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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Limbach Holdings, Inc. (LMB). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $186.9M, roughly 2.0× Limbach Holdings, Inc.). Limbach Holdings, Inc. runs the higher net margin — 6.6% vs 4.1%, a 2.4% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 5.1%). Limbach Holdings, Inc. produced more free cash flow last quarter ($27.9M vs $-8.8M). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% 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.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
ARHS vs LMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $186.9M |
| Net Profit | $15.1M | $12.3M |
| Gross Margin | 38.1% | 25.7% |
| Operating Margin | 5.6% | 9.4% |
| Net Margin | 4.1% | 6.6% |
| Revenue YoY | 5.1% | 30.1% |
| Net Profit YoY | -29.1% | 25.0% |
| EPS (diluted) | $0.11 | $1.01 |
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 | $186.9M | ||
| Q3 25 | $344.6M | $184.6M | ||
| Q2 25 | $358.4M | $142.2M | ||
| Q1 25 | $311.4M | $133.1M | ||
| Q4 24 | $347.0M | $143.7M | ||
| Q3 24 | $319.1M | $133.9M | ||
| Q2 24 | $309.8M | $122.2M | ||
| Q1 24 | $295.2M | $119.0M |
| Q4 25 | $15.1M | $12.3M | ||
| Q3 25 | $12.2M | $8.8M | ||
| Q2 25 | $35.1M | $7.8M | ||
| Q1 25 | $4.9M | $10.2M | ||
| Q4 24 | $21.3M | $9.8M | ||
| Q3 24 | $9.9M | $7.5M | ||
| Q2 24 | $22.2M | $6.0M | ||
| Q1 24 | $15.1M | $7.6M |
| Q4 25 | 38.1% | 25.7% | ||
| Q3 25 | 38.7% | 24.2% | ||
| Q2 25 | 41.4% | 28.0% | ||
| Q1 25 | 37.1% | 27.6% | ||
| Q4 24 | 40.0% | 30.3% | ||
| Q3 24 | 38.6% | 27.0% | ||
| Q2 24 | 40.1% | 27.4% | ||
| Q1 24 | 39.0% | 26.1% |
| Q4 25 | 5.6% | 9.4% | ||
| Q3 25 | 4.8% | 7.2% | ||
| Q2 25 | 13.0% | 7.5% | ||
| Q1 25 | 1.7% | 5.9% | ||
| Q4 24 | 8.2% | 9.1% | ||
| Q3 24 | 3.3% | 8.1% | ||
| Q2 24 | 9.5% | 6.7% | ||
| Q1 24 | 6.2% | 5.5% |
| Q4 25 | 4.1% | 6.6% | ||
| Q3 25 | 3.5% | 4.8% | ||
| Q2 25 | 9.8% | 5.5% | ||
| Q1 25 | 1.6% | 7.7% | ||
| Q4 24 | 6.1% | 6.9% | ||
| Q3 24 | 3.1% | 5.6% | ||
| Q2 24 | 7.2% | 4.9% | ||
| Q1 24 | 5.1% | 6.4% |
| Q4 25 | $0.11 | $1.01 | ||
| Q3 25 | $0.09 | $0.73 | ||
| Q2 25 | $0.25 | $0.64 | ||
| Q1 25 | $0.03 | $0.85 | ||
| Q4 24 | $0.15 | $0.81 | ||
| Q3 24 | $0.07 | $0.62 | ||
| Q2 24 | $0.16 | $0.50 | ||
| Q1 24 | $0.11 | $0.64 |
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 | $11.3M |
| Total DebtLower is stronger | — | $30.5M |
| Stockholders' EquityBook value | $418.2M | $195.7M |
| Total Assets | $1.4B | $381.1M |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $11.3M | ||
| Q3 25 | $262.2M | $9.8M | ||
| Q2 25 | $234.8M | $38.9M | ||
| Q1 25 | $214.4M | $38.1M | ||
| Q4 24 | $197.5M | $44.9M | ||
| Q3 24 | $177.7M | $51.2M | ||
| Q2 24 | $174.2M | $59.5M | ||
| Q1 24 | $233.2M | $48.2M |
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
| Q4 25 | $418.2M | $195.7M | ||
| Q3 25 | $400.4M | $181.6M | ||
| Q2 25 | $385.6M | $170.5M | ||
| Q1 25 | $348.8M | $161.1M | ||
| Q4 24 | $343.7M | $153.5M | ||
| Q3 24 | $320.6M | $142.2M | ||
| Q2 24 | $309.3M | $133.0M | ||
| Q1 24 | $285.6M | $125.5M |
| Q4 25 | $1.4B | $381.1M | ||
| Q3 25 | $1.4B | $409.1M | ||
| Q2 25 | $1.3B | $343.0M | ||
| Q1 25 | $1.3B | $336.4M | ||
| Q4 24 | $1.2B | $352.1M | ||
| Q3 24 | $1.2B | $324.4M | ||
| Q2 24 | $1.2B | $303.9M | ||
| Q1 24 | $1.2B | $289.2M |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $27.9M |
| FCF MarginFCF / Revenue | -2.4% | 14.9% |
| Capex IntensityCapex / Revenue | 5.0% | 0.1% |
| Cash ConversionOCF / Net Profit | 0.62× | 2.29× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $28.1M | ||
| Q3 25 | $46.1M | $13.3M | ||
| Q2 25 | $34.9M | $2.0M | ||
| Q1 25 | $46.5M | $2.2M | ||
| Q4 24 | $31.7M | $19.3M | ||
| Q3 24 | $31.1M | $4.9M | ||
| Q2 24 | $47.5M | $16.5M | ||
| Q1 24 | $36.8M | $-3.9M |
| Q4 25 | $-8.8M | $27.9M | ||
| Q3 25 | $28.0M | $12.8M | ||
| Q2 25 | $20.9M | $1.2M | ||
| Q1 25 | $18.9M | $11.0K | ||
| Q4 24 | $13.0M | $18.0M | ||
| Q3 24 | $4.6M | $4.6M | ||
| Q2 24 | $11.3M | $13.2M | ||
| Q1 24 | $10.9M | $-6.5M |
| Q4 25 | -2.4% | 14.9% | ||
| Q3 25 | 8.1% | 7.0% | ||
| Q2 25 | 5.8% | 0.8% | ||
| Q1 25 | 6.1% | 0.0% | ||
| Q4 24 | 3.7% | 12.5% | ||
| Q3 24 | 1.4% | 3.4% | ||
| Q2 24 | 3.6% | 10.8% | ||
| Q1 24 | 3.7% | -5.5% |
| Q4 25 | 5.0% | 0.1% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 3.9% | 0.6% | ||
| Q1 25 | 8.9% | 1.7% | ||
| Q4 24 | 5.4% | 0.9% | ||
| Q3 24 | 8.3% | 0.3% | ||
| Q2 24 | 11.7% | 2.7% | ||
| Q1 24 | 8.8% | 2.1% |
| Q4 25 | 0.62× | 2.29× | ||
| Q3 25 | 3.77× | 1.52× | ||
| Q2 25 | 1.00× | 0.26× | ||
| Q1 25 | 9.53× | 0.22× | ||
| Q4 24 | 1.49× | 1.96× | ||
| Q3 24 | 3.14× | 0.66× | ||
| Q2 24 | 2.14× | 2.77× | ||
| Q1 24 | 2.44× | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
