
FY26 guidance: double-digit revenue growth; adjusted EBITDA margin 4%-7%; rental product spend $45-50M.
Q1 FY26 revenue expected $85-87M with adjusted EBITDA margin of (5%)-(7%).
Add-on revenue grew 67% YoY in Q4; launched marketplace pilot in March 2026; investing in AI discovery.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rent the Runway, Inc. reported fiscal quarter and fiscal year 2025 ended January 31, 2026 results: revenue $329.8 million, net income $22.6 million.

Period: fiscal quarter and fiscal year 2025 ended January 31, 2026
Revenue: $329.8 million
Net income: $22.6 million
Result: reported results

Exact text from the filing

year 2024. Adjusted EBITDA Margin was 20.0%, as compared to 22.8% in the fourth quarter of fiscal year 2024. Fiscal Year 2025 Key Metrics and Financial Highlights • Revenue was $329.8 million, a 7.7% increase year-over-year from $306.2 million in fiscal year 2024. • 143,558 Average Active Subscribers representing an increase of 8.3% year-over-year from 132,574 at the

View on SEC.gov

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Rent the Runway, Inc. reported fiscal quarter and fiscal year 2025 ended January 31, 2026 results: revenue $329.8 million, net income $22.6 million.

Period: fiscal quarter and fiscal year 2025 ended January 31, 2026
Revenue: $329.8 million
Net income: $22.6 million
Result: reported results

Exact text from the filing

Revenue was $329.8 million, a 7.7% increase year-over-year from $306.2 million in fiscal year 2024.

View on SEC.gov

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Rent the Runway, Inc. filing history →

Source: SEC EDGAR

accession 0001468327-26-000018

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