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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Clearwater Paper Corp (CLW). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $360.3M, roughly 1.0× Clearwater Paper Corp). Arhaus, Inc. runs the higher net margin — 4.1% vs -3.6%, a 7.7% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -4.7%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 2.3%).
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.
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
ARHS vs CLW — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $360.3M |
| Net Profit | $15.1M | $-12.8M |
| Gross Margin | 38.1% | -0.2% |
| Operating Margin | 5.6% | — |
| Net Margin | 4.1% | -3.6% |
| Revenue YoY | 5.1% | -4.7% |
| Net Profit YoY | -29.1% | -103.2% |
| EPS (diluted) | $0.11 | — |
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 | — | $360.3M | ||
| Q4 25 | $364.8M | $386.4M | ||
| Q3 25 | $344.6M | $399.0M | ||
| Q2 25 | $358.4M | $391.8M | ||
| Q1 25 | $311.4M | $378.2M | ||
| Q4 24 | $347.0M | $387.1M | ||
| Q3 24 | $319.1M | $393.3M | ||
| Q2 24 | $309.8M | $344.4M |
| Q1 26 | — | $-12.8M | ||
| Q4 25 | $15.1M | $38.3M | ||
| Q3 25 | $12.2M | $-53.3M | ||
| Q2 25 | $35.1M | $2.7M | ||
| Q1 25 | $4.9M | $-6.3M | ||
| Q4 24 | $21.3M | $199.1M | ||
| Q3 24 | $9.9M | $5.8M | ||
| Q2 24 | $22.2M | $-25.8M |
| Q1 26 | — | -0.2% | ||
| Q4 25 | 38.1% | 4.5% | ||
| Q3 25 | 38.7% | 4.7% | ||
| Q2 25 | 41.4% | 11.0% | ||
| Q1 25 | 37.1% | 9.7% | ||
| Q4 24 | 40.0% | 3.8% | ||
| Q3 24 | 38.6% | 7.7% | ||
| Q2 24 | 40.1% | -0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 1.9% | ||
| Q3 25 | 4.8% | -13.9% | ||
| Q2 25 | 13.0% | 2.5% | ||
| Q1 25 | 1.7% | -1.1% | ||
| Q4 24 | 8.2% | -4.0% | ||
| Q3 24 | 3.3% | -0.3% | ||
| Q2 24 | 9.5% | -13.6% |
| Q1 26 | — | -3.6% | ||
| Q4 25 | 4.1% | 9.9% | ||
| Q3 25 | 3.5% | -13.4% | ||
| Q2 25 | 9.8% | 0.7% | ||
| Q1 25 | 1.6% | -1.7% | ||
| Q4 24 | 6.1% | 51.4% | ||
| Q3 24 | 3.1% | 1.5% | ||
| Q2 24 | 7.2% | -7.5% |
| Q1 26 | — | — | ||
| Q4 25 | $0.11 | $2.36 | ||
| Q3 25 | $0.09 | $-3.30 | ||
| Q2 25 | $0.25 | $0.17 | ||
| Q1 25 | $0.03 | $-0.38 | ||
| Q4 24 | $0.15 | $11.87 | ||
| Q3 24 | $0.07 | $0.35 | ||
| Q2 24 | $0.16 | $-1.55 |
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 | $36.5M |
| Total DebtLower is stronger | — | $361.1M |
| Stockholders' EquityBook value | $418.2M | $813.8M |
| Total Assets | $1.4B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.5M | ||
| Q4 25 | $253.4M | $30.7M | ||
| Q3 25 | $262.2M | $34.4M | ||
| Q2 25 | $234.8M | $46.7M | ||
| Q1 25 | $214.4M | $44.0M | ||
| Q4 24 | $197.5M | $79.6M | ||
| Q3 24 | $177.7M | $35.5M | ||
| Q2 24 | $174.2M | $39.6M |
| Q1 26 | — | $361.1M | ||
| Q4 25 | — | $346.8M | ||
| Q3 25 | — | $337.0M | ||
| Q2 25 | — | $330.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.4M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B |
| Q1 26 | — | $813.8M | ||
| Q4 25 | $418.2M | $825.3M | ||
| Q3 25 | $400.4M | $783.0M | ||
| Q2 25 | $385.6M | $836.8M | ||
| Q1 25 | $348.8M | $836.6M | ||
| Q4 24 | $343.7M | $854.6M | ||
| Q3 24 | $320.6M | $664.6M | ||
| Q2 24 | $309.3M | $658.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $2.5B | ||
| Q2 24 | $1.2B | $2.5B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.74× |
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 | — |
| Free Cash FlowOCF − Capex | $-8.8M | — |
| FCF MarginFCF / Revenue | -2.4% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.3M | $5.0M | ||
| Q3 25 | $46.1M | $34.0M | ||
| Q2 25 | $34.9M | $-28.2M | ||
| Q1 25 | $46.5M | $1.5M | ||
| Q4 24 | $31.7M | $-35.1M | ||
| Q3 24 | $31.1M | $16.2M | ||
| Q2 24 | $47.5M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | $-9.9M | ||
| Q3 25 | $28.0M | $15.7M | ||
| Q2 25 | $20.9M | $-51.1M | ||
| Q1 25 | $18.9M | $-31.2M | ||
| Q4 24 | $13.0M | $-68.1M | ||
| Q3 24 | $4.6M | $-30.8M | ||
| Q2 24 | $11.3M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | -2.6% | ||
| Q3 25 | 8.1% | 3.9% | ||
| Q2 25 | 5.8% | -13.0% | ||
| Q1 25 | 6.1% | -8.2% | ||
| Q4 24 | 3.7% | -17.6% | ||
| Q3 24 | 1.4% | -7.8% | ||
| Q2 24 | 3.6% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 3.9% | ||
| Q3 25 | 5.3% | 4.6% | ||
| Q2 25 | 3.9% | 5.8% | ||
| Q1 25 | 8.9% | 8.6% | ||
| Q4 24 | 5.4% | 8.5% | ||
| Q3 24 | 8.3% | 12.0% | ||
| Q2 24 | 11.7% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | 0.13× | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | -10.44× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | -0.18× | ||
| Q3 24 | 3.14× | 2.79× | ||
| Q2 24 | 2.14× | — |
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% |
CLW
Segment breakdown not available.
