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Arhaus (ARHS) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Arhaus (ARHS) Q3 2026 earnings results →
Q3 2026 Revenue up 7% year over year to $368M · 2¢ of every $1 of revenue kept as net profit · operating margin 2.7%
Arhaus made $368M in Q3 2026 (+7% Y/Y). Operating margin 2.7%, net earnings $7.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $368.1M in Q3 2026, up 7% year over year and down 4% from the previous quarter.
Gross margin was 39.2%, up 0.5 points from Q3 2025. Operating profit was $10.1M, a 2.7% margin (down 2.0 points year over year). Operating profit fell $6.4M even though revenue rose $23.5M versus Q3 2025, so costs grew faster than sales. Operating expenses grew 15% against revenue growth of 7%. Net earnings were $7.8M, down 36% year over year. The effective tax rate was 33.2%.
Operating cash flow was $113.2M (up 145% year over year), 1447% of net earnings. Non-cash charges added back $14.3M of depreciation and amortization and $2.4M of share-based compensation. Working capital and other items added $88.7M. Capital expenditures of $21.3M left free cash flow of $91.9M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $368M | +7% | 2.7% | $7.8M | $113M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $385M | +7% | 14.1% | $39.6M | $69.5M |
| Q1 2026 | 10-Q | May 7, 2026 | $314M | +0.9% | 0.7% | $2.2M | −$9.7M |
| Q4 2025 | 10-K | Feb 26, 2026 | $365M | +5% | 5.6% | $15.1M | $9.3M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $345M | +8% | 4.8% | $12.2M | $46.1M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $358M | +16% | 13.0% | $35.1M | $34.9M |
| Q1 2025 | 10-Q | May 8, 2025 | $311M | +6% | 1.7% | $4.9M | $46.5M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Arhaus
Founded in 1986 by John Reed, our Chief Executive Officer (“CE O”), 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 to be used and enjoyed for generations. Design is at the core of everything Arhaus does.
In its own words, from its 10-K, filed Feb 26, 2026.
Arhaus against its Retail-Furniture Stores peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +7% against the peers' median +4%. Operating margin: 2.7% against the peers' median 6.8%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARHS Arhaus | Q3 2026 | $368M | +7% | 2.7% |
| RH RH | Q2 FY27 | $922M | +3% | 11.7% |
| BOBS Bob's Discount Furniture | Q3 2026 | $680M | +10% | 8.7% |
| HVT Haverty Furniture Companies | Q3 2026 | $203M | +4% | 4.2% |
| LOVE Lovesac | Q2 FY27 | $161M | +0.4% | 6.8% |
Source: Arhaus 10-Q on SEC EDGAR · CIK 1875444 · Retail-Furniture Stores
Guidance and outlook
13F: who owns ARHS and who is buying
More on ARHS
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results