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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and CSW INDUSTRIALS, INC. (CSW). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $233.0M, roughly 1.6× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 4.1%, a 0.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 5.1%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 5.1%).
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.
ARHS vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $233.0M |
| Net Profit | $15.1M | $10.3M |
| Gross Margin | 38.1% | 39.7% |
| Operating Margin | 5.6% | 7.4% |
| Net Margin | 4.1% | 4.4% |
| Revenue YoY | 5.1% | 20.3% |
| Net Profit YoY | -29.1% | -61.9% |
| EPS (diluted) | $0.11 | $0.62 |
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 | $233.0M | ||
| Q3 25 | $344.6M | $277.0M | ||
| Q2 25 | $358.4M | $263.6M | ||
| Q1 25 | $311.4M | $230.5M | ||
| Q4 24 | $347.0M | $193.6M | ||
| Q3 24 | $319.1M | $227.9M | ||
| Q2 24 | $309.8M | $226.2M | ||
| Q1 24 | $295.2M | $210.9M |
| Q4 25 | $15.1M | $10.3M | ||
| Q3 25 | $12.2M | $40.7M | ||
| Q2 25 | $35.1M | $40.9M | ||
| Q1 25 | $4.9M | $35.1M | ||
| Q4 24 | $21.3M | $26.9M | ||
| Q3 24 | $9.9M | $36.1M | ||
| Q2 24 | $22.2M | $38.6M | ||
| Q1 24 | $15.1M | $31.8M |
| Q4 25 | 38.1% | 39.7% | ||
| Q3 25 | 38.7% | 43.0% | ||
| Q2 25 | 41.4% | 43.8% | ||
| Q1 25 | 37.1% | 44.2% | ||
| Q4 24 | 40.0% | 41.4% | ||
| Q3 24 | 38.6% | 45.6% | ||
| Q2 24 | 40.1% | 47.5% | ||
| Q1 24 | 39.0% | 44.4% |
| Q4 25 | 5.6% | 7.4% | ||
| Q3 25 | 4.8% | 20.5% | ||
| Q2 25 | 13.0% | 20.8% | ||
| Q1 25 | 1.7% | 19.5% | ||
| Q4 24 | 8.2% | 15.3% | ||
| Q3 24 | 3.3% | 22.6% | ||
| Q2 24 | 9.5% | 24.3% | ||
| Q1 24 | 6.2% | 21.0% |
| Q4 25 | 4.1% | 4.4% | ||
| Q3 25 | 3.5% | 14.7% | ||
| Q2 25 | 9.8% | 15.5% | ||
| Q1 25 | 1.6% | 15.2% | ||
| Q4 24 | 6.1% | 13.9% | ||
| Q3 24 | 3.1% | 15.8% | ||
| Q2 24 | 7.2% | 17.1% | ||
| Q1 24 | 5.1% | 15.1% |
| Q4 25 | $0.11 | $0.62 | ||
| Q3 25 | $0.09 | $2.41 | ||
| Q2 25 | $0.25 | $2.43 | ||
| Q1 25 | $0.03 | $2.05 | ||
| Q4 24 | $0.15 | $1.60 | ||
| Q3 24 | $0.07 | $2.26 | ||
| Q2 24 | $0.16 | $2.47 | ||
| Q1 24 | $0.11 | $2.03 |
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 | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $1.1B |
| Total Assets | $1.4B | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $40.2M | ||
| Q3 25 | $262.2M | $31.5M | ||
| Q2 25 | $234.8M | $38.0M | ||
| Q1 25 | $214.4M | $225.8M | ||
| Q4 24 | $197.5M | $213.8M | ||
| Q3 24 | $177.7M | $273.2M | ||
| Q2 24 | $174.2M | $18.9M | ||
| Q1 24 | $233.2M | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $418.2M | $1.1B | ||
| Q3 25 | $400.4M | $1.1B | ||
| Q2 25 | $385.6M | $1.1B | ||
| Q1 25 | $348.8M | $1.1B | ||
| Q4 24 | $343.7M | $1.0B | ||
| Q3 24 | $320.6M | $1.0B | ||
| Q2 24 | $309.3M | $650.2M | ||
| Q1 24 | $285.6M | $615.7M |
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.2B | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
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 | $28.9M |
| Free Cash FlowOCF − Capex | $-8.8M | $22.7M |
| FCF MarginFCF / Revenue | -2.4% | 9.8% |
| Capex IntensityCapex / Revenue | 5.0% | 2.6% |
| Cash ConversionOCF / Net Profit | 0.62× | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $28.9M | ||
| Q3 25 | $46.1M | $61.8M | ||
| Q2 25 | $34.9M | $60.6M | ||
| Q1 25 | $46.5M | $27.3M | ||
| Q4 24 | $31.7M | $11.6M | ||
| Q3 24 | $31.1M | $66.8M | ||
| Q2 24 | $47.5M | $62.7M | ||
| Q1 24 | $36.8M | $22.4M |
| Q4 25 | $-8.8M | $22.7M | ||
| Q3 25 | $28.0M | $58.7M | ||
| Q2 25 | $20.9M | $57.7M | ||
| Q1 25 | $18.9M | $22.8M | ||
| Q4 24 | $13.0M | $8.5M | ||
| Q3 24 | $4.6M | $61.3M | ||
| Q2 24 | $11.3M | $59.6M | ||
| Q1 24 | $10.9M | $17.5M |
| Q4 25 | -2.4% | 9.8% | ||
| Q3 25 | 8.1% | 21.2% | ||
| Q2 25 | 5.8% | 21.9% | ||
| Q1 25 | 6.1% | 9.9% | ||
| Q4 24 | 3.7% | 4.4% | ||
| Q3 24 | 1.4% | 26.9% | ||
| Q2 24 | 3.6% | 26.3% | ||
| Q1 24 | 3.7% | 8.3% |
| Q4 25 | 5.0% | 2.6% | ||
| Q3 25 | 5.3% | 1.1% | ||
| Q2 25 | 3.9% | 1.1% | ||
| Q1 25 | 8.9% | 2.0% | ||
| Q4 24 | 5.4% | 1.6% | ||
| Q3 24 | 8.3% | 2.4% | ||
| Q2 24 | 11.7% | 1.4% | ||
| Q1 24 | 8.8% | 2.3% |
| Q4 25 | 0.62× | 2.81× | ||
| Q3 25 | 3.77× | 1.52× | ||
| Q2 25 | 1.00× | 1.48× | ||
| Q1 25 | 9.53× | 0.78× | ||
| Q4 24 | 1.49× | 0.43× | ||
| Q3 24 | 3.14× | 1.85× | ||
| Q2 24 | 2.14× | 1.62× | ||
| Q1 24 | 2.44× | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
