Q2 FY2026 EarningsREF.US delivered a solid Q2 FY26 top-line beat with revenue of $155.2M vs. $154.4M expected, driven by a 22.9% YoY surge in active customers despite a minor 1.4% decline in spend per customer. Gross margin of 66.7% was perfectly in-line with consensus, benefiting from lower tariff rates and full-price selling. GAAP EPS of $0.23 beat the $0.20 mean estimate, while the company successfully executed an IPO in July 2026, receiving $132.2M in net proceeds to deleverage its balance sheet.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Reformation(REF) the Revenue is 155.23 M (--%), Beat estimate;the EBIT is 19.02 M (--%), Beat estimate;the EPS is 0.23 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.16B--
0.15B--
+0.00B--%
EBITExceed expectations
0.02B--
0.02B--
+0.00B--%
EPSExceed expectations
0.23--
0.2042--
+0.0258--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf