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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $184.5M, roughly 2.0× DOUGLAS DYNAMICS, INC). DOUGLAS DYNAMICS, INC runs the higher net margin — 7.0% vs 4.1%, a 2.8% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 5.1%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $-8.8M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% 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.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
ARHS vs PLOW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $184.5M |
| Net Profit | $15.1M | $12.8M |
| Gross Margin | 38.1% | 26.1% |
| Operating Margin | 5.6% | 10.5% |
| Net Margin | 4.1% | 7.0% |
| Revenue YoY | 5.1% | 28.6% |
| Net Profit YoY | -29.1% | 62.3% |
| EPS (diluted) | $0.11 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $344.6M | $162.1M | ||
| Q2 25 | $358.4M | $194.3M | ||
| Q1 25 | $311.4M | $115.1M | ||
| Q4 24 | $347.0M | $143.5M | ||
| Q3 24 | $319.1M | $129.4M | ||
| Q2 24 | $309.8M | $199.9M | ||
| Q1 24 | $295.2M | $95.7M |
| Q4 25 | $15.1M | $12.8M | ||
| Q3 25 | $12.2M | $8.0M | ||
| Q2 25 | $35.1M | $26.0M | ||
| Q1 25 | $4.9M | $148.0K | ||
| Q4 24 | $21.3M | $7.9M | ||
| Q3 24 | $9.9M | $32.3M | ||
| Q2 24 | $22.2M | $24.3M | ||
| Q1 24 | $15.1M | $-8.4M |
| Q4 25 | 38.1% | 26.1% | ||
| Q3 25 | 38.7% | 23.5% | ||
| Q2 25 | 41.4% | 31.0% | ||
| Q1 25 | 37.1% | 24.5% | ||
| Q4 24 | 40.0% | 24.9% | ||
| Q3 24 | 38.6% | 23.9% | ||
| Q2 24 | 40.1% | 30.7% | ||
| Q1 24 | 39.0% | 19.8% |
| Q4 25 | 5.6% | 10.5% | ||
| Q3 25 | 4.8% | 8.7% | ||
| Q2 25 | 13.0% | 19.0% | ||
| Q1 25 | 1.7% | 2.8% | ||
| Q4 24 | 8.2% | 9.0% | ||
| Q3 24 | 3.3% | 35.4% | ||
| Q2 24 | 9.5% | 18.2% | ||
| Q1 24 | 6.2% | -6.7% |
| Q4 25 | 4.1% | 7.0% | ||
| Q3 25 | 3.5% | 4.9% | ||
| Q2 25 | 9.8% | 13.4% | ||
| Q1 25 | 1.6% | 0.1% | ||
| Q4 24 | 6.1% | 5.5% | ||
| Q3 24 | 3.1% | 24.9% | ||
| Q2 24 | 7.2% | 12.2% | ||
| Q1 24 | 5.1% | -8.7% |
| Q4 25 | $0.11 | $0.54 | ||
| Q3 25 | $0.09 | $0.33 | ||
| Q2 25 | $0.25 | $1.09 | ||
| Q1 25 | $0.03 | $0.00 | ||
| Q4 24 | $0.15 | $0.35 | ||
| Q3 24 | $0.07 | $1.36 | ||
| Q2 24 | $0.16 | $1.02 | ||
| Q1 24 | $0.11 | $-0.37 |
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 | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $418.2M | $281.4M |
| Total Assets | $1.4B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | — | ||
| Q2 25 | $234.8M | — | ||
| Q1 25 | $214.4M | — | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | — | ||
| Q2 24 | $174.2M | — | ||
| Q1 24 | $233.2M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $418.2M | $281.4M | ||
| Q3 25 | $400.4M | $275.3M | ||
| Q2 25 | $385.6M | $273.3M | ||
| Q1 25 | $348.8M | $258.9M | ||
| Q4 24 | $343.7M | $264.2M | ||
| Q3 24 | $320.6M | $260.8M | ||
| Q2 24 | $309.3M | $236.7M | ||
| Q1 24 | $285.6M | $217.2M |
| Q4 25 | $1.4B | $626.7M | ||
| Q3 25 | $1.4B | $694.9M | ||
| Q2 25 | $1.3B | $671.5M | ||
| Q1 25 | $1.3B | $621.0M | ||
| Q4 24 | $1.2B | $590.0M | ||
| Q3 24 | $1.2B | $665.6M | ||
| Q2 24 | $1.2B | $617.0M | ||
| Q1 24 | $1.2B | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $95.9M |
| Free Cash FlowOCF − Capex | $-8.8M | $92.8M |
| FCF MarginFCF / Revenue | -2.4% | 50.3% |
| Capex IntensityCapex / Revenue | 5.0% | 1.7% |
| Cash ConversionOCF / Net Profit | 0.62× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $95.9M | ||
| Q3 25 | $46.1M | $-8.5M | ||
| Q2 25 | $34.9M | $-11.4M | ||
| Q1 25 | $46.5M | $-1.3M | ||
| Q4 24 | $31.7M | $74.4M | ||
| Q3 24 | $31.1M | $-14.2M | ||
| Q2 24 | $47.5M | $2.5M | ||
| Q1 24 | $36.8M | $-21.6M |
| Q4 25 | $-8.8M | $92.8M | ||
| Q3 25 | $28.0M | $-11.4M | ||
| Q2 25 | $20.9M | $-14.3M | ||
| Q1 25 | $18.9M | $-3.5M | ||
| Q4 24 | $13.0M | $70.2M | ||
| Q3 24 | $4.6M | $-15.2M | ||
| Q2 24 | $11.3M | $836.0K | ||
| Q1 24 | $10.9M | $-22.4M |
| Q4 25 | -2.4% | 50.3% | ||
| Q3 25 | 8.1% | -7.1% | ||
| Q2 25 | 5.8% | -7.4% | ||
| Q1 25 | 6.1% | -3.0% | ||
| Q4 24 | 3.7% | 48.9% | ||
| Q3 24 | 1.4% | -11.8% | ||
| Q2 24 | 3.6% | 0.4% | ||
| Q1 24 | 3.7% | -23.4% |
| Q4 25 | 5.0% | 1.7% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 3.9% | 1.5% | ||
| Q1 25 | 8.9% | 1.9% | ||
| Q4 24 | 5.4% | 2.9% | ||
| Q3 24 | 8.3% | 0.8% | ||
| Q2 24 | 11.7% | 0.8% | ||
| Q1 24 | 8.8% | 0.8% |
| Q4 25 | 0.62× | 7.47× | ||
| Q3 25 | 3.77× | -1.07× | ||
| Q2 25 | 1.00× | -0.44× | ||
| Q1 25 | 9.53× | -9.03× | ||
| Q4 24 | 1.49× | 9.41× | ||
| Q3 24 | 3.14× | -0.44× | ||
| Q2 24 | 2.14× | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
