Latest revenue
$314.3M
as of 2026-03-31
Latest net income
$2.2M
as of 2026-03-31
Net margin
0.7%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Retail-Furniture Stores (7 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think ARHS is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $883.5M
- Enterprise value
- $759.5M
- P/E (trailing)
- 13.1×
- Forward P/E
- —
- P/B
- 2.37×
- Dividend yield
- 5.5%
- 52-wk high
- $12.98
- 52-wk low
- $5.57
- Beta
- —
- Shares out
- 139.5M
5-year trend
What this company does
Item 1. Business Overview Founded in 1986 by John Reed, our Chief Executive Officer (“CEO”), and his father, Arhaus, Inc. (“Arhaus”, “Company”, “we”, “us” or “our”) is a premium home furnishings brand built on a simple idea: furniture and décor should be responsibly sourced, lovingly made, and built to last. We operate a vertically integrated model, designing and sourcing products directly from skilled artisans and carefully selected manufacturing vendors around the world, including domestic upholstery production at our own North Carolina manufacturing facility. This approach enables us to offer a highly exclusive and customizable assortment of heirloom-quality furniture and décor designed…
AI summary unavailable — showing raw filing excerpt
Generated from ARHS's filing dated 2026-02-26
Key risks
Table of Contents Item 1A. Risk Factors You should carefully consider all of the risks described below, which are not necessarily exhaustive, together with the other information contained in this report, including the financial statements. If any of the following risks occur, our business, financial condition or results of operations may be materially and adversely affected. Summary Risk Factors Investing in our Class A common stock involves a high degree of risk because our business is subject to numerous risks and uncertainties, as fully described below. The principal factors and uncertainties that make investing in our Class A common stock risky include, among others: •risks associated…
AI summary unavailable — showing raw filing excerpt
Generated from ARHS's filing dated 2026-02-26
Profitability
Gross margin
38.9%
1.4%Operating margin
6.4%
5.8%Net margin
4.9%
9.6%Return on equity
16.1%
19.4%Return on assets
4.8%
15.1%Leverage
Debt / equity
2.33×
7.0%Long-term debt / equity
0.13×
19.3%Debt / assets
70.0%
2.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $314.3M | +0.9% | $2.2M | -54.5% | 0.7% |
Q4 2025 2025-12-31 | $364.8M | +5.1% | $15.1M | -29.1% | 4.1% |
Q3 2025 2025-09-30 | $344.6M | +8.0% | $12.2M | +23.1% | 3.5% |
Q2 2025 2025-06-30 | $358.4M | +15.7% | $35.1M | +57.7% | 9.8% |
Q1 2025 2025-03-31 | $311.4M | +5.5% | $4.9M | -67.7% | 1.6% |
Q4 2024 2024-12-31 | $347.0M | — | $21.3M | — | 6.1% |
Q3 2024 2024-09-30 | $319.1M | -2.2% | $9.9M | — | 3.1% |
Q2 2024 2024-06-30 | $309.8M | -1.0% | $22.2M | — | 7.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Furniture Stores · SIC 5712
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ARHS
Institutional value
$167.6M
Total shares held
26.2M
Distinct holders
93
-73 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $29.2M | +143.8K (+3.5%) | Added |
| 2 | Voya Investment Management LLC | 2.8M | $18.8M | +1.3M (+83.3%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $17.0M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $15.3M | — | New |
| 5 | CenterBook Partners LP | 2.0M | $13.2M | +1.3M (+185.0%) | Added |
| 6 | EMERALD ADVISERS, LLC | 1.8M | $12.5M | -9.8K (-0.5%) | Trimmed |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $8.0M | +185.2K (+18.6%) | Added |
| 8 | EMERALD MUTUAL FUND ADVISERS TRUST | 990.2K | $6.7M | +0 (+0.0%) | No change |
| 9 | Nuveen, LLC | 857.1K | $5.8M | +105.2K (+14.0%) | Added |
| 10 | SIGNATUREFD, LLC | 822.8K | $5.6M | +610.7K (+287.9%) | Added |
| 11 | SEI INVESTMENTS CO | 562.4K | $3.8M | -297.5K (-34.6%) | Trimmed |
| 12 | Simcoe Capital LLC | 561.7K | $3.8M | +152.0K (+37.1%) | Added |
| 13 | Granite Investment Partners, LLC | 460.3K | $3.1M | +56.6K (+14.0%) | Added |
| 14 | WASATCH ADVISORS LP | 432.9K | $2.9M | -10.7M (-96.1%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 387.4K | $2.6M | — | New |
| 16 | UBS Group AG | 316.1K | $2.1M | -782.1K (-71.2%) | Trimmed |
| 17 | GREAT LAKES ADVISORS, LLC | 230.9K | $1.6M | -28.2K (-10.9%) | Trimmed |
| 18 | ATLAS CAPITAL ADVISORS INC. | 223.5K | $1.5M | +0 (+0.0%) | No change |
| 19 | Bank of New York Mellon Corp | 180.8K | $1.2M | +71 (+0.0%) | Added |
| 20 | FIRST TRUST ADVISORS LP | 171.5K | $1.2M | +991 (+0.6%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ARHS's latest filing finishes processing.
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