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Arhaus, Inc.(ARHS)Earnings, Financials & Key Ratios
ARHS•NASDAQ
$8.15
17.0× P/E·Price updated Jul 6, 2026
SectorConsumer CyclicalIndustryHome Improvement RetailSub-IndustryHome furnishings and specialty lifestyle retailers
AboutArhaus, Inc. operates as a lifestyle brand and premium retailer in the home furnishings market. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases and modular storage, etc.; and outdoor products include outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits. It also offers lighting products, such as various distinct and artistic lighting fixtures, including chandeliers, pendants, table and floor lamps, and sconces; textile products comprising handcrafted indoor and outdoor rugs, bed linens, and pillows and throws; and décor products, including various wall art to mirrors, vases to candles, and other decorative accessories. The company distributes its products through an omni-channel model comprising showrooms, e-commerce platform, catalog, and in-home designer services. As of December 31, 2021, it operated through a network of 71 traditional showrooms, 5 Design Studios, and 3 Outlets, as well as 58 showrooms with in-home interior designers. The company was founded in 1986 and is headquartered in Boston Heights, Ohio.Show more
- Revenue$1.38B+8.5%
- EBITDA$178M+9.5%
- Net Income$67M-1.9%
- EPS (Diluted)0.48-2.0%
- Gross Margin38.89%-1.4%
- EBITDA Margin12.94%+0.9%
- Operating Margin6.44%-5.8%
- Net Margin4.88%-9.6%
- ROE17.65%-11.9%
ARHS Price & Volume
Arhaus, Inc. (ARHS) stock price & volume — 10-year historical chart
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Cyclical Headwinds Pressure Arhaus Operational Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:High fixed cost sensitivity
Key Thesis Takeaways
- Arhaus faces significant headwinds as its high-fixed-cost showroom model struggles to maintain profitability amidst decelerating revenue growth, which fell to 0.9% in 2026Q1.
- The company's reliance on physical expansion, evidenced by a 5.4% CapEx/Revenue ratio, appears to be straining liquidity as operating margins compressed to 0.7% in the most recent quarter.
- Investors should monitor the sustainability of the firm's capital structure, as the Debt-to-Equity ratio has climbed to 1.61, potentially limiting future operational agility.
Verdict Logic
the company's inability to maintain positive free cash flow, which reached -8.5% of revenue in 2026Q1, suggests that the current capital-intensive showroom strategy poses a substantial risk to shareholder value in a cooling discretionary spending environment.
ARHS Growth Metrics
Arhaus, Inc. (ARHS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years22.14%
3 Years3.92%
TTM7.36%
Profit CAGR
10 Years-
5 Years61.71%
3 Years-21.04%
TTM10.74%
EPS CAGR
10 Years-
5 Years29.86%
3 Years-21.17%
TTM13.45%
Return on Capital
10 Years23.37%
5 Years23.6%
3 Years15.35%
Last Year10.19%
ARHS Recent Earnings
Arhaus, Inc. (ARHS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.02+0.0%
$0.02
Rev
$314M+0.1%
$314M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.11+10.0%
$0.10
Rev
$365M+3.8%
$352M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.09+12.5%
$0.08
Rev
$345M-2.0%
$352M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.25+66.7%
$0.15
Rev
$358M+6.8%
$335M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.02vs $0.02+0.0% | $314Mvs $314M+0.1% |
| Q1 2026 | Feb 26, 2026 | $0.11vs $0.10+10.0% | $365Mvs $352M+3.8% |
| Q4 2025 | Nov 6, 2025 | $0.09vs $0.08+12.5% | $345Mvs $352M-2.0% |
| Q3 2025 | Aug 7, 2025 | $0.25vs $0.15+66.7% | $358Mvs $335M+6.8% |
Based on last 12 quarters of dataView full earnings history →
Latest ARHS News
Recent stock market news and headlines for Arhaus, Inc. (ARHS)
Peers Comparison
Key metrics vs top competitors for Arhaus, Inc. (ARHS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.15 | $1.15B | 16.98 | 8.51% | 4.88% | 17.65% | 0.03% | |
| $169.00 | $3.19B | 26.78 | 8.14% | 3.01% | 515.43% | — | |
| $223.83 | $26.36B | 25.32 | 1.24% | 13.81% | 53.29% | — | |
| $75.06 | $7.12B | 54.00 | 2.68% | 9.94% | — | — | |
| $0.36 | $39.02M | -0.75 | -3.93% | -7.02% | — | — | |
| $18.04 | $264.08M | 64.43 | — | 0.55% | 1.88% | — |
Compare ARHS vs Peers
Arhaus, Inc. (ARHS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ARHS SEC Filings & Documents
Arhaus, Inc. (ARHS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Feb 12, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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ARHS Frequently Asked Questions
Arhaus, Inc. (ARHS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Arhaus, Inc.'s revenue?
Arhaus, Inc. (ARHS) reported $1.38B in revenue for fiscal year 2025. This represents a 179% increase from $494.5M in 2019.
How fast is Arhaus, Inc. growing?
Arhaus, Inc. (ARHS) grew revenue by 8.5% over the past year. This is steady growth.
Is ARHS profitable?
Yes, Arhaus, Inc. (ARHS) is profitable, generating $64.6M in net income for fiscal year 2025 (4.9% net margin).
Dividend & Returns
Does ARHS pay dividends?
Arhaus, Inc. (ARHS) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
What is ARHS's return on equity?
Arhaus, Inc. (ARHS) has a return on equity (ROE) of 17.7%. This is reasonable for most industries.
What is Arhaus, Inc.'s free cash flow?
Arhaus, Inc. (ARHS) generated $13.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.