Revolve Group 3Q 2026: Revenue $356M, Net income $14.5M, EPS $0.2— 10-Q Summary

What happened

Revolve Group reported third-quarter 2026 revenue of $356 million, up 20.4% from a year earlier. Net income attributable to Revolve stockholders fell 31.7% to $14.5 million, and diluted earnings per share, or EPS, declined to $0.20 from $0.29.

Confirmed

Global impact / market context

Revenue growth came alongside lower profit and earnings per share, showing that higher sales did not translate into higher earnings this quarter. More orders and fewer returns supported sales, but lower order values and company spending may affect how much revenue becomes profit.

Analyst inference

The article links sales growth to 19.3% more orders shipped and fewer returns, while order values were lower. It also reports marketing investment and tariff-related sourcing, logistics, and pricing adjustments, which could influence future costs and the amount of cash left after sales.

Analyst inference

What to watch

1. Check whether future reports show continued revenue growth alongside recovery in net income and EPS, since this quarter’s sales rose while both profit measures declined. Analyst inference
2. Watch whether order growth and fewer returns continue to outweigh lower order values, as those factors together shaped reported sales growth this quarter. Analyst inference
3. Look for updates on sourcing, logistics, and pricing changes intended to mitigate tariffs, which may affect costs and how much revenue becomes profit. Analyst inference

Evidence

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