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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $364.8M, roughly 1.2× Arhaus, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 4.1%, a 40.4% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs 0.9%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
ARHS vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $425.8M |
| Net Profit | $15.1M | $189.8M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 54.0% |
| Net Margin | 4.1% | 44.6% |
| Revenue YoY | 5.1% | 0.9% |
| Net Profit YoY | -29.1% | 147.2% |
| EPS (diluted) | $0.11 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $364.8M | $433.1M | ||
| Q3 25 | $344.6M | $431.9M | ||
| Q2 25 | $358.4M | $425.4M | ||
| Q1 25 | $311.4M | $421.9M | ||
| Q4 24 | $347.0M | $422.7M | ||
| Q3 24 | $319.1M | $420.2M | ||
| Q2 24 | $309.8M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $15.1M | $222.9M | ||
| Q3 25 | $12.2M | $40.4M | ||
| Q2 25 | $35.1M | $37.7M | ||
| Q1 25 | $4.9M | $76.7M | ||
| Q4 24 | $21.3M | $-5.0M | ||
| Q3 24 | $9.9M | $22.6M | ||
| Q2 24 | $22.2M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 5.6% | 64.1% | ||
| Q3 25 | 4.8% | 17.7% | ||
| Q2 25 | 13.0% | 18.2% | ||
| Q1 25 | 1.7% | 29.0% | ||
| Q4 24 | 8.2% | 15.7% | ||
| Q3 24 | 3.3% | 16.6% | ||
| Q2 24 | 9.5% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 4.1% | 51.5% | ||
| Q3 25 | 3.5% | 9.4% | ||
| Q2 25 | 9.8% | 8.9% | ||
| Q1 25 | 1.6% | 18.2% | ||
| Q4 24 | 6.1% | -220.5% | ||
| Q3 24 | 3.1% | 5.4% | ||
| Q2 24 | 7.2% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.11 | $0.67 | ||
| Q3 25 | $0.09 | $0.12 | ||
| Q2 25 | $0.25 | $0.11 | ||
| Q1 25 | $0.03 | $0.23 | ||
| Q4 24 | $0.15 | $-0.01 | ||
| Q3 24 | $0.07 | $0.06 | ||
| Q2 24 | $0.16 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $3.3B |
| Total Assets | $1.4B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $253.4M | $1.2M | ||
| Q3 25 | $262.2M | $1.2M | ||
| Q2 25 | $234.8M | $1.5M | ||
| Q1 25 | $214.4M | $1.3M | ||
| Q4 24 | $197.5M | $1.3M | ||
| Q3 24 | $177.7M | $2.3M | ||
| Q2 24 | $174.2M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $418.2M | $3.3B | ||
| Q3 25 | $400.4M | $3.3B | ||
| Q2 25 | $385.6M | $3.3B | ||
| Q1 25 | $348.8M | $3.3B | ||
| Q4 24 | $343.7M | $3.4B | ||
| Q3 24 | $320.6M | $3.5B | ||
| Q2 24 | $309.3M | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $1.4B | $10.6B | ||
| Q3 25 | $1.4B | $10.6B | ||
| Q2 25 | $1.3B | $10.6B | ||
| Q1 25 | $1.3B | $10.7B | ||
| Q4 24 | $1.2B | $10.9B | ||
| Q3 24 | $1.2B | $11.1B | ||
| Q2 24 | $1.2B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $46.1M | $234.9M | ||
| Q2 25 | $34.9M | $250.3M | ||
| Q1 25 | $46.5M | $156.2M | ||
| Q4 24 | $31.7M | $876.8M | ||
| Q3 24 | $31.1M | $230.3M | ||
| Q2 24 | $47.5M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | $650.0M | ||
| Q3 25 | $28.0M | $164.6M | ||
| Q2 25 | $20.9M | $190.1M | ||
| Q1 25 | $18.9M | $103.2M | ||
| Q4 24 | $13.0M | $627.0M | ||
| Q3 24 | $4.6M | $161.3M | ||
| Q2 24 | $11.3M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | 150.1% | ||
| Q3 25 | 8.1% | 38.1% | ||
| Q2 25 | 5.8% | 44.7% | ||
| Q1 25 | 6.1% | 24.5% | ||
| Q4 24 | 3.7% | 148.3% | ||
| Q3 24 | 1.4% | 38.4% | ||
| Q2 24 | 3.6% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 5.0% | 58.4% | ||
| Q3 25 | 5.3% | 16.3% | ||
| Q2 25 | 3.9% | 14.2% | ||
| Q1 25 | 8.9% | 12.6% | ||
| Q4 24 | 5.4% | 59.1% | ||
| Q3 24 | 8.3% | 16.4% | ||
| Q2 24 | 11.7% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | 4.05× | ||
| Q3 25 | 3.77× | 5.81× | ||
| Q2 25 | 1.00× | 6.64× | ||
| Q1 25 | 9.53× | 2.04× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 10.19× | ||
| Q2 24 | 2.14× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
