Every 10-Q that Rent the Runway, Inc. (RENT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow RENT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RENT filings page.
Rent the Runway, Inc. (RENT) reported strong top-line growth but continued losses for the quarter ended July 31, 2026. Revenue rose to $97.7 million from $80.9 million, up 20.8% year over year, driven by subscription and reserve rental revenue of $83.8 million and other revenue of $13.9 million.
Operating loss narrowed to $7.8 million from $20.1 million, while net loss improved to $12.9 million from $26.4 million, including $6.1 million of securities litigation expense tied to a proposed class action settlement with a total value of $9.0 million.
Rent the Runway ended the quarter with 140,826 Active Subscribers (down 3.8% year over year) and 186,019 Total Subscribers. Cash and cash equivalents were $29.0 million (total cash and restricted cash $37.2 million) against $157.5 million of long-term debt maturing in October 2029 and a stockholders’ deficit of $65.5 million. Cash used in operating activities was $5.0 million for the first six months of fiscal 2026.
Rent the Runway, Inc. reported fiscal first-quarter 2026 revenue of $89.9 million, up 29.2% from $69.6 million a year earlier, driven mainly by subscription and reserve rental revenue. Gross profit rose to $23.3 million, though gross margin narrowed to 25.9% from 31.5% as rental product depreciation and revenue share increased.
The company’s net loss improved to $18.9 million from $26.1 million, and Adjusted EBITDA was a near breakeven $(0.8) million. Active subscribers grew to 155,692, with 196,147 total subscribers including paused accounts. Cash and cash equivalents were $37.1 million, against long-term debt of $157.1 million, and operating cash flow was a use of $3.8 million.
Management highlighted AI-driven personalization, new imagery, and early revenue from marketplace, advertising, and B2B initiatives. The filing also details prior recapitalization transactions, a new credit agreement maturing in October 2029, and significant leadership changes, including the CEO and CFO resignations and interim appointments.
Rent the Runway, Inc. reported results for the quarter ended October 31, 2025. Net revenue rose to $87.6 million from $75.9 million a year earlier, led by Subscription and Reserve rental revenue of $77.0 million. Despite higher revenue, the company recorded an operating loss of $16.2 million for the quarter and $56.0 million for the first nine months of fiscal 2025.
Quarterly net income was $76.5 million, versus a net loss of $18.9 million in 2024, driven largely by a one-time $96.3 million gain on debt restructuring tied to recapitalization completed on October 28, 2025. Net long-term debt declined to $159.1 million from $333.7 million at January 31, 2025, and stockholders’ deficit improved to $35.1 million from $182.5 million, helped by exchanging $234.2 million of debt for 26,175,193 new Class A shares and a $12.5 million rights offering. Cash and cash equivalents were $50.7 million as of October 31, 2025, with operating cash outflows of $3.6 million and investing outflows of $42.9 million over nine months, mainly from $61.9 million of rental product purchases.