earnings
confidence high
sentiment neutral
materiality 0.75
RH Q4 rev +3.7% to $843M, net income +107%; guides Q1 rev -2% to -4%
RH
2025-FY EPS reported
$6.31
revenue$3,439,536,000
- 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.
item 2.02item 9.01