---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-106743"
form_type: "8-K"
ticker: "RH"
cik: "0001528849"
company_name: "RH"
filed_at: "2026-09-10T20:50:01+00:00"
generated_at: "2026-09-10T20:51:10.069613+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# RH Q2 revenue $922M beats guidance; FY adj EBITDA margin 15-16.2%; RH Estates launch

## Summary
- Q2 revenue $922.2M, +2.6% YoY, above guidance; GAAP net income $60.2M.
- Adjusted EBITDA $178.5M (19.4% margin) incl. $55.1M tariff benefit; normalized adj. EBITDA $123.5M (13.4%).
- FY2026 outlook: revenue +5.5-7.0%, adj. EBITDA margin 15.0-16.2%, FCF+asset sales+distributions $300-400M.
- Launched RH Estates brand extension; avg price point 45% higher, potential to double TAM; Q4 revenue growth guided 16.1-21.2%.
- RH London opened June 27; design pipeline ~$7M in 8 weeks; international drag to ease to 250 bps in H2.

## SEC filing metadata
- accession: 0001104659-26-106743
- form_type: 8-K
- ticker: RH
- cik: 0001528849
- company_name: RH
- filed_at: 2026-09-10T20:50:01+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1528849/000110465926106743/0001104659-26-106743-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1528849/000110465926106743/rh-20260910x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-106743
- JSON: https://secwatch.observer/filing/0001104659-26-106743.json
- Plain text: https://secwatch.observer/filing/0001104659-26-106743.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.