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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $188.4M, roughly 1.9× FTAI Infrastructure Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -79.7%, a 83.9% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (95.9% vs 5.1%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (49.0% 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.
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
ARHS vs FIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $188.4M |
| Net Profit | $15.1M | $-150.2M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | — |
| Net Margin | 4.1% | -79.7% |
| Revenue YoY | 5.1% | 95.9% |
| Net Profit YoY | -29.1% | -387.6% |
| EPS (diluted) | $0.11 | $-1.32 |
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.
| Q1 26 | — | $188.4M | ||
| Q4 25 | $364.8M | $143.5M | ||
| Q3 25 | $344.6M | $140.6M | ||
| Q2 25 | $358.4M | $122.3M | ||
| Q1 25 | $311.4M | $96.2M | ||
| Q4 24 | $347.0M | $80.8M | ||
| Q3 24 | $319.1M | $83.3M | ||
| Q2 24 | $309.8M | $84.9M |
| Q1 26 | — | $-150.2M | ||
| Q4 25 | $15.1M | $-97.7M | ||
| Q3 25 | $12.2M | $-104.5M | ||
| Q2 25 | $35.1M | $-70.0M | ||
| Q1 25 | $4.9M | $120.2M | ||
| Q4 24 | $21.3M | $-124.7M | ||
| Q3 24 | $9.9M | $-43.0M | ||
| Q2 24 | $22.2M | $-48.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 5.6% | -45.7% | ||
| Q3 25 | 4.8% | -70.8% | ||
| Q2 25 | 13.0% | -56.4% | ||
| Q1 25 | 1.7% | 81.8% | ||
| Q4 24 | 8.2% | -152.7% | ||
| Q3 24 | 3.3% | -51.7% | ||
| Q2 24 | 9.5% | -56.4% |
| Q1 26 | — | -79.7% | ||
| Q4 25 | 4.1% | -68.1% | ||
| Q3 25 | 3.5% | -74.4% | ||
| Q2 25 | 9.8% | -57.2% | ||
| Q1 25 | 1.6% | 125.0% | ||
| Q4 24 | 6.1% | -154.4% | ||
| Q3 24 | 3.1% | -51.6% | ||
| Q2 24 | 7.2% | -56.7% |
| Q1 26 | — | $-1.32 | ||
| Q4 25 | $0.11 | $-1.04 | ||
| Q3 25 | $0.09 | $-1.38 | ||
| Q2 25 | $0.25 | $-0.73 | ||
| Q1 25 | $0.03 | $0.89 | ||
| Q4 24 | $0.15 | $-1.21 | ||
| Q3 24 | $0.07 | $-0.45 | ||
| Q2 24 | $0.16 | $-0.52 |
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 | $37.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $-122.5K |
| Total Assets | $1.4B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $37.9M | ||
| Q4 25 | $253.4M | $57.4M | ||
| Q3 25 | $262.2M | $34.7M | ||
| Q2 25 | $234.8M | $33.6M | ||
| Q1 25 | $214.4M | $26.3M | ||
| Q4 24 | $197.5M | $27.8M | ||
| Q3 24 | $177.7M | $20.3M | ||
| Q2 24 | $174.2M | $33.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B |
| Q1 26 | — | $-122.5K | ||
| Q4 25 | $418.2M | $21.3M | ||
| Q3 25 | $400.4M | $181.1M | ||
| Q2 25 | $385.6M | $375.5M | ||
| Q1 25 | $348.8M | $476.2M | ||
| Q4 24 | $343.7M | $202.7M | ||
| Q3 24 | $320.6M | $370.8M | ||
| Q2 24 | $309.3M | $394.8M |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $1.4B | $5.7B | ||
| Q3 25 | $1.4B | $5.5B | ||
| Q2 25 | $1.3B | $4.4B | ||
| Q1 25 | $1.3B | $4.1B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× |
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 | $-69.4M |
| Free Cash FlowOCF − Capex | $-8.8M | — |
| FCF MarginFCF / Revenue | -2.4% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $9.3M | $-2.8M | ||
| Q3 25 | $46.1M | $-24.4M | ||
| Q2 25 | $34.9M | $-5.2M | ||
| Q1 25 | $46.5M | $-85.7M | ||
| Q4 24 | $31.7M | $-8.1M | ||
| Q3 24 | $31.1M | $14.2M | ||
| Q2 24 | $47.5M | $-17.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | $-68.6M | ||
| Q3 25 | $28.0M | $-90.7M | ||
| Q2 25 | $20.9M | $-87.5M | ||
| Q1 25 | $18.9M | $-151.7M | ||
| Q4 24 | $13.0M | $-34.3M | ||
| Q3 24 | $4.6M | $-11.7M | ||
| Q2 24 | $11.3M | $-32.1M |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | -47.8% | ||
| Q3 25 | 8.1% | -64.5% | ||
| Q2 25 | 5.8% | -71.6% | ||
| Q1 25 | 6.1% | -157.7% | ||
| Q4 24 | 3.7% | -42.4% | ||
| Q3 24 | 1.4% | -14.0% | ||
| Q2 24 | 3.6% | -37.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 45.9% | ||
| Q3 25 | 5.3% | 47.2% | ||
| Q2 25 | 3.9% | 67.3% | ||
| Q1 25 | 8.9% | 68.6% | ||
| Q4 24 | 5.4% | 32.5% | ||
| Q3 24 | 8.3% | 31.1% | ||
| Q2 24 | 11.7% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | -0.71× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | — |
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% |
FIP
Segment breakdown not available.
