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Side-by-side financial comparison of Hillman Solutions Corp. (HLMN) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Hillman Solutions Corp. is the larger business by last-quarter revenue ($370.1M vs $324.4M, roughly 1.1× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -1.3%, a 7.0% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 3.0%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-34.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -1.2%).
Hillman Solutions is an American hardware manufacturing, distribution and consumer fabrication services company.
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.
HLMN vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $370.1M | $324.4M |
| Net Profit | $-4.7M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 1.9% | 6.3% |
| Net Margin | -1.3% | 5.7% |
| Revenue YoY | 3.0% | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | $-0.02 | $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 | $370.1M | — | ||
| Q4 25 | $365.1M | $324.4M | ||
| Q3 25 | $424.9M | $295.6M | ||
| Q2 25 | $402.8M | $309.0M | ||
| Q1 25 | $359.3M | $296.7M | ||
| Q4 24 | $349.6M | $293.7M | ||
| Q3 24 | $393.3M | $283.1M | ||
| Q2 24 | $379.4M | $282.5M |
| Q1 26 | $-4.7M | — | ||
| Q4 25 | $1.6M | $18.6M | ||
| Q3 25 | $23.2M | $21.2M | ||
| Q2 25 | $15.8M | $10.2M | ||
| Q1 25 | $-317.0K | $11.8M | ||
| Q4 24 | $-1.2M | $12.3M | ||
| Q3 24 | $7.4M | $11.0M | ||
| Q2 24 | $12.5M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | 4.6% | 6.3% | ||
| Q3 25 | 10.8% | 7.1% | ||
| Q2 25 | 9.0% | 5.8% | ||
| Q1 25 | 4.2% | 5.0% | ||
| Q4 24 | 4.0% | 3.9% | ||
| Q3 24 | 6.8% | 5.0% | ||
| Q2 24 | 8.3% | 5.8% |
| Q1 26 | -1.3% | — | ||
| Q4 25 | 0.4% | 5.7% | ||
| Q3 25 | 5.5% | 7.2% | ||
| Q2 25 | 3.9% | 3.3% | ||
| Q1 25 | -0.1% | 4.0% | ||
| Q4 24 | -0.3% | 4.2% | ||
| Q3 24 | 1.9% | 3.9% | ||
| Q2 24 | 3.3% | 5.4% |
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.00 | $0.27 | ||
| Q3 25 | $0.12 | $0.29 | ||
| Q2 25 | $0.08 | $0.14 | ||
| Q1 25 | $0.00 | $0.16 | ||
| Q4 24 | $-0.00 | $0.18 | ||
| Q3 24 | $0.04 | $0.15 | ||
| Q2 24 | $0.06 | $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 | $27.7M | $292.3M |
| Total DebtLower is stronger | $714.1M | — |
| Stockholders' EquityBook value | $1.2B | $512.5M |
| Total Assets | $2.4B | $765.0M |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $27.7M | — | ||
| Q4 25 | $27.3M | $292.3M | ||
| Q3 25 | $37.7M | $315.4M | ||
| Q2 25 | $34.2M | $310.7M | ||
| Q1 25 | $36.3M | $300.8M | ||
| Q4 24 | $44.5M | $256.6M | ||
| Q3 24 | $59.8M | $252.8M | ||
| Q2 24 | $54.0M | $244.7M |
| Q1 26 | $714.1M | — | ||
| Q4 25 | $668.3M | — | ||
| Q3 25 | $683.2M | — | ||
| Q2 25 | $683.1M | — | ||
| Q1 25 | $713.5M | — | ||
| Q4 24 | $691.7M | — | ||
| Q3 24 | $730.7M | — | ||
| Q2 24 | $732.1M | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $512.5M | ||
| Q3 25 | $1.2B | $490.2M | ||
| Q2 25 | $1.2B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.2B | $437.8M | ||
| Q3 24 | $1.2B | $420.8M | ||
| Q2 24 | $1.2B | $405.8M |
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $765.0M | ||
| Q3 25 | $2.4B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.4B | $670.9M | ||
| Q2 24 | $2.4B | $657.8M |
| Q1 26 | 0.59× | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
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 | $-34.3M | $-13.3M |
| FCF MarginFCF / Revenue | -9.3% | -4.1% |
| Capex IntensityCapex / Revenue | 4.0% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $22.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $30.9M | $-10.2M | ||
| Q3 25 | $26.2M | $11.8M | ||
| Q2 25 | $48.7M | $12.6M | ||
| Q1 25 | $-655.0K | $45.1M | ||
| Q4 24 | $43.1M | $3.9M | ||
| Q3 24 | $63.7M | $9.1M | ||
| Q2 24 | $64.8M | $-24.7M |
| Q1 26 | $-34.3M | — | ||
| Q4 25 | $16.1M | $-13.3M | ||
| Q3 25 | $9.1M | $7.5M | ||
| Q2 25 | $31.2M | $10.4M | ||
| Q1 25 | $-21.3M | $43.4M | ||
| Q4 24 | $22.1M | $2.1M | ||
| Q3 24 | $39.6M | $8.0M | ||
| Q2 24 | $42.5M | $-25.7M |
| Q1 26 | -9.3% | — | ||
| Q4 25 | 4.4% | -4.1% | ||
| Q3 25 | 2.1% | 2.5% | ||
| Q2 25 | 7.7% | 3.4% | ||
| Q1 25 | -5.9% | 14.6% | ||
| Q4 24 | 6.3% | 0.7% | ||
| Q3 24 | 10.1% | 2.8% | ||
| Q2 24 | 11.2% | -9.1% |
| Q1 26 | 4.0% | — | ||
| Q4 25 | 4.0% | 1.0% | ||
| Q3 25 | 4.0% | 1.5% | ||
| Q2 25 | 4.3% | 0.7% | ||
| Q1 25 | 5.7% | 0.6% | ||
| Q4 24 | 6.0% | 0.6% | ||
| Q3 24 | 6.1% | 0.4% | ||
| Q2 24 | 5.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 19.33× | -0.55× | ||
| Q3 25 | 1.13× | 0.56× | ||
| Q2 25 | 3.08× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 8.57× | 0.83× | ||
| Q2 24 | 5.17× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HLMN
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% |
