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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and GRACO INC (GGG). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $364.8M, roughly 1.6× Arhaus, Inc.). GRACO INC runs the higher net margin — 22.3% vs 4.1%, a 18.2% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 5.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 9.8%).
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.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
ARHS vs GGG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $593.2M |
| Net Profit | $15.1M | $132.5M |
| Gross Margin | 38.1% | 51.7% |
| Operating Margin | 5.6% | 26.7% |
| Net Margin | 4.1% | 22.3% |
| Revenue YoY | 5.1% | 8.1% |
| Net Profit YoY | -29.1% | 21.9% |
| EPS (diluted) | $0.11 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $344.6M | $543.4M | ||
| Q2 25 | $358.4M | $571.8M | ||
| Q1 25 | $311.4M | $528.3M | ||
| Q4 24 | $347.0M | $548.7M | ||
| Q3 24 | $319.1M | $519.2M | ||
| Q2 24 | $309.8M | $553.2M | ||
| Q1 24 | $295.2M | $492.2M |
| Q4 25 | $15.1M | $132.5M | ||
| Q3 25 | $12.2M | $137.6M | ||
| Q2 25 | $35.1M | $127.6M | ||
| Q1 25 | $4.9M | $124.1M | ||
| Q4 24 | $21.3M | $108.7M | ||
| Q3 24 | $9.9M | $122.2M | ||
| Q2 24 | $22.2M | $133.0M | ||
| Q1 24 | $15.1M | $122.2M |
| Q4 25 | 38.1% | 51.7% | ||
| Q3 25 | 38.7% | 53.2% | ||
| Q2 25 | 41.4% | 52.4% | ||
| Q1 25 | 37.1% | 52.6% | ||
| Q4 24 | 40.0% | 50.9% | ||
| Q3 24 | 38.6% | 53.2% | ||
| Q2 24 | 40.1% | 54.4% | ||
| Q1 24 | 39.0% | 54.1% |
| Q4 25 | 5.6% | 26.7% | ||
| Q3 25 | 4.8% | 30.3% | ||
| Q2 25 | 13.0% | 27.5% | ||
| Q1 25 | 1.7% | 27.3% | ||
| Q4 24 | 8.2% | 23.7% | ||
| Q3 24 | 3.3% | 28.1% | ||
| Q2 24 | 9.5% | 29.2% | ||
| Q1 24 | 6.2% | 27.0% |
| Q4 25 | 4.1% | 22.3% | ||
| Q3 25 | 3.5% | 25.3% | ||
| Q2 25 | 9.8% | 22.3% | ||
| Q1 25 | 1.6% | 23.5% | ||
| Q4 24 | 6.1% | 19.8% | ||
| Q3 24 | 3.1% | 23.5% | ||
| Q2 24 | 7.2% | 24.0% | ||
| Q1 24 | 5.1% | 24.8% |
| Q4 25 | $0.11 | $0.78 | ||
| Q3 25 | $0.09 | $0.82 | ||
| Q2 25 | $0.25 | $0.76 | ||
| Q1 25 | $0.03 | $0.72 | ||
| Q4 24 | $0.15 | $0.63 | ||
| Q3 24 | $0.07 | $0.71 | ||
| Q2 24 | $0.16 | $0.77 | ||
| Q1 24 | $0.11 | $0.71 |
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 | $624.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $2.7B |
| Total Assets | $1.4B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $624.1M | ||
| Q3 25 | $262.2M | $618.7M | ||
| Q2 25 | $234.8M | $534.9M | ||
| Q1 25 | $214.4M | $536.1M | ||
| Q4 24 | $197.5M | $675.3M | ||
| Q3 24 | $177.7M | $764.5M | ||
| Q2 24 | $174.2M | $666.0M | ||
| Q1 24 | $233.2M | $622.7M |
| Q4 25 | $418.2M | $2.7B | ||
| Q3 25 | $400.4M | $2.6B | ||
| Q2 25 | $385.6M | $2.5B | ||
| Q1 25 | $348.8M | $2.5B | ||
| Q4 24 | $343.7M | $2.6B | ||
| Q3 24 | $320.6M | $2.5B | ||
| Q2 24 | $309.3M | $2.4B | ||
| Q1 24 | $285.6M | $2.3B |
| Q4 25 | $1.4B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.0B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $3.1B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $2.9B | ||
| Q1 24 | $1.2B | $2.8B |
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 | $196.3M |
| Free Cash FlowOCF − Capex | $-8.8M | $184.3M |
| FCF MarginFCF / Revenue | -2.4% | 31.1% |
| Capex IntensityCapex / Revenue | 5.0% | 2.0% |
| Cash ConversionOCF / Net Profit | 0.62× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $196.3M | ||
| Q3 25 | $46.1M | $179.2M | ||
| Q2 25 | $34.9M | $182.7M | ||
| Q1 25 | $46.5M | $125.4M | ||
| Q4 24 | $31.7M | $185.2M | ||
| Q3 24 | $31.1M | $178.6M | ||
| Q2 24 | $47.5M | $139.0M | ||
| Q1 24 | $36.8M | $118.9M |
| Q4 25 | $-8.8M | $184.3M | ||
| Q3 25 | $28.0M | $175.7M | ||
| Q2 25 | $20.9M | $163.1M | ||
| Q1 25 | $18.9M | $114.8M | ||
| Q4 24 | $13.0M | $171.3M | ||
| Q3 24 | $4.6M | $159.2M | ||
| Q2 24 | $11.3M | $102.7M | ||
| Q1 24 | $10.9M | $81.7M |
| Q4 25 | -2.4% | 31.1% | ||
| Q3 25 | 8.1% | 32.3% | ||
| Q2 25 | 5.8% | 28.5% | ||
| Q1 25 | 6.1% | 21.7% | ||
| Q4 24 | 3.7% | 31.2% | ||
| Q3 24 | 1.4% | 30.7% | ||
| Q2 24 | 3.6% | 18.6% | ||
| Q1 24 | 3.7% | 16.6% |
| Q4 25 | 5.0% | 2.0% | ||
| Q3 25 | 5.3% | 0.6% | ||
| Q2 25 | 3.9% | 3.4% | ||
| Q1 25 | 8.9% | 2.0% | ||
| Q4 24 | 5.4% | 2.5% | ||
| Q3 24 | 8.3% | 3.7% | ||
| Q2 24 | 11.7% | 6.6% | ||
| Q1 24 | 8.8% | 7.6% |
| Q4 25 | 0.62× | 1.48× | ||
| Q3 25 | 3.77× | 1.30× | ||
| Q2 25 | 1.00× | 1.43× | ||
| Q1 25 | 9.53× | 1.01× | ||
| Q4 24 | 1.49× | 1.70× | ||
| Q3 24 | 3.14× | 1.46× | ||
| Q2 24 | 2.14× | 1.05× | ||
| Q1 24 | 2.44× | 0.97× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
