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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and BALCHEM CORP (BCPC). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $270.7M, roughly 1.3× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 4.1%, a 10.7% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 5.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 7.5%).
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
ARHS vs BCPC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $270.7M |
| Net Profit | $15.1M | $40.3M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 20.5% |
| Net Margin | 4.1% | 14.9% |
| Revenue YoY | 5.1% | 8.1% |
| Net Profit YoY | -29.1% | 8.7% |
| EPS (diluted) | $0.11 | $1.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $270.7M | ||
| Q4 25 | $364.8M | $263.6M | ||
| Q3 25 | $344.6M | $267.6M | ||
| Q2 25 | $358.4M | $255.5M | ||
| Q1 25 | $311.4M | $250.5M | ||
| Q4 24 | $347.0M | $240.0M | ||
| Q3 24 | $319.1M | $239.9M | ||
| Q2 24 | $309.8M | $234.1M |
| Q1 26 | — | $40.3M | ||
| Q4 25 | $15.1M | $39.2M | ||
| Q3 25 | $12.2M | $40.3M | ||
| Q2 25 | $35.1M | $38.3M | ||
| Q1 25 | $4.9M | $37.1M | ||
| Q4 24 | $21.3M | $33.6M | ||
| Q3 24 | $9.9M | $33.8M | ||
| Q2 24 | $22.2M | $32.1M |
| Q1 26 | — | — | ||
| Q4 25 | 38.1% | 35.6% | ||
| Q3 25 | 38.7% | 35.7% | ||
| Q2 25 | 41.4% | 36.4% | ||
| Q1 25 | 37.1% | 35.2% | ||
| Q4 24 | 40.0% | 36.0% | ||
| Q3 24 | 38.6% | 35.6% | ||
| Q2 24 | 40.1% | 35.5% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 5.6% | 19.8% | ||
| Q3 25 | 4.8% | 20.4% | ||
| Q2 25 | 13.0% | 20.1% | ||
| Q1 25 | 1.7% | 20.4% | ||
| Q4 24 | 8.2% | 19.8% | ||
| Q3 24 | 3.3% | 20.0% | ||
| Q2 24 | 9.5% | 19.6% |
| Q1 26 | — | 14.9% | ||
| Q4 25 | 4.1% | 14.9% | ||
| Q3 25 | 3.5% | 15.1% | ||
| Q2 25 | 9.8% | 15.0% | ||
| Q1 25 | 1.6% | 14.8% | ||
| Q4 24 | 6.1% | 14.0% | ||
| Q3 24 | 3.1% | 14.1% | ||
| Q2 24 | 7.2% | 13.7% |
| Q1 26 | — | $1.25 | ||
| Q4 25 | $0.11 | $1.21 | ||
| Q3 25 | $0.09 | $1.24 | ||
| Q2 25 | $0.25 | $1.17 | ||
| Q1 25 | $0.03 | $1.13 | ||
| Q4 24 | $0.15 | $1.03 | ||
| Q3 24 | $0.07 | $1.03 | ||
| Q2 24 | $0.16 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $253.4M | $72.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $1.3B |
| Total Assets | $1.4B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $72.9M | ||
| Q4 25 | $253.4M | $74.6M | ||
| Q3 25 | $262.2M | $65.1M | ||
| Q2 25 | $234.8M | $65.4M | ||
| Q1 25 | $214.4M | $49.9M | ||
| Q4 24 | $197.5M | $49.5M | ||
| Q3 24 | $177.7M | $73.7M | ||
| Q2 24 | $174.2M | $63.7M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $418.2M | $1.3B | ||
| Q3 25 | $400.4M | $1.3B | ||
| Q2 25 | $385.6M | $1.3B | ||
| Q1 25 | $348.8M | $1.2B | ||
| Q4 24 | $343.7M | $1.1B | ||
| Q3 24 | $320.6M | $1.2B | ||
| Q2 24 | $309.3M | $1.1B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $9.3M | $40.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $33.8M |
| FCF MarginFCF / Revenue | -2.4% | 12.5% |
| Capex IntensityCapex / Revenue | 5.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.62× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $40.1M | ||
| Q4 25 | $9.3M | $67.3M | ||
| Q3 25 | $46.1M | $65.6M | ||
| Q2 25 | $34.9M | $47.3M | ||
| Q1 25 | $46.5M | $36.5M | ||
| Q4 24 | $31.7M | $52.3M | ||
| Q3 24 | $31.1M | $51.3M | ||
| Q2 24 | $47.5M | $45.0M |
| Q1 26 | — | $33.8M | ||
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | — | ||
| Q2 25 | $20.9M | — | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $13.0M | — | ||
| Q3 24 | $4.6M | — | ||
| Q2 24 | $11.3M | — |
| Q1 26 | — | 12.5% | ||
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 3.6% | — |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 11.7% | — |
| Q1 26 | — | 0.99× | ||
| Q4 25 | 0.62× | 1.72× | ||
| Q3 25 | 3.77× | 1.63× | ||
| Q2 25 | 1.00× | 1.23× | ||
| Q1 25 | 9.53× | 0.98× | ||
| Q4 24 | 1.49× | 1.56× | ||
| Q3 24 | 3.14× | 1.52× | ||
| Q2 24 | 2.14× | 1.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
BCPC
Segment breakdown not available.
