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Financial statements

Rent the Runway, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data Rent the Runway, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2021FY2021FY2022FY2023FY2024FY2025
Revenue257158203296298306330
Cost of revenue1185361.992.28682.888.5
Gross profit139105141204212223241
General and administrative98.977.210410910286.888.8
Operating income-130-131-126-104-80-47.5-57.5
Other non-operating income-0.16.23.9
Pre-tax income-154-171-212-139-113-69.622.7
Income tax-0.20-0.3-0.20.20.30.1
Net income-154-171-212-139-113-69.922.6
EBITDA-114-112-111-90.9-68-37.2-49.1
EPS, basic-267.39-292.53-162.07-41.08-31.52-17.621.89
EPS, diluted-267.39-292.53-162.07-41.08-31.52-17.621.88
Shares, basic (weighted)0.580.581.313.383.593.9712
Shares, diluted (weighted)0.580.581.313.383.593.9712

Balance sheet

FY2021FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents31.495.32481558477.450.4
Other current assets4.711.714.51311.811.8
Total current assets10326517210293.966.7
Property, plant and equipment64.757.244.735.728.324
Lease right-of-use assets34.931.526.733.932.129.3
Intangible assets7.86.44.13.42.42
Other non-current assets1.84.83.94.55.68.8
Total assets321448336279240221
Accounts payable7.215.912.45.86.29.9
Accrued liabilities3.444.74.533.5
Deferred revenue0.70.60.60.50.712
Short-term debt0.900000
Total current liabilities40.668.86048.147.463.2
Long-term debt355261273307334157
Lease liabilities51.546.438.345.34135.7
Other non-current liabilities0.30.40.70.70.41.6
Total liabilities459376372401423257
Total debt356261273307334157
Paid-in capital62.78729059319411,064
Retained earnings-589-801-940-1,053-1,123-1,100
Shareholders' equity-364-52771.1-35.3-122-183-36.1
Total equity-364-52771.1-35.3-122-183-36.1
Total liabilities and equity321448336279240221
Shares outstanding0.550

Cash flow statement

FY2021FY2021FY2021FY2022FY2023FY2024FY2025
Net income-154-171-212-139-113-69.922.6
Depreciation and amortization16.518.414.812.71210.38.4
Stock-based compensation6.88.226.625.426.29.74.2
Deferred income tax-0.20-0.3-0.2000
Cash from operations-37.6-42.8-42.3-47.7-15.712.93.5
Cash from investing-139-58.4-22.5-44.3-54.6-20.1-49.5
Debt issued50155000020
Debt repaid00-13500
Stock issued1.80.53.300012.5
Cash from financing178169215-40.7-0.318.6
Net change in cash1.767.3150-96-69.6-7.5-27.4
Interest paid1.53.710.219.89.600
Income taxes paid0.26

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to July 31, 2026; growth uses fiscal years. Valuation uses the share price of $1.67 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin74.7%Gross profit / revenue.
Operating margin-12.3%Operating income / revenue.
Pre-tax margin11.8%Pre-tax income / revenue.
Net margin11.8%Net income / revenue.
Operating cash flow margin0.2%Cash from operations / revenue.
Effective tax rate0.0%Income tax / pre-tax income, when pre-tax income is positive.
Return on assets (ROA)22.5%Net income / average total assets.
Return on invested capital (ROIC)-71.7%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
Stock-based pay / revenue1.0%Stock-based compensation (from the cash flow statement) / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y7.7%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y3.6%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y15.9%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Gross profit growth, 1y8.0%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y5.7%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit CAGR, 5y18.2%Compound annual growth of gross profit over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Operating cash flow growth, 1y-72.9%Operating cash flow vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y-7.9%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-13.1%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y-7.2%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y202.4%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y52.6%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y83.0%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio0.67xCurrent assets / current liabilities.
Quick ratio0.44x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.44x(Cash + short-term investments) / current liabilities.
Debt / assets81.9%Total debt / total assets.
Liabilities / assets134.0%Total liabilities / total assets.
Net debt$128.5MTotal debt - cash - short-term investments. Negative means more cash than debt.
Working capital-$21.6MCurrent assets - current liabilities.
Goodwill and intangibles / assets1.0%(Goodwill + intangible assets) / total assets.
Tangible book value-$67.4MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover1.91xRevenue / average total assets.
Fixed asset turnover16.0xRevenue / average property, plant and equipment.
Days payables17 days365 x average accounts payable / cost of revenue.

Per share

MetricValueHow it is calculated
EPS, diluted$1.29Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$10.93Revenue / diluted weighted shares.
Operating cash flow per share$0.02Cash from operations / diluted weighted shares.
Book value per share-$1.95Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$2.01Tangible book value / shares outstanding.
Cash per share$0.86(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$56.1MShare price x shares outstanding.
Enterprise value$184.6MMarket cap + total debt - cash - short-term investments.
P/E1.30xMarket cap / net income. Only when net income is positive.
P/S0.15xMarket cap / revenue.
P/OCF80.1xMarket cap / cash from operations, when positive.
EV/Sales0.50xEnterprise value / revenue.
Earnings yield77.2%Net income / market cap (the inverse of P/E).
What was Rent the Runway, Inc.'s revenue in fiscal 2025?

Rent the Runway, Inc. reported revenue of $329.8M for fiscal 2025, 7.7% higher than the year before.

Was Rent the Runway, Inc. profitable in fiscal 2025?

Yes. Net income was $22.6M, a net margin of 6.9%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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