Superworth

Reformation REF

Apparel - Manufacturers, Consumer Cyclical
$15.58
+3.66%
Market cap
$920.5M
PE
n/m
one or more of the four quarters through 2026-06-27 missing
Forward PE
n/m
not a meaningful number
Price to sales
n/m
one or more of the four quarters through 2026-06-27 missing
EV/EBIT
n/m
not a meaningful number
Revenue, 12 months
n/m
one or more of the four quarters through 2026-06-27 missing
Net margin
n/m
one or more of the four quarters through 2026-06-27 missing
Free cash flow yield
n/m
not a meaningful number

Charts

Financials

Income statement for REF, by quarter
Income statementQ1 FY25Q2 FY25Q1 FY26Q2 FY26
$86.1M$125.1M$112.3M$155.2M
Cost of revenue$34.2M$44.5M$33.3M$51.8M
Gross profit$51.9M$80.6M$79M$103.5M
SG&A$47.2M$56.7M$82.4M$70M
−$3.9M$12.6M−$12.8M$19M
Interest expense$4.2M$4M$3.3M$3.5M
Pre-tax income−$7.5M$9.3M−$16.1M$17.1M
−$1.9M$2.4M−$3.9M$4.7M
Net income−$5.6M$6.9M−$12.1M$12.4M
−$0.11$0.13−$0.24$0.23
51.2M51.3M51.2M52.9M

Revenue: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

SG&A: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Operating income: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Interest expense: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Income tax: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Net income: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

EPS, diluted: Q1 FY25 and Q1 FY26: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY25 and Q1 FY26: share-days: the 6-month average less the second quarter's.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Apparel - Manufacturers nearest Reformation's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
REFReformation$920.5Mn/mn/an/mn/mn/m
CRICarters$1.2B6.1×13.8×0.4×+5%6.5%
GIIIG III Apparel$1.3B9.8×10.2×0.4×−9%4.8%
JILLJ.Jill$335.9M12.6×7.2×0.6×−2%4.6%
COLMColumbia Sportswear$3.1B15.9×20.4×0.9×−0%6.0%
FIGSFIGS$3.4B61.2×76.3×4.7×+25%8.7%
SGCSuperior Group of Companies$204.6M23.3×19.4×0.4×−0%1.4%
KTBKontoor Brands$4.2B15.9×15.8×1.4×+34%8.7%
VFCV F$6.8B25.0×27.3×0.7×+0%2.9%
LEVILevi Strauss$8.1B14.1×15.4×1.2×+7%8.8%
Peer median$3.1B15.9×15.8×0.7×+0%6.0%

More on Reformation

Each number over time

Its groups

About

Industry
Apparel - Manufacturers
Sector
Consumer Cyclical

Valuation data, not investment advice. Prices as of .