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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and MASIMO CORP (MASI). Click either name above to swap in a different company.
MASIMO CORP is the larger business by last-quarter revenue ($371.5M vs $364.8M, roughly 1.0× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -27.0%, a 31.2% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -26.4%). MASIMO CORP produced more free cash flow last quarter ($50.9M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -17.7%).
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.
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
ARHS vs MASI — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $371.5M |
| Net Profit | $15.1M | $-100.4M |
| Gross Margin | 38.1% | 62.1% |
| Operating Margin | 5.6% | 22.5% |
| Net Margin | 4.1% | -27.0% |
| Revenue YoY | 5.1% | -26.4% |
| Net Profit YoY | -29.1% | -1124.5% |
| EPS (diluted) | $0.11 | $-1.84 |
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 | — | ||
| Q3 25 | $344.6M | $371.5M | ||
| Q2 25 | $358.4M | $370.9M | ||
| Q1 25 | $311.4M | $372.0M | ||
| Q4 24 | $347.0M | $600.7M | ||
| Q3 24 | $319.1M | $504.6M | ||
| Q2 24 | $309.8M | $496.3M | ||
| Q1 24 | $295.2M | $492.8M |
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $-100.4M | ||
| Q2 25 | $35.1M | $51.3M | ||
| Q1 25 | $4.9M | $-170.7M | ||
| Q4 24 | $21.3M | $-349.6M | ||
| Q3 24 | $9.9M | $9.8M | ||
| Q2 24 | $22.2M | $16.0M | ||
| Q1 24 | $15.1M | $18.9M |
| Q4 25 | 38.1% | — | ||
| Q3 25 | 38.7% | 62.1% | ||
| Q2 25 | 41.4% | 62.9% | ||
| Q1 25 | 37.1% | 62.9% | ||
| Q4 24 | 40.0% | 40.7% | ||
| Q3 24 | 38.6% | 52.2% | ||
| Q2 24 | 40.1% | 51.3% | ||
| Q1 24 | 39.0% | 49.0% |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | 22.5% | ||
| Q2 25 | 13.0% | 17.4% | ||
| Q1 25 | 1.7% | 21.0% | ||
| Q4 24 | 8.2% | -59.8% | ||
| Q3 24 | 3.3% | 6.0% | ||
| Q2 24 | 9.5% | 5.7% | ||
| Q1 24 | 6.2% | 6.9% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | -27.0% | ||
| Q2 25 | 9.8% | 13.8% | ||
| Q1 25 | 1.6% | -45.9% | ||
| Q4 24 | 6.1% | -58.2% | ||
| Q3 24 | 3.1% | 1.9% | ||
| Q2 24 | 7.2% | 3.2% | ||
| Q1 24 | 5.1% | 3.8% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $-1.84 | ||
| Q2 25 | $0.25 | $0.94 | ||
| Q1 25 | $0.03 | $-3.12 | ||
| Q4 24 | $0.15 | $-6.54 | ||
| Q3 24 | $0.07 | $0.18 | ||
| Q2 24 | $0.16 | $0.29 | ||
| Q1 24 | $0.11 | $0.35 |
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 | $312.3M |
| Total DebtLower is stronger | — | $559.1M |
| Stockholders' EquityBook value | $418.2M | $810.0M |
| Total Assets | $1.4B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $312.3M | ||
| Q2 25 | $234.8M | $149.6M | ||
| Q1 25 | $214.4M | $130.8M | ||
| Q4 24 | $197.5M | $177.6M | ||
| Q3 24 | $177.7M | $158.5M | ||
| Q2 24 | $174.2M | $129.6M | ||
| Q1 24 | $233.2M | $157.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $810.0M | ||
| Q2 25 | $385.6M | $1.0B | ||
| Q1 25 | $348.8M | $946.4M | ||
| Q4 24 | $343.7M | $1.1B | ||
| Q3 24 | $320.6M | $1.5B | ||
| Q2 24 | $309.3M | $1.4B | ||
| Q1 24 | $285.6M | $1.4B |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.2B | $2.6B | ||
| Q3 24 | $1.2B | $3.1B | ||
| Q2 24 | $1.2B | $2.9B | ||
| Q1 24 | $1.2B | $3.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.64× |
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 | $56.8M |
| Free Cash FlowOCF − Capex | $-8.8M | $50.9M |
| FCF MarginFCF / Revenue | -2.4% | 13.7% |
| Capex IntensityCapex / Revenue | 5.0% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $191.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $56.8M | ||
| Q2 25 | $34.9M | $69.4M | ||
| Q1 25 | $46.5M | $31.1M | ||
| Q4 24 | $31.7M | $50.5M | ||
| Q3 24 | $31.1M | $25.6M | ||
| Q2 24 | $47.5M | $74.5M | ||
| Q1 24 | $36.8M | $45.8M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $50.9M | ||
| Q2 25 | $20.9M | $65.6M | ||
| Q1 25 | $18.9M | $28.5M | ||
| Q4 24 | $13.0M | $46.0M | ||
| Q3 24 | $4.6M | $16.9M | ||
| Q2 24 | $11.3M | $66.9M | ||
| Q1 24 | $10.9M | $37.6M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | 13.7% | ||
| Q2 25 | 5.8% | 17.7% | ||
| Q1 25 | 6.1% | 7.7% | ||
| Q4 24 | 3.7% | 7.7% | ||
| Q3 24 | 1.4% | 3.3% | ||
| Q2 24 | 3.6% | 13.5% | ||
| Q1 24 | 3.7% | 7.6% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 1.6% | ||
| Q2 25 | 3.9% | 1.0% | ||
| Q1 25 | 8.9% | 0.7% | ||
| Q4 24 | 5.4% | 0.7% | ||
| Q3 24 | 8.3% | 1.7% | ||
| Q2 24 | 11.7% | 1.5% | ||
| Q1 24 | 8.8% | 1.7% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | 1.35× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 2.61× | ||
| Q2 24 | 2.14× | 4.66× | ||
| Q1 24 | 2.44× | 2.42× |
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% |
MASI
Segment breakdown not available.
