Revolve Group Q3 sales rise 20% to $356.0 million; net income falls 27%
Revolve Group reported third-quarter 2026 net sales of $356.0 million, up 20% from a year earlier, with active customers up 18%. Net income fell 27% to $15.5 million, and diluted EPS was $0.20 versus $0.29, while the prior-year quarter included a $4.5 million insurance recovery. The company also updated its 2026 outlook, raising the general and administrative expense estimate to $178.0 million, which may weigh on future profit.
Key points
- Net sales were $356.0 million, up 20% year over year, with active customers at 3,243,000, up 18%.
- Net income was $15.5 million, down 27% from $21.2 million; diluted EPS was $0.20 versus $0.29.
- Adjusted EBITDA was $23.5 million, down 7%, and operating cash flow was negative $24.3 million in the quarter.
- FY 2026 general and administrative expenses are now expected at $178.0 million, up from $170 million to $172 million.
The filing
Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.