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Revolve Group (RVLV) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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Revolve Group (RVLV - Free Report) reported $355.96 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 20.4%. EPS of $0.20 for the same period compares to $0.24 a year ago.

The reported revenue represents a surprise of +3.26% over the Zacks Consensus Estimate of $344.72 million. With the consensus EPS estimate being $0.21, the EPS surprise was -4.76%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Revolve Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total orders placed: 2.75 million versus 2.65 million estimated by four analysts on average.
  • Average order value: $292.00 compared to the $304.48 average estimate based on four analysts.
  • Active customers: 3.24 million versus the three-analyst average estimate of 3.08 million.
  • Geographic Net Sales- Rest of the world: $78.59 million compared to the $78.92 million average estimate based on three analysts. The reported number represents a change of +22.4% year over year.
  • Geographic Net Sales- United States: $277.37 million versus $269.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.9% change.
  • Net Sales- FWRD: $49.2 million compared to the $48.35 million average estimate based on five analysts. The reported number represents a change of +20% year over year.
  • Net Sales- REVOLVE: $306.76 million compared to the $299.31 million average estimate based on five analysts. The reported number represents a change of +20.5% year over year.
  • Gross profit- FWRD: $21.19 million versus the four-analyst average estimate of $21.66 million.
  • Gross profit- REVOLVE: $170.61 million versus the four-analyst average estimate of $166.1 million.

View all Key Company Metrics for Revolve Group here>>>

Shares of Revolve Group have returned +4.5% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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