Revolve Group, Inc. (RVLV)

From the record

Revolve Group, Inc.'s filings since 2018 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Revolve Group, Inc.'s 9 filed years say what it did: revenue went from $400 million in fiscal 2017 to $1.2 billion in fiscal 2025, up 15% a year; it rose in 6 of 8 years; the deepest fall was 3% from fiscal 2019 to fiscal 2020; net income was positive in 9 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Revolve Group, Inc.'s diluted share count shrank about 1.1% a year, and dividends and buybacks returned about 35% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 45 sales (45 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Revolve Group, Inc. earned about 12 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 86 cents per dollar of everything the company owns. Leverage: it owed about 33 cents per dollar of assets, and net share issuance: its share count grew 0.6% over the year (the filed statements).

From the record

Revolve Group, Inc.'s standing among 29 graded names in its industry family: revenue of $1.2 billion in fiscal 2025 ranks in the top 41% by size; a net margin of 5% ranks in the top 19%; revenue growth of 3.6% a year over the last 3 filed years ranks in the top 43% (its annual reports).

From the record

Revolve Group, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Karanikolas, Michael (CO-CHIEF EXECUTIVE OFFICER, as filed), filing under that title since 2019-06-06, 7.4 years (top 22% of its family); the 6 officers and directors filing in the last fifteen months have been on the record a median of 6.9 years (top 9%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 6 people in charge now (top 26%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Revolve Group, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $292 million against no long-term debt tagged leaves 38.2% of its assets as net cash, top 13% of its family; cash from operations less capital spending is 3.9% of revenue (top 22%); a gross margin of 53.5% (top 39%) (its annual report).

From the record

Revolve Group, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 3.6% a year over the last three filed years against 15% over all 9, slowing (bottom 47% of its family); the newest year grew 8.5% (top 33%); capital spending grew 30.2% a year (top 10%) (its annual reports). Revolve Group, Inc. reported 2 lines of business in fiscal 2025: Revolve at $1.1 billion (86%), Forward at $172 million (14%); 2 of 2 grew against the year before (its annual report).

From the record

Revolve Group, Inc.'s newest year against its own record: revenue of $1.2 billion in fiscal 2025 came in 7.1% above the $1.1 billion its prior three years' pace pointed to (top 42% of its family); net income of $62 million against a prior three-year average of $45 million (bottom 30%); a net margin of 5% against 4.1% before (bottom 30%) (its annual reports).