Arhaus (ARHS)
NASDAQ:ARHS
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly constructive tone: record revenue, adjusted EBITDA growth, a stronger cash position, debt-free balance sheet and meaningful progress on product, showroom expansion and domestic manufacturing are clear positives. Offsetting these achievements were margin pressures driven by higher showroom occupancy, an inventory reserve/obsolescence charge in Q4, tariff uncertainty ($30–$40 million estimated impact for 2026), and near-term softness/timing effects (October promotion timing, winter weather, Q1 guide). Management emphasized that the company is in a reinvestment phase with confidence in long-term resilience and margin improvement as investments mature. Overall, the company delivered strong top-line growth and cash generation while outlining how current investments and external factors compress near-term margins but support medium-term upside.Company Guidance
Record Net Revenue
Net revenue for fiscal 2025 was a record $1.38 billion, up 8.5% year-over-year and at the high end of guidance.
Adjusted EBITDA Growth and Margin Resilience
Adjusted EBITDA increased 8.9% to $145 million for 2025, with adjusted EBITDA margin flat year-over-year at 10.5%, showing disciplined expense management while investing for growth.
Strong Cash Position and Balance Sheet
Cash and cash equivalents were $253 million as of December 31, 2025, up 28.3% year-over-year; the company remains debt-free and returned capital via a $0.35 per share special cash dividend.
Positive Cash Flow Generation
Net operating cash flow was $137 million and free cash flow (operating cash flow less investing) was $59 million for the year, supporting dividends and strategic investments.
Healthy Delivered Sales and Demand Conversion
Comparable delivered sales increased 3.6% for the full year and were up 1.4% in Q4, reflecting healthy demand conversion and benefits from distribution investments.
Record Written Sales in Key Categories and Customization
Upholstery achieved the highest total written sales in company history; customization and interior-designer-led projects saw very strong written sales growth, with interior-designer projects driving average order values >4x standard orders and ~40% repeat purchase rate.
Showroom Expansion and Omnichannel Reach
Completed 13 showroom projects in 2025 (5 new openings, 7 relocations, 1 renovation), ending the year with 107 showrooms and net unit growth of 3.9%; continued omnichannel and storytelling investments (Defy the Ordinary campaign).
Domestic Manufacturing and Sourcing Flexibility
Approximately 32% of total receipts were sourced in the U.S. in 2025; ~70% of upholstery sourcing was domestic with a significant portion produced in the company’s North Carolina facility, providing sourcing resilience amid trade uncertainty.
Strategic Operational Investments
Progress made bringing Dallas distribution management in-house and initiating a multi-year digital transformation (~$30 million program through 2030; ~$12 million cash in 2026) intended to improve long-term operating leverage.
2026 Guidance Reflects Continued Growth
Full-year 2026 guidance: net revenue $1.43–$1.47 billion (growth +3.7% to +6.6%), adjusted EBITDA $150–$161 million, comparable delivered sales flat to +3%, and net income $66–$75 million, demonstrating confidence in the model while funding investments.
ARHS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARHS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $7.99 | $8.82 | +10.49% |
Nov 06, 2025 | $9.30 | $8.96 | -3.69% |
Aug 07, 2025 | $9.41 | $11.43 | +21.48% |
May 08, 2025 | $7.97 | $7.56 | -5.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arhaus (ARHS) report earnings?
Arhaus (ARHS) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Arhaus (ARHS) earnings time?
Arhaus (ARHS) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARHS EPS forecast?
ARHS EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.