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Rent The Runway, Inc. (RENT)
:RENT
US Market

Rent the Runway (RENT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 15, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
Last Year’s EPS
-2.95
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Dec 12, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflects a generally positive outlook with strong subscriber and revenue growth, reduced debt, and enhancements in customer experience. However, challenges remain with decreased gross margins, higher operating expenses, and negative free cash flow.
Company Guidance
In the third quarter of fiscal year 2025, Rent the Runway, Inc. provided optimistic guidance, highlighting significant progress in financial and operational metrics. The company reduced its total debt from approximately $319 million to $120 million, extended its maturity to 2029, and is on track for 11% to 14% year-over-year revenue growth in Q4, compared to 1% in Q4 2024. Q3 saw a 12.4% increase in active subscribers year-over-year, with total revenue rising by 15.4% to $87.6 million. Despite a price increase in August, customer retention and acquisition improved, with inventory-related cancellations down nearly 30% year-over-year in Q3. The Net Promoter Score increased by 43% year-over-year, while the average subscriber visited the app 34% more times, and parts per subscriber rose by 15%. However, the adjusted EBITDA margin decreased to 4.9% of revenue due to higher revenue share expenses, and free cash flow was negative $13.6 million. For fiscal year 2025, the company expects revenue to range between $323.1 million and $325.1 million, with adjusted EBITDA margins between 4.9-5.5% of revenue.
Debt Reduction and Recapitalization
The company successfully reduced its total debt from approximately $319 million to approximately $120 million and extended the maturity to 2029, following a strategic recapitalization with new capital from two private equity firms.
Subscriber Growth
Ending active subscribers grew by 12% year-over-year, reaching 148,916. Average active subscribers increased by 12.9% year-over-year, indicating strong subscriber growth.
Revenue Growth
The company reported a 15.4% increase in total revenue in Q3 2025, amounting to $87.6 million, with expectations of 11% to 14% year-over-year revenue growth in Q4.
Improved Customer Engagement
Net Promoter Score increased by 43% year-over-year, and customer engagement metrics such as visits and heart rates are up, with average active subscribers visiting the app 34% more year-over-year.
Enhanced Inventory and Customer Experience
Inventory-related cancellations decreased by nearly 30% year-over-year, and the company introduced several features to enhance customer experience, resulting in a 57% increase in engagement with the app's new homepage.

Rent the Runway (RENT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

RENT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 15, 2026
2025 (Q4)
- / -
-2.952
Dec 12, 2025
2025 (Q3)
- / 13.81
-3.917452.59% (+17.73)
Sep 11, 2025
2025 (Q2)
- / -5.57
-3.166-75.84% (-2.40)
Jun 05, 2025
2025 (Q1)
-6.67 / -5.52
-4.674-18.12% (-0.85)
Apr 15, 2025
2024 (Q4)
-2.02 / -2.65
-6.30157.94% (+3.65)
Dec 09, 2024
2024 (Q3)
-4.00 / -3.92
-8.07851.51% (+4.16)
Sep 05, 2024
2024 (Q2)
-4.48 / -3.17
-7.1855.91% (+4.01)
Jun 06, 2024
2024 (Q1)
-5.98 / -4.67
-8.25743.39% (+3.58)
Apr 10, 2024
2023 (Q4)
-4.80 / -6.30
-7.1812.24% (+0.88)
Dec 05, 2023
2023 (Q3)
-7.58 / -8.08
-10.05219.64% (+1.97)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

RENT Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 12, 2025
$5.63$6.65+18.12%
Sep 11, 2025
$7.08$4.50-36.44%
Jun 05, 2025
$6.05$7.74+27.93%
Apr 15, 2025
$4.84$3.96-18.18%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rent The Runway, Inc. (RENT) report earnings?
Rent The Runway, Inc. (RENT) is schdueled to report earning on Apr 15, 2026, After Close (Confirmed).
    What is Rent The Runway, Inc. (RENT) earnings time?
    Rent The Runway, Inc. (RENT) earnings time is at Apr 15, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is RENT EPS forecast?
          Currently, no data Available

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