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

TDUPThredUp Inc.

Mkt capRevenueRevenue

ARXAccelerant Holdings

Mkt capRevenueRevenue

Compare

TDUPThredUp Inc.

ARXAccelerant Holdings

Price

Mkt cap

Revenue

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

Save comparison

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 ›

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

Q1 FY26±19.5%▼−23.35%×1.20

Nov 4 '25±19.8%▼−7.53%×0.38

ARX1 of 4 reports

Reportimpliedrealized× implied

Q2 FY26—▲+43.35%—

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

TDUPThredUp Inc.

2.00▼−4.52%

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

ARXAccelerant Holdings

19.85▲+0.18%

Regular sessionNov 3 '26

Mkt cap$4.4BRevenue$357MQ2 FY26Revenue—

Compare

Regular sessionNov 3 '26

TDUPThredUp Inc.

ARXAccelerant Holdings

2.00▼−4.52%

Price

19.85▲+0.18%

$273.2M

Mkt cap

$4.4B

Q2 FY26$91M

Revenue

$357MQ2 FY26

FY25$311M

Revenue

—

TDUP2.00▼−4.52%vsARX19.85▲+0.18%Regular sessionNov 3 '26