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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and LifeStance Health Group, Inc. (LFST). Click either name above to swap in a different company.
LifeStance Health Group, Inc. is the larger business by last-quarter revenue ($382.2M vs $364.8M, roughly 1.0× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 3.1%, a 1.1% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 5.1%). LifeStance Health Group, Inc. produced more free cash flow last quarter ($46.6M vs $-8.8M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% 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.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
ARHS vs LFST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $382.2M |
| Net Profit | $15.1M | $11.7M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 4.7% |
| Net Margin | 4.1% | 3.1% |
| Revenue YoY | 5.1% | 17.4% |
| Net Profit YoY | -29.1% | 264.1% |
| EPS (diluted) | $0.11 | — |
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 | $382.2M | ||
| Q3 25 | $344.6M | $363.8M | ||
| Q2 25 | $358.4M | $345.3M | ||
| Q1 25 | $311.4M | $333.0M | ||
| Q4 24 | $347.0M | $325.5M | ||
| Q3 24 | $319.1M | $312.7M | ||
| Q2 24 | $309.8M | $312.3M | ||
| Q1 24 | $295.2M | $300.4M |
| Q4 25 | $15.1M | $11.7M | ||
| Q3 25 | $12.2M | $1.1M | ||
| Q2 25 | $35.1M | $-3.8M | ||
| Q1 25 | $4.9M | $709.0K | ||
| Q4 24 | $21.3M | $-7.1M | ||
| Q3 24 | $9.9M | $-6.0M | ||
| Q2 24 | $22.2M | $-23.3M | ||
| Q1 24 | $15.1M | $-21.1M |
| 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 24 | 39.0% | — |
| Q4 25 | 5.6% | 4.7% | ||
| Q3 25 | 4.8% | 2.0% | ||
| Q2 25 | 13.0% | -0.9% | ||
| Q1 25 | 1.7% | 0.5% | ||
| Q4 24 | 8.2% | 0.3% | ||
| Q3 24 | 3.3% | 0.0% | ||
| Q2 24 | 9.5% | -5.1% | ||
| Q1 24 | 6.2% | -5.6% |
| Q4 25 | 4.1% | 3.1% | ||
| Q3 25 | 3.5% | 0.3% | ||
| Q2 25 | 9.8% | -1.1% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 6.1% | -2.2% | ||
| Q3 24 | 3.1% | -1.9% | ||
| Q2 24 | 7.2% | -7.5% | ||
| Q1 24 | 5.1% | -7.0% |
| 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 | — | ||
| Q1 24 | $0.11 | — |
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 | $248.6M |
| Total DebtLower is stronger | — | $282.8M |
| Stockholders' EquityBook value | $418.2M | $1.5B |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $248.6M | ||
| Q3 25 | $262.2M | $203.9M | ||
| Q2 25 | $234.8M | $188.9M | ||
| Q1 25 | $214.4M | $134.3M | ||
| Q4 24 | $197.5M | $154.6M | ||
| Q3 24 | $177.7M | $102.6M | ||
| Q2 24 | $174.2M | $87.0M | ||
| Q1 24 | $233.2M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $418.2M | $1.5B | ||
| Q3 25 | $400.4M | $1.5B | ||
| Q2 25 | $385.6M | $1.5B | ||
| Q1 25 | $348.8M | $1.5B | ||
| Q4 24 | $343.7M | $1.4B | ||
| Q3 24 | $320.6M | $1.4B | ||
| Q2 24 | $309.3M | $1.4B | ||
| Q1 24 | $285.6M | $1.4B |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.2B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| Free Cash FlowOCF − Capex | $-8.8M | $46.6M |
| FCF MarginFCF / Revenue | -2.4% | 12.2% |
| Capex IntensityCapex / Revenue | 5.0% | 2.9% |
| Cash ConversionOCF / Net Profit | 0.62× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $57.6M | ||
| Q3 25 | $46.1M | $27.3M | ||
| Q2 25 | $34.9M | $64.4M | ||
| Q1 25 | $46.5M | $-3.1M | ||
| Q4 24 | $31.7M | $62.3M | ||
| Q3 24 | $31.1M | $22.7M | ||
| Q2 24 | $47.5M | $44.1M | ||
| Q1 24 | $36.8M | $-21.8M |
| Q4 25 | $-8.8M | $46.6M | ||
| Q3 25 | $28.0M | $17.0M | ||
| Q2 25 | $20.9M | $56.6M | ||
| Q1 25 | $18.9M | $-10.3M | ||
| Q4 24 | $13.0M | $56.0M | ||
| Q3 24 | $4.6M | $17.7M | ||
| Q2 24 | $11.3M | $39.0M | ||
| Q1 24 | $10.9M | $-26.9M |
| Q4 25 | -2.4% | 12.2% | ||
| Q3 25 | 8.1% | 4.7% | ||
| Q2 25 | 5.8% | 16.4% | ||
| Q1 25 | 6.1% | -3.1% | ||
| Q4 24 | 3.7% | 17.2% | ||
| Q3 24 | 1.4% | 5.7% | ||
| Q2 24 | 3.6% | 12.5% | ||
| Q1 24 | 3.7% | -9.0% |
| Q4 25 | 5.0% | 2.9% | ||
| Q3 25 | 5.3% | 2.8% | ||
| Q2 25 | 3.9% | 2.2% | ||
| Q1 25 | 8.9% | 2.2% | ||
| Q4 24 | 5.4% | 1.9% | ||
| Q3 24 | 8.3% | 1.6% | ||
| Q2 24 | 11.7% | 1.6% | ||
| Q1 24 | 8.8% | 1.7% |
| Q4 25 | 0.62× | 4.93× | ||
| Q3 25 | 3.77× | 25.34× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | -4.36× | ||
| 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% |
LFST
Segment breakdown not available.
