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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $260.4M, roughly 1.4× Smith Douglas Homes Corp.). Arhaus, Inc. runs the higher net margin — 4.1% vs 1.4%, a 2.8% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $-8.8M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
ARHS vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $260.4M |
| Net Profit | $15.1M | $3.5M |
| Gross Margin | 38.1% | 19.9% |
| Operating Margin | 5.6% | 6.5% |
| Net Margin | 4.1% | 1.4% |
| Revenue YoY | 5.1% | -9.4% |
| Net Profit YoY | -29.1% | -14.3% |
| 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 | $260.4M | ||
| Q3 25 | $344.6M | $262.0M | ||
| Q2 25 | $358.4M | $223.9M | ||
| Q1 25 | $311.4M | $224.7M | ||
| Q4 24 | $347.0M | $287.5M | ||
| Q3 24 | $319.1M | $277.8M | ||
| Q2 24 | $309.8M | $220.9M | ||
| Q1 24 | $295.2M | $189.2M |
| Q4 25 | $15.1M | $3.5M | ||
| Q3 25 | $12.2M | $2.1M | ||
| Q2 25 | $35.1M | $2.4M | ||
| Q1 25 | $4.9M | $2.7M | ||
| Q4 24 | $21.3M | $4.1M | ||
| Q3 24 | $9.9M | $5.3M | ||
| Q2 24 | $22.2M | $3.6M | ||
| Q1 24 | $15.1M | $3.0M |
| Q4 25 | 38.1% | 19.9% | ||
| Q3 25 | 38.7% | 21.0% | ||
| Q2 25 | 41.4% | 23.2% | ||
| Q1 25 | 37.1% | 23.8% | ||
| Q4 24 | 40.0% | 25.5% | ||
| Q3 24 | 38.6% | 26.5% | ||
| Q2 24 | 40.1% | 26.7% | ||
| Q1 24 | 39.0% | 26.1% |
| Q4 25 | 5.6% | 6.5% | ||
| Q3 25 | 4.8% | 6.6% | ||
| Q2 25 | 13.0% | 7.7% | ||
| Q1 25 | 1.7% | 8.7% | ||
| Q4 24 | 8.2% | 10.4% | ||
| Q3 24 | 3.3% | 14.2% | ||
| Q2 24 | 9.5% | 11.7% | ||
| Q1 24 | 6.2% | 11.3% |
| Q4 25 | 4.1% | 1.4% | ||
| Q3 25 | 3.5% | 0.8% | ||
| Q2 25 | 9.8% | 1.1% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 6.1% | 1.4% | ||
| Q3 24 | 3.1% | 1.9% | ||
| Q2 24 | 7.2% | 1.7% | ||
| Q1 24 | 5.1% | 1.6% |
| Q4 25 | $0.11 | $0.39 | ||
| Q3 25 | $0.09 | $0.24 | ||
| Q2 25 | $0.25 | $0.26 | ||
| Q1 25 | $0.03 | $0.30 | ||
| Q4 24 | $0.15 | $0.50 | ||
| Q3 24 | $0.07 | $0.58 | ||
| Q2 24 | $0.16 | $0.40 | ||
| Q1 24 | $0.11 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $86.7M |
| Total Assets | $1.4B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $12.7M | ||
| Q3 25 | $262.2M | $14.8M | ||
| Q2 25 | $234.8M | $16.8M | ||
| Q1 25 | $214.4M | $12.7M | ||
| Q4 24 | $197.5M | $22.4M | ||
| Q3 24 | $177.7M | $23.7M | ||
| Q2 24 | $174.2M | $17.3M | ||
| Q1 24 | $233.2M | $32.8M |
| Q4 25 | $418.2M | $86.7M | ||
| Q3 25 | $400.4M | $82.2M | ||
| Q2 25 | $385.6M | $80.0M | ||
| Q1 25 | $348.8M | $76.9M | ||
| Q4 24 | $343.7M | $73.6M | ||
| Q3 24 | $320.6M | $68.4M | ||
| Q2 24 | $309.3M | $62.1M | ||
| Q1 24 | $285.6M | $59.7M |
| Q4 25 | $1.4B | $557.6M | ||
| Q3 25 | $1.4B | $571.6M | ||
| Q2 25 | $1.3B | $570.2M | ||
| Q1 25 | $1.3B | $513.9M | ||
| Q4 24 | $1.2B | $475.9M | ||
| Q3 24 | $1.2B | $460.1M | ||
| Q2 24 | $1.2B | $429.3M | ||
| Q1 24 | $1.2B | $401.3M |
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 | $9.8M |
| Free Cash FlowOCF − Capex | $-8.8M | $8.7M |
| FCF MarginFCF / Revenue | -2.4% | 3.4% |
| Capex IntensityCapex / Revenue | 5.0% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.62× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $9.8M | ||
| Q3 25 | $46.1M | $22.8M | ||
| Q2 25 | $34.9M | $-28.9M | ||
| Q1 25 | $46.5M | $-34.9M | ||
| Q4 24 | $31.7M | $5.5M | ||
| Q3 24 | $31.1M | $22.9M | ||
| Q2 24 | $47.5M | $39.0K | ||
| Q1 24 | $36.8M | $-9.3M |
| Q4 25 | $-8.8M | $8.7M | ||
| Q3 25 | $28.0M | $21.4M | ||
| Q2 25 | $20.9M | $-31.1M | ||
| Q1 25 | $18.9M | $-35.9M | ||
| Q4 24 | $13.0M | $4.8M | ||
| Q3 24 | $4.6M | $22.3M | ||
| Q2 24 | $11.3M | $-2.1M | ||
| Q1 24 | $10.9M | $-9.7M |
| Q4 25 | -2.4% | 3.4% | ||
| Q3 25 | 8.1% | 8.2% | ||
| Q2 25 | 5.8% | -13.9% | ||
| Q1 25 | 6.1% | -16.0% | ||
| Q4 24 | 3.7% | 1.7% | ||
| Q3 24 | 1.4% | 8.0% | ||
| Q2 24 | 3.6% | -1.0% | ||
| Q1 24 | 3.7% | -5.1% |
| Q4 25 | 5.0% | 0.4% | ||
| Q3 25 | 5.3% | 0.5% | ||
| Q2 25 | 3.9% | 0.9% | ||
| Q1 25 | 8.9% | 0.5% | ||
| Q4 24 | 5.4% | 0.2% | ||
| Q3 24 | 8.3% | 0.2% | ||
| Q2 24 | 11.7% | 1.0% | ||
| Q1 24 | 8.8% | 0.2% |
| Q4 25 | 0.62× | 2.77× | ||
| Q3 25 | 3.77× | 10.70× | ||
| Q2 25 | 1.00× | -12.24× | ||
| Q1 25 | 9.53× | -13.01× | ||
| Q4 24 | 1.49× | 1.33× | ||
| Q3 24 | 3.14× | 4.28× | ||
| Q2 24 | 2.14× | 0.01× | ||
| Q1 24 | 2.44× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
