Jul 2026 (Q2 FY27) — Sep 11, 2026
Rent the Runway Q2 FY27 — Record Revenue and Margin Improvement Amidst Leadership Transition
Read the full callRent the Runway (RENT) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
Rent the Runway earnings: last reported Fri, 11 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 97.7 | +20.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -8.0 | +16.9 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -12.9 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$1.86 +5.68% · +$0.1
Performance −57.0% 1Y
1Y: $4.33 on 17 Oct 2025 → $1.86. High $9.39 (13 Jan 2026), low $1.55 (2 Oct 2026).
- Previous close
- $1.76
- 52-week range
- $1.55 – $9.39
- One year
- −60.17%
Overview
- Symbol
- RENT
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — Jun 3, 2026
Rent the Runway Q1 FY27 — Strong Revenue Growth and AI-Powered Discovery
Read the full callEvery analysed call
Rent the Runway earnings calls (RENT)
Financials
What the filings say
Net profit, year on year: +51% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 76 | 76 | 70 | 81 | 88 | 92 | 90 | 98 |
| Expenses | 90 | 84 | 89 | 101 | 104 | 93 | 110 | 106 |
| Operating profit | -14 | -8 | -20 | -20 | -16 | -1 | -20 | -8 |
| Operating margin | −18.1% | −10.1% | −28.3% | −24.9% | −18.5% | −1.6% | −21.9% | −8.0% |
| Profit before tax | -19 | -13 | -26 | -26 | 77 | -1 | -19 | -13 |
| Tax rate | 0.0% | −1.5% | −0.8% | 0.0% | 0.0% | 6.7% | 0.0% | −0.8% |
| Net profit | -19 | -13 | -26 | -26 | 77 | -1 | -19 | -13 |
| EPS ($ per share) | -4.70 | — | -6.26 | -6.23 | 13.69 | — | -0.57 | -0.38 |
| Line item | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | — | — | — | — | — |
| Reserves | — | -589 | -801 | -940 | -1,053 | -1,123 | -1,100 |
| Total liabilities | — | 459 | 376 | 372 | 401 | 423 | 257 |
| Fixed assets | — | 65 | 57 | 45 | 36 | 28 | 24 |
| Total assets | — | 321 | 448 | 336 | 279 | 240 | 221 |
| Line item | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -38 | -43 | -42 | -48 | -16 | 13 | 4 |
| Cash from investing | -139 | -58 | -22 | -44 | -55 | -20 | -49 |
| Cash from financing | 178 | 169 | 215 | -4 | 1 | -0 | 19 |
| Net cash flow | 2 | 67 | 150 | -96 | -70 | -7 | -27 |
RENT operating KPIs by quarter
| KPI | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Paid subscription members | 155.692KWe ended Q1 '26 with 155,692 ending active subscribers, up 5.8% year-over-year.Source: earnings call transcript | 140.826KWe ended the second quarter with 140,826 active subscribers, down 3.8% year-over-year.Source: earnings call transcript | -9.5% |
| Average active subscribers | 149.744KAverage active subscribers during the quarter were 149,744 subscribers versus 133,468 subscribers in the prior year, an increase of 12.2% year-over-year.Source: earnings call transcript | 148.259KAverage active subscribers during the quarter were 148,259, an increase of 1% year-over-year.Source: earnings call transcript | -1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
14 filings between Oct 21, 2025 and Oct 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$279.1K
4 sales by 1 insider
25% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 4
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
Also filed: 4 conversions, 1 option exercised.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Fonseca Dhiren R. | — | $279.1K | Sep 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 14, 2026 | CHS US Investments LLC 10% owner | Option exercise | 2,495,391 | $8.86M |
| Sep 25, 2026 | Fonseca Dhiren R. Director | Sale | 13,000 | $22.1K |
| Sep 24, 2026 | Fonseca Dhiren R. Director | Sale | 62,000 | $105.2K |
| Sep 14, 2026 | Fonseca Dhiren R. Director | Sale | 25,132 | $48.7K |
| Sep 14, 2026 | Bariquit Teri Director | Award | 51,614 | $0 |
| Aug 11, 2026 | ROSENSWEIG DANIEL Director | Award | 35,481 | $0 |
| Jul 24, 2026 | Fonseca Dhiren R. Director | Sale 10b5-1 plan | 34,516 | $103.2K |
| Jul 23, 2026 | Fonseca Dhiren R. Director | Conversion 10b5-1 plan | 134,648 | $0 |
| Dec 16, 2025 | ROSENSWEIG DANIEL Director | Award | 16,759 | $0 |
| Dec 16, 2025 | Bariquit Teri Director | Award | 16,759 | $0 |
| Oct 28, 2025 | Fleiss Jennifer Director | Conversion | 31,314 | — |
| Oct 28, 2025 | Hyman Jennifer Co-Founder, CEO & President | Conversion | 57,906 | — |
| Oct 28, 2025 | Hyman Jennifer Co-Founder, CEO & President | Conversion | 6,155 | — |
| Oct 21, 2025 | Roth Michael Director | Option exercised | 13,169 | $53.7K |
| Sep 16, 2025 | Rau Andrew Chief Supply Chain Officer | Sale 10b5-1 plan | 775 | $3.8K |
| Sep 16, 2025 | Tam Sarah K Chief Merchant Officer | Sale | 863 | $4.2K |
| Sep 16, 2025 | Schembri Cara Chief Legal & Admin. Officer | Sale | 797 | $3.9K |
| Sep 16, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 6,128 | $30.0K |
| Sep 16, 2025 | Thacker Siddharth Chief Financial Officer | Sale 10b5-1 plan | 1,948 | $9.5K |
| Aug 4, 2025 | Tam Sarah K Chief Merchant Officer | Sale | 331 | $1.5K |
| Aug 4, 2025 | Schembri Cara Chief Legal & Admin. Officer | Sale | 262 | $1.2K |
| Aug 4, 2025 | Rau Andrew Chief Supply Chain Officer | Sale 10b5-1 plan | 41 | $185 |
| Aug 4, 2025 | Thacker Siddharth Chief Financial Officer | Sale 10b5-1 plan | 399 | $1.8K |
| Aug 4, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 4,450 | $20.1K |
| Aug 4, 2025 | Hyman Jennifer Chair, CEO & President | Conversion | 94 | $0 |
| Aug 4, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 94 | $431 |
| Jul 8, 2025 | Fleiss Jennifer Director | Award | 1,685 | $0 |
| Jul 8, 2025 | BIXBY TIMOTHY E Director | Award | 1,685 | $0 |
| Jul 8, 2025 | KAPLAN BETH J Director | Award | 1,685 | $0 |
| Jul 8, 2025 | Paltrow Gwyneth Director | Award | 1,685 | $0 |
| Jul 8, 2025 | ROSENSWEIG DANIEL Director | Award | 1,685 | $0 |
| Jul 8, 2025 | Roth Michael Director | Award | 1,685 | $0 |
| Jun 17, 2025 | Rau Andrew Chief Supply Chain Officer | Sale 10b5-1 plan | 803 | $3.8K |
| Jun 17, 2025 | Thacker Siddharth Chief Financial Officer | Sale 10b5-1 plan | 2,019 | $9.6K |
| Jun 17, 2025 | Schembri Cara Chief Legal & Admin. Officer | Sale | 826 | $3.9K |
| Jun 17, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 6,352 | $30.3K |
| Jun 17, 2025 | Case Becky SVP, Engineering | Sale | 758 | $3.6K |
| Jun 17, 2025 | Tam Sarah K Chief Merchant Officer | Sale | 895 | $4.3K |
| May 2, 2025 | Tam Sarah K Chief Merchant Officer | Sale | 331 | $1.4K |
| May 2, 2025 | Thacker Siddharth Chief Financial Officer | Sale 10b5-1 plan | 400 | $1.7K |
| May 2, 2025 | Rau Andrew Chief Supply Chain Officer | Sale 10b5-1 plan | 41 | $175 |
| May 2, 2025 | Case Becky SVP, Engineering | Sale | 647 | $2.8K |
| May 2, 2025 | Schembri Cara Chief Legal & Admin. Officer | Sale | 263 | $1.1K |
| May 2, 2025 | Hyman Jennifer Chair, CEO & President | Conversion | 69 | $0 |
| May 2, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 69 | $294 |
| May 2, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 3,244 | $13.8K |
| Mar 17, 2025 | Hyman Jennifer Chair, CEO & President | Sale | 4,467 | $19.5K |
| Mar 17, 2025 | Schembri Cara Chief Legal & Admin. Officer | Sale | 1,276 | $5.6K |
| Mar 17, 2025 | Tam Sarah K Chief Merchant Officer | Sale | 1,396 | $6.1K |
| Mar 17, 2025 | Case Becky SVP, Engineering | Sale | 827 | $3.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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