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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $364.8M, roughly 1.5× Arhaus, Inc.). Kimco Realty runs the higher net margin — 29.8% vs 4.1%, a 25.7% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 4.0%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 5.6%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
ARHS vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $558.0M |
| Net Profit | $15.1M | $166.3M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 37.2% |
| Net Margin | 4.1% | 29.8% |
| Revenue YoY | 5.1% | 4.0% |
| Net Profit YoY | -29.1% | 23.7% |
| EPS (diluted) | $0.11 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $364.8M | $542.5M | ||
| Q3 25 | $344.6M | $535.9M | ||
| Q2 25 | $358.4M | $525.2M | ||
| Q1 25 | $311.4M | $536.6M | ||
| Q4 24 | $347.0M | $525.4M | ||
| Q3 24 | $319.1M | $507.6M | ||
| Q2 24 | $309.8M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $15.1M | $151.2M | ||
| Q3 25 | $12.2M | $137.8M | ||
| Q2 25 | $35.1M | $163.0M | ||
| Q1 25 | $4.9M | $132.8M | ||
| Q4 24 | $21.3M | $166.0M | ||
| Q3 24 | $9.9M | $136.0M | ||
| Q2 24 | $22.2M | $119.7M |
| 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 | — | 37.2% | ||
| Q4 25 | 5.6% | 36.4% | ||
| Q3 25 | 4.8% | 34.9% | ||
| Q2 25 | 13.0% | 39.2% | ||
| Q1 25 | 1.7% | 33.6% | ||
| Q4 24 | 8.2% | 31.7% | ||
| Q3 24 | 3.3% | 33.7% | ||
| Q2 24 | 9.5% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 4.1% | 27.9% | ||
| Q3 25 | 3.5% | 25.7% | ||
| Q2 25 | 9.8% | 31.0% | ||
| Q1 25 | 1.6% | 24.8% | ||
| Q4 24 | 6.1% | 31.6% | ||
| Q3 24 | 3.1% | 26.8% | ||
| Q2 24 | 7.2% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | — | ||
| Q2 25 | $0.25 | — | ||
| Q1 25 | $0.03 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.16 | — |
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 | — | — |
| Stockholders' EquityBook value | $418.2M | $10.4B |
| Total Assets | $1.4B | $19.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $253.4M | $211.6M | ||
| Q3 25 | $262.2M | $159.3M | ||
| Q2 25 | $234.8M | $226.6M | ||
| Q1 25 | $214.4M | $131.3M | ||
| Q4 24 | $197.5M | $688.6M | ||
| Q3 24 | $177.7M | $789.0M | ||
| Q2 24 | $174.2M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $418.2M | $10.4B | ||
| Q3 25 | $400.4M | $10.5B | ||
| Q2 25 | $385.6M | $10.5B | ||
| Q1 25 | $348.8M | $10.6B | ||
| Q4 24 | $343.7M | $10.7B | ||
| Q3 24 | $320.6M | $10.5B | ||
| Q2 24 | $309.3M | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $1.4B | $19.7B | ||
| Q3 25 | $1.4B | $19.9B | ||
| Q2 25 | $1.3B | $19.8B | ||
| Q1 25 | $1.3B | $19.7B | ||
| Q4 24 | $1.2B | $20.3B | ||
| Q3 24 | $1.2B | $20.1B | ||
| Q2 24 | $1.2B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| 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 | $258.4M | ||
| Q3 25 | $46.1M | $332.4M | ||
| Q2 25 | $34.9M | $305.4M | ||
| Q1 25 | $46.5M | $223.8M | ||
| Q4 24 | $31.7M | $239.5M | ||
| Q3 24 | $31.1M | $295.9M | ||
| Q2 24 | $47.5M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | — | ||
| Q2 25 | $20.9M | — | ||
| Q1 25 | $18.9M | $205.4M | ||
| 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% | 38.3% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 3.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 0.0% | ||
| Q3 25 | 5.3% | 0.0% | ||
| Q2 25 | 3.9% | 0.0% | ||
| Q1 25 | 8.9% | 3.4% | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 11.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | 1.71× | ||
| Q3 25 | 3.77× | 2.41× | ||
| Q2 25 | 1.00× | 1.87× | ||
| Q1 25 | 9.53× | 1.69× | ||
| Q4 24 | 1.49× | 1.44× | ||
| Q3 24 | 3.14× | 2.18× | ||
| Q2 24 | 2.14× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
