Arhaus's Q2 2026 revenue surged 95.1% year-over-year to $699.2M, likely driven by backlog fulfillment, but Q3 guidance implies a 50% sequential drop, suggesting demand normalization.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.05-41.1% vs $0.08 | $368M-0.7% vs $371M |
Q3 2026 Aug 6, 2026 | $0.28+72.5% vs $0.16 | $385M+5.3% vs $366M |
Q2 2026 May 7, 2026 | $0.02+0.0% vs $0.02 | $314M+0.1% vs $314M |
Q1 2026 Feb 26, 2026 | $0.11+10.0% vs $0.10 | $365M+3.8% vs $352M |
Arhaus' Q3 2026 earnings miss estimates as rising costs weigh on profits, but strong written sales growth and a raised revenue outlook signal demand strength.
Arhaus, Inc. ( ARHS ) Q3 2026 Earnings Call November 5, 2026 8:30 AM EST Company Participants Tara Atwood - Vice President of Investor Relations John Reed - Founder, Chairman, President & CEO Michael Lee - Chief Financial Officer Conference Call Participants Jonathan Matuszewski - Jefferies LLC, Research Division Jacob Nivasch - Guggenheim Securities, LLC, Research Division Peter Keith - Piper Sandler & Co., Research Division Cristina Fernandez - Telsey Advisory Group LLC Alessandra Jimenez - Raymond James & Associates, Inc., Research Division W. Andrew Carter - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good morning, and welcome to the Arhaus Third Quarter 2026 Earnings Conference Call.
Arhaus NASDAQ: ARHS reported record third-quarter revenue and raised its full-year sales outlook as demand for its home furnishings grew among high-end customers. Profit fell, however, as the company increased spending on marketing, technology and other expenses.
Although the revenue and EPS for Arhaus, Inc. (ARHS) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark ARHS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arhaus, Inc. (ARHS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.19 | $2.01B | 31.17 | 8.51% | 3.71% | 15.89% | 0.02% | |
| $130.96 | $2.48B | 23.10 | 8.14% | 3.23% | 184.91% | — | |
| $254.06 | $29.91B | 25.62 | 1.24% | 14.73% | 57.79% | 1.01% | |
| $89.93 | $8.53B | 10.68 | 2.68% | 34.36% | — | — | |
| $2.14 | $9.32M | -0.24 | -3.93% | -8.9% | — | — | |
| $15.80 | $231.29M | 12.94 | 2.42% | 2.56% | 8.69% | — |
Arhaus, Inc. (ARHS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arhaus, Inc. (ARHS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 16, 2026·SEC
Jul 13, 2026·SEC
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Arhaus, Inc. (ARHS) stock FAQ — growth, dividends, profitability & financials explained
Arhaus, Inc. (ARHS) reported $1.75B in revenue over the trailing twelve months. Revenue was $1.38B in fiscal year 2025. That is 179% more than the $494.5M of fiscal year 2019.
Arhaus, Inc. (ARHS) grew revenue by 28.3% over the trailing twelve months, compared with the twelve months before.
Yes. Arhaus, Inc. (ARHS) earned $64.8M in net income over the trailing twelve months (a 3.7% net margin).
Arhaus, Inc. (ARHS) does not currently pay a meaningful dividend.
Arhaus, Inc. (ARHS) had a return on equity (ROE) of 15.9% over the trailing twelve months. That is above the market's typical 10-15%.
Arhaus, Inc. (ARHS) generated $104.8M in free cash flow over the trailing twelve months.
