REF
Reformation Inc.
REF Q2 2026 earnings
Published Sep 10, 2026
AI summary
- GAAP EPS beat consensus.
- Reformation reported second quarter net revenue of $155.2 million, a 24.1% increase year-over-year.
- Net income rose 79.4% to $12.4 million, with diluted earnings per share reaching $0.23.
- Growth was driven by a 21.2% increase in direct-to-consumer revenue and a 48.7% rise in wholesale revenue.
- The company expects full-year 2026 revenue to be between $602 million and $606 million.
Results vs analyst consensus
Revenue
Reported
$155M
Consensus not captured before release
+24% YoY
EPS · GAAP (street basis)
Reported · Diluted EPS (GAAP, street basis)
$0.23
Consensus $0.22
Beat by $0.01GAAP EPS: $0.23
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$602M–$606M
full year fiscal 2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- DTC Net Revenue per Customer declined 1.4% due to a higher mix of new customers with lower initial spend.
- The company amended its credit agreement to fund a $90 million dividend to shareholders.
Read original report
Source: Reformation Inc. press release · SEC Form 8-K exhibit 99.1