Revolve Group, Inc. (RVLV)
NYSE · Retail-Catalog & Mail-Order Houses · Retail trade · CIK 1746618 · fiscal year ends in Dec
Closing price $23.10 on 29 Oct 2026; 52-week range $17.51 to $31.45.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $1.3B
- Revenue growth
- 10.8%
- Net income, last twelve months
- $72.6M
- Earnings per share
- $1.01
- Gross margin
- 54.3%
- Operating margin
- 6.1%
- Net margin
- 5.5%
- Free cash flow
- $27.6M
- Return on equity
- 13.5%
- Market value
- $1.7B
- Price to earnings
- 22.9x
- Cash
- $311.6M
- Debt
- $0
- Debt to equity
- 0.00
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $1.2B | $74.3M | $61.7M | $0.86 | $48.0M | 10-K filed 25 Feb 2026 |
| FY2024 | 31 Dec 2024 | $1.1B | $51.4M | $49.6M | $0.69 | $21.0M | 10-K filed 25 Feb 2025 |
| FY2023 | 31 Dec 2023 | $1.1B | $22.1M | $28.1M | $0.38 | $39.1M | 10-K filed 27 Feb 2024 |
| FY2022 | 31 Dec 2022 | $1.1B | $73.1M | $58.7M | $0.79 | $18.3M | 10-K filed 23 Feb 2023 |
| FY2021 | 31 Dec 2021 | $891.4M | $105.3M | $99.8M | $1.34 | $60.1M | 10-K filed 28 Feb 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $347.4M | $18.6M | $0.26 |
| Q1 FY2026 | 31 Mar 2026 | $342.9M | $14.4M | $0.20 |
| Q4 FY2025 | 31 Dec 2025 | $324.4M | $18.6M | $0.26 |
| Q3 FY2025 | 30 Sep 2025 | $295.6M | $21.2M | $0.29 |
| Q2 FY2025 | 30 Jun 2025 | $309.0M | $10.2M | $0.14 |
| Q1 FY2025 | 31 Mar 2025 | $296.7M | $11.8M | $0.16 |
| Q4 FY2024 | 31 Dec 2024 | $293.7M | $12.3M | $0.17 |
| Q3 FY2024 | 30 Sep 2024 | $283.1M | $11.0M | $0.15 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By business, FY2025
| Segment | Revenue | Share |
|---|---|---|
| REVOLVE | $1.1B | 86.0% |
| FWRD | $171.6M | 14.0% |
By product, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Fashion Apparel | $555.9M | 45.2% |
| Dresses | $344.5M | 28.0% |
| Handbags, Shoes and Accessories | $248.4M | 20.2% |
| Beauty | $58.8M | 4.8% |
| Other | $18.1M | 1.5% |
| Breakage on Store Credit and Gift Cards | $4.2M | 0.3% |
By region, FY2025
| Segment | Revenue | Share |
|---|---|---|
| United States | $972.4M | 79.3% |
| Rest of the world | $253.3M | 20.7% |
Company events
The newest 8-K filings of 48 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 4 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 9 Jun 2026 | 8-K | Shareholder vote | 5.07 |
| 3 Jun 2026 | 8-K | Investor update | 7.01, 9.01 |
| 5 May 2026 | 8-K | Results | 2.02, 9.01 |
| 20 Mar 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 24 Feb 2026 | 8-K | Results | 2.02, 9.01 |
| 4 Feb 2026 | 8-K | Material agreement, New debt | 1.01, 2.03, 9.01 |
| 4 Nov 2025 | 8-K | Results | 2.02, 9.01 |
| 5 Aug 2025 | 8-K | Results | 2.02, 9.01 |
| 9 Jun 2025 | 8-K | Shareholder vote | 5.07 |
| 6 May 2025 | 8-K | Results | 2.02, 9.01 |
| 25 Feb 2025 | 8-K | Results | 2.02, 9.01 |
Every filing
The newest filings with the SEC of 135 held.
