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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $150.2M, roughly 2.4× Lovesac Co). Arhaus, Inc. runs the higher net margin — 4.1% vs -7.0%, a 11.2% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 0.2%). Arhaus, Inc. produced more free cash flow last quarter ($-8.8M vs $-10.2M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -22.6%).
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.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
ARHS vs LOVE — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $150.2M |
| Net Profit | $15.1M | $-10.6M |
| Gross Margin | 38.1% | 56.1% |
| Operating Margin | 5.6% | -10.5% |
| Net Margin | 4.1% | -7.0% |
| Revenue YoY | 5.1% | 0.2% |
| Net Profit YoY | -29.1% | -114.0% |
| EPS (diluted) | $0.11 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $344.6M | $160.5M | ||
| Q2 25 | $358.4M | $138.4M | ||
| Q1 25 | $311.4M | $241.5M | ||
| Q4 24 | $347.0M | $149.9M | ||
| Q3 24 | $319.1M | $156.6M | ||
| Q2 24 | $309.8M | $132.6M | ||
| Q1 24 | $295.2M | $250.5M |
| Q4 25 | $15.1M | $-10.6M | ||
| Q3 25 | $12.2M | $-6.7M | ||
| Q2 25 | $35.1M | $-10.8M | ||
| Q1 25 | $4.9M | $35.3M | ||
| Q4 24 | $21.3M | $-4.9M | ||
| Q3 24 | $9.9M | $-5.9M | ||
| Q2 24 | $22.2M | $-13.0M | ||
| Q1 24 | $15.1M | $31.0M |
| Q4 25 | 38.1% | 56.1% | ||
| Q3 25 | 38.7% | 56.4% | ||
| Q2 25 | 41.4% | 53.7% | ||
| Q1 25 | 37.1% | 60.4% | ||
| Q4 24 | 40.0% | 58.5% | ||
| Q3 24 | 38.6% | 59.0% | ||
| Q2 24 | 40.1% | 54.3% | ||
| Q1 24 | 39.0% | 59.7% |
| Q4 25 | 5.6% | -10.5% | ||
| Q3 25 | 4.8% | -5.5% | ||
| Q2 25 | 13.0% | -10.8% | ||
| Q1 25 | 1.7% | 19.7% | ||
| Q4 24 | 8.2% | -5.2% | ||
| Q3 24 | 3.3% | -5.3% | ||
| Q2 24 | 9.5% | -13.5% | ||
| Q1 24 | 6.2% | 16.1% |
| Q4 25 | 4.1% | -7.0% | ||
| Q3 25 | 3.5% | -4.1% | ||
| Q2 25 | 9.8% | -7.8% | ||
| Q1 25 | 1.6% | 14.6% | ||
| Q4 24 | 6.1% | -3.3% | ||
| Q3 24 | 3.1% | -3.7% | ||
| Q2 24 | 7.2% | -9.8% | ||
| Q1 24 | 5.1% | 12.4% |
| Q4 25 | $0.11 | $-0.72 | ||
| Q3 25 | $0.09 | $-0.45 | ||
| Q2 25 | $0.25 | $-0.73 | ||
| Q1 25 | $0.03 | $2.22 | ||
| Q4 24 | $0.15 | $-0.32 | ||
| Q3 24 | $0.07 | $-0.38 | ||
| Q2 24 | $0.16 | $-0.83 | ||
| Q1 24 | $0.11 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $189.3M |
| Total Assets | $1.4B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $23.7M | ||
| Q3 25 | $262.2M | $34.2M | ||
| Q2 25 | $234.8M | $26.9M | ||
| Q1 25 | $214.4M | $83.7M | ||
| Q4 24 | $197.5M | $61.7M | ||
| Q3 24 | $177.7M | $72.1M | ||
| Q2 24 | $174.2M | $72.4M | ||
| Q1 24 | $233.2M | $87.0M |
| Q4 25 | $418.2M | $189.3M | ||
| Q3 25 | $400.4M | $197.5M | ||
| Q2 25 | $385.6M | $201.2M | ||
| Q1 25 | $348.8M | $216.4M | ||
| Q4 24 | $343.7M | $196.5M | ||
| Q3 24 | $320.6M | $202.1M | ||
| Q2 24 | $309.3M | $205.3M | ||
| Q1 24 | $285.6M | $217.5M |
| Q4 25 | $1.4B | $495.5M | ||
| Q3 25 | $1.4B | $493.7M | ||
| Q2 25 | $1.3B | $483.7M | ||
| Q1 25 | $1.3B | $532.3M | ||
| Q4 24 | $1.2B | $499.7M | ||
| Q3 24 | $1.2B | $481.1M | ||
| Q2 24 | $1.2B | $477.2M | ||
| Q1 24 | $1.2B | $482.2M |
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 | $-4.9M |
| Free Cash FlowOCF − Capex | $-8.8M | $-10.2M |
| FCF MarginFCF / Revenue | -2.4% | -6.8% |
| Capex IntensityCapex / Revenue | 5.0% | 3.5% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $-4.9M | ||
| Q3 25 | $46.1M | $12.2M | ||
| Q2 25 | $34.9M | $-41.4M | ||
| Q1 25 | $46.5M | $44.0M | ||
| Q4 24 | $31.7M | $-4.2M | ||
| Q3 24 | $31.1M | $6.2M | ||
| Q2 24 | $47.5M | $-7.0M | ||
| Q1 24 | $36.8M | $56.3M |
| Q4 25 | $-8.8M | $-10.2M | ||
| Q3 25 | $28.0M | $7.8M | ||
| Q2 25 | $20.9M | $-50.0M | ||
| Q1 25 | $18.9M | $38.7M | ||
| Q4 24 | $13.0M | $-6.6M | ||
| Q3 24 | $4.6M | $119.0K | ||
| Q2 24 | $11.3M | $-14.3M | ||
| Q1 24 | $10.9M | $49.5M |
| Q4 25 | -2.4% | -6.8% | ||
| Q3 25 | 8.1% | 4.9% | ||
| Q2 25 | 5.8% | -36.1% | ||
| Q1 25 | 6.1% | 16.0% | ||
| Q4 24 | 3.7% | -4.4% | ||
| Q3 24 | 1.4% | 0.1% | ||
| Q2 24 | 3.6% | -10.8% | ||
| Q1 24 | 3.7% | 19.8% |
| Q4 25 | 5.0% | 3.5% | ||
| Q3 25 | 5.3% | 2.7% | ||
| Q2 25 | 3.9% | 6.2% | ||
| Q1 25 | 8.9% | 2.2% | ||
| Q4 24 | 5.4% | 1.6% | ||
| Q3 24 | 8.3% | 3.9% | ||
| Q2 24 | 11.7% | 5.5% | ||
| Q1 24 | 8.8% | 2.7% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | 1.25× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 2.44× | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
