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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and PHOTRONICS INC (PLAB). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $210.4M, roughly 1.7× PHOTRONICS INC). PHOTRONICS INC runs the higher net margin — 10.9% vs 4.1%, a 6.7% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -5.5%). PHOTRONICS INC produced more free cash flow last quarter ($25.2M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -3.8%).
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.
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
ARHS vs PLAB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $210.4M |
| Net Profit | $15.1M | $22.9M |
| Gross Margin | 38.1% | 33.7% |
| Operating Margin | 5.6% | 22.9% |
| Net Margin | 4.1% | 10.9% |
| Revenue YoY | 5.1% | -5.5% |
| Net Profit YoY | -29.1% | -32.4% |
| EPS (diluted) | $0.11 | $0.39 |
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 | $210.4M | ||
| Q2 25 | $358.4M | $211.0M | ||
| Q1 25 | $311.4M | $212.1M | ||
| Q4 24 | $347.0M | $222.6M | ||
| Q3 24 | $319.1M | $211.0M | ||
| Q2 24 | $309.8M | $217.0M | ||
| Q1 24 | $295.2M | $216.3M |
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $22.9M | ||
| Q2 25 | $35.1M | $8.9M | ||
| Q1 25 | $4.9M | $42.9M | ||
| Q4 24 | $21.3M | $33.9M | ||
| Q3 24 | $9.9M | $34.4M | ||
| Q2 24 | $22.2M | $36.3M | ||
| Q1 24 | $15.1M | $26.2M |
| Q4 25 | 38.1% | — | ||
| Q3 25 | 38.7% | 33.7% | ||
| Q2 25 | 41.4% | 36.9% | ||
| Q1 25 | 37.1% | 35.6% | ||
| Q4 24 | 40.0% | 37.0% | ||
| Q3 24 | 38.6% | 35.6% | ||
| Q2 24 | 40.1% | 36.5% | ||
| Q1 24 | 39.0% | 36.6% |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | 22.9% | ||
| Q2 25 | 13.0% | 26.4% | ||
| Q1 25 | 1.7% | 24.6% | ||
| Q4 24 | 8.2% | 25.1% | ||
| Q3 24 | 3.3% | 24.7% | ||
| Q2 24 | 9.5% | 25.8% | ||
| Q1 24 | 6.2% | 26.6% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | 10.9% | ||
| Q2 25 | 9.8% | 4.2% | ||
| Q1 25 | 1.6% | 20.2% | ||
| Q4 24 | 6.1% | 15.2% | ||
| Q3 24 | 3.1% | 16.3% | ||
| Q2 24 | 7.2% | 16.7% | ||
| Q1 24 | 5.1% | 12.1% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $0.39 | ||
| Q2 25 | $0.25 | $0.15 | ||
| Q1 25 | $0.03 | $0.68 | ||
| Q4 24 | $0.15 | $0.54 | ||
| Q3 24 | $0.07 | $0.55 | ||
| Q2 24 | $0.16 | $0.58 | ||
| Q1 24 | $0.11 | $0.42 |
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 | $575.8M |
| Total DebtLower is stronger | — | $16.0K |
| Stockholders' EquityBook value | $418.2M | $1.1B |
| Total Assets | $1.4B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $575.8M | ||
| Q2 25 | $234.8M | $558.4M | ||
| Q1 25 | $214.4M | $642.2M | ||
| Q4 24 | $197.5M | $640.7M | ||
| Q3 24 | $177.7M | $606.4M | ||
| Q2 24 | $174.2M | $559.9M | ||
| Q1 24 | $233.2M | $521.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $1.1B | ||
| Q2 25 | $385.6M | $1.1B | ||
| Q1 25 | $348.8M | $1.1B | ||
| Q4 24 | $343.7M | $1.1B | ||
| Q3 24 | $320.6M | $1.1B | ||
| Q2 24 | $309.3M | $1.0B | ||
| Q1 24 | $285.6M | $1.0B |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $1.2B | $1.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $25.2M |
| FCF MarginFCF / Revenue | -2.4% | 12.0% |
| Capex IntensityCapex / Revenue | 5.0% | 11.8% |
| Cash ConversionOCF / Net Profit | 0.62× | 2.19× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $64.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $50.1M | ||
| Q2 25 | $34.9M | $31.5M | ||
| Q1 25 | $46.5M | $78.5M | ||
| Q4 24 | $31.7M | $68.4M | ||
| Q3 24 | $31.1M | $75.1M | ||
| Q2 24 | $47.5M | $76.5M | ||
| Q1 24 | $36.8M | $41.5M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $25.2M | ||
| Q2 25 | $20.9M | $-29.1M | ||
| Q1 25 | $18.9M | $43.3M | ||
| Q4 24 | $13.0M | $25.2M | ||
| Q3 24 | $4.6M | $50.7M | ||
| Q2 24 | $11.3M | $56.5M | ||
| Q1 24 | $10.9M | $-1.8M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | 12.0% | ||
| Q2 25 | 5.8% | -13.8% | ||
| Q1 25 | 6.1% | 20.4% | ||
| Q4 24 | 3.7% | 11.3% | ||
| Q3 24 | 1.4% | 24.0% | ||
| Q2 24 | 3.6% | 26.0% | ||
| Q1 24 | 3.7% | -0.8% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 11.8% | ||
| Q2 25 | 3.9% | 28.7% | ||
| Q1 25 | 8.9% | 16.6% | ||
| Q4 24 | 5.4% | 19.4% | ||
| Q3 24 | 8.3% | 11.6% | ||
| Q2 24 | 11.7% | 9.2% | ||
| Q1 24 | 8.8% | 20.0% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 2.19× | ||
| Q2 25 | 1.00× | 3.55× | ||
| Q1 25 | 9.53× | 1.83× | ||
| Q4 24 | 1.49× | 2.02× | ||
| Q3 24 | 3.14× | 2.18× | ||
| Q2 24 | 2.14× | 2.11× | ||
| Q1 24 | 2.44× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
