Arhaus, Inc. logo ARHS - Arhaus, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 7
HOLD 7
SELL 0
STRONG
SELL
0
| PRICE TARGET: $9.79 DETAILS
HIGH: $12.00
LOW: $8.00
MEDIAN: $9.50
CONSENSUS: $9.79
UPSIDE: 52.27%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 314.3 364.8 344.6 358.4 311.4 347.0 319.1 309.8 295.2 344.0 326.2 312.9 304.6 356.3 320.0 306.3 246.3 238.2 203.3 184.0 171.3 162.8 120.5 112.1 112.1
Cost of Revenue 199.8 225.7 211.1 210.7 195.8 208.3 196.1 185.4 180.1 202.8 195.4 172.8 176.3 198.3 183.7 173.2 148.6 141.3 118.5 106.2 101.0 93.1 75.3 69.8 69.8
Gross Profit 114.4 139.2 133.4 147.7 115.6 138.7 123.1 124.4 115.1 141.2 130.9 140.1 128.2 158.0 136.3 133.0 97.7 97.0 84.8 77.8 70.3 69.7 45.2 42.3 42.3
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 112.2 118.9 117.0 100.9 110.1 111.3 112.4 95.0 96.7 100.2 107.0 86.1 82.8 93.6 89.1 82.8 74.8 99.9 68.3 69.1 59.0 63.2 41.0 32.1 32.1
Other Expenses 0 0 0 0 0.1 (1.2) 0 0 0 0 0 0 0 0 0 0 0 0 0.5 0 0.0 0 0 0 0
Operating Expenses 112.2 118.9 117.0 100.9 110.2 110.1 112.4 95.0 96.7 100.2 107.0 86.1 82.8 93.6 89.1 82.8 74.8 99.9 68.7 69.1 59.1 63.2 41.0 32.1 32.1
Operating Income
Operating Income 2.2 20.3 16.4 46.8 5.4 28.6 10.7 29.4 18.4 41.0 23.9 54.0 45.5 64.4 47.1 50.3 22.9 (3.0) 16.1 8.7 11.3 6.5 4.2 10.2 10.2
Interest Expense 1.3 0 0 1.3 1.3 1.3 1.4 0 1.4 1.4 1.4 0 0 0.0 0.8 1.3 1.3 1.4 1.4 1.4 1.4 3.2 2.7 0 0
Interest Income 1.7 0 0 2.0 1.9 1.9 1.9 0.6 2.8 3 2.5 0.5 0.2 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 26.5 44.4 40.2 70.8 26.9 48.1 10.7 47.7 35.7 57.6 39.8 69.9 59.8 78.8 60.9 64.0 35.8 2.6 24.4 13.1 15.7 10.8 8.5 14.4 14.4
EBIT 2.2 20.9 17.4 48.9 5.5 27.4 10.7 29.4 18.4 41.0 23.9 54.0 45.5 65.1 47.1 50.4 22.9 (4.1) 16.1 8.7 11.3 6.5 4.2 10.2 10.2
Income Before Tax 3.4 20.9 17.4 47.7 6.1 29.5 11.5 30.1 19.9 42.9 25.0 54.6 46.2 65.1 46.5 49.1 21.9 (5.5) 14.7 7.3 9.9 3.3 1.5 6.9 6.9
Income Tax Expense 1.2 5.8 5.2 12.6 1.2 8.2 1.5 7.8 4.8 11.7 5.3 14.4 12.1 18.1 9.6 12.4 5.9 (11.8) 0.5 0.5 0.7 (0.1) 0.7 0.1 0.1
Net Income 2.2 15.1 12.2 35.1 4.9 21.3 9.9 22.2 15.1 31.2 19.7 40.2 34.1 47.0 36.9 36.6 16.1 (9.5) 6.0 2.9 3.9 3.4 0.8 6.8 6.8
Per Share Data
EPS (Basic) 0.02 0.11 0.09 0.25 0.03 0.15 0.07 0.16 0.11 0.22 0.14 0.29 0.25 0.34 0.27 0.27 0.12 -0.07 0.10 0.02 0.03 0.02 0.01 0.19 0.19
EPS (Diluted) 0.02 0.11 0.09 0.25 0.03 0.15 0.07 0.16 0.11 0.22 0.14 0.29 0.24 0.34 0.26 0.26 0.12 -0.07 0.10 0.02 0.03 0.02 0.01 0.19 0.19
Shares Outstanding 141.0 140.7 140.8 140.7 140.4 140.3 140.2 140.0 139.8 139.8 139.6 139.4 139.1 138.6 138.5 137.8 137.5 136.9 140.1 140.1 140.1 140.1 140.1 28.4 28.4
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2020 Q4 2020 Q1
Current Assets
