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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and BLACKLINE, INC. (BL). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $183.2M, roughly 2.0× BLACKLINE, INC.). Arhaus, Inc. runs the higher net margin — 4.1% vs 2.7%, a 1.5% gap on every dollar of revenue. On growth, BLACKLINE, INC. posted the faster year-over-year revenue change (8.1% vs 5.1%). BLACKLINE, INC. produced more free cash flow last quarter ($26.1M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 7.9%).
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.
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
ARHS vs BL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $183.2M |
| Net Profit | $15.1M | $4.9M |
| Gross Margin | 38.1% | 75.2% |
| Operating Margin | 5.6% | 3.7% |
| Net Margin | 4.1% | 2.7% |
| Revenue YoY | 5.1% | 8.1% |
| Net Profit YoY | -29.1% | -91.3% |
| EPS (diluted) | $0.11 | $0.07 |
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.
| Q4 25 | $364.8M | $183.2M | ||
| Q3 25 | $344.6M | $178.3M | ||
| Q2 25 | $358.4M | $172.0M | ||
| Q1 25 | $311.4M | $166.9M | ||
| Q4 24 | $347.0M | $169.5M | ||
| Q3 24 | $319.1M | $165.9M | ||
| Q2 24 | $309.8M | $160.5M | ||
| Q1 24 | $295.2M | $157.5M |
| Q4 25 | $15.1M | $4.9M | ||
| Q3 25 | $12.2M | $5.3M | ||
| Q2 25 | $35.1M | $8.3M | ||
| Q1 25 | $4.9M | $6.1M | ||
| Q4 24 | $21.3M | $56.4M | ||
| Q3 24 | $9.9M | $17.2M | ||
| Q2 24 | $22.2M | $76.7M | ||
| Q1 24 | $15.1M | $10.8M |
| Q4 25 | 38.1% | 75.2% | ||
| Q3 25 | 38.7% | 75.1% | ||
| Q2 25 | 41.4% | 75.2% | ||
| Q1 25 | 37.1% | 75.5% | ||
| Q4 24 | 40.0% | 75.6% | ||
| Q3 24 | 38.6% | 75.2% | ||
| Q2 24 | 40.1% | 74.9% | ||
| Q1 24 | 39.0% | 75.2% |
| Q4 25 | 5.6% | 3.7% | ||
| Q3 25 | 4.8% | 4.3% | ||
| Q2 25 | 13.0% | 4.4% | ||
| Q1 25 | 1.7% | 2.1% | ||
| Q4 24 | 8.2% | 3.7% | ||
| Q3 24 | 3.3% | 5.0% | ||
| Q2 24 | 9.5% | 1.4% | ||
| Q1 24 | 6.2% | 1.1% |
| Q4 25 | 4.1% | 2.7% | ||
| Q3 25 | 3.5% | 3.0% | ||
| Q2 25 | 9.8% | 4.8% | ||
| Q1 25 | 1.6% | 3.6% | ||
| Q4 24 | 6.1% | 33.3% | ||
| Q3 24 | 3.1% | 10.4% | ||
| Q2 24 | 7.2% | 47.8% | ||
| Q1 24 | 5.1% | 6.9% |
| Q4 25 | $0.11 | $0.07 | ||
| Q3 25 | $0.09 | $0.09 | ||
| Q2 25 | $0.25 | $0.13 | ||
| Q1 25 | $0.03 | $0.10 | ||
| Q4 24 | $0.15 | $0.79 | ||
| Q3 24 | $0.07 | $0.27 | ||
| Q2 24 | $0.16 | $0.22 | ||
| Q1 24 | $0.11 | $0.17 |
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 | $390.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $332.3M |
| Total Assets | $1.4B | $1.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $390.0M | ||
| Q3 25 | $262.2M | $419.9M | ||
| Q2 25 | $234.8M | $459.1M | ||
| Q1 25 | $214.4M | $479.5M | ||
| Q4 24 | $197.5M | $885.9M | ||
| Q3 24 | $177.7M | $725.3M | ||
| Q2 24 | $174.2M | $616.6M | ||
| Q1 24 | $233.2M | $331.4M |
| Q4 25 | $418.2M | $332.3M | ||
| Q3 25 | $400.4M | $328.3M | ||
| Q2 25 | $385.6M | $414.0M | ||
| Q1 25 | $348.8M | $417.9M | ||
| Q4 24 | $343.7M | $446.7M | ||
| Q3 24 | $320.6M | $367.9M | ||
| Q2 24 | $309.3M | $325.8M | ||
| Q1 24 | $285.6M | $279.8M |
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.2B | $2.1B |
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 | $26.7M |
| Free Cash FlowOCF − Capex | $-8.8M | $26.1M |
| FCF MarginFCF / Revenue | -2.4% | 14.2% |
| Capex IntensityCapex / Revenue | 5.0% | 0.3% |
| Cash ConversionOCF / Net Profit | 0.62× | 5.46× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $161.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $26.7M | ||
| Q3 25 | $46.1M | $63.8M | ||
| Q2 25 | $34.9M | $32.3M | ||
| Q1 25 | $46.5M | $46.7M | ||
| Q4 24 | $31.7M | $43.8M | ||
| Q3 24 | $31.1M | $55.9M | ||
| Q2 24 | $47.5M | $40.7M | ||
| Q1 24 | $36.8M | $50.4M |
| Q4 25 | $-8.8M | $26.1M | ||
| Q3 25 | $28.0M | $63.3M | ||
| Q2 25 | $20.9M | $31.4M | ||
| Q1 25 | $18.9M | $40.8M | ||
| Q4 24 | $13.0M | $43.0M | ||
| Q3 24 | $4.6M | $55.5M | ||
| Q2 24 | $11.3M | $40.0M | ||
| Q1 24 | $10.9M | $50.1M |
| Q4 25 | -2.4% | 14.2% | ||
| Q3 25 | 8.1% | 35.5% | ||
| Q2 25 | 5.8% | 18.2% | ||
| Q1 25 | 6.1% | 24.4% | ||
| Q4 24 | 3.7% | 25.4% | ||
| Q3 24 | 1.4% | 33.5% | ||
| Q2 24 | 3.6% | 24.9% | ||
| Q1 24 | 3.7% | 31.8% |
| Q4 25 | 5.0% | 0.3% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 3.9% | 0.6% | ||
| Q1 25 | 8.9% | 3.6% | ||
| Q4 24 | 5.4% | 0.4% | ||
| Q3 24 | 8.3% | 0.2% | ||
| Q2 24 | 11.7% | 0.4% | ||
| Q1 24 | 8.8% | 0.2% |
| Q4 25 | 0.62× | 5.46× | ||
| Q3 25 | 3.77× | 12.07× | ||
| Q2 25 | 1.00× | 3.90× | ||
| Q1 25 | 9.53× | 7.72× | ||
| Q4 24 | 1.49× | 0.78× | ||
| Q3 24 | 3.14× | 3.24× | ||
| Q2 24 | 2.14× | 0.53× | ||
| Q1 24 | 2.44× | 4.66× |
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% |
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 5% |
