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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $208.9M, roughly 1.7× iRhythm Holdings, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 2.7%, a 1.5% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 5.1%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-8.8M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 11.2%).
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.
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
ARHS vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $208.9M |
| Net Profit | $15.1M | $5.6M |
| Gross Margin | 38.1% | 70.9% |
| Operating Margin | 5.6% | 1.1% |
| Net Margin | 4.1% | 2.7% |
| Revenue YoY | 5.1% | 27.1% |
| Net Profit YoY | -29.1% | 518.5% |
| EPS (diluted) | $0.11 | $0.18 |
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 | $208.9M | ||
| Q3 25 | $344.6M | $192.9M | ||
| Q2 25 | $358.4M | $186.7M | ||
| Q1 25 | $311.4M | $158.7M | ||
| Q4 24 | $347.0M | $164.3M | ||
| Q3 24 | $319.1M | $147.5M | ||
| Q2 24 | $309.8M | $148.0M | ||
| Q1 24 | $295.2M | $131.9M |
| Q4 25 | $15.1M | $5.6M | ||
| Q3 25 | $12.2M | $-5.2M | ||
| Q2 25 | $35.1M | $-14.2M | ||
| Q1 25 | $4.9M | $-30.7M | ||
| Q4 24 | $21.3M | $-1.3M | ||
| Q3 24 | $9.9M | $-46.2M | ||
| Q2 24 | $22.2M | $-20.1M | ||
| Q1 24 | $15.1M | $-45.7M |
| Q4 25 | 38.1% | 70.9% | ||
| Q3 25 | 38.7% | 71.1% | ||
| Q2 25 | 41.4% | 71.2% | ||
| Q1 25 | 37.1% | 68.8% | ||
| Q4 24 | 40.0% | 70.0% | ||
| Q3 24 | 38.6% | 68.8% | ||
| Q2 24 | 40.1% | 69.9% | ||
| Q1 24 | 39.0% | 66.3% |
| Q4 25 | 5.6% | 1.1% | ||
| Q3 25 | 4.8% | -4.4% | ||
| Q2 25 | 13.0% | -10.0% | ||
| Q1 25 | 1.7% | -20.5% | ||
| Q4 24 | 8.2% | -2.5% | ||
| Q3 24 | 3.3% | -34.1% | ||
| Q2 24 | 9.5% | -15.5% | ||
| Q1 24 | 6.2% | -28.9% |
| Q4 25 | 4.1% | 2.7% | ||
| Q3 25 | 3.5% | -2.7% | ||
| Q2 25 | 9.8% | -7.6% | ||
| Q1 25 | 1.6% | -19.3% | ||
| Q4 24 | 6.1% | -0.8% | ||
| Q3 24 | 3.1% | -31.3% | ||
| Q2 24 | 7.2% | -13.6% | ||
| Q1 24 | 5.1% | -34.6% |
| Q4 25 | $0.11 | $0.18 | ||
| Q3 25 | $0.09 | $-0.16 | ||
| Q2 25 | $0.25 | $-0.44 | ||
| Q1 25 | $0.03 | $-0.97 | ||
| Q4 24 | $0.15 | $-0.03 | ||
| Q3 24 | $0.07 | $-1.48 | ||
| Q2 24 | $0.16 | $-0.65 | ||
| Q1 24 | $0.11 | $-1.47 |
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 | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $152.7M |
| Total Assets | $1.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $583.8M | ||
| Q3 25 | $262.2M | $565.2M | ||
| Q2 25 | $234.8M | $545.5M | ||
| Q1 25 | $214.4M | $520.6M | ||
| Q4 24 | $197.5M | $535.6M | ||
| Q3 24 | $177.7M | $522.0M | ||
| Q2 24 | $174.2M | $561.5M | ||
| Q1 24 | $233.2M | $569.1M |
| Q4 25 | $418.2M | $152.7M | ||
| Q3 25 | $400.4M | $121.9M | ||
| Q2 25 | $385.6M | $103.7M | ||
| Q1 25 | $348.8M | $86.7M | ||
| Q4 24 | $343.7M | $90.9M | ||
| Q3 24 | $320.6M | $71.8M | ||
| Q2 24 | $309.3M | $99.2M | ||
| Q1 24 | $285.6M | $90.3M |
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $995.2M | ||
| Q2 25 | $1.3B | $964.0M | ||
| Q1 25 | $1.3B | $926.1M | ||
| Q4 24 | $1.2B | $931.4M | ||
| Q3 24 | $1.2B | $909.7M | ||
| Q2 24 | $1.2B | $919.2M | ||
| Q1 24 | $1.2B | $909.8M |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $-8.8M | $14.5M |
| FCF MarginFCF / Revenue | -2.4% | 6.9% |
| Capex IntensityCapex / Revenue | 5.0% | 5.6% |
| Cash ConversionOCF / Net Profit | 0.62× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $26.2M | ||
| Q3 25 | $46.1M | $34.9M | ||
| Q2 25 | $34.9M | $27.7M | ||
| Q1 25 | $46.5M | $-7.9M | ||
| Q4 24 | $31.7M | $19.2M | ||
| Q3 24 | $31.1M | $24.3M | ||
| Q2 24 | $47.5M | $11.8M | ||
| Q1 24 | $36.8M | $-52.0M |
| Q4 25 | $-8.8M | $14.5M | ||
| Q3 25 | $28.0M | $20.1M | ||
| Q2 25 | $20.9M | $17.3M | ||
| Q1 25 | $18.9M | $-17.3M | ||
| Q4 24 | $13.0M | $12.4M | ||
| Q3 24 | $4.6M | $15.5M | ||
| Q2 24 | $11.3M | $3.4M | ||
| Q1 24 | $10.9M | $-61.8M |
| Q4 25 | -2.4% | 6.9% | ||
| Q3 25 | 8.1% | 10.4% | ||
| Q2 25 | 5.8% | 9.3% | ||
| Q1 25 | 6.1% | -10.9% | ||
| Q4 24 | 3.7% | 7.5% | ||
| Q3 24 | 1.4% | 10.5% | ||
| Q2 24 | 3.6% | 2.3% | ||
| Q1 24 | 3.7% | -46.8% |
| Q4 25 | 5.0% | 5.6% | ||
| Q3 25 | 5.3% | 7.7% | ||
| Q2 25 | 3.9% | 5.6% | ||
| Q1 25 | 8.9% | 5.9% | ||
| Q4 24 | 5.4% | 4.2% | ||
| Q3 24 | 8.3% | 6.0% | ||
| Q2 24 | 11.7% | 5.7% | ||
| Q1 24 | 8.8% | 7.4% |
| Q4 25 | 0.62× | 4.70× | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | — | ||
| 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% |
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
