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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and FOX FACTORY HOLDING CORP (FOXF). Click either name above to swap in a different company.
FOX FACTORY HOLDING CORP is the larger business by last-quarter revenue ($376.4M vs $364.8M, roughly 1.0× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -0.2%, a 4.3% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 4.8%). FOX FACTORY HOLDING CORP produced more free cash flow last quarter ($-2.5M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 6.4%).
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.
Fox Factory Holding Corp. is an American company best known for their Fox Racing Shox brand of off-road racing suspension components.
ARHS vs FOXF — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $376.4M |
| Net Profit | $15.1M | $-634.0K |
| Gross Margin | 38.1% | 30.4% |
| Operating Margin | 5.6% | 4.0% |
| Net Margin | 4.1% | -0.2% |
| Revenue YoY | 5.1% | 4.8% |
| Net Profit YoY | -29.1% | -113.3% |
| EPS (diluted) | $0.11 | $-0.02 |
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 | $376.4M | ||
| Q3 25 | $344.6M | $374.9M | ||
| Q2 25 | $358.4M | $355.0M | ||
| Q1 25 | $311.4M | $352.8M | ||
| Q4 24 | $347.0M | — | ||
| Q3 24 | $319.1M | $359.1M | ||
| Q2 24 | $309.8M | $348.5M | ||
| Q1 24 | $295.2M | $333.5M |
| Q4 25 | $15.1M | $-634.0K | ||
| Q3 25 | $12.2M | $2.7M | ||
| Q2 25 | $35.1M | $-259.7M | ||
| Q1 25 | $4.9M | $-141.0K | ||
| Q4 24 | $21.3M | — | ||
| Q3 24 | $9.9M | $4.8M | ||
| Q2 24 | $22.2M | $5.4M | ||
| Q1 24 | $15.1M | $-3.5M |
| Q4 25 | 38.1% | 30.4% | ||
| Q3 25 | 38.7% | 31.2% | ||
| Q2 25 | 41.4% | 30.9% | ||
| Q1 25 | 37.1% | 28.9% | ||
| Q4 24 | 40.0% | — | ||
| Q3 24 | 38.6% | 29.9% | ||
| Q2 24 | 40.1% | 31.8% | ||
| Q1 24 | 39.0% | 30.9% |
| Q4 25 | 5.6% | 4.0% | ||
| Q3 25 | 4.8% | 4.9% | ||
| Q2 25 | 13.0% | -70.6% | ||
| Q1 25 | 1.7% | 3.2% | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 3.3% | 5.2% | ||
| Q2 24 | 9.5% | 5.3% | ||
| Q1 24 | 6.2% | 2.7% |
| Q4 25 | 4.1% | -0.2% | ||
| Q3 25 | 3.5% | 0.7% | ||
| Q2 25 | 9.8% | -73.1% | ||
| Q1 25 | 1.6% | -0.0% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 3.1% | 1.3% | ||
| Q2 24 | 7.2% | 1.6% | ||
| Q1 24 | 5.1% | -1.0% |
| Q4 25 | $0.11 | $-0.02 | ||
| Q3 25 | $0.09 | $0.07 | ||
| Q2 25 | $0.25 | $-6.23 | ||
| Q1 25 | $0.03 | $0.00 | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.07 | $0.11 | ||
| Q2 24 | $0.16 | $0.13 | ||
| Q1 24 | $0.11 | $-0.08 |
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 | — | $536.7M |
| Stockholders' EquityBook value | $418.2M | $956.0M |
| Total Assets | $1.4B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | — | ||
| Q2 25 | $234.8M | — | ||
| Q1 25 | $214.4M | $71.7M | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | — | ||
| Q2 24 | $174.2M | — | ||
| Q1 24 | $233.2M | — |
| Q4 25 | — | $536.7M | ||
| Q3 25 | — | $541.8M | ||
| Q2 25 | — | $546.9M | ||
| Q1 25 | — | $552.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $558.4M | ||
| Q2 24 | — | $564.1M | ||
| Q1 24 | — | $370.4M |
| Q4 25 | $418.2M | $956.0M | ||
| Q3 25 | $400.4M | $958.7M | ||
| Q2 25 | $385.6M | $939.9M | ||
| Q1 25 | $348.8M | $1.2B | ||
| Q4 24 | $343.7M | — | ||
| Q3 24 | $320.6M | $1.2B | ||
| Q2 24 | $309.3M | $1.2B | ||
| Q1 24 | $285.6M | $1.2B |
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $1.2B | $2.3B | ||
| Q1 24 | $1.2B | $2.2B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.31× |
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 | $5.3M |
| Free Cash FlowOCF − Capex | $-8.8M | $-2.5M |
| FCF MarginFCF / Revenue | -2.4% | -0.7% |
| Capex IntensityCapex / Revenue | 5.0% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $85.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $5.3M | ||
| Q3 25 | $46.1M | $36.8M | ||
| Q2 25 | $34.9M | $680.0K | ||
| Q1 25 | $46.5M | $81.7M | ||
| Q4 24 | $31.7M | — | ||
| Q3 24 | $31.1M | $14.1M | ||
| Q2 24 | $47.5M | $26.7M | ||
| Q1 24 | $36.8M | $9.4M |
| Q4 25 | $-8.8M | $-2.5M | ||
| Q3 25 | $28.0M | $24.6M | ||
| Q2 25 | $20.9M | $-6.5M | ||
| Q1 25 | $18.9M | $69.8M | ||
| Q4 24 | $13.0M | — | ||
| Q3 24 | $4.6M | $3.2M | ||
| Q2 24 | $11.3M | $15.4M | ||
| Q1 24 | $10.9M | $-555.0K |
| Q4 25 | -2.4% | -0.7% | ||
| Q3 25 | 8.1% | 6.6% | ||
| Q2 25 | 5.8% | -1.8% | ||
| Q1 25 | 6.1% | 19.8% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | 0.9% | ||
| Q2 24 | 3.6% | 4.4% | ||
| Q1 24 | 3.7% | -0.2% |
| Q4 25 | 5.0% | 2.1% | ||
| Q3 25 | 5.3% | 3.3% | ||
| Q2 25 | 3.9% | 2.0% | ||
| Q1 25 | 8.9% | 3.4% | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | 3.0% | ||
| Q2 24 | 11.7% | 3.2% | ||
| Q1 24 | 8.8% | 3.0% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 13.41× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 2.94× | ||
| Q2 24 | 2.14× | 4.94× | ||
| Q1 24 | 2.44× | — |
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% |
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
