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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and DELUXE CORP (DLX). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $364.8M, roughly 1.5× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 2.2%, a 1.9% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 2.8%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 0.0%).
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.
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
ARHS vs DLX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $535.2M |
| Net Profit | $15.1M | $12.0M |
| Gross Margin | 38.1% | 52.2% |
| Operating Margin | 5.6% | 8.9% |
| Net Margin | 4.1% | 2.2% |
| Revenue YoY | 5.1% | 2.8% |
| Net Profit YoY | -29.1% | -5.0% |
| EPS (diluted) | $0.11 | $0.25 |
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.
| Q4 25 | $364.8M | $535.2M | ||
| Q3 25 | $344.6M | $540.2M | ||
| Q2 25 | $358.4M | $521.3M | ||
| Q1 25 | $311.4M | $536.5M | ||
| Q4 24 | $347.0M | $520.6M | ||
| Q3 24 | $319.1M | $528.4M | ||
| Q2 24 | $309.8M | $537.8M | ||
| Q1 24 | $295.2M | $535.0M |
| Q4 25 | $15.1M | $12.0M | ||
| Q3 25 | $12.2M | $33.7M | ||
| Q2 25 | $35.1M | $22.4M | ||
| Q1 25 | $4.9M | $14.0M | ||
| Q4 24 | $21.3M | $12.6M | ||
| Q3 24 | $9.9M | $8.9M | ||
| Q2 24 | $22.2M | $20.5M | ||
| Q1 24 | $15.1M | $10.8M |
| Q4 25 | 38.1% | 52.2% | ||
| Q3 25 | 38.7% | 53.9% | ||
| Q2 25 | 41.4% | 53.6% | ||
| Q1 25 | 37.1% | 52.4% | ||
| Q4 24 | 40.0% | 52.3% | ||
| Q3 24 | 38.6% | 53.3% | ||
| Q2 24 | 40.1% | 53.7% | ||
| Q1 24 | 39.0% | 53.0% |
| Q4 25 | 5.6% | 8.9% | ||
| Q3 25 | 4.8% | 14.0% | ||
| Q2 25 | 13.0% | 11.7% | ||
| Q1 25 | 1.7% | 9.0% | ||
| Q4 24 | 8.2% | 9.0% | ||
| Q3 24 | 3.3% | 7.9% | ||
| Q2 24 | 9.5% | 11.0% | ||
| Q1 24 | 6.2% | 8.3% |
| Q4 25 | 4.1% | 2.2% | ||
| Q3 25 | 3.5% | 6.2% | ||
| Q2 25 | 9.8% | 4.3% | ||
| Q1 25 | 1.6% | 2.6% | ||
| Q4 24 | 6.1% | 2.4% | ||
| Q3 24 | 3.1% | 1.7% | ||
| Q2 24 | 7.2% | 3.8% | ||
| Q1 24 | 5.1% | 2.0% |
| Q4 25 | $0.11 | $0.25 | ||
| Q3 25 | $0.09 | $0.74 | ||
| Q2 25 | $0.25 | $0.50 | ||
| Q1 25 | $0.03 | $0.31 | ||
| Q4 24 | $0.15 | $0.28 | ||
| Q3 24 | $0.07 | $0.20 | ||
| Q2 24 | $0.16 | $0.46 | ||
| Q1 24 | $0.11 | $0.24 |
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 | $36.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $680.7M |
| Total Assets | $1.4B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $36.9M | ||
| Q3 25 | $262.2M | $25.8M | ||
| Q2 25 | $234.8M | $26.0M | ||
| Q1 25 | $214.4M | $30.3M | ||
| Q4 24 | $197.5M | $34.4M | ||
| Q3 24 | $177.7M | $41.3M | ||
| Q2 24 | $174.2M | $23.1M | ||
| Q1 24 | $233.2M | $23.5M |
| Q4 25 | $418.2M | $680.7M | ||
| Q3 25 | $400.4M | $664.1M | ||
| Q2 25 | $385.6M | $638.7M | ||
| Q1 25 | $348.8M | $622.5M | ||
| Q4 24 | $343.7M | $620.9M | ||
| Q3 24 | $320.6M | $612.7M | ||
| Q2 24 | $309.3M | $620.5M | ||
| Q1 24 | $285.6M | $608.4M |
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.2B | $2.7B | ||
| Q1 24 | $1.2B | $2.7B |
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 | $102.1M |
| Free Cash FlowOCF − Capex | $-8.8M | — |
| FCF MarginFCF / Revenue | -2.4% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | 8.53× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $102.1M | ||
| Q3 25 | $46.1M | $67.1M | ||
| Q2 25 | $34.9M | $51.1M | ||
| Q1 25 | $46.5M | $50.3M | ||
| Q4 24 | $31.7M | $60.2M | ||
| Q3 24 | $31.1M | $67.9M | ||
| Q2 24 | $47.5M | $39.6M | ||
| Q1 24 | $36.8M | $26.6M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | — | ||
| Q2 25 | $20.9M | $27.8M | ||
| Q1 25 | $18.9M | $24.3M | ||
| Q4 24 | $13.0M | — | ||
| Q3 24 | $4.6M | $46.7M | ||
| Q2 24 | $11.3M | $11.4M | ||
| Q1 24 | $10.9M | $6.1M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 5.8% | 5.3% | ||
| Q1 25 | 6.1% | 4.5% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | 8.8% | ||
| Q2 24 | 3.6% | 2.1% | ||
| Q1 24 | 3.7% | 1.1% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 3.9% | 4.5% | ||
| Q1 25 | 8.9% | 4.8% | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | 4.0% | ||
| Q2 24 | 11.7% | 5.2% | ||
| Q1 24 | 8.8% | 3.8% |
| Q4 25 | 0.62× | 8.53× | ||
| Q3 25 | 3.77× | 1.99× | ||
| Q2 25 | 1.00× | 2.28× | ||
| Q1 25 | 9.53× | 3.59× | ||
| Q4 24 | 1.49× | 4.77× | ||
| Q3 24 | 3.14× | 7.60× | ||
| Q2 24 | 2.14× | 1.94× | ||
| Q1 24 | 2.44× | 2.46× |
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% |
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
