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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $364.8M, roughly 1.3× Arhaus, Inc.). Essex Property Trust runs the higher net margin — 17.9% vs 4.1%, a 13.7% gap on every dollar of revenue. On growth, Essex Property Trust posted the faster year-over-year revenue change (5.5% vs 5.1%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 6.0%).
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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
ARHS vs ESS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $479.6M |
| Net Profit | $15.1M | $85.7M |
| Gross Margin | 38.1% | 70.0% |
| Operating Margin | 5.6% | 31.7% |
| Net Margin | 4.1% | 17.9% |
| Revenue YoY | 5.1% | 5.5% |
| Net Profit YoY | -29.1% | -71.6% |
| EPS (diluted) | $0.11 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $344.6M | $473.3M | ||
| Q2 25 | $358.4M | $469.8M | ||
| Q1 25 | $311.4M | $464.6M | ||
| Q4 24 | $347.0M | $454.5M | ||
| Q3 24 | $319.1M | $450.7M | ||
| Q2 24 | $309.8M | $442.4M | ||
| Q1 24 | $295.2M | $426.9M |
| Q4 25 | $15.1M | $85.7M | ||
| Q3 25 | $12.2M | $172.7M | ||
| Q2 25 | $35.1M | $231.5M | ||
| Q1 25 | $4.9M | $212.8M | ||
| Q4 24 | $21.3M | $301.7M | ||
| Q3 24 | $9.9M | $125.5M | ||
| Q2 24 | $22.2M | $99.0M | ||
| Q1 24 | $15.1M | $285.1M |
| Q4 25 | 38.1% | 70.0% | ||
| Q3 25 | 38.7% | 69.2% | ||
| Q2 25 | 41.4% | 70.7% | ||
| Q1 25 | 37.1% | 69.6% | ||
| Q4 24 | 40.0% | 70.0% | ||
| Q3 24 | 38.6% | 69.5% | ||
| Q2 24 | 40.1% | 70.8% | ||
| Q1 24 | 39.0% | 69.7% |
| Q4 25 | 5.6% | 31.7% | ||
| Q3 25 | 4.8% | 44.5% | ||
| Q2 25 | 13.0% | 59.5% | ||
| Q1 25 | 1.7% | 55.3% | ||
| Q4 24 | 8.2% | 67.0% | ||
| Q3 24 | 3.3% | 28.6% | ||
| Q2 24 | 9.5% | 31.1% | ||
| Q1 24 | 6.2% | 31.0% |
| Q4 25 | 4.1% | 17.9% | ||
| Q3 25 | 3.5% | 36.5% | ||
| Q2 25 | 9.8% | 49.3% | ||
| Q1 25 | 1.6% | 45.8% | ||
| Q4 24 | 6.1% | 66.4% | ||
| Q3 24 | 3.1% | 27.8% | ||
| Q2 24 | 7.2% | 22.4% | ||
| Q1 24 | 5.1% | 66.8% |
| Q4 25 | $0.11 | $1.24 | ||
| Q3 25 | $0.09 | $2.56 | ||
| Q2 25 | $0.25 | $3.44 | ||
| Q1 25 | $0.03 | $3.16 | ||
| Q4 24 | $0.15 | $4.00 | ||
| Q3 24 | $0.07 | $1.84 | ||
| Q2 24 | $0.16 | $1.45 | ||
| Q1 24 | $0.11 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $5.5B |
| Total Assets | $1.4B | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $76.2M | ||
| Q3 25 | $262.2M | $66.0M | ||
| Q2 25 | $234.8M | $58.7M | ||
| Q1 25 | $214.4M | $98.7M | ||
| Q4 24 | $197.5M | $66.8M | ||
| Q3 24 | $177.7M | $71.3M | ||
| Q2 24 | $174.2M | $55.2M | ||
| Q1 24 | $233.2M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
| Q4 25 | $418.2M | $5.5B | ||
| Q3 25 | $400.4M | $5.6B | ||
| Q2 25 | $385.6M | $5.6B | ||
| Q1 25 | $348.8M | $5.6B | ||
| Q4 24 | $343.7M | $5.5B | ||
| Q3 24 | $320.6M | $5.4B | ||
| Q2 24 | $309.3M | $5.5B | ||
| Q1 24 | $285.6M | $5.5B |
| Q4 25 | $1.4B | $13.2B | ||
| Q3 25 | $1.4B | $13.2B | ||
| Q2 25 | $1.3B | $13.2B | ||
| Q1 25 | $1.3B | $13.2B | ||
| Q4 24 | $1.2B | $12.9B | ||
| Q3 24 | $1.2B | $12.6B | ||
| Q2 24 | $1.2B | $12.5B | ||
| Q1 24 | $1.2B | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $-8.8M | — |
| FCF MarginFCF / Revenue | -2.4% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $1.1B | ||
| Q3 25 | $46.1M | $342.6M | ||
| Q2 25 | $34.9M | $216.1M | ||
| Q1 25 | $46.5M | $281.5M | ||
| Q4 24 | $31.7M | $1.1B | ||
| Q3 24 | $31.1M | $316.2M | ||
| Q2 24 | $47.5M | $218.9M | ||
| Q1 24 | $36.8M | $314.9M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | — | ||
| Q2 25 | $20.9M | — | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $13.0M | — | ||
| Q3 24 | $4.6M | — | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $10.9M | — |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 8.8% | — |
| Q4 25 | 0.62× | 12.53× | ||
| Q3 25 | 3.77× | 1.98× | ||
| Q2 25 | 1.00× | 0.93× | ||
| Q1 25 | 9.53× | 1.32× | ||
| Q4 24 | 1.49× | 3.54× | ||
| Q3 24 | 3.14× | 2.52× | ||
| Q2 24 | 2.14× | 2.21× | ||
| Q1 24 | 2.44× | 1.10× |
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% |
ESS
Segment breakdown not available.