Cash & Cash Equivalents 177.1 253.4 262.2 234.8 214.4 197.5 177.7 174.2 233.2 223.1 236.9 176.8 144.5 145.2 145.7 144.6 148.8 123.8 149.2 132.9 57.1 (12.4)
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24.8
Net Receivables 0.4 0.7 1.1 1.0 1.1 1.3 1.2 1.5 1.8 2.4 2.0 1.7 1.9 6.0 1.8 1.5 1.6 0.2 0.4 0.5 0.6 0
Inventory 369.5 338.8 328.7 311.1 301.4 297.0 294.6 273.6 268.4 254.3 269.0 294.9 292.1 286.4 292.6 272.5 246.5 208.3 170.6 136.1 108.0 0
Other Current Assets 34.8 28.5 3.6 30.7 35.9 8.2 35.7 41.2 36.3 10.8 11.3 47.7 7.1 19.8 6.3 7.0 7.1 18.6 5.9 6.2 6.9 0
Total Current Assets 581.8 621.4 626.2 577.6 552.8 531.0 509.3 490.5 539.8 509.3 574.5 521.0 489.8 470.5 482.3 455.1 435.1 368.0 346.4 291.3 192.6 12.4
Non-Current Assets
Property, Plant & Equipment 763.5 740.8 728.8 705.2 677.8 640.9 671.0 658.6 604.3 561.2 510.5 498.7 452.6 436.5 392.8 387.9 342.6 179.6 137.0 123.6 117.7 0
Goodwill 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 11.0 0
Intangible Assets 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 2.3 2.1 12.7 2.1 2.0 2.3 2.7 3.0 2.4 4.5 3.1 3.1 0.3 2.3 0.2 0.2 0.3 0.3 0.9 1.0 1.3 (12.4)
Total Non-Current Assets 795.7 773.4 752.5 740.8 712.2 675.3 700.1 686.8 636.6 595.9 541.1 524.2 476.1 466.5 424.9 421.9 379.1 218.6 148.9 135.5 129.9 (12.4)
Total Assets 1,377.5 1,394.7 1,378.6 1,318.4 1,264.9 1,206.3 1,209.3 1,177.3 1,176.4 1,105.1 1,115.6 1,045.3 965.9 937.1 907.2 877.0 814.2 586.5 495.3 426.8 322.6 0
Current Liabilities
Account Payables 67.9 78.4 69.5 70.5 59.7 68.6 73.6 67.9 62.1 63.7 58.1 55.1 53.1 62.6 58.5 62.3 54.2 51.4 30.4 30.0 29.1 0
Short-Term Debt 65.4 61.0 0 0 0 43.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 0 0 0 233.1 263.2 0 224.1 210.3 202.9 174.3 212.4 193.4 197.9 203.6 261.8 277.0 306.2 264.9 260.2 226.2 154.1 0
Other Current Liabilities 333.0 313.9 278.0 0 0 268.5 0 0 0 8.0 0 0 0 8.3 0 0 0 17.5 4.3 0 0 0
Total Current Liabilities 466.4 453.3 466.2 434.7 437.3 402.5 415.7 392.1 446.9 342.3 386.2 344.6 346.8 373.3 424.0 426.7 444.9 401.2 336.7 289.2 213.2 0
Non-Current Liabilities
Long-Term Debt 534.3 519.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 (2.2) 0 0 0 0 (63.0) (76.5) (73.7) 0 0
Other Non-Current Liabilities 4.2 3.7 3.6 3.5 3.4 3.9 4.1 4.4 6.4 6.1 6.2 6.3 6.5 6.6 6.8 6.4 5.2 65.0 127.8 124.8 96.2 0
Total Non-Current Liabilities 538.5 523.3 512.1 498.0 478.8 460.1 473.0 475.9 443.8 422.6 420.9 413.1 374.0 354.1 322.4 326.5 282.8 115.6 178.4 172.6 143.8 0
Total Liabilities 1,004.8 976.5 978.2 932.8 916.1 862.6 888.7 868.0 890.7 764.9 807.1 757.7 720.8 727.4 746.4 753.1 727.6 516.8 515.1 461.7 357.0 0
Stockholders' Equity
Common Stock 0 0 0.1 0.1 0.1 0 0 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0 0 0 0
