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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $312.4M, roughly 1.2× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 4.1%, a 45.5% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-8.8M). 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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
ARHS vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $312.4M |
| Net Profit | $15.1M | $155.0M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 59.1% |
| Net Margin | 4.1% | 49.6% |
| Revenue YoY | 5.1% | -0.8% |
| Net Profit YoY | -29.1% | -7.7% |
| EPS (diluted) | $0.11 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $344.6M | $311.8M | ||
| Q2 25 | $358.4M | $319.1M | ||
| Q1 25 | $311.4M | $317.6M | ||
| Q4 24 | $347.0M | $315.0M | ||
| Q3 24 | $319.1M | $316.6M | ||
| Q2 24 | $309.8M | $312.9M | ||
| Q1 24 | $295.2M | $298.4M |
| Q4 25 | $15.1M | $155.0M | ||
| Q3 25 | $12.2M | $164.2M | ||
| Q2 25 | $35.1M | $195.3M | ||
| Q1 25 | $4.9M | $175.4M | ||
| Q4 24 | $21.3M | $167.9M | ||
| Q3 24 | $9.9M | $176.2M | ||
| Q2 24 | $22.2M | $203.6M | ||
| Q1 24 | $15.1M | $181.7M |
| Q4 25 | 38.1% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 41.4% | — | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | 40.0% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.1% | — | ||
| Q1 24 | 39.0% | — |
| Q4 25 | 5.6% | 59.1% | ||
| Q3 25 | 4.8% | 63.9% | ||
| Q2 25 | 13.0% | 72.4% | ||
| Q1 25 | 1.7% | 65.2% | ||
| Q4 24 | 8.2% | 61.9% | ||
| Q3 24 | 3.3% | 65.6% | ||
| Q2 24 | 9.5% | 76.4% | ||
| Q1 24 | 6.2% | 71.6% |
| Q4 25 | 4.1% | 49.6% | ||
| Q3 25 | 3.5% | 52.7% | ||
| Q2 25 | 9.8% | 61.2% | ||
| Q1 25 | 1.6% | 55.2% | ||
| Q4 24 | 6.1% | 53.3% | ||
| Q3 24 | 3.1% | 55.6% | ||
| Q2 24 | 7.2% | 65.1% | ||
| Q1 24 | 5.1% | 60.9% |
| Q4 25 | $0.11 | $1.61 | ||
| Q3 25 | $0.09 | $1.67 | ||
| Q2 25 | $0.25 | $1.93 | ||
| Q1 25 | $0.03 | $1.69 | ||
| Q4 24 | $0.15 | $1.59 | ||
| Q3 24 | $0.07 | $1.65 | ||
| Q2 24 | $0.16 | $1.91 | ||
| Q1 24 | $0.11 | $1.70 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $5.8B |
| Total Assets | $1.4B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | — | ||
| Q2 25 | $234.8M | — | ||
| Q1 25 | $214.4M | — | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | — | ||
| Q2 24 | $174.2M | — | ||
| Q1 24 | $233.2M | — |
| Q4 25 | $418.2M | $5.8B | ||
| Q3 25 | $400.4M | $5.7B | ||
| Q2 25 | $385.6M | $5.7B | ||
| Q1 25 | $348.8M | $5.7B | ||
| Q4 24 | $343.7M | $5.6B | ||
| Q3 24 | $320.6M | $5.6B | ||
| Q2 24 | $309.3M | $5.4B | ||
| Q1 24 | $285.6M | $5.2B |
| Q4 25 | $1.4B | $7.4B | ||
| Q3 25 | $1.4B | $7.4B | ||
| Q2 25 | $1.3B | $7.2B | ||
| Q1 25 | $1.3B | $7.2B | ||
| Q4 24 | $1.2B | $7.1B | ||
| Q3 24 | $1.2B | $7.1B | ||
| Q2 24 | $1.2B | $6.7B | ||
| Q1 24 | $1.2B | $6.6B |
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 | $856.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $848.7M |
| FCF MarginFCF / Revenue | -2.4% | 271.7% |
| Capex IntensityCapex / Revenue | 5.0% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.62× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $856.1M | ||
| Q3 25 | $46.1M | $215.9M | ||
| Q2 25 | $34.9M | $189.5M | ||
| Q1 25 | $46.5M | $221.6M | ||
| Q4 24 | $31.7M | $861.5M | ||
| Q3 24 | $31.1M | $229.2M | ||
| Q2 24 | $47.5M | $188.7M | ||
| Q1 24 | $36.8M | $216.9M |
| Q4 25 | $-8.8M | $848.7M | ||
| Q3 25 | $28.0M | $210.6M | ||
| Q2 25 | $20.9M | $188.8M | ||
| Q1 25 | $18.9M | $221.3M | ||
| Q4 24 | $13.0M | $854.8M | ||
| Q3 24 | $4.6M | $228.7M | ||
| Q2 24 | $11.3M | $187.6M | ||
| Q1 24 | $10.9M | $212.5M |
| Q4 25 | -2.4% | 271.7% | ||
| Q3 25 | 8.1% | 67.5% | ||
| Q2 25 | 5.8% | 59.2% | ||
| Q1 25 | 6.1% | 69.7% | ||
| Q4 24 | 3.7% | 271.3% | ||
| Q3 24 | 1.4% | 72.2% | ||
| Q2 24 | 3.6% | 60.0% | ||
| Q1 24 | 3.7% | 71.2% |
| Q4 25 | 5.0% | 2.4% | ||
| Q3 25 | 5.3% | 1.7% | ||
| Q2 25 | 3.9% | 0.2% | ||
| Q1 25 | 8.9% | 0.1% | ||
| Q4 24 | 5.4% | 2.1% | ||
| Q3 24 | 8.3% | 0.2% | ||
| Q2 24 | 11.7% | 0.3% | ||
| Q1 24 | 8.8% | 1.5% |
| Q4 25 | 0.62× | 5.52× | ||
| Q3 25 | 3.77× | 1.31× | ||
| Q2 25 | 1.00× | 0.97× | ||
| Q1 25 | 9.53× | 1.26× | ||
| Q4 24 | 1.49× | 5.13× | ||
| Q3 24 | 3.14× | 1.30× | ||
| Q2 24 | 2.14× | 0.93× | ||
| Q1 24 | 2.44× | 1.19× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