| Filed | Form | Period |
|---|---|---|
| 4 Aug 2026 | 10-Q | 30 Jun 2026 |
| 4 Aug 2026 | 8-K | 4 Aug 2026 |
| 9 Jun 2026 | 8-K | 5 Jun 2026 |
| 3 Jun 2026 | 8-K | 3 Jun 2026 |
| 5 May 2026 | 10-Q | 31 Mar 2026 |
| 5 May 2026 | 8-K | 5 May 2026 |
| 24 Apr 2026 | ARS | 31 Dec 2025 |
| 24 Apr 2026 | DEFA14A | – |
| 24 Apr 2026 | DEF 14A | 5 Jun 2026 |
| 20 Mar 2026 | 8-K | 18 Mar 2026 |
| 25 Feb 2026 | 10-K | 31 Dec 2025 |
| 24 Feb 2026 | 8-K | 24 Feb 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 29 Apr 2026 | Mente Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 15,640 | $26.00 | $406.6K | 0 | 29 Apr 2026 |
| 29 Apr 2026 | Karanikolas Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 15,640 | $26.00 | $406.6K | 0 | 29 Apr 2026 |
| 29 Apr 2026 | Mmmk Development, Inc., 10% owner | Sale under a trading plan | 15,640 | $26.00 | $406.6K | 0 | 29 Apr 2026 |
| 28 Apr 2026 | Mente Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 42,678 | $26.35 | $1.1M | 0 | 29 Apr 2026 |
| 28 Apr 2026 | Karanikolas Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 42,678 | $26.35 | $1.1M | 0 | 29 Apr 2026 |
| 28 Apr 2026 | Mmmk Development, Inc., 10% owner | Sale under a trading plan | 42,678 | $26.35 | $1.1M | 0 | 29 Apr 2026 |
| 27 Apr 2026 | Mente Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 60,923 | $26.43 | $1.6M | 0 | 29 Apr 2026 |
| 27 Apr 2026 | Karanikolas Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 60,923 | $26.43 | $1.6M | 0 | 29 Apr 2026 |
| 27 Apr 2026 | Mmmk Development, Inc., 10% owner | Sale under a trading plan | 60,923 | $26.43 | $1.6M | 0 | 29 Apr 2026 |
| 9 Apr 2026 | Mente Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 15,972 | $25.90 | $413.7K | 0 | 13 Apr 2026 |
| 9 Apr 2026 | Karanikolas Michael, CO-CHIEF EXECUTIVE OFFICER | Sale under a trading plan | 15,972 | $25.90 | $413.7K | 0 | 13 Apr 2026 |
| 9 Apr 2026 | Mmmk Development, Inc., 10% owner | Sale under a trading plan | 15,972 | $25.90 | $413.7K | 0 | 13 Apr 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 27 Apr 2026 | MMMK Development, Inc., 10% Stockholder | 185,000 | $4.9M | 27 Apr 2026 |
| 26 Jan 2026 | MMMK Development, Inc., 10% Stockholder | 200,000 | $6.0M | 26 Jan 2026 |
| 8 Jan 2026 | MMMK Development, Inc., 10% Stockholder | 120,000 | $3.8M | 8 Jan 2026 |
| 6 Jan 2026 | JESSE TIMMERMANS, Officer | 21,282 | $646.1K | 6 Jan 2026 |
| 19 Dec 2025 | MMMK Development, Inc., 10% Stockholder | 200,000 | $5.8M | 19 Dec 2025 |
| 3 Dec 2025 | MMMK Development, Inc., 10% Stockholder | 200,000 | $5.3M | 3 Dec 2025 |
| 2 Dec 2025 | MMMK Development, Inc., 10% Stockholder | 90,000 | $2.3M | 2 Dec 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 11 Aug 2026 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13G | 5.6% | 2.3M |
| 31 Jul 2026 | Vanguard Capital Management | 13G | 5.18% | 2.1M |
| 7 May 2026 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13G amended | 4.3% | 1.8M |
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 8.13% | 3.4M |
| 23 Apr 2026 | MMMK Development, Inc. | 13G amended | 42.4% | 30.2M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 13 Feb 2026 | Kayne Anderson Rudnick Investment Management, LLC | 13G amended | 4.5% | 1.8M |
| 9 Feb 2026 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13G | 5.3% | 2.1M |
| 30 Jan 2026 | MMMK Development, Inc. | 13G amended | 43.1% | 30.6M |
| 6 Nov 2025 | Kayne Anderson Rudnick Investment Management, LLC | 13G amended | 5.3% | 2.1M |
Trades by members of the House
From each member's periodic transaction report.
| Traded | Member | Type | Amount | Disclosed |
|---|---|---|---|---|
| 16 Oct 2023 | Josh Gottheimer (NJ05) | Purchase | $1,001 - $15,000 | 11 Nov 2023 |
| 13 May 2021 | Josh Gottheimer (NJ05) | Purchase | $1,001 - $15,000 | 15 Jun 2021 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 4.1M | -10.3% | 6.84 |
| 30 Sep 2026 | 4.5M | +6.31% | 5.26 |
| 15 Sep 2026 | 4.3M | -12.66% | 4.63 |
| 31 Aug 2026 | 4.9M | +8.35% | 6.28 |
| 14 Aug 2026 | 4.5M | -11.27% | 4.2 |
| 31 Jul 2026 | 5.1M | +6.8% | 6.69 |
| 15 Jul 2026 | 4.8M | -2.57% | 7.23 |
| 30 Jun 2026 | 4.9M | +10.15% | 4.94 |
Funds that hold it
From each fund's latest Form 13F.
236 funds held it at 30 Jun 2026: 113 added and 65 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| FMR LLC | 6,210,901 | $142.2M | +22,938 |
| BlackRock, Inc. | 4,572,278 | $104.7M | +891,980 |
| Vanguard Portfolio Management LLC | 3,590,707 | $82.2M | +271,453 |
| William Blair Investment Management, LLC | 2,333,717 | $53.4M | +567,294 |
| Marshall Wace, LLP | 1,904,833 | $43.6M | -45,918 |
| Vanguard Capital Management LLC | 1,833,849 | $42.0M | +74,817 |
| State Street Corp. | 1,264,264 | $28.9M | +118,616 |
| Kayne Anderson Rudnick Investment Management LLC | 1,247,529 | $28.6M | -356,432 |
| Geode Capital Management, LLC | 1,054,043 | $24.1M | +85,547 |
| Algert Global LLC | 1,037,212 | $23.7M | +363,534 |
Peers
Companies in the same industry.
- Amazon.com Inc. (AMZN): revenue $797.5B, market value $2.64T
- Coupang, Inc. (CPNG): revenue $35.5B, market value $26.2B
- CDW Corp. (CDW): revenue $23.5B, market value $20.7B
- Wayfair Inc. (W): revenue $12.9B, market value $15.9B
- Chewy, Inc. (CHWY): revenue $13.1B, market value $8.5B
- Insight Enterprises Inc. (NSIT): revenue $8.6B, market value $5.3B
- Pattern Group Inc. (PTRN): revenue $3.0B, market value $3.1B
- Honest Company, Inc. (HNST): revenue $342.0M, market value $524.6M