earnings
confidence high
sentiment positive
materiality 0.85
Arhaus Q3 revenue $345M (+8% YoY), net income up 23% to $12M, raises FY guidance low end
Arhaus, Inc.
2025-Q3 EPS reported
$0.37
revenue$1,014,377,000
- Q3 net revenue $345M (+8.0% YoY); net income $12M (+23.1%); adjusted EBITDA $31M (+35.2%).
- Comparable growth 4.1%; demand comparable growth 7.4%; Sept highest demand month in history.
- Cash $262M, no debt; opened 8 showroom projects YTD; expanded to Pasadena and Bozeman.
- FY2025 guidance raised: rev $1.35B-$1.38B, adj. EBITDA $135M-$145M; Q4 rev $336M-$366M.
- Gross margin $133M (+8.4%); SG&A $117M (+4.1%); inventory $329M.