vs
Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $364.8M, roughly 1.2× Arhaus, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 4.1%, a 5.0% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 5.1%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -8.8%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ARHS vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $451.0M |
| Net Profit | $15.1M | $41.0M |
| Gross Margin | 38.1% | 55.0% |
| Operating Margin | 5.6% | — |
| Net Margin | 4.1% | 9.1% |
| Revenue YoY | 5.1% | 5.9% |
| Net Profit YoY | -29.1% | 10.8% |
| EPS (diluted) | $0.11 | $0.57 |
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 | — | $451.0M | ||
| Q4 25 | $364.8M | $432.0M | ||
| Q3 25 | $344.6M | $618.0M | ||
| Q2 25 | $358.4M | $617.0M | ||
| Q1 25 | $311.4M | $426.0M | ||
| Q4 24 | $347.0M | $383.0M | ||
| Q3 24 | $319.1M | $540.0M | ||
| Q2 24 | $309.8M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $15.1M | $1.0M | ||
| Q3 25 | $12.2M | $106.0M | ||
| Q2 25 | $35.1M | $111.0M | ||
| Q1 25 | $4.9M | $37.0M | ||
| Q4 24 | $21.3M | $9.0M | ||
| Q3 24 | $9.9M | $100.0M | ||
| Q2 24 | $22.2M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 38.1% | 49.3% | ||
| Q3 25 | 38.7% | 57.1% | ||
| Q2 25 | 41.4% | 57.7% | ||
| Q1 25 | 37.1% | 55.2% | ||
| Q4 24 | 40.0% | 48.0% | ||
| Q3 24 | 38.6% | 56.7% | ||
| Q2 24 | 40.1% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 0.5% | ||
| Q3 25 | 4.8% | 23.0% | ||
| Q2 25 | 13.0% | 23.7% | ||
| Q1 25 | 1.7% | 11.3% | ||
| Q4 24 | 8.2% | 1.6% | ||
| Q3 24 | 3.3% | 24.8% | ||
| Q2 24 | 9.5% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 4.1% | 0.2% | ||
| Q3 25 | 3.5% | 17.2% | ||
| Q2 25 | 9.8% | 18.0% | ||
| Q1 25 | 1.6% | 8.7% | ||
| Q4 24 | 6.1% | 2.3% | ||
| Q3 24 | 3.1% | 18.5% | ||
| Q2 24 | 7.2% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.11 | $0.03 | ||
| Q3 25 | $0.09 | $1.42 | ||
| Q2 25 | $0.25 | $1.48 | ||
| Q1 25 | $0.03 | $0.49 | ||
| Q4 24 | $0.15 | $0.10 | ||
| Q3 24 | $0.07 | $1.30 | ||
| Q2 24 | $0.16 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $418.2M | $230.0M |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $253.4M | $566.0M | ||
| Q3 25 | $262.2M | $563.0M | ||
| Q2 25 | $234.8M | $562.0M | ||
| Q1 25 | $214.4M | $506.0M | ||
| Q4 24 | $197.5M | $436.0M | ||
| Q3 24 | $177.7M | $375.0M | ||
| Q2 24 | $174.2M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $418.2M | $242.0M | ||
| Q3 25 | $400.4M | $316.0M | ||
| Q2 25 | $385.6M | $254.0M | ||
| Q1 25 | $348.8M | $198.0M | ||
| Q4 24 | $343.7M | $239.0M | ||
| Q3 24 | $320.6M | $261.0M | ||
| Q2 24 | $309.3M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | $114.0M |
| FCF MarginFCF / Revenue | -2.4% | 25.3% |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.3M | $101.0M | ||
| Q3 25 | $46.1M | $64.0M | ||
| Q2 25 | $34.9M | $127.0M | ||
| Q1 25 | $46.5M | $124.0M | ||
| Q4 24 | $31.7M | $58.0M | ||
| Q3 24 | $31.1M | $25.0M | ||
| Q2 24 | $47.5M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $-8.8M | $95.0M | ||
| Q3 25 | $28.0M | $58.0M | ||
| Q2 25 | $20.9M | $120.0M | ||
| Q1 25 | $18.9M | $117.0M | ||
| Q4 24 | $13.0M | $50.0M | ||
| Q3 24 | $4.6M | $16.0M | ||
| Q2 24 | $11.3M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | -2.4% | 22.0% | ||
| Q3 25 | 8.1% | 9.4% | ||
| Q2 25 | 5.8% | 19.4% | ||
| Q1 25 | 6.1% | 27.5% | ||
| Q4 24 | 3.7% | 13.1% | ||
| Q3 24 | 1.4% | 3.0% | ||
| Q2 24 | 3.6% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 1.4% | ||
| Q3 25 | 5.3% | 1.0% | ||
| Q2 25 | 3.9% | 1.1% | ||
| Q1 25 | 8.9% | 1.6% | ||
| Q4 24 | 5.4% | 2.1% | ||
| Q3 24 | 8.3% | 1.7% | ||
| Q2 24 | 11.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | 101.00× | ||
| Q3 25 | 3.77× | 0.60× | ||
| Q2 25 | 1.00× | 1.14× | ||
| Q1 25 | 9.53× | 3.35× | ||
| Q4 24 | 1.49× | 6.44× | ||
| Q3 24 | 3.14× | 0.25× | ||
| Q2 24 | 2.14× | 1.12× |
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% |
FTDR
Segment breakdown not available.
