Revolve

Q2 FY2026 EarningsQ2 FY26 results beat consensus across all major top and bottom-line metrics, with revenue of $347.4M surpassing the $342.4M estimate and Diluted EPS of $0.26 significantly exceeding the $0.21 consensus. Gross margin outperformed at 56.6% (vs. 54.4% expected), aided by one-time IEEPA tariff refunds. While marketing and G&A expenses saw upward revisions in FY26 guidance, the core Revolve segment's 13% YoY growth and an 18% YoY sales surge in July indicate robust demand momentum heading into Q3.