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Side-by-side financial comparison of Bandwidth Inc. (BAND) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $208.8M, roughly 1.6× Bandwidth Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 1.9%, a 3.8% gap on every dollar of revenue. On growth, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs 10.4%). Bandwidth Inc. produced more free cash flow last quarter ($-1.0M vs $-13.3M). Over the past eight quarters, Bandwidth Inc.'s revenue compounded faster (9.7% CAGR vs 9.5%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
BAND vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $324.4M |
| Net Profit | $4.0M | $18.6M |
| Gross Margin | 37.3% | 53.3% |
| Operating Margin | 60.5% | 6.3% |
| Net Margin | 1.9% | 5.7% |
| Revenue YoY | 20.1% | 10.4% |
| Net Profit YoY | 200.0% | 50.4% |
| EPS (diluted) | $-0.08 | $0.27 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $324.4M | ||
| Q3 25 | $191.9M | $295.6M | ||
| Q2 25 | $180.0M | $309.0M | ||
| Q1 25 | $174.2M | $296.7M | ||
| Q4 24 | $210.0M | $293.7M | ||
| Q3 24 | $193.9M | $283.1M | ||
| Q2 24 | $173.6M | $282.5M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-1.2M | $21.2M | ||
| Q2 25 | $-4.9M | $10.2M | ||
| Q1 25 | $-3.7M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $413.0K | $11.0M | ||
| Q2 24 | $4.1M | $15.4M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 53.3% | ||
| Q3 25 | 38.5% | 54.6% | ||
| Q2 25 | 39.8% | 54.1% | ||
| Q1 25 | 41.0% | 52.0% | ||
| Q4 24 | 36.4% | 52.5% | ||
| Q3 24 | 37.7% | 51.2% | ||
| Q2 24 | 37.3% | 54.0% |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 6.3% | ||
| Q3 25 | -1.0% | 7.1% | ||
| Q2 25 | -2.1% | 5.8% | ||
| Q1 25 | -2.7% | 5.0% | ||
| Q4 24 | -1.3% | 3.9% | ||
| Q3 24 | -0.5% | 5.0% | ||
| Q2 24 | -3.5% | 5.8% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -0.6% | 7.2% | ||
| Q2 25 | -2.7% | 3.3% | ||
| Q1 25 | -2.1% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 0.2% | 3.9% | ||
| Q2 24 | 2.3% | 5.4% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.27 | ||
| Q3 25 | $-0.04 | $0.29 | ||
| Q2 25 | $-0.16 | $0.14 | ||
| Q1 25 | $-0.13 | $0.16 | ||
| Q4 24 | $0.27 | $0.18 | ||
| Q3 24 | $0.01 | $0.15 | ||
| Q2 24 | $-0.17 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $47.3M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $512.5M |
| Total Assets | $984.2M | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $292.3M | ||
| Q3 25 | $80.4M | $315.4M | ||
| Q2 25 | $68.1M | $310.7M | ||
| Q1 25 | $41.7M | $300.8M | ||
| Q4 24 | $83.8M | $256.6M | ||
| Q3 24 | $79.9M | $252.8M | ||
| Q2 24 | $76.4M | $244.7M |
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $512.5M | ||
| Q3 25 | $392.7M | $490.2M | ||
| Q2 25 | $384.5M | $468.6M | ||
| Q1 25 | $345.4M | $453.4M | ||
| Q4 24 | $312.5M | $437.8M | ||
| Q3 24 | $336.6M | $420.8M | ||
| Q2 24 | $307.4M | $405.8M |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $765.0M | ||
| Q3 25 | $1.0B | $751.3M | ||
| Q2 25 | $1.0B | $722.9M | ||
| Q1 25 | $964.4M | $713.9M | ||
| Q4 24 | $989.2M | $665.5M | ||
| Q3 24 | $1.0B | $670.9M | ||
| Q2 24 | $1.0B | $657.8M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-10.2M |
| Free Cash FlowOCF − Capex | $-1.0M | $-13.3M |
| FCF MarginFCF / Revenue | -0.5% | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $-10.2M | ||
| Q3 25 | $22.2M | $11.8M | ||
| Q2 25 | $31.7M | $12.6M | ||
| Q1 25 | $-3.1M | $45.1M | ||
| Q4 24 | $36.5M | $3.9M | ||
| Q3 24 | $20.5M | $9.1M | ||
| Q2 24 | $24.4M | $-24.7M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 49.55× | 0.83× | ||
| Q2 24 | 6.03× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BAND
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
