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Rent the Runway, Inc.(RENT)Earnings, Financials & Key Ratios
RENT•NASDAQ
$3.31
1.8× P/E·Price updated Jul 2, 2026
AboutRent the Runway, Inc. rents designer wear for women through its stores and online retail. The company offers ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear, ski wear, home goods, evening wear, and kids wear, as well as accessories. It also engages in the software development and support activities. The company was incorporated in 2009 and is headquartered in Brooklyn, New York.Show more
- Revenue$330M+7.7%
- EBITDA-$48M-163.6%
- Net Income$23M+132.3%
- EPS (Diluted)1.88+110.2%
- Gross Margin59.43%+168.8%
- EBITDA Margin-14.43%-159.0%
- Operating Margin-17.43%-12.9%
- Net Margin6.85%+130.0%
RENT Price & Volume
Rent the Runway, Inc. (RENT) stock price & volume — 10-year historical chart
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Persistent Operating Losses Challenge Rental Business Model
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Negative equity and solvency
Key Thesis Takeaways
- Rent the Runway faces a precarious fundamental outlook characterized by structural margin compression and a persistent inability to achieve consistent operating profitability.
- While revenue growth reached 29.2% in 2026Q1, the company's reliance on capital-intensive reverse logistics continues to erode shareholder equity, which currently sits at a deficit of $53.3M.
- Investors should remain cautious as the firm struggles to convert top-line expansion into sustainable free cash flow, evidenced by a 2025Q4 free cash flow outflow of $40.1M.
Verdict Logic
the company's persistent operating losses and negative equity position of $53.3M suggest significant solvency risks that outweigh the recent volatility in revenue growth.
RENT Growth Metrics
Rent the Runway, Inc. (RENT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years13.73%
5 Years15.93%
3 Years3.62%
TTM16.39%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM140.27%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM133.72%
Return on Capital
10 Years-25.66%
5 Years-21.9%
3 Years-15.8%
Last Year-18.55%
RENT Recent Earnings
Rent the Runway, Inc. (RENT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (64%)●Beat Revenue 8/12 qtrs (73%)
Q3 2026Latest
Jun 3, 2026Metric
Actual
Est
EPS
$0.57
—
Rev
$90M
—
Q2 2026
Apr 14, 2026Metric
Actual
Est
EPS
$0.04+99.0%
$3.97
Rev
$92M+19.7%
$77M
Q4 2025
Dec 12, 2025Metric
Actual
Est
EPS
$13.81+383.4%
$4.87
Rev
$88M+18.7%
$74M
Q4 2025
Sep 11, 2025Metric
Actual
Est
EPS
$6.55-59.7%
$4.10
Rev
$81M+7.2%
$76M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 3, 2026 | $0.57 | $90M |
| Q2 2026 | Apr 14, 2026 | $0.04vs $3.97+99.0% | $92Mvs $77M+19.7% |
| Q4 2025 | Dec 12, 2025 | $13.81vs $4.87+383.4% | $88Mvs $74M+18.7% |
| Q4 2025 | Sep 11, 2025 | $6.55vs $4.10-59.7% | $81Mvs $76M+7.2% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Rent the Runway, Inc. (RENT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.31 | $110.63M | 1.76 | 7.71% | 6.85% | — | — | |
| $12.20 | $3.53B | -17.94 | 15.38% | -9.03% | — | — | |
| $6.91 | $891.67M | -40.65 | 19.53% | -6.68% | -36.11% | — | |
| $95.14 | $12.52B | -39.31 | 5.11% | -2.41% | — | — | |
| $72.83 | $6.91B | 52.40 | 2.68% | 9.94% | — | — | |
| $18.54 | $2.14B | 24.08 | -21.79% | 3.94% | 99.46% | — |
Compare RENT vs Peers
Rent the Runway, Inc. (RENT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RENT SEC Filings & Documents
Rent the Runway, Inc. (RENT) SEC filings — annual & quarterly reports (10-K, 10-Q)
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RENT Frequently Asked Questions
Rent the Runway, Inc. (RENT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Rent the Runway, Inc.'s revenue?
Rent the Runway, Inc. (RENT) reported $350.1M in revenue for fiscal year 2025. This represents a 275% increase from $93.4M in 2005.
How fast is Rent the Runway, Inc. growing?
Rent the Runway, Inc. (RENT) grew revenue by 7.7% over the past year. This is steady growth.
Is RENT profitable?
Yes, Rent the Runway, Inc. (RENT) is profitable, generating $29.8M in net income for fiscal year 2025 (6.9% net margin).
Dividend & Returns
What is Rent the Runway, Inc.'s free cash flow?
Rent the Runway, Inc. (RENT) had negative free cash flow of $39.6M in fiscal year 2025, likely due to heavy capital investments.