Arhaus Q2 2026: Revenue $385M (+7.4%), net income $40M (+13.1%), beats guidance; tariff recovery boosts results

Arhaus, Inc.

2026-Q2 EPS reported $0.30 revenue$699,173,000

Net revenue $385M (+7.4% YoY), above high end of guidance; comparable written sales +12.5%.
Net income $40M (+13.1%); adjusted EBITDA $70M (+16.8%), including $23.8M IEEPA tariff recovery benefit.
Received $37.8M in tariff refunds plus $1.3M interest as of Aug 6; recognized $23.8M benefit in Q2.
Full-year revenue outlook maintained at $1.43B-$1.47B; net income guidance raised to $71M-$80M.
No long-term debt; cash $226M; 109 showrooms; 4 showroom projects completed in Q2.

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