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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and PROCORE TECHNOLOGIES, INC. (PCOR). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $349.1M, roughly 1.0× PROCORE TECHNOLOGIES, INC.). Arhaus, Inc. runs the higher net margin — 4.1% vs -10.8%, a 14.9% gap on every dollar of revenue. On growth, PROCORE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (15.6% vs 5.1%). PROCORE TECHNOLOGIES, INC. produced more free cash flow last quarter ($109.2M vs $-8.8M). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (13.8% 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.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
ARHS vs PCOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $349.1M |
| Net Profit | $15.1M | $-37.6M |
| Gross Margin | 38.1% | 80.1% |
| Operating Margin | 5.6% | -12.3% |
| Net Margin | 4.1% | -10.8% |
| Revenue YoY | 5.1% | 15.6% |
| Net Profit YoY | -29.1% | 39.6% |
| EPS (diluted) | $0.11 | $-0.25 |
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 | $349.1M | ||
| Q3 25 | $344.6M | $338.9M | ||
| Q2 25 | $358.4M | $323.9M | ||
| Q1 25 | $311.4M | $310.6M | ||
| Q4 24 | $347.0M | $302.0M | ||
| Q3 24 | $319.1M | $295.9M | ||
| Q2 24 | $309.8M | $284.3M | ||
| Q1 24 | $295.2M | $269.4M |
| Q4 25 | $15.1M | $-37.6M | ||
| Q3 25 | $12.2M | $-9.1M | ||
| Q2 25 | $35.1M | $-21.1M | ||
| Q1 25 | $4.9M | $-33.0M | ||
| Q4 24 | $21.3M | $-62.3M | ||
| Q3 24 | $9.9M | $-26.4M | ||
| Q2 24 | $22.2M | $-6.3M | ||
| Q1 24 | $15.1M | $-11.0M |
| Q4 25 | 38.1% | 80.1% | ||
| Q3 25 | 38.7% | 79.7% | ||
| Q2 25 | 41.4% | 79.1% | ||
| Q1 25 | 37.1% | 79.1% | ||
| Q4 24 | 40.0% | 81.2% | ||
| Q3 24 | 38.6% | 81.4% | ||
| Q2 24 | 40.1% | 83.1% | ||
| Q1 24 | 39.0% | 83.0% |
| Q4 25 | 5.6% | -12.3% | ||
| Q3 25 | 4.8% | -4.4% | ||
| Q2 25 | 13.0% | -9.3% | ||
| Q1 25 | 1.7% | -11.7% | ||
| Q4 24 | 8.2% | -21.9% | ||
| Q3 24 | 3.3% | -12.3% | ||
| Q2 24 | 9.5% | -5.2% | ||
| Q1 24 | 6.2% | -7.0% |
| Q4 25 | 4.1% | -10.8% | ||
| Q3 25 | 3.5% | -2.7% | ||
| Q2 25 | 9.8% | -6.5% | ||
| Q1 25 | 1.6% | -10.6% | ||
| Q4 24 | 6.1% | -20.6% | ||
| Q3 24 | 3.1% | -8.9% | ||
| Q2 24 | 7.2% | -2.2% | ||
| Q1 24 | 5.1% | -4.1% |
| Q4 25 | $0.11 | $-0.25 | ||
| Q3 25 | $0.09 | $-0.06 | ||
| Q2 25 | $0.25 | $-0.14 | ||
| Q1 25 | $0.03 | $-0.22 | ||
| Q4 24 | $0.15 | $-0.42 | ||
| Q3 24 | $0.07 | $-0.18 | ||
| Q2 24 | $0.16 | $-0.04 | ||
| Q1 24 | $0.11 | $-0.08 |
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 | $768.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $1.3B |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $768.5M | ||
| Q3 25 | $262.2M | $684.0M | ||
| Q2 25 | $234.8M | $620.9M | ||
| Q1 25 | $214.4M | $566.7M | ||
| Q4 24 | $197.5M | $775.4M | ||
| Q3 24 | $177.7M | $756.9M | ||
| Q2 24 | $174.2M | $735.4M | ||
| Q1 24 | $233.2M | $744.6M |
| Q4 25 | $418.2M | $1.3B | ||
| Q3 25 | $400.4M | $1.2B | ||
| Q2 25 | $385.6M | $1.2B | ||
| Q1 25 | $348.8M | $1.2B | ||
| Q4 24 | $343.7M | $1.3B | ||
| Q3 24 | $320.6M | $1.3B | ||
| Q2 24 | $309.3M | $1.3B | ||
| Q1 24 | $285.6M | $1.2B |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $1.9B |
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 | $114.9M |
| Free Cash FlowOCF − Capex | $-8.8M | $109.2M |
| FCF MarginFCF / Revenue | -2.4% | 31.3% |
| Capex IntensityCapex / Revenue | 5.0% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $282.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $114.9M | ||
| Q3 25 | $46.1M | $88.5M | ||
| Q2 25 | $34.9M | $30.8M | ||
| Q1 25 | $46.5M | $66.0M | ||
| Q4 24 | $31.7M | $29.1M | ||
| Q3 24 | $31.1M | $39.3M | ||
| Q2 24 | $47.5M | $58.7M | ||
| Q1 24 | $36.8M | $69.1M |
| Q4 25 | $-8.8M | $109.2M | ||
| Q3 25 | $28.0M | $83.1M | ||
| Q2 25 | $20.9M | $27.9M | ||
| Q1 25 | $18.9M | $62.0M | ||
| Q4 24 | $13.0M | $17.4M | ||
| Q3 24 | $4.6M | $35.7M | ||
| Q2 24 | $11.3M | $56.8M | ||
| Q1 24 | $10.9M | $67.1M |
| Q4 25 | -2.4% | 31.3% | ||
| Q3 25 | 8.1% | 24.5% | ||
| Q2 25 | 5.8% | 8.6% | ||
| Q1 25 | 6.1% | 20.0% | ||
| Q4 24 | 3.7% | 5.8% | ||
| Q3 24 | 1.4% | 12.1% | ||
| Q2 24 | 3.6% | 20.0% | ||
| Q1 24 | 3.7% | 24.9% |
| Q4 25 | 5.0% | 1.6% | ||
| Q3 25 | 5.3% | 1.6% | ||
| Q2 25 | 3.9% | 0.9% | ||
| Q1 25 | 8.9% | 1.3% | ||
| Q4 24 | 5.4% | 3.9% | ||
| Q3 24 | 8.3% | 1.2% | ||
| Q2 24 | 11.7% | 0.7% | ||
| Q1 24 | 8.8% | 0.8% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