Retained Earnings 162.2 210.4 195.3 183.0 147.8 142.9 121.6 111.5 89.2 145.3 114.1 94.3 54.2 20.1 (26.9) (63.9) (100.5) (116.6) (22.7) (37.0) (28.4) 0
Accumulated Other Comprehensive Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (33.4)
Total Stockholders' Equity 372.7 418.2 400.4 385.6 348.8 343.7 320.6 309.3 285.6 340.2 308.5 287.6 245.1 209.7 160.8 123.9 86.5 69.8 (19.8) (34.9) (26.8) 3.0
Total Liabilities & Equity 1,377.5 1,394.7 1,378.6 1,318.4 1,264.9 1,206.3 1,209.3 1,177.3 1,176.4 1,105.1 1,115.6 1,045.3 965.9 937.1 907.2 877.0 814.2 586.5 495.3 426.8 322.6 3.0
Debt Metrics
Total Debt 599.7 580.6 571.6 550.3 524.9 499.5 521.5 521.9 481.0 450.4 458.1 449.2 408.2 387.3 355.4 358.2 315.7 50.5 50.5 48.0 47.6 0
Net Debt 422.6 327.2 309.4 315.5 310.5 302.0 343.8 347.7 247.7 227.3 221.2 272.4 263.7 242.1 209.7 213.6 166.8 (73.3) (98.7) (84.9) (9.5) 12.4
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income 2.2 15.1 12.2 35.1 4.9 21.3 9.9 22.2 15.1 31.2 19.7 40.2 34.1 47.0 36.9 36.6 16.1 8.3 14.2 6.8 9.2 3.4 0.8 6.8 6.8
Depreciation & Amortization 24.2 23.5 22.8 21.9 21.4 20.7 19.7 18.3 17.3 16.6 16.0 15.9 14.3 13.7 13.8 13.6 12.9 6.7 8.3 4.4 4.5 4.3 4.7 4.2 4.2
Stock-Based Compensation 2.6 2.8 3.0 1.8 1.6 2.3 2.0 1.3 2.0 2.2 1.8 2.3 1.6 1.7 1.2 0.7 0.7 0 0.7 0.4 0.1 0.1 0.1 0.1 0.1
Change in Working Capital (47.6) (32.0) (12.5) (30.4) 11.6 (12.9) (6.7) (6.3) (4.3) (12.7) 45.0 (10.4) (51.6) (54.3) (35.0) (50.3) 0.7 (21.2) 10.0 9.1 48.2 10.1 46.1 20.5 20.5
Other Non-Cash Items 8.1 8.7 8.7 7.7 7.4 6.1 7.3 7.2 6.5 6.3 6.3 5.4 4.6 3.8 3.2 2.9 2.5 20.0 (1.5) 15.7 11.2 17.4 0.9 (0.4) (0.4)
Operating Cash Flow (9.7) 9.3 46.1 34.9 46.5 31.7 31.1 47.5 36.8 40.9 83.7 54.1 7.7 16.2 20.8 5.9 35.2 3.7 31.7 36.4 73.1 35.3 52.6 31.3 31.3
Investing Activities
Capital Expenditure (16.9) (18.1) (18.1) (14.0) (27.6) (18.7) (26.5) (36.2) (25.9) (54.7) (23.6) (24.3) (8.5) (15.7) (20.2) (10.2) (10.2) (18.3) (15.8) (6.7) (7.0) (1.9) (1.0) (5.1) (5.1)
Acquisitions 0 0 0.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (69.8) 0 0 0 0 0 0 0
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 1 0 0 0 0 7.8 0 0 0 0 0 0 0.3 0 0 0 0 0 0 0 0 0 0 0 0
Investing Cash Flow (15.9) (18.1) (18.1) (14.0) (27.6) (10.8) (26.5) (36.2) (25.9) (54.7) (23.6) (24.3) (8.2) (15.7) (20.2) (10.2) (10.2) (88.1) (15.8) (6.7) (7.0) (1.9) (1.0) (5.1) (5.1)
Financing Activities
Net Debt Issuance (0.2) (0.2) (0.2) (0.2) (0.2) (0.2) (0.2) (0.2) (0.2) (0.3) (0.4) (0.1) (0.1) (0.1) (0.1) (0.0) (0.0) (0.3) 0.0 0.9 (1.1) (40.8) 0 0 0
Stock Repurchased (0.9) (0.1) (0.4) (0.2) (1.5) (0.5) (0.7) (0.0) (0.5) (0.0) (0.7) (0.3) (0.3) 0 0 0 0 0 0 0 0 0 0 (0.1) (0.1)
Dividends Paid (49.5) (0.0) (0.1) (0.0) (0.2) (0.1) (0.1) (70.1) 0 0 0 0 0 0 0 0 0 0 0 0 0 (23.4) (8.8) 0 0
