Stocks · Consumer Cyclical · Specialty Retail
Arhaus, Inc. ARHS
$10.24 +3.75% Close, Oct 2, 2026 · NASDAQ · Market cap $1.45B
Strong growth
Next earnings report: Nov 5, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $1.72B, up 29.0% from a year earlier, accelerating from 7.4% a quarter earlier.
- Diluted EPS over the last four quarters was $0.50, down 1.0% year over year.
- Over the past year the stock returned -3.7%, behind the S&P 500 by 18.7 percentage points.
PromtFinance scores
Each score is a percentile within the Consumer Cyclical sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 5%
- EPS growth (TTM, YoY)Bottom 47%
- FCF growth (TTM, YoY)Bottom 25%
- Revenue growth, 3-year CAGRTop 41%
- Revenue growth accelerationTop 1%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 49%
- Gross marginTop 43%
- Operating marginBottom 48%
- Cash conversion (OCF / net income)Bottom 46%
- Accruals (lower is better)Bottom 27%
- Net debt / EBITDA (lower is better)Top 40%
- Interest coverTop 14%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 46%
- Free-cash-flow yieldBottom 31%
- EBITDA / enterprise valueTop 31%
- Sales / enterprise valueTop 44%
- P/E vs own 5-year history (lower is better)Bottom 35%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 25%
- 6-month returnTop 8%
- 1-year return vs S&P 500Top 46%
- Distance from 52-week highTop 23%
- Trend checklist (0–4)Top 7%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 31%
- Consecutive EPS beatsBottom 33%
- Share of analysts rating BuyTop 40%
- Upside to consensus price targetBottom 12%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 14%
- Maximum drawdown, 3 yearsBottom 24%
- Beta vs S&P 500 (lower is better)Bottom 10%
- Net debt / EBITDA (lower is better)Top 40%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 7.4% | 29.0% | ↑ |
| EPS growth (YoY) | 13.4% | -1.0% | ↓ |
| Gross margin | 39.3% | 39.1% | ↓ |
| Operating margin | 6.8% | 5.5% | ↓ |
| FCF margin | 4.3% | 2.4% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 29.0% | 7.4% | ↑ | Top 5% |
| EPS growth (TTM, YoY) | -1.0% | 13.4% | ↓ | Bottom 47% |
| Gross margin | 39.1% | 39.3% | ↓ | Top 43% |
| Operating margin | 5.5% | 6.8% | ↓ | Bottom 48% |
| Net margin | 4.0% | 5.3% | ↓ | — |
| Free-cash-flow margin | 2.4% | 4.3% | ↓ | — |
| Return on invested capital | 6.4% | — | Top 49% | |
| Revenue growth, 3-year CAGR | 3.9% | — | Top 41% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.67×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -3.2%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.7%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -104.6 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.07×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 37.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 3.43%
- Net buyback yield (TTM)
- 0.15%
- Shareholder yield
- 3.58%
- Share count change, 1 year
- +0.5%
- Share count change, 3-year CAGR
- +0.4%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 1
- Beats in the last 8 reports
- 5 of 8
- Average EPS surprise, last 4
- +23.8%
- Average 2-day reaction, last 8
- +4.0%
- Positive 20 days after report
- 5 of 8
Analysts
- Consensus price target
- $10.38
- Target vs current price
- +1.4%
- Analysts with a rating
- 14
- Share rating Buy or Strong Buy
- 57%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | +72.5% | +17.6% | +17.3% | +2.4% | — |
| May 7, 2026 | +0.0% | -6.7% | -22.7% | -12.5% | +4.1% |
| Feb 26, 2026 | +10.0% | +10.5% | -6.1% | -18.3% | -23.7% |
| Nov 6, 2025 | +12.5% | -3.7% | -4.8% | +7.9% | +11.8% |
| Aug 7, 2025 | +66.7% | +21.5% | +29.0% | +15.3% | -0.4% |
| May 8, 2025 | -50.0% | -5.1% | +1.1% | +6.9% | +7.9% |
