{"filings":[{"id":105080,"accession_number":"0001104659-26-037775","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q4 rev +3.7% to $843M, net income +107%; guides Q1 rev -2% to -4%","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net revenues $843M (+3.7% YoY); net income $29M (+107%); operating margin 11.5%.","FY2025 revenues $3.44B (+8.1%); net income $125M (+72%); free cash flow $252M.","Q4 revenue hit by ~$30M tariff resourcing backorders and ~$10M adverse weather.","FY2026 guidance: revenue +4-8%, adjusted EBITDA margin 14-16%, adj. FCF $300-400M.","Q1 FY2026 outlook: revenue -2% to -4%, adjusted EBITDA margin 5.5-6.5% including startup costs."],"consensus_eps_estimate":null,"consensus_eps_actual":6.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":3439536000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105079,"accession_number":"0001104659-26-006620","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"RH Chief Gallery & Customer Officer Stefan Duban departs Jan 26","event_type":"leadership","confidence":"high","bullets":["Stefan Duban, Chief Gallery & Customer Officer, will leave RH on January 26, 2026.","Departure is by mutual understanding with the company.","Duban's responsibilities have been reassigned to other leaders effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121327,"accession_number":"0001104659-25-120343","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 revenue up 9% to $884M, net income up 9%, free cash flow $83M; Q4 guidance 7-8% revenue growth","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP revenue $884M (+9% YoY), net income $36M (+9%), adjusted operating margin 11.6% (below 12.5% midpoint due to tariffs and Paris costs).","Free cash flow $83M in Q3; YTD $198M; on track for $250M-$300M full-year outlook.","Q4 outlook: revenue growth 7-8%, adjusted operating margin 12.5%-13.5%, adjusted EBITDA margin 18.7%-19.6%.","FY2025 outlook: revenue growth 9.0%-9.2%, adjusted operating margin 11.6%-11.9%, free cash flow $250M-$300M.","Net debt down $85M to $2.427B; inventory down 11% YoY; real estate assets with ~$500M equity value to be monetized."],"consensus_eps_estimate":null,"consensus_eps_actual":4.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":2596913000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137986,"accession_number":"0001558370-25-012006","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q2 revenue +8.4% to $899M, net income +79%; FY25 guidance revised lower on tariffs","event_type":"earnings","confidence":"high","bullets":["GAAP net income $51.7M, adjusted operating margin 15.1%, adjusted EBITDA margin 20.6%.","Demand up 13.7%; free cash flow $80.7M in Q2.","FY25 outlook: revenue growth 9-11%, adj. EBITDA margin 19-20%, free cash flow $250-300M.","Tariff impact: $30M net cost in H2; Fall Interiors Sourcebook delayed 8 weeks, brand extension pushed to Spring 2026.","RH Paris opened Sept 5; design pipeline first 6 days exceeded prior 5 European galleries combined."],"consensus_eps_estimate":null,"consensus_eps_actual":3.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1713103000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137985,"accession_number":"0001558370-25-010517","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"RH extends credit facility maturity by four years; revolver capacity remains $600M with $300M accordion","event_type":"debt","confidence":"high","bullets":["Credit facility maturity extended by four years; revolver capacity unchanged at $600M with $300M accordion to $900M.","Fixed charge coverage ratio covenant (1.0x) applies only when availability drops below greater of $40M or 10% of borrowing base.","First-Citizens Bank & Trust Company joined as a new lender under the amended facility.","Amendment also covers Canadian and Swiss borrowing subsidiaries and includes post-closing requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137984,"accession_number":"0001558370-25-009058","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect 3 Class I directors, approve say-on-pay and auditor ratification","event_type":"other","confidence":"high","bullets":["Eri Chaya elected with 11,869,051 for, 2,527,973 withheld; Mark Demilio with 10,302,759 for, 4,094,265 withheld.","Leonard Schlesinger elected with 13,735,061 for, 661,963 withheld.","Non-binding advisory vote on executive compensation passed: 14,009,020 for, 353,648 against, 34,356 abstain.","Ratification of PricewaterhouseCoopers as auditor approved: 16,264,934 for, 73,552 against, 29,563 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155379,"accession_number":"0001558370-25-008566","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q1 revenues $814M (+12% YoY); maintains FY 2025 guidance amid tariff uncertainty","event_type":"earnings","confidence":"high","bullets":["GAAP operating margin 6.9%; adjusted operating margin 7.0%; adjusted EBITDA margin 13.1%.","Positive free cash flow of $34M in Q1; FY 2025 free cash flow forecast $250-350M.","Q2 outlook: rev growth 8-10%, adj operating margin 15-16%, adj EBITDA margin 20.5-21.5%.","Lisa Chi returns as President, Co-Chief Merchandising & Creative Officer.","Tariff disruption expected to cut Q2 rev by 6 points; China sourcing to drop from 16% to 2% by Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":813952000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155378,"accession_number":"0001558370-25-008163","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"RH appoints Lisa Chi as President, Co-Chief Merchandising & Creative Officer","event_type":"leadership","confidence":"high","bullets":["Lisa Chi appointed President, Co-Chief Merchandising & Creative Officer, reporting to CEO Gary Friedman, co-leading with Eri Chaya.","Annual base salary $1M, guaranteed $100K raises in each of next two years.","Receives RSU grant of 20,000 shares vesting over three fiscal years, and options for 50,000 shares vesting over five years.","Previously served as Chief Merchandising Officer at Arhaus (2021-2025) and SVP of Merchandising at RH (2017-2020).","Participates in Leadership Incentive Program with 50% target payout, guaranteed for first three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}