secwatch.observer — SEC 8-K summary
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Issuer:     RH (RH)
CIK:        0001528849
Form:       8-K
Filed at:   2026-03-31T23:59:59+00:00
Accession:  0001104659-26-037775
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

RH Q4 rev +3.7% to $843M, net income +107%; guides Q1 rev -2% to -4%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528849/000110465926037775/0001104659-26-037775-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528849/000110465926037775/rh-20260331x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-037775

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer