{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-120343","form_type":"8-K","ticker":"RH","cik":"0001528849","company_name":"RH","filed_at":"2025-12-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.646600+00:00","generated_at":"2026-05-16T13:29:46.031302+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"RH Q3 revenue up 9% to $884M, net income up 9%, free cash flow $83M; Q4 guidance 7-8% revenue growth","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-120343","json":"https://secwatch.observer/filing/0001104659-25-120343.json","markdown":"https://secwatch.observer/filing/0001104659-25-120343.md","text":"https://secwatch.observer/filing/0001104659-25-120343.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528849/000110465925120343/0001104659-25-120343-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528849/000110465925120343/rh-20251211x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T13:29:46.031302+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}