NYSE$RVLV

Revolve Group Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Revolve reported Q3 2025 net sales of $296M with net income attributable to Revolve of $21.2M and diluted EPS of $0.16.

Net sales were $295.6 million with net income attributable to Revolve Group of $21.2 million and diluted EPS of $0.16. Gross margin expansion and operating leverage supported profitability versus the prior year.

  • Q3 net sales $296M.
  • Net income attributable to Revolve $21.2M; diluted EPS $0.16.
  • Gross profit $161.5M on improved mix.
  • Owned brands and customer engagement remain growth drivers.

Headline financials

Total Revenue

$296M

Previous: $283M+4.4%
EPS (adj)

$0.16

Previous: $0.15+6.7%
Gross Margin

54.6%

Previous: 51.2%+6.6%
Active Customers

2.7M

Previous: 2.6M+4.5%
Total Orders Placed

2.3M

Previous: 2.2M+4.5%
Average Order Value

$306.00

Previous: $303.00+1.0%
Adjusted EBITDA

$25.3M

Previous: $17.5M+44.8%
Capital Expenditures

-$8.31M

Previous: -$3.82M-117.5%
Net Income

$21.2M

Previous: $11M+93.0%
Operating Income

$21M

Previous: $14.3M+47.3%
Gross Profit

$162M

Previous: $145M+11.5%

Revenue & EPS history

Revolve · Revenue · Quarterly

$296M

Q3 2025+4.4%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Revolve · $218M total across 1 segment · Q3 2023

  • REVOLVE Segment
    $218M-2.0%

Forward guidance

The filing discusses Revolve Group's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Revolve Group cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.5%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-4.7%

Avg return

30 days after

38%

12 / 32 earnings

Positive

+31.7%

Q3 2024

Best reaction

-19.3%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-11.0%-17.6%
Q4 2025-5.4%-7.0%-15.4%
Q3 2025+12.2%+10.9%+30.0%
Q1 2025-9.6%+4.5%+17.6%
Q4 2024-5.0%-11.7%-21.4%
Q3 2024+31.7%+24.5%+43.1%
Q2 2024+30.8%+26.2%+21.2%
Q1 2024+4.6%+2.9%-13.5%
Q4 2023+25.8%+33.9%+24.7%
Q3 2023-2.9%-3.1%+5.9%
Q2 2023-7.5%-6.7%-21.3%
Q1 2023-7.8%-8.1%-17.6%
Q4 2022+1.1%+6.3%-1.2%
Q3 2022-3.4%-11.3%+20.5%
Q2 2022-8.2%+2.7%-19.1%
Q1 2022-16.0%-25.0%-29.6%
Q4 2021-1.6%-9.7%+3.4%
Q3 2021+6.2%+12.5%-9.0%
Q2 2021-17.4%-11.1%-17.8%
Q1 2021+9.8%-5.3%+6.7%
Q4 2020+8.3%+25.8%+20.4%
Q3 2020-3.8%-4.5%+10.2%
Q2 2020+27.6%+17.2%-4.8%
Q1 2019-8.4%-6.9%+3.2%
Q1 2020+3.0%-6.8%+4.3%
Q4 2017-19.3%-18.4%-57.0%
Q4 2019-11.0%-13.6%-51.3%
Q3 2019-16.9%-21.1%-14.9%
Q3 2018-16.9%-21.1%-14.9%
Q4 2018-1.4%-9.3%-4.1%
Q2 2018-1.4%-9.3%-4.1%
Q2 2019-12.9%-14.1%-25.9%
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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