Filing Flows › Consumer Discretionary › Rent the Runway (RENT)
Rent the Runway (RENT) earnings and revenue breakdown
Latest: Q2 FY27 · 10-Q filed Sep 11, 2026 · Rent the Runway (RENT) Q2 FY27 earnings results →
Q2 FY27 Revenue up 21% year over year to $97.7M · 13¢ of every $1 of revenue lost · operating margin -8.0%
Rent the Runway made $97.7M in Q2 FY27 (+21% Y/Y). Operating margin -8.0%, net loss $12.9M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Sep 11, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $97.7M in Q2 FY27, up 21% year over year and up 9% from the previous quarter.
Operating costs exceeded revenue by $7.8M, an operating margin of -8.0%. Total costs grew 4% against revenue growth of 21%. The quarter ended with a net loss of $12.9M, narrower than the previous quarter's $18.9M loss.
Operating cash flow was −$1.2M. Non-cash charges added back $700K of share-based compensation. Working capital and other items added $11.0M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 FY27 | 10-Q | Sep 11, 2026 | $97.7M | +21% | -8.0% | −$12.9M | −$1.2M |
| Q1 FY27 | 10-Q | Jun 3, 2026 | $89.9M | +29% | -21.9% | −$18.9M | −$3.8M |
| Q4 FY26 | 10-K | Apr 14, 2026 | $91.7M | +20% | -1.6% | −$1.4M | $7.1M |
| Q3 FY26 | 10-Q | Dec 12, 2025 | $87.6M | +15% | -18.5% | $76.5M | −$1.4M |
| Q2 FY26 | 10-Q | Sep 12, 2025 | $80.9M | +2% | -24.8% | −$26.4M | −$10.5M |
| Q1 FY26 | 10-Q | Jun 6, 2025 | $69.6M | -7% | -28.3% | −$26.1M | $8.3M |
| Q4 FY25 | 10-K | Apr 15, 2025 | $76.4M | +0.8% | -10.1% | −$13.4M | $1.4M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Buys from
About Rent the Runway
Since our f ounding in November 2009, we have built the world’s first shared designer closet with thousands of styles by hundreds of brand partners. We give customers access to our “unlimited closet” through our subscription offering (“Subscription”) or the ability to rent a-la-carte through our reserve offering (“Reserve”). We also give our subscribers and customers the ability to buy our products through our Resale offering. Our Closet in the Cloud offers a wide assortment of items for every occasion, from evening wear and accessories to ready-to-wear, workwear, denim, casual, maternity, outerwear, blouses, knitwear, loungewear, jewelry, handbags, activewear and ski wear. We have served approximately 3.5 million lifetime customers across all of our offerings and we had 183,552 total subscribers (active and paused) as of January 31, 2026.
In its own words, from its 10-K, filed Apr 14, 2026.
Rent the Runway against its Retail-Retail Stores, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +21% against the peers' median 0%. Operating margin: -8.0% against the peers' median 3.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| RENT Rent the Runway | Q2 FY27 | $97.7M | +21% | -8.0% |
| ULTA Ulta Beauty | Q2 FY27 | $3.0B | +9% | 12.5% |
| BBWI Bath & Body Works | Q2 FY27 | $1.5B | -2% | 14.3% |
| WOOF Petco Health & Wellness Company | Q2 FY27 | $1.5B | 0% | 3.2% |
| SBH Sally Beauty Holdings | Q3 FY26 | $935M | +0.2% | 9.2% |
| TITN Titan Machinery | Q2 FY27 | $496M | -9% | -0.5% |
| LESL Leslie's | Q3 FY26 | $458M | -8% | 13.4% |
| SGU Star Group, L.P. | Q3 FY26 | $358M | +17% | -9.5% |
| FLWS 1 800 Flowers | Q1 FY27 | $171M | -11% | -27.1% |
Source: Rent the Runway 10-Q on SEC EDGAR · CIK 1468327 · Retail-Retail Stores, NEC
13F: who owns RENT and who is buying
More on RENT
History
Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results