Filing Flows › Consumer Discretionary › Bob's Discount Furniture (BOBS)
Bob's Discount Furniture (BOBS) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Bob's Discount Furniture (BOBS) Q3 2026 earnings results →
Q3 2026 Revenue up 10% year over year to $680M · 6¢ of every $1 of revenue kept as net profit · operating margin 8.7%
Bob's Discount Furniture made $680M in Q3 2026 (+10% Y/Y). Operating margin 8.7%, net earnings $41.6M. 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 $680.4M in Q3 2026, up 10% year over year and up 10% from the previous quarter.
Gross margin was 46.4%, up 0.4 points from a year earlier. Operating profit was $59.1M, a 8.7% margin (up 1.4 points year over year). Of the extra revenue versus a year earlier, 23% reached operating profit, above the 7% margin then. Operating expenses grew 7% against revenue growth of 10%. Net earnings were $41.6M, up 29% year over year. The effective tax rate was 27.1%.
Operating cash flow was $111.6M (up 35% year over year), 268% of net earnings. Non-cash charges added back $20.5M of depreciation and amortization and $815K of share-based compensation. Working capital and other items added $48.6M. Capital expenditures of $30.3M left free cash flow of $81.3M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $680M | +10% | 8.7% | $41.6M | $112M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $620M | +9% | 12.7% | $57.8M | $64.3M |
| Q1 2026 | 10-Q | May 7, 2026 | $578M | +8% | 3.0% | $2.5M | $28.9M |
Charts
Interactive views
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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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⚖️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 Bob's Discount Furniture
Bob’s Discount Furniture is a rapidly growing, nationally proven omnichannel retailer of value home furnishings with 209 showrooms as of December 28, 2025 across 26 U.S. states. Since our founding in 1991, we have built our ethos as a trusted and reliable brand offering superior value and service, without compromising on quality or style. “The Bob’s Way” embodies our brand and culture. It’s our unwavering commitment to honesty, integrity, transparency and fun in every aspect of our business – an ethos that has remained unchanged for more than 30 years and continues to be our North Star as we help our customers turn the places they live into the homes they love.
In its own words, from its 10-K, filed Mar 18, 2026.
Bob's Discount Furniture against its Retail-Furniture Stores peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +10% against the peers' median +4%. Operating margin: 8.7% against the peers' median 6.8%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| BOBS Bob's Discount Furniture | Q3 2026 | $680M | +10% | 8.7% |
| RH RH | Q2 FY27 | $922M | +3% | 11.7% |
| ARHS Arhaus | Q3 2026 | $368M | +7% | 2.7% |
| HVT Haverty Furniture Companies | Q3 2026 | $203M | +4% | 4.2% |
| LOVE Lovesac | Q2 FY27 | $161M | +0.4% | 6.8% |
Source: Bob's Discount Furniture 10-Q on SEC EDGAR · CIK 2085187 · Retail-Furniture Stores
Guidance and outlook
13F: who owns BOBS and who is buying
More on BOBS
- How Bob's Discount Furniture makes money: revenue by segment
- Bob's Discount Furniture next earnings date and what analysts expect
- Bob's Discount Furniture stock forecast, price target and fair value
- Who owns Bob's Discount Furniture stock: holders, funds and Congress trades
- Bob's Discount Furniture guidance and outlook
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results