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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $364.8M, roughly 1.0× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 2.1%, a 2.1% gap on every dollar of revenue. Perion Network Ltd. produced more free cash flow last quarter ($-2.9M vs $-8.8M). Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% 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.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
ARHS vs PERI — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $368.7M |
| Net Profit | $15.1M | $7.7M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 2.0% |
| Net Margin | 4.1% | 2.1% |
| Revenue YoY | 5.1% | — |
| Net Profit YoY | -29.1% | — |
| 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 | — | ||
| Q3 25 | $344.6M | $368.7M | ||
| Q2 25 | $358.4M | $266.5M | ||
| Q1 25 | $311.4M | $157.8M | ||
| Q4 24 | $347.0M | — | ||
| Q3 24 | $319.1M | $508.9M | ||
| Q2 24 | $309.8M | $323.6M | ||
| Q1 24 | $295.2M | $145.2M |
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $7.7M | ||
| Q2 25 | $35.1M | $5.6M | ||
| Q1 25 | $4.9M | $11.8M | ||
| Q4 24 | $21.3M | — | ||
| Q3 24 | $9.9M | $78.0M | ||
| Q2 24 | $22.2M | $45.2M | ||
| Q1 24 | $15.1M | $23.8M |
| 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% | — | ||
| Q3 25 | 4.8% | 2.0% | ||
| Q2 25 | 13.0% | -1.7% | ||
| Q1 25 | 1.7% | 5.4% | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 3.3% | 15.1% | ||
| Q2 24 | 9.5% | 13.7% | ||
| Q1 24 | 6.2% | 16.9% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | 2.1% | ||
| Q2 25 | 9.8% | 2.1% | ||
| Q1 25 | 1.6% | 7.5% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 3.1% | 15.3% | ||
| Q2 24 | 7.2% | 14.0% | ||
| Q1 24 | 5.1% | 16.4% |
| 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 | $156.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $722.9M |
| Total Assets | $1.4B | $915.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $156.2M | ||
| Q2 25 | $234.8M | $156.2M | ||
| Q1 25 | $214.4M | $156.2M | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | $187.6M | ||
| Q2 24 | $174.2M | $187.6M | ||
| Q1 24 | $233.2M | $187.6M |
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $722.9M | ||
| Q2 25 | $385.6M | $722.9M | ||
| Q1 25 | $348.8M | $722.9M | ||
| Q4 24 | $343.7M | — | ||
| Q3 24 | $320.6M | $718.1M | ||
| Q2 24 | $309.3M | $718.1M | ||
| Q1 24 | $285.6M | $718.1M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $915.5M | ||
| Q2 25 | $1.3B | $915.5M | ||
| Q1 25 | $1.3B | $915.5M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.2B | $1.1B |
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 | $2.6M |
| Free Cash FlowOCF − Capex | $-8.8M | $-2.9M |
| FCF MarginFCF / Revenue | -2.4% | -0.8% |
| Capex IntensityCapex / Revenue | 5.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.62× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $2.6M | ||
| Q2 25 | $34.9M | — | ||
| Q1 25 | $46.5M | — | ||
| Q4 24 | $31.7M | — | ||
| Q3 24 | $31.1M | $105.2M | ||
| Q2 24 | $47.5M | — | ||
| Q1 24 | $36.8M | $17.8M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $-2.9M | ||
| Q2 25 | $20.9M | — | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $13.0M | — | ||
| Q3 24 | $4.6M | $104.7M | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $10.9M | $17.6M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | -0.8% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.4% | 20.6% | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 3.7% | 12.2% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 1.5% | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 8.3% | 0.1% | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 8.8% | 0.1% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 0.34× | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 1.35× | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 2.44× | 0.75× |
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
