vs
Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Acushnet Holdings Corp. (GOLF). Click either name above to swap in a different company.
Acushnet Holdings Corp. is the larger business by last-quarter revenue ($477.2M vs $364.8M, roughly 1.3× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -7.3%, a 11.4% gap on every dollar of revenue. On growth, Acushnet Holdings Corp. posted the faster year-over-year revenue change (7.2% vs 5.1%). Arhaus, Inc. produced more free cash flow last quarter ($-8.8M vs $-23.3M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -17.9%).
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.
The Acushnet Company is an American company focused on the golf market. The company operates a series of brands that manufacture golf equipment, clothing and accessories.
ARHS vs GOLF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $477.2M |
| Net Profit | $15.1M | $-34.9M |
| Gross Margin | 38.1% | 44.1% |
| Operating Margin | 5.6% | -3.8% |
| Net Margin | 4.1% | -7.3% |
| Revenue YoY | 5.1% | 7.2% |
| Net Profit YoY | -29.1% | -3027.3% |
| 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.
| Q4 25 | $364.8M | $477.2M | ||
| Q3 25 | $344.6M | $657.7M | ||
| Q2 25 | $358.4M | $720.5M | ||
| Q1 25 | $311.4M | $703.4M | ||
| Q4 24 | $347.0M | $445.2M | ||
| Q3 24 | $319.1M | $620.5M | ||
| Q2 24 | $309.8M | $683.9M | ||
| Q1 24 | $295.2M | $707.6M |
| Q4 25 | $15.1M | $-34.9M | ||
| Q3 25 | $12.2M | $48.5M | ||
| Q2 25 | $35.1M | $75.6M | ||
| Q1 25 | $4.9M | $99.4M | ||
| Q4 24 | $21.3M | $-1.1M | ||
| Q3 24 | $9.9M | $56.2M | ||
| Q2 24 | $22.2M | $71.4M | ||
| Q1 24 | $15.1M | $87.8M |
| Q4 25 | 38.1% | 44.1% | ||
| Q3 25 | 38.7% | 48.5% | ||
| Q2 25 | 41.4% | 49.2% | ||
| Q1 25 | 37.1% | 47.9% | ||
| Q4 24 | 40.0% | 22.6% | ||
| Q3 24 | 38.6% | 54.4% | ||
| Q2 24 | 40.1% | 54.4% | ||
| Q1 24 | 39.0% | 53.4% |
| Q4 25 | 5.6% | -3.8% | ||
| Q3 25 | 4.8% | 14.1% | ||
| Q2 25 | 13.0% | 15.2% | ||
| Q1 25 | 1.7% | 16.3% | ||
| Q4 24 | 8.2% | -1.2% | ||
| Q3 24 | 3.3% | 13.2% | ||
| Q2 24 | 9.5% | 15.5% | ||
| Q1 24 | 6.2% | 17.2% |
| Q4 25 | 4.1% | -7.3% | ||
| Q3 25 | 3.5% | 7.4% | ||
| Q2 25 | 9.8% | 10.5% | ||
| Q1 25 | 1.6% | 14.1% | ||
| Q4 24 | 6.1% | -0.3% | ||
| Q3 24 | 3.1% | 9.1% | ||
| Q2 24 | 7.2% | 10.4% | ||
| Q1 24 | 5.1% | 12.4% |
| Q4 25 | $0.11 | $-0.57 | ||
| Q3 25 | $0.09 | $0.81 | ||
| Q2 25 | $0.25 | $1.25 | ||
| Q1 25 | $0.03 | $1.62 | ||
| Q4 24 | $0.15 | $0.02 | ||
| Q3 24 | $0.07 | $0.89 | ||
| Q2 24 | $0.16 | $1.11 | ||
| Q1 24 | $0.11 | $1.35 |
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 | — | $926.2M |
| Stockholders' EquityBook value | $418.2M | $783.6M |
| Total Assets | $1.4B | $2.3B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | — | ||
| Q2 25 | $234.8M | — | ||
| Q1 25 | $214.4M | — | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | — | ||
| Q2 24 | $174.2M | — | ||
| Q1 24 | $233.2M | — |
| Q4 25 | — | $926.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $753.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $418.2M | $783.6M | ||
| Q3 25 | $400.4M | $852.3M | ||
| Q2 25 | $385.6M | $808.5M | ||
| Q1 25 | $348.8M | $780.3M | ||
| Q4 24 | $343.7M | $765.2M | ||
| Q3 24 | $320.6M | $863.9M | ||
| Q2 24 | $309.3M | $863.7M | ||
| Q1 24 | $285.6M | $883.7M |
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $1.2B | $2.3B | ||
| Q1 24 | $1.2B | $2.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-338.0K |
| Free Cash FlowOCF − Capex | $-8.8M | $-23.3M |
| FCF MarginFCF / Revenue | -2.4% | -4.9% |
| Capex IntensityCapex / Revenue | 5.0% | 4.8% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $120.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $-338.0K | ||
| Q3 25 | $46.1M | $163.1M | ||
| Q2 25 | $34.9M | $151.9M | ||
| Q1 25 | $46.5M | $-120.3M | ||
| Q4 24 | $31.7M | $-1.1M | ||
| Q3 24 | $31.1M | $144.1M | ||
| Q2 24 | $47.5M | $211.6M | ||
| Q1 24 | $36.8M | $-109.5M |
| Q4 25 | $-8.8M | $-23.3M | ||
| Q3 25 | $28.0M | $136.9M | ||
| Q2 25 | $20.9M | $138.0M | ||
| Q1 25 | $18.9M | $-131.5M | ||
| Q4 24 | $13.0M | $-33.2M | ||
| Q3 24 | $4.6M | $123.7M | ||
| Q2 24 | $11.3M | $196.8M | ||
| Q1 24 | $10.9M | $-116.8M |
| Q4 25 | -2.4% | -4.9% | ||
| Q3 25 | 8.1% | 20.8% | ||
| Q2 25 | 5.8% | 19.2% | ||
| Q1 25 | 6.1% | -18.7% | ||
| Q4 24 | 3.7% | -7.5% | ||
| Q3 24 | 1.4% | 19.9% | ||
| Q2 24 | 3.6% | 28.8% | ||
| Q1 24 | 3.7% | -16.5% |
| Q4 25 | 5.0% | 4.8% | ||
| Q3 25 | 5.3% | 4.0% | ||
| Q2 25 | 3.9% | 1.9% | ||
| Q1 25 | 8.9% | 1.6% | ||
| Q4 24 | 5.4% | 7.2% | ||
| Q3 24 | 8.3% | 3.3% | ||
| Q2 24 | 11.7% | 2.2% | ||
| Q1 24 | 8.8% | 1.0% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 3.36× | ||
| Q2 25 | 1.00× | 2.01× | ||
| Q1 25 | 9.53× | -1.21× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 2.56× | ||
| Q2 24 | 2.14× | 2.96× | ||
| Q1 24 | 2.44× | -1.25× |
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% |
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
