Revolve Group, Inc. (RVLV) Q4 2025 Earnings Call Transcript
The headline numbers for Revolve Group (RVLV) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Revolve Group (RVLV) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.17 per share a year ago.
Revolve Group (RVLV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Top-ranked stocks Revolve Group (RVLV), Phibro Animal Health (PAHC), Silicon Motion Technology (SIMO) and IPG Photonics (IPGP) are likely to beat on the bottom line in their upcoming releases.
Revolve Group (RVLV) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Revolve Group (RVLV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Revolve Group leverages a data-driven, online-first platform with strong influencer marketing, outperforming traditional retail models and adapting well to evolving consumer habits. RVLV delivered robust Q3 results: EPS of $0.30 (vs. $0.18 consensus), 45% YoY Adjusted EBITDA growth, and 97% YoY net income growth, with expanding margins. Despite premium sector multiples, RVLV trades below its historical P/E and P/S averages, supporting a target price range of $36–$39 on revenue estimates.
Revolve Group, a fashion retailer for millennial and Generation Z consumers, now offers Affirm's flexible payment options to shoppers in Canada and the United Kingdom. The offering marks an expansion of the companies' existing partnership in the United States, which launched earlier this year, according to a Monday (Dec. 15) press release.
Revolve Group (RVLV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Revolve Group, Inc. ( RVLV ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Erik Randerson - Vice President of Investor Relations Michael Mente - Co-Founder, Co-CEO & Director Michael Karanikolas - Co-Founder, Co-CEO & Chairman of the Board Jesse Timmermans - Chief Financial Officer Conference Call Participants Rakesh Patel - Raymond James & Associates, Inc., Research Division Oliver Chen - TD Cowen, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Michael Binetti - Evercore Inc. Janine Hoffman Stichter - BTIG, LLC, Research Division Anna Andreeva - Piper Sandler & Co., Research Division Kavya Narayanan - Morgan Stanley, Research Division Jay Sole - UBS Investment Bank, Research Division Peter McGoldrick - Stifel, Nicolaus & Company, Incorporated, Research Division Mary Sport - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today.
While the top- and bottom-line numbers for Revolve Group (RVLV) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.