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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and QuidelOrtho Corp (QDEL). Click either name above to swap in a different company.
QuidelOrtho Corp is the larger business by last-quarter revenue ($619.8M vs $364.8M, roughly 1.7× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -14.8%, a 18.9% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -10.5%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -6.6%).
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.
QuidelOrtho Corporation is an American manufacturer of diagnostic healthcare products that are sold worldwide.
ARHS vs QDEL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2027
| Metric | ||
|---|---|---|
| Revenue | $364.8M | $619.8M |
| Net Profit | $15.1M | $-91.8M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | — |
| Net Margin | 4.1% | -14.8% |
| Revenue YoY | 5.1% | -10.5% |
| Net Profit YoY | -29.1% | — |
| EPS (diluted) | $0.11 | $-1.35 |
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.
| Q1 26 | — | $619.8M | ||
| Q4 25 | $364.8M | — | ||
| Q3 25 | $344.6M | $699.9M | ||
| Q2 25 | $358.4M | $613.9M | ||
| Q1 25 | $311.4M | $692.8M | ||
| Q4 24 | $347.0M | $707.8M | ||
| Q3 24 | $319.1M | $727.1M | ||
| Q2 24 | $309.8M | $637.0M |
| Q1 26 | — | $-91.8M | ||
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $-733.0M | ||
| Q2 25 | $35.1M | $-255.4M | ||
| Q1 25 | $4.9M | $-12.7M | ||
| Q4 24 | $21.3M | $-178.4M | ||
| Q3 24 | $9.9M | $-19.9M | ||
| Q2 24 | $22.2M | $-147.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | -100.7% | ||
| Q2 25 | 13.0% | -29.4% | ||
| Q1 25 | 1.7% | 4.7% | ||
| Q4 24 | 8.2% | -14.2% | ||
| Q3 24 | 3.3% | 2.1% | ||
| Q2 24 | 9.5% | -18.4% |
| Q1 26 | — | -14.8% | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | -104.7% | ||
| Q2 25 | 9.8% | -41.6% | ||
| Q1 25 | 1.6% | -1.8% | ||
| Q4 24 | 6.1% | -25.2% | ||
| Q3 24 | 3.1% | -2.7% | ||
| Q2 24 | 7.2% | -23.2% |
| Q1 26 | — | $-1.35 | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $-10.78 | ||
| Q2 25 | $0.25 | $-3.77 | ||
| Q1 25 | $0.03 | $-0.19 | ||
| Q4 24 | $0.15 | $-2.54 | ||
| Q3 24 | $0.07 | $-0.30 | ||
| Q2 24 | $0.16 | $-2.20 |
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 | $140.4M |
| Total DebtLower is stronger | — | $2.5B |
| Stockholders' EquityBook value | $418.2M | $1.9B |
| Total Assets | $1.4B | $5.6B |
| Debt / EquityLower = less leverage | — | 1.33× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $140.4M | ||
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $98.1M | ||
| Q2 25 | $234.8M | $151.7M | ||
| Q1 25 | $214.4M | $127.1M | ||
| Q4 24 | $197.5M | $98.3M | ||
| Q3 24 | $177.7M | $143.7M | ||
| Q2 24 | $174.2M | $107.0M |
| Q1 26 | — | $2.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $2.0B | ||
| Q2 25 | $385.6M | $2.8B | ||
| Q1 25 | $348.8M | $3.0B | ||
| Q4 24 | $343.7M | $3.0B | ||
| Q3 24 | $320.6M | $3.2B | ||
| Q2 24 | $309.3M | $3.2B |
| Q1 26 | — | $5.6B | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $5.7B | ||
| Q2 25 | $1.3B | $6.4B | ||
| Q1 25 | $1.3B | $6.5B | ||
| Q4 24 | $1.2B | $6.4B | ||
| Q3 24 | $1.2B | $6.8B | ||
| Q2 24 | $1.2B | $6.7B |
| Q1 26 | — | 1.33× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.23× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.70× |
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 | — |
| Free Cash FlowOCF − Capex | $-8.8M | — |
| FCF MarginFCF / Revenue | -2.4% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $-45.5M | ||
| Q2 25 | $34.9M | $-46.8M | ||
| Q1 25 | $46.5M | $65.6M | ||
| Q4 24 | $31.7M | $63.7M | ||
| Q3 24 | $31.1M | $117.9M | ||
| Q2 24 | $47.5M | $-97.9M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $-94.7M | ||
| Q2 25 | $20.9M | $-84.3M | ||
| Q1 25 | $18.9M | $9.4M | ||
| Q4 24 | $13.0M | $16.5M | ||
| Q3 24 | $4.6M | $71.4M | ||
| Q2 24 | $11.3M | $-133.2M |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | -13.5% | ||
| Q2 25 | 5.8% | -13.7% | ||
| Q1 25 | 6.1% | 1.4% | ||
| Q4 24 | 3.7% | 2.3% | ||
| Q3 24 | 1.4% | 9.8% | ||
| Q2 24 | 3.6% | -20.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 7.0% | ||
| Q2 25 | 3.9% | 6.1% | ||
| Q1 25 | 8.9% | 8.1% | ||
| Q4 24 | 5.4% | 6.7% | ||
| Q3 24 | 8.3% | 6.4% | ||
| Q2 24 | 11.7% | 5.5% |
| Q1 26 | — | — | ||
| 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× | — |
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% |
QDEL
| Labs | $353.1M | 57% |
| Immunohematology | $138.3M | 22% |
| Point of Care | $112.8M | 18% |
| Molecular Diagnostics | $7.8M | 1% |