NASDAQ$ARHS

Arhaus Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Arhaus reported full-year 2025 net revenue of $1.38B (+8%) with net income of $67.3M.

Full-year net revenue increased 8% to $1.379 billion driven by new Showroom openings and demand for crafted furniture. Net income was approximately $67 million; management provided 2026 net income guidance of $66M–$75M and adjusted EBITDA of $150M–$161M.

  • FY net revenue $1.379B (+8%).
  • Net income ~$67M.
  • Showroom expansion supports growth.
  • 2026 NI guide $66M–$75M.

Headline financials

Total Revenue

$1.38B

Previous: $347M+297.4%
EPS (adj)

$0.11

Previous: $0.15-26.7%
Free Cash Flow

$59M

No prior period
Net Income

$67.3M

Previous: $21.3M+215.8%
Operating Income

$20.3M

Previous: $28.6M-29.1%
Gross Profit

$139M

Previous: $139M+0.3%

Revenue & EPS history

Arhaus · Revenue · Quarterly

$1.38B

Q4 2025+297.4%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

2026 net income $66M–$75M; adjusted EBITDA $150M–$161M.

Tailwinds

  • Premium home furnishings brand momentum.
  • Showroom footprint expansion.

Headwinds

  • Housing and discretionary spend sensitivity.
  • Freight and sourcing costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+7.6%

Avg return

Earnings day

+7.3%

Avg return

5 days after

+5.0%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+30.4%

Q3 2020

Best reaction

-26.3%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.9%-22.3%-16.6%
Q4 2025+10.6%-4.5%-22.4%
Q3 2025-3.5%-2.4%+8.0%
Q1 2025-5.3%+4.3%+4.8%
Q4 2024-8.1%-24.7%-28.0%
Q3 2024+6.1%+7.5%+15.4%
Q2 2024-8.5%-15.4%-20.4%
Q1 2024+23.4%+28.3%+48.9%
Q4 2023+16.2%+18.1%+22.5%
Q3 2023+5.1%+10.5%+19.8%
Q2 2023+6.0%+3.3%-17.4%
Q1 2023+10.2%+15.3%-2.4%
Q4 2022-26.3%-31.0%-40.9%
Q3 2022-4.4%-1.8%+4.8%
Q2 2022+25.2%+44.7%+41.6%
Q2 2021+25.2%+44.7%+41.6%
Q1 2021-9.2%-10.9%-18.9%
Q1 2022-9.2%-10.9%-18.9%
Q4 2021+18.2%+24.7%-0.4%
Q4 2019+18.2%+24.7%-0.4%
Q3 2021+30.4%+21.8%+31.3%
Q4 2020+30.4%+21.8%+31.3%
Q3 2020+30.4%+21.8%+31.3%
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro