Revolve(US:RVLV)2025-05-06 20:21Financial Performance - Net sales increased by 10% year-over-year, from $270.6 million in Q1 2024 to $296.7 million in Q1 2025[11] - Adjusted EBITDA increased by 45% year-over-year, from $13.3 million in Q1 2024 to $19.3 million in Q1 2025[11] - Adjusted EBITDA margin increased by 160 basis points year-over-year, reaching 6.5% in Q1 2025[11] - Net income increased by 5% year-over-year, from $10.9 million in Q1 2024 to $11.4 million in Q1 2025, Q1 2024 included an insurance recovery equivalent to $2.1 million, net of tax[11] - Diluted EPS (GAAP) increased by 7% year-over-year, from $0.15 in Q1 2024 to $0.16 in Q1 2025, Q1 2024 EPS included an insurance recovery equivalent to $0.03 per share[25] Segment and Geographic Performance - REVOLVE net sales increased by 11% year-over-year, from $229.6 million in Q1 2024 to $254.4 million in Q1 2025[13] - FWRD net sales increased by 3% year-over-year, from $41.0 million in Q1 2024 to $42.3 million in Q1 2025[13] - U S net sales increased by 9% year-over-year, from $219.1 million in Q1 2024 to $239.2 million in Q1 2025[13] - International net sales increased by 12% year-over-year, from $51.4 million in Q1 2024 to $57.5 million in Q1 2025[13] Cash Flow and Balance Sheet - Free cash flow increased by 17% year-over-year, from $36.7 million in Q1 2024 to $42.8 million in Q1 2025[30] - Cash and cash equivalents increased by $44 million, or 17% quarter-over-quarter, reaching $300.8 million in Q1 2025[30]