The strong earnings beat, significant margin expansion, and positive 2026 sales momentum suggest continued market share gains. Traders should monitor if the high-growth trend in beauty and international sales, along with operating leverage, can persist and support the raised margin guidance.
Price Chart
Executive Summary
Revolve Group (RVLV) reported strong Q4 and full-year 2025 financial results, with double-digit revenue growth, a 58% YoY increase in net income, and a 44% rise in Adjusted EBITDA. The company highlighted momentum in active customers and beauty sales, and provided 2026 guidance with gross margin expected between 53.7% and 54.2%.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $324.4 million, up 10% YoY.
- Q4 2025 net income was $18.6 million, up 58% YoY; diluted EPS was $0.26, up 53%.
- Full-year 2025 revenue was $1.23 billion, up 8% YoY; net income was $61.1 million, up 25%.
- Active customers increased 6% YoY to 2.84 million as of December 31, 2025.
- 2026 full-year gross margin guidance is 53.7% to 54.2%.
- First seven weeks of 2026 saw net sales up approximately 16% YoY.
Financial Impact
Revenue of $1.23B (+8% YoY), Net Income of $61.1M (+25% YoY), Adjusted EBITDA of $93.8M (+35% YoY)
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| REVOLVE | $1.1B | +9.0% |
| FWRD | $171.6M | +8.0% |
Risk Factors
- Guidance is sensitive to tariffs, inflation, and supply chain disruptions.
- Free cash flow was negative in Q4 2025 at ($12.9M), despite being positive for the full year.
- Average order value declined YoY in both Q4 and full-year 2025.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-067027 |
| Document: 0001193125-26-067027-index.html | 0001193125-26-067027 |
| Document: 0001193125-26-067027.txt | 0001193125-26-067027 |
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