Other Financing Activities 0 (0.2) 0 0 0 0 0 0 0 0 0 0.3 0 0 0 0 0 (99.9) 0 (15.6) (4.6) (25) 0 (0.1) (0.1)
Financing Cash Flow (50.6) (0.6) (0.6) (0.4) (1.9) (0.8) (1.1) (70.3) (0.8) (0.3) (1.1) (0.1) (0.4) (0.1) (0.1) (0.0) (0.0) 53.9 0.0 (14.6) (5.7) (89.2) (8.8) (0.2) (0.2)
Cash Position
Net Change in Cash (76.1) (9.4) 27.4 20.5 17.0 20.0 3.5 (59.0) 10.1 (14.1) 59.0 29.7 (0.9) 0.4 0.5 (4.4) 25.1 (24.2) 15.9 15.1 60.4 (55.7) 42.7 26.0 26.0
Cash at Beginning 256.5 265.9 238.4 217.9 200.9 180.9 177.4 236.4 226.3 240.4 181.4 151.6 152.5 152.1 151.6 156.0 130.9 155.1 139.5 124.4 64.0 113.4 70.6 44.6 0
Cash at End 180.3 256.5 265.9 238.4 217.9 200.9 180.9 177.4 236.4 226.3 240.4 181.4 151.6 152.5 152.1 151.6 156.0 130.9 155.3 139.5 124.4 57.6 113.4 70.6 26.0
Free Cash Flow (26.6) (8.8) 28.0 20.9 18.9 13.0 4.6 11.2 10.9 (13.8) 60.1 29.8 (0.8) 0.5 0.5 (4.3) 25.1 (14.7) 15.8 29.7 66.1 33.4 51.6 26.2 26.2
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 314.3 364.8 344.6 358.4 311.4 347.0 319.1 309.8 295.2 344.0 326.2 312.9 304.6 356.3 320.0 306.3 246.3 238.2 203.3 184.0 171.3 162.8 120.5 112.1 112.1
Gross Profit 114.4 139.2 133.4 147.7 115.6 138.7 123.1 124.4 115.1 141.2 130.9 140.1 128.2 158.0 136.3 133.0 97.7 97.0 84.8 77.8 70.3 69.7 45.2 42.3 42.3
Operating Income 2.2 20.3 16.4 46.8 5.4 28.6 10.7 29.4 18.4 41.0 23.9 54.0 45.5 64.4 47.1 50.3 22.9 (3.0) 16.1 8.7 11.3 6.5 4.2 10.2 10.2
Net Income 2.2 15.1 12.2 35.1 4.9 21.3 9.9 22.2 15.1 31.2 19.7 40.2 34.1 47.0 36.9 36.6 16.1 (9.5) 6.0 2.9 3.9 3.4 0.8 6.8 6.8
EPS (Diluted) 0.02 0.11 0.09 0.25 0.03 0.15 0.07 0.16 0.11 0.22 0.14 0.29 0.24 0.34 0.26 0.26 0.12 -0.07 0.10 0.02 0.03 0.02 0.01 0.19 0.19
Balance Sheet
Cash & Equivalents 177.1 253.4 262.2 234.8 214.4 197.5 177.7 174.2 233.2 223.1 236.9 176.8 144.5 145.2 145.7 144.6 148.8 123.8 149.2 132.9 57.1 (12.4)
Total Assets 1,377.5 1,394.7 1,378.6 1,318.4 1,264.9 1,206.3 1,209.3 1,177.3 1,176.4 1,105.1 1,115.6 1,045.3 965.9 937.1 907.2 877.0 814.2 586.5 495.3 426.8 322.6 0
Total Debt 599.7 580.6 571.6 550.3 524.9 499.5 521.5 521.9 481.0 450.4 458.1 449.2 408.2 387.3 355.4 358.2 315.7 50.5 50.5 48.0 47.6 0
Stockholders' Equity 372.7 418.2 400.4 385.6 348.8 343.7 320.6 309.3 285.6 340.2 308.5 287.6 245.1 209.7 160.8 123.9 86.5 69.8 (19.8) (34.9) (26.8) 3.0
Cash Flow
Operating Cash Flow (9.7) 9.3 46.1 34.9 46.5 31.7 31.1 47.5 36.8 40.9 83.7 54.1 7.7 16.2 20.8 5.9 35.2 3.7 31.7 36.4 73.1 35.3 52.6 31.3 31.3
Capital Expenditure (16.9) (18.1) (18.1) (14.0) (27.6) (18.7) (26.5) (36.2) (25.9) (54.7) (23.6) (24.3) (8.5) (15.7) (20.2) (10.2) (10.2) (18.3) (15.8) (6.7) (7.0) (1.9) (1.0) (5.1) (5.1)
Free Cash Flow (26.6) (8.8) 28.0 20.9 18.9 13.0 4.6 11.2 10.9 (13.8) 60.1 29.8 (0.8) 0.5 0.5 (4.3) 25.1 (14.7) 15.8 29.7 66.1 33.4 51.6 26.2 26.2