ARX compared with TDUP: revenue, margins and what each company keeps, and the suppliers and customers both name

ARXAccelerant Holdings

Mkt capRevenueRevenue

TDUPThredUp Inc.

Mkt capRevenueRevenue

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ARXAccelerant Holdings

TDUPThredUp Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

ARX1 of 4 reports

Reportimpliedrealized× implied

Q2 FY26—▲+43.35%—

TDUP

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±21.1%▼−50.48%×2.39

May 5 '26±19.9%▲+14.65%×0.74

= impliedARX realized, solidTDUP realized, hatchedOne scale, both sides: full bar = 51%× = |realized| ÷ impliedSource: market data

Q1 FY26

±19.5%

▼−23.35%

×1.20

Nov 4 '25±19.8%▼−7.53%×0.38

ARXAccelerant Holdings

19.820.00%

Mkt cap$4.4BRevenue$357MQ2 FY26Revenue—

TDUPThredUp Inc.

2.08▼−6.31%· post 2.08

ClosedOct 30 '26

Mkt cap$273.2MRevenue$91MQ2 FY26Revenue$311MFY25

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ClosedOct 30 '26

ARXAccelerant Holdings

TDUPThredUp Inc.

19.820.00%

Price

2.08▼−6.31%post 2.08

$4.4B

Mkt cap

$273.2M

Q2 FY26$357M

Revenue

$91MQ2 FY26

—

Revenue

$311MFY25

ARX19.820.00%vsTDUP2.08▼−6.31%ClosedOct 30 '26