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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Federal Realty Investment Trust (FRT). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $336.0M, roughly 1.1× Federal Realty Investment Trust). Federal Realty Investment Trust runs the higher net margin — 38.6% vs 4.1%, a 34.5% gap on every dollar of revenue. On growth, Federal Realty Investment Trust posted the faster year-over-year revenue change (8.7% vs 5.1%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 6.5%).
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.
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
ARHS vs FRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $336.0M |
| Net Profit | $15.1M | $129.7M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 53.8% |
| Net Margin | 4.1% | 38.6% |
| Revenue YoY | 5.1% | 8.7% |
| Net Profit YoY | -29.1% | 103.5% |
| EPS (diluted) | $0.11 | $1.49 |
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 | — | $336.0M | ||
| Q4 25 | $364.8M | $336.0M | ||
| Q3 25 | $344.6M | $322.3M | ||
| Q2 25 | $358.4M | $311.5M | ||
| Q1 25 | $311.4M | $309.2M | ||
| Q4 24 | $347.0M | $311.4M | ||
| Q3 24 | $319.1M | $303.6M | ||
| Q2 24 | $309.8M | $296.1M |
| Q1 26 | — | $129.7M | ||
| Q4 25 | $15.1M | $129.7M | ||
| Q3 25 | $12.2M | $61.6M | ||
| Q2 25 | $35.1M | $155.9M | ||
| Q1 25 | $4.9M | $63.8M | ||
| Q4 24 | $21.3M | $65.5M | ||
| Q3 24 | $9.9M | $61.0M | ||
| Q2 24 | $22.2M | $112.0M |
| 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 | — | 53.8% | ||
| Q4 25 | 5.6% | 53.8% | ||
| Q3 25 | 4.8% | 34.3% | ||
| Q2 25 | 13.0% | 65.1% | ||
| Q1 25 | 1.7% | 35.0% | ||
| Q4 24 | 8.2% | 35.1% | ||
| Q3 24 | 3.3% | 34.9% | ||
| Q2 24 | 9.5% | 53.0% |
| Q1 26 | — | 38.6% | ||
| Q4 25 | 4.1% | 38.6% | ||
| Q3 25 | 3.5% | 19.1% | ||
| Q2 25 | 9.8% | 50.0% | ||
| Q1 25 | 1.6% | 20.6% | ||
| Q4 24 | 6.1% | 21.0% | ||
| Q3 24 | 3.1% | 20.1% | ||
| Q2 24 | 7.2% | 37.8% |
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.11 | $1.49 | ||
| Q3 25 | $0.09 | $0.69 | ||
| Q2 25 | $0.25 | $1.78 | ||
| Q1 25 | $0.03 | $0.72 | ||
| Q4 24 | $0.15 | $0.74 | ||
| Q3 24 | $0.07 | $0.70 | ||
| Q2 24 | $0.16 | $1.32 |
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 | $107.4M |
| Total DebtLower is stronger | — | $5.0B |
| Stockholders' EquityBook value | $418.2M | $3.2B |
| Total Assets | $1.4B | $9.1B |
| Debt / EquityLower = less leverage | — | 1.53× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $107.4M | ||
| Q4 25 | $253.4M | $107.4M | ||
| Q3 25 | $262.2M | $111.3M | ||
| Q2 25 | $234.8M | $177.0M | ||
| Q1 25 | $214.4M | $109.2M | ||
| Q4 24 | $197.5M | $123.4M | ||
| Q3 24 | $177.7M | $97.0M | ||
| Q2 24 | $174.2M | $103.2M |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $418.2M | $3.2B | ||
| Q3 25 | $400.4M | $3.2B | ||
| Q2 25 | $385.6M | $3.2B | ||
| Q1 25 | $348.8M | $3.2B | ||
| Q4 24 | $343.7M | $3.2B | ||
| Q3 24 | $320.6M | $3.1B | ||
| Q2 24 | $309.3M | $3.0B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $9.1B | ||
| Q3 25 | $1.4B | $8.9B | ||
| Q2 25 | $1.3B | $8.6B | ||
| Q1 25 | $1.3B | $8.6B | ||
| Q4 24 | $1.2B | $8.5B | ||
| Q3 24 | $1.2B | $8.5B | ||
| Q2 24 | $1.2B | $8.4B |
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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 | — | — | ||
| Q4 25 | $9.3M | $622.4M | ||
| Q3 25 | $46.1M | $147.8M | ||
| Q2 25 | $34.9M | $150.7M | ||
| Q1 25 | $46.5M | $179.0M | ||
| Q4 24 | $31.7M | $574.6M | ||
| Q3 24 | $31.1M | $144.1M | ||
| Q2 24 | $47.5M | $169.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 0.62× | 4.80× | ||
| Q3 25 | 3.77× | 2.40× | ||
| Q2 25 | 1.00× | 0.97× | ||
| Q1 25 | 9.53× | 2.81× | ||
| Q4 24 | 1.49× | 8.77× | ||
| Q3 24 | 3.14× | 2.36× | ||
| Q2 24 | 2.14× | 1.52× |
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% |
FRT
Segment breakdown not available.
