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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Dynatrace, Inc. (DT). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $364.8M, roughly 1.4× Arhaus, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 4.1%, a 3.6% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 5.1%). Dynatrace, Inc. produced more free cash flow last quarter ($27.2M vs $-8.8M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 11.2%).
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.
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
ARHS vs DT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $515.5M |
| Net Profit | $15.1M | $40.1M |
| Gross Margin | 38.1% | 81.4% |
| Operating Margin | 5.6% | 14.1% |
| Net Margin | 4.1% | 7.8% |
| Revenue YoY | 5.1% | 18.2% |
| Net Profit YoY | -29.1% | -88.9% |
| EPS (diluted) | $0.11 | $0.13 |
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 | $515.5M | ||
| Q3 25 | $344.6M | $493.8M | ||
| Q2 25 | $358.4M | $477.3M | ||
| Q1 25 | $311.4M | $445.2M | ||
| Q4 24 | $347.0M | $436.2M | ||
| Q3 24 | $319.1M | $418.1M | ||
| Q2 24 | $309.8M | $399.2M | ||
| Q1 24 | $295.2M | $380.8M |
| Q4 25 | $15.1M | $40.1M | ||
| Q3 25 | $12.2M | $57.2M | ||
| Q2 25 | $35.1M | $48.0M | ||
| Q1 25 | $4.9M | $39.3M | ||
| Q4 24 | $21.3M | $361.8M | ||
| Q3 24 | $9.9M | $44.0M | ||
| Q2 24 | $22.2M | $38.6M | ||
| Q1 24 | $15.1M | $37.9M |
| Q4 25 | 38.1% | 81.4% | ||
| Q3 25 | 38.7% | 81.8% | ||
| Q2 25 | 41.4% | 82.1% | ||
| Q1 25 | 37.1% | 80.9% | ||
| Q4 24 | 40.0% | 81.1% | ||
| Q3 24 | 38.6% | 81.4% | ||
| Q2 24 | 40.1% | 81.3% | ||
| Q1 24 | 39.0% | 81.1% |
| Q4 25 | 5.6% | 14.1% | ||
| Q3 25 | 4.8% | 14.8% | ||
| Q2 25 | 13.0% | 13.1% | ||
| Q1 25 | 1.7% | 9.6% | ||
| Q4 24 | 8.2% | 10.9% | ||
| Q3 24 | 3.3% | 11.2% | ||
| Q2 24 | 9.5% | 10.5% | ||
| Q1 24 | 6.2% | 6.1% |
| Q4 25 | 4.1% | 7.8% | ||
| Q3 25 | 3.5% | 11.6% | ||
| Q2 25 | 9.8% | 10.0% | ||
| Q1 25 | 1.6% | 8.8% | ||
| Q4 24 | 6.1% | 82.9% | ||
| Q3 24 | 3.1% | 10.5% | ||
| Q2 24 | 7.2% | 9.7% | ||
| Q1 24 | 5.1% | 10.0% |
| Q4 25 | $0.11 | $0.13 | ||
| Q3 25 | $0.09 | $0.19 | ||
| Q2 25 | $0.25 | $0.16 | ||
| Q1 25 | $0.03 | $0.12 | ||
| Q4 24 | $0.15 | $1.19 | ||
| Q3 24 | $0.07 | $0.15 | ||
| Q2 24 | $0.16 | $0.13 | ||
| Q1 24 | $0.11 | $0.13 |
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 | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $2.7B |
| Total Assets | $1.4B | $4.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $1.2B | ||
| Q3 25 | $262.2M | $1.3B | ||
| Q2 25 | $234.8M | $1.3B | ||
| Q1 25 | $214.4M | $1.1B | ||
| Q4 24 | $197.5M | $1.0B | ||
| Q3 24 | $177.7M | $1.0B | ||
| Q2 24 | $174.2M | $1.0B | ||
| Q1 24 | $233.2M | $836.9M |
| Q4 25 | $418.2M | $2.7B | ||
| Q3 25 | $400.4M | $2.8B | ||
| Q2 25 | $385.6M | $2.7B | ||
| Q1 25 | $348.8M | $2.6B | ||
| Q4 24 | $343.7M | $2.6B | ||
| Q3 24 | $320.6M | $2.1B | ||
| Q2 24 | $309.3M | $2.1B | ||
| Q1 24 | $285.6M | $2.0B |
| Q4 25 | $1.4B | $4.1B | ||
| Q3 25 | $1.4B | $4.1B | ||
| Q2 25 | $1.3B | $4.1B | ||
| Q1 25 | $1.3B | $4.1B | ||
| Q4 24 | $1.2B | $3.7B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $3.3B | ||
| Q1 24 | $1.2B | $3.4B |
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 | $33.8M |
| Free Cash FlowOCF − Capex | $-8.8M | $27.2M |
| FCF MarginFCF / Revenue | -2.4% | 5.3% |
| Capex IntensityCapex / Revenue | 5.0% | 1.3% |
| Cash ConversionOCF / Net Profit | 0.62× | 0.84× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $465.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $33.8M | ||
| Q3 25 | $46.1M | $32.0M | ||
| Q2 25 | $34.9M | $269.7M | ||
| Q1 25 | $46.5M | $162.8M | ||
| Q4 24 | $31.7M | $42.2M | ||
| Q3 24 | $31.1M | $23.6M | ||
| Q2 24 | $47.5M | $230.7M | ||
| Q1 24 | $36.8M | $131.7M |
| Q4 25 | $-8.8M | $27.2M | ||
| Q3 25 | $28.0M | $27.8M | ||
| Q2 25 | $20.9M | $262.2M | ||
| Q1 25 | $18.9M | $148.2M | ||
| Q4 24 | $13.0M | $37.6M | ||
| Q3 24 | $4.6M | $20.1M | ||
| Q2 24 | $11.3M | $227.4M | ||
| Q1 24 | $10.9M | $121.9M |
| Q4 25 | -2.4% | 5.3% | ||
| Q3 25 | 8.1% | 5.6% | ||
| Q2 25 | 5.8% | 54.9% | ||
| Q1 25 | 6.1% | 33.3% | ||
| Q4 24 | 3.7% | 8.6% | ||
| Q3 24 | 1.4% | 4.8% | ||
| Q2 24 | 3.6% | 57.0% | ||
| Q1 24 | 3.7% | 32.0% |
| Q4 25 | 5.0% | 1.3% | ||
| Q3 25 | 5.3% | 0.8% | ||
| Q2 25 | 3.9% | 1.6% | ||
| Q1 25 | 8.9% | 3.3% | ||
| Q4 24 | 5.4% | 1.1% | ||
| Q3 24 | 8.3% | 0.8% | ||
| Q2 24 | 11.7% | 0.8% | ||
| Q1 24 | 8.8% | 2.6% |
| Q4 25 | 0.62× | 0.84× | ||
| Q3 25 | 3.77× | 0.56× | ||
| Q2 25 | 1.00× | 5.62× | ||
| Q1 25 | 9.53× | 4.14× | ||
| Q4 24 | 1.49× | 0.12× | ||
| Q3 24 | 3.14× | 0.54× | ||
| Q2 24 | 2.14× | 5.97× | ||
| Q1 24 | 2.44× | 3.47× |
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% |
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