| Feb 26, 2025 | +75.0% | -8.1% | -22.3% | -20.5% | -31.8% |
| Nov 7, 2024 | -12.5% | +6.4% | +6.3% | +17.3% | +34.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | $0.28 | $0.16 | +72.5% | $384.9M |
| May 7, 2026 | $0.02 | $0.02 | +0.0% | $314.3M |
| Feb 26, 2026 | $0.11 | $0.10 | +10.0% | $364.8M |
| Nov 6, 2025 | $0.09 | $0.08 | +12.5% | $344.6M |
| Aug 7, 2025 | $0.25 | $0.15 | +66.7% | $358.4M |
| May 8, 2025 | $0.03 | $0.06 | -50.0% | $311.4M |
| Feb 26, 2025 | $0.14 | $0.08 | +75.0% | $347.0M |
| Nov 7, 2024 | $0.07 | $0.08 | -12.5% | $319.1M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 20.7× | 19.2× | 67th | Top 46% |
| P/E (forward) | 19.2× | — | — | — |
| EV / EBITDA | 9.9× | — | — | Top 31% |
| EV / Sales | 1.06× | — | — | Top 44% |
| Free-cash-flow yield | 2.82% | — | — | Bottom 31% |
| Earnings yield | 4.84% | — | — | Top 46% |
P/E over the past five years
Range 6.9× – 163.5× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -3.7%
- Earnings per share growth (TTM)
- -1.0%
- Change in P/E multiple
- -18.5%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 10
- Days above the 200-day average
- 10
- 50-day average slope (20 days)
- +3.6%
- 200-day average slope (20 days)
- -1.7%
- Distance from 50-day average
- +16.4%
- Distance from 200-day average
- +22.1%
- RSI (14)
- 67.0
- Relative volume
- 1.98×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 67.2%
- Volatility vs own 5-year history
- 72th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.86
- Correlation with S&P 500
- 0.45
- Current drawdown from 1-year high
- -13.7%
- Maximum drawdown, 3 years
- -70.8%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 7, 2024 | May 15, 2026 | -70.8% | 485 days | Not yet recovered |
| Dec 30, 2021 | Jul 1, 2022 | -67.1% | 126 days | 140 days (Jan 23, 2023) |
| Feb 15, 2023 | Jun 1, 2023 | -54.3% | 73 days | 193 days (Mar 8, 2024) |
| Nov 4, 2021 | Dec 3, 2021 | -34.2% | 20 days | 17 days (Dec 29, 2021) |
| Apr 8, 2024 | Apr 30, 2024 | -22.2% | 16 days | 8 days (May 10, 2024) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $1.45B
- P/E (TTM)
- 20.7
- EPS, diluted (TTM)
- $0.50
- Revenue (TTM)
- $1.72B
- Dividend yield
- 3.42%
- 52-week range
- $5.57 – $12.08
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $796.9M | $1.23B | $1.29B | $1.27B | $1.38B |
| Gross profit | $329.9M | $525.1M | $540.4M | $501.2M | $536.4M |
| Operating income | $33.4M | $184.7M | $164.3M | $87.0M | $88.9M |
| Net income | $21.1M | $136.6M | $125.2M | $68.5M | $67.3M |
| EPS (diluted) | $0.27 | $0.98 | $0.89 | $0.49 | $0.48 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $319.1M | $347.0M | $311.4M | $358.4M | $344.6M | $364.8M | $314.3M | $699.2M |
| Net income | $9.9M | $21.3M | $4.9M | $35.1M | $12.2M | $15.1M | $2.2M | $39.6M |
| EPS (diluted) | $0.07 | $0.15 | $0.03 | $0.25 | $0.09 | $0.11 | $0.02 | $0.28 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $139.8M | $77.5M | $172.3M | $147.1M | $136.8M |
| Capital expenditure | -$41.5M | -$55.7M | -$97.1M | -$107.4M | -$77.9M |
| Free cash flow | $98.4M | $21.8M | $75.2M | $39.7M | $59.0M |
| Dividends paid | -$61.9M | $0 | $0 | -$70.3M | -$361,000 |
| Net share buybacks | $157.3M | $0 | -$1.0M | -$1.8M | -$2.2M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $226.4M
- Total assets
- $1.45B
- Total liabilities
- $1.04B
- Total debt
- $609.2M
- Net debt
- $382.8M
- Shareholders’ equity
- $414.9M
As of Jun 30, 2026 (filed Aug 6, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Mar 18, 2026 | $0.35 | Mar 31, 2026 |
| Mar 20, 2024 | $0.50 | Apr 4, 2024 |
Short interest
- Shares sold short
- 6,368,005
- Days to cover
- 6.80
- Change vs previous report
- -0.3%
FINRA short interest, settlement date Sep 15, 2026.