NASDAQ$RENT
Rent the Runway · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Rent the Runway reported Q4 and full year 2025 results on April 14, 2026, with no actual Q1 2026 financial results included.
The earnings release provides guidance for Q1 2026 and FY2026 but contains no reported results for the Q1 2026 period. Forward-looking expectations include revenue between $85M and $87M and Adjusted EBITDA margin between -5% and -7% for Q1 2026.
- Q1 2026 revenue guidance set at $85-87 million.
- Adjusted EBITDA margin expected between -5% and -7% for Q1 2026.
- FY2026 revenue growth projected in double digits.
- FY2026 Adjusted EBITDA margin guided to 4-7% with rental product acquired of $45-50 million.
Headline financials
Revenue & EPS history
Rent the Runway · Revenue · Quarterly
$89.9M
Revenue by segment
Rent the Runway · $69.6M total across 2 segments · Q1 2025
- Subscription and Reserve rental revenue$62M—89.1%
- Other revenue$7.6M—10.9%
Forward guidance
Company expects double-digit revenue growth for FY2026, with specific Q1 2026 guidance provided.
Tailwinds
- Double-digit revenue growth anticipated for full year 2026
- Continued product and inventory experience improvements driving growth
Headwinds
- Q1 2026 Adjusted EBITDA margin expected negative at -5% to -7%
- Macroeconomic uncertainties including tariffs and fuel surcharges not incorporated in guidance
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports · overlaid with Q1 2026
+10.5%
Avg return
Earnings day
+5.1%
Avg return
5 days after
+1.1%
Avg return
30 days after
32%
6 / 19 earnings
Positive
+256.9%
Q4 2023
Best reaction
-36.1%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.8% | -9.4% | — | |
| Q3 2025 | +33.8% | +55.2% | +60.2% | |
| Q2 2025 | -36.1% | -35.2% | -41.6% | |
| Q1 2025 | +27.9% | -11.0% | -23.7% | |
| Q4 2024 | -18.2% | -24.9% | +21.9% | |
| Q3 2024 | -25.5% | -29.5% | -32.4% | |
| Q2 2024 | -22.0% | -29.3% | -33.1% | |
| Q1 2024 | -7.1% | +3.8% | -39.7% | |
| Q4 2023 | +256.9% | +171.1% | +226.9% | |
| Q3 2023 | +1.5% | +2.4% | -29.4% | |
| Q2 2023 | -30.1% | -34.6% | -50.0% | |
| Q1 2023 | -1.4% | -14.3% | -24.2% | |
| Q4 2022 | -5.2% | -11.0% | -28.4% | |
| Q3 2022 | +75.6% | +128.1% | +165.2% | |
| Q2 2022 | -32.6% | -35.3% | -55.4% | |
| Q1 2022 | -9.1% | -13.7% | +4.8% | |
| Q4 2020 | -1.2% | +3.1% | -28.8% | |
| Q4 2021 | +6.7% | +5.4% | -24.1% | |
| Q3 2021 | -14.0% | -24.4% | -48.3% | |
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