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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $364.8M, roughly 1.3× Arhaus, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs 4.1%, a 10.5% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 5.1%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
ARHS vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $461.6M |
| Net Profit | $15.1M | $67.4M |
| Gross Margin | 38.1% | 44.3% |
| Operating Margin | 5.6% | 22.3% |
| Net Margin | 4.1% | 14.6% |
| Revenue YoY | 5.1% | 17.0% |
| Net Profit YoY | -29.1% | 16.4% |
| EPS (diluted) | $0.11 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $344.6M | $455.3M | ||
| Q2 25 | $358.4M | $436.0M | ||
| Q1 25 | $311.4M | $437.7M | ||
| Q4 24 | $347.0M | $394.4M | ||
| Q3 24 | $319.1M | $397.9M | ||
| Q2 24 | $309.8M | $406.3M | ||
| Q1 24 | $295.2M | $413.7M |
| Q4 25 | $15.1M | $67.4M | ||
| Q3 25 | $12.2M | $60.0M | ||
| Q2 25 | $35.1M | $68.5M | ||
| Q1 25 | $4.9M | $72.7M | ||
| Q4 24 | $21.3M | $57.9M | ||
| Q3 24 | $9.9M | $54.2M | ||
| Q2 24 | $22.2M | $61.4M | ||
| Q1 24 | $15.1M | — |
| Q4 25 | 38.1% | 44.3% | ||
| Q3 25 | 38.7% | 44.1% | ||
| Q2 25 | 41.4% | 44.8% | ||
| Q1 25 | 37.1% | 44.2% | ||
| Q4 24 | 40.0% | 44.3% | ||
| Q3 24 | 38.6% | 43.7% | ||
| Q2 24 | 40.1% | 45.3% | ||
| Q1 24 | 39.0% | 43.1% |
| Q4 25 | 5.6% | 22.3% | ||
| Q3 25 | 4.8% | 21.5% | ||
| Q2 25 | 13.0% | 23.2% | ||
| Q1 25 | 1.7% | 23.0% | ||
| Q4 24 | 8.2% | 21.7% | ||
| Q3 24 | 3.3% | 21.6% | ||
| Q2 24 | 9.5% | 24.0% | ||
| Q1 24 | 6.2% | 22.8% |
| Q4 25 | 4.1% | 14.6% | ||
| Q3 25 | 3.5% | 13.2% | ||
| Q2 25 | 9.8% | 15.7% | ||
| Q1 25 | 1.6% | 16.6% | ||
| Q4 24 | 6.1% | 14.7% | ||
| Q3 24 | 3.1% | 13.6% | ||
| Q2 24 | 7.2% | 15.1% | ||
| Q1 24 | 5.1% | — |
| Q4 25 | $0.11 | $2.13 | ||
| Q3 25 | $0.09 | $1.90 | ||
| Q2 25 | $0.25 | $2.17 | ||
| Q1 25 | $0.03 | $2.33 | ||
| Q4 24 | $0.15 | $1.82 | ||
| Q3 24 | $0.07 | $1.65 | ||
| Q2 24 | $0.16 | $1.90 | ||
| Q1 24 | $0.11 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $418.2M | $3.3B |
| Total Assets | $1.4B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $107.6M | ||
| Q3 25 | $262.2M | $91.2M | ||
| Q2 25 | $234.8M | $132.9M | ||
| Q1 25 | $214.4M | $36.8M | ||
| Q4 24 | $197.5M | — | ||
| Q3 24 | $177.7M | — | ||
| Q2 24 | $174.2M | $76.8M | ||
| Q1 24 | $233.2M | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $418.2M | $3.3B | ||
| Q3 25 | $400.4M | $3.2B | ||
| Q2 25 | $385.6M | $3.1B | ||
| Q1 25 | $348.8M | $3.0B | ||
| Q4 24 | $343.7M | $2.9B | ||
| Q3 24 | $320.6M | $2.9B | ||
| Q2 24 | $309.3M | $2.8B | ||
| Q1 24 | $285.6M | $2.8B |
| Q4 25 | $1.4B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.2B | $4.7B | ||
| Q3 24 | $1.2B | $4.7B | ||
| Q2 24 | $1.2B | $4.7B | ||
| Q1 24 | $1.2B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $99.1M |
| FCF MarginFCF / Revenue | -2.4% | 21.5% |
| Capex IntensityCapex / Revenue | 5.0% | 5.0% |
| Cash ConversionOCF / Net Profit | 0.62× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $122.1M | ||
| Q3 25 | $46.1M | $88.4M | ||
| Q2 25 | $34.9M | $120.0M | ||
| Q1 25 | $46.5M | — | ||
| Q4 24 | $31.7M | $84.0M | ||
| Q3 24 | $31.1M | — | ||
| Q2 24 | $47.5M | $97.4M | ||
| Q1 24 | $36.8M | — |
| Q4 25 | $-8.8M | $99.1M | ||
| Q3 25 | $28.0M | $71.7M | ||
| Q2 25 | $20.9M | $104.3M | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $13.0M | $73.6M | ||
| Q3 24 | $4.6M | — | ||
| Q2 24 | $11.3M | $88.4M | ||
| Q1 24 | $10.9M | — |
| Q4 25 | -2.4% | 21.5% | ||
| Q3 25 | 8.1% | 15.7% | ||
| Q2 25 | 5.8% | 23.9% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 3.7% | 18.7% | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 3.6% | 21.8% | ||
| Q1 24 | 3.7% | — |
| Q4 25 | 5.0% | 5.0% | ||
| Q3 25 | 5.3% | 3.7% | ||
| Q2 25 | 3.9% | 3.6% | ||
| Q1 25 | 8.9% | 3.2% | ||
| Q4 24 | 5.4% | 2.6% | ||
| Q3 24 | 8.3% | 4.1% | ||
| Q2 24 | 11.7% | 2.2% | ||
| Q1 24 | 8.8% | — |
| Q4 25 | 0.62× | 1.81× | ||
| Q3 25 | 3.77× | 1.47× | ||
| Q2 25 | 1.00× | 1.75× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | 1.45× | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
