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ThredUp

TDUP

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LongbridgeAI

Q2 FY2026 EarningsQ2 FY2026 beat consensus on key metrics: revenue reached $90.8M vs. $90.3M expected, while gross margin improved to 79.9% vs. 79.2% expected. Active Buyers surged 21% YoY to a record 1.77M. Despite the quarterly beat, management lowered H2 FY2026 guidance, projecting Q3 revenue of $87M-$89M and Q4 revenue of $85M-$87M due to economic uncertainty affecting price-sensitive consumers.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: ThredUp(TDUP) the Revenue is 90.77 M (+16.88%), Beat estimate;the EBIT is -6.113 M (-16.55%), Miss estimate;the EPS is -0.05 (-25%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.09B16.88%
0.09B16.33%
+0.00B0.55%
EBITMiss expectations
-0.01B16.55%
-0.00B34.08%
-0.00B50.63%
EPSMiss expectations
-0.0525.00%
-0.02830.00%
-0.022055.00%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf