Jun 2026 (Q2 FY26) — Aug 4, 2026
Revolve Group Q2 FY26 — Strong Double-Digit Growth and Strategic Investments
Read the full callRevolve Group earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 347 | +12.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.4 | +0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 18.6 | +82.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $20.8 on 17 Oct 2025 → $22.31. High $31.45 (29 Dec 2025), low $17.51 (13 May 2026).
Overview
Call summaries
Revolve Group Q2 FY26 — Strong Double-Digit Growth and Strategic Investments
Read the full callEvery analysed call
Financials
Net profit, year on year: +83% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 283 | 294 | 297 | 309 | 296 | 324 | 343 | 347 |
| Operating profit | 14 | 11 | 15 | 18 | 21 | 21 | 16 | 22 |
| Operating margin | 5.0% | 3.9% | 5.0% | 5.8% | 7.1% | 6.3% | 4.6% | 6.4% |
| Profit before tax | 14 | 15 | 16 | 15 | 28 | 23 | 18 | 25 |
| Tax rate | 25.6% | 19.6% | 26.8% | 33.7% | 25.2% | 20.5% | 25.5% | 25.1% |
| Net profit | 11 | 12 | 12 | 10 | 21 | 19 | 14 | 19 |
| EPS ($ per share) | 0.16 | — | 0.17 | 0.14 | 0.30 | — | 0.20 | 0.26 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 61 | 57 | 114 | 213 | 269 | 268 | 305 | 368 |
| Total liabilities | 82 | 102 | 106 | 163 | 200 | 224 | 228 | 252 |
| Fixed assets | 6 | 14 | 11 | 9 | 9 | 8 | 9 | 15 |
| Total assets | 162 | 232 | 306 | 480 | 579 | 609 | 666 | 765 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 27 | 46 | 74 | 62 | 23 | 43 | 27 | 59 |
| Cash from investing | -3 | -12 | -2 | -2 | -5 | -4 | -9 | -15 |
| Cash from financing | -18 | 15 | 9 | 13 | 1 | -30 | -5 | -1 |
| Net cash flow | 6 | 49 | 81 | 72 | 16 | 11 | 11 | 47 |
| Capital expenditure | -3 | -12 | -2 | -2 | -5 | -4 | -6 | -11 |
| Free cash flow | 24 | 34 | 71 | 60 | 18 | 39 | 21 | 48 |
129 filings between Dec 2, 2025 and Jun 5, 2026.
Purchases
None
No insider bought shares.
Sales
$77.02M
66 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 54 conversions.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Karanikolas Michael | — | $25.45M | Apr 29, 2026 |
| Mente Michael | — | $25.45M | Apr 29, 2026 |
| MMMK Development, Inc. | — | $25.45M | Apr 29, 2026 |
| Timmermans Jesse | — | $670.6K | Jan 8, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 5, 2026 | Ruxandra Oana Director | Award | 5,297 | $0 |
| Jun 5, 2026 | Murphy Erinn Elisabeth Director | Award | 5,297 | $0 |
| Jun 5, 2026 | COX MELANIE Director | Award | 5,297 | $0 |
| Apr 29, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,640 | $406.6K |
| Apr 29, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,640 | $0 |
| Apr 29, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,640 | $406.6K |
| Apr 29, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 15,640 | $406.6K |
| Apr 29, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,640 | $0 |
| Apr 29, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 15,640 | $0 |
| Apr 28, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 42,678 | $0 |
| Apr 28, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 42,678 | $1.12M |
| Apr 28, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 42,678 | $0 |
| Apr 28, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 42,678 | $1.12M |
| Apr 28, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 42,678 | $0 |
| Apr 28, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 42,678 | $1.12M |
| Apr 27, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 60,923 | $0 |
| Apr 27, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 60,923 | $1.61M |
| Apr 27, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 60,923 | $1.61M |
| Apr 27, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 60,923 | $0 |
| Apr 27, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 60,923 | $1.61M |
| Apr 27, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 60,923 | $0 |
| Apr 9, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 15,972 | $0 |
| Apr 9, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,972 | $0 |
| Apr 9, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,972 | $413.7K |
| Apr 9, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,972 | $0 |
| Apr 9, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,972 | $413.7K |
| Apr 9, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 15,972 | $413.7K |
| Mar 18, 2026 | Murphy Erinn Elisabeth Director | Award | 2,186 | $0 |
| Mar 1, 2026 | Timmermans Jesse CHIEF FINANCIAL OFFICER | Tax withheld | 6,239 | $157.0K |
| Mar 1, 2026 | Timmermans Jesse CHIEF FINANCIAL OFFICER | Award | 17,389 | $0 |
| Feb 12, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 1,948 | $50.5K |
| Feb 12, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 1,948 | $0 |
| Feb 12, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 1,948 | $50.5K |
| Feb 12, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 1,948 | $0 |
| Feb 12, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 1,948 | $50.5K |
| Feb 12, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 1,948 | $0 |
| Feb 11, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 15,645 | $0 |
| Feb 11, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 15,645 | $408.8K |
| Feb 11, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,645 | $408.8K |
| Feb 11, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,645 | $0 |
| Feb 11, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 15,645 | $408.8K |
| Feb 11, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 15,645 | $0 |
| Jan 28, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 202 | $5.9K |
| Jan 28, 2026 | MMMK Development, Inc. 10% owner | Sale 10b5-1 plan | 49,680 | $1.42M |
| Jan 28, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 49,882 | $0 |
| Jan 28, 2026 | MMMK Development, Inc. 10% owner | Conversion 10b5-1 plan | 49,882 | $0 |
| Jan 28, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Conversion 10b5-1 plan | 49,882 | $0 |
| Jan 28, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 49,680 | $1.42M |
| Jan 28, 2026 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 202 | $5.9K |
| Jan 28, 2026 | Mente Michael CO-CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 49,680 | $1.42M |
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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