Revolve Group (NYSE:RVLV) Posts Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Revolve Group (NYSE:RVLV) issued its quarterly earnings data on Tuesday. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.16 by $0.10, FiscalAI reports. The firm had revenue of $324.37 million during the quarter, compared to analysts’ expectations of $305.83 million. Revolve Group had a net margin of 4.64% and a return on equity of 11.26%.

Here are the key takeaways from Revolve Group’s conference call:

• Revolve delivered a strong Q4 and full-year 2025 — Q4 net sales of $324M (+10% YoY), Q4 adjusted EBITDA of $26M (+44% YoY) and full-year adjusted EBITDA of $94M (+35% YoY); year-end cash exceeded $300M with no debt.
• Management says AI-driven personalization and search improvements generated several million dollars of annualized revenue and boosted conversion and operational efficiency, with generative-AI features and agentic chat now in testing.
• FWRD (luxury) showed accelerating momentum — Q4 net sales +14%, FWRD gross profit dollars +33% and record Q4 margin, helped by a personal-shopping program (≈100% sales growth in 2025) and opportunities to capture share as weaker luxury competitors exit.
• Owned brands now represent 20% of Revolve segment sales (up ~2 pts YoY); management targets materially higher penetration (mid-30s cited as attainable over time) and plans major owned-brand initiatives in 2026 that could lift gross margin.
• Management warns of near-term margin variability from tariff uncertainty (guidance excludes potential refunds) and plans to increase marketing spend (~+125–140 bps) and modestly higher G&A in 2026, which could pressure short-term profitability before expected long-term benefits.

Revolve Group Stock Performance

Shares of RVLV stock traded up $1.66 on Tuesday, hitting $25.96. The company’s stock had a trading volume of 3,289,486 shares, compared to its average volume of 1,103,975. Revolve Group has a fifty-two week low of $16.80 and a fifty-two week high of $31.68. The stock’s 50 day moving average is $28.55 and its 200-day moving average is $24.81. The company has a market capitalization of $1.85 billion, a PE ratio of 34.16, a PEG ratio of 2.39 and a beta of 1.79.

Insiders Place Their Bets

In related news, CEO Michael Mente sold 15,645 shares of Revolve Group stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $26.13, for a total value of $408,803.85. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Jesse Timmermans sold 5,349 shares of the company’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $31.51, for a total transaction of $168,546.99. Following the completion of the sale, the chief financial officer directly owned 11,610 shares in the company, valued at approximately $365,831.10. This represents a 31.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 780,928 shares of company stock worth $22,565,084 over the last three months. Insiders own 46.56% of the company’s stock.

Institutional Trading of Revolve Group

Several large investors have recently made changes to their positions in RVLV. Invesco Ltd. raised its stake in shares of Revolve Group by 19.5% in the fourth quarter. Invesco Ltd. now owns 96,734 shares of the company’s stock worth $2,920,000 after purchasing an additional 15,809 shares during the last quarter. Fuller & Thaler Asset Management Inc. bought a new position in Revolve Group during the fourth quarter worth about $59,421,000. Man Group plc raised its holdings in Revolve Group by 0.6% during the 4th quarter. Man Group plc now owns 167,677 shares of the company’s stock valued at $5,062,000 after acquiring an additional 1,064 shares during the period. Balyasny Asset Management L.P. boosted its stake in Revolve Group by 55.7% in the 4th quarter. Balyasny Asset Management L.P. now owns 1,862,955 shares of the company’s stock worth $56,243,000 after purchasing an additional 666,784 shares during the period. Finally, Polar Asset Management Partners Inc. bought a new position in Revolve Group in the 4th quarter valued at $3,199,000. 67.60% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have commented on RVLV. Roth Mkm reiterated a “buy” rating and issued a $30.00 price objective (up from $27.00) on shares of Revolve Group in a research report on Wednesday, November 5th. Robert W. Baird set a $29.00 price target on Revolve Group in a research report on Wednesday, December 17th. Wall Street Zen cut shares of Revolve Group from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Stifel Nicolaus boosted their target price on Revolve Group from $28.00 to $33.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Finally, Evercore reaffirmed a “mixed” rating on shares of Revolve Group in a research note on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Revolve Group presently has a consensus rating of “Moderate Buy” and an average target price of $27.62.

Revolve Group Company Profile

Revolve Group, Inc operates as a leading online fashion retailer primarily serving millennial and Gen Z consumers through its flagship e-commerce platform. The company offers a curated assortment of apparel, accessories and beauty products from more than 500 established and emerging brands, alongside private label labels covering contemporary and premium segments. With a focus on trend-driven merchandise and seamless user experience, the website features shoppable editorial content and digital styling advice aimed at strengthening customer engagement and brand loyalty.

Founded in 2003 and headquartered in Cerritos, California, Revolve has expanded its footprint beyond North America by launching localized sites and logistics centers in Europe and the Middle East.