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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $199.5M, roughly 1.8× VIRTUS INVESTMENT PARTNERS, INC.). Arhaus, Inc. runs the higher net margin — 4.1% vs 3.6%, a 0.6% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -4.1%). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -5.7%).
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.
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
ARHS vs VRTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $199.5M |
| Net Profit | $15.1M | $7.1M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | 7.7% |
| Net Margin | 4.1% | 3.6% |
| Revenue YoY | 5.1% | -4.1% |
| Net Profit YoY | -29.1% | -78.1% |
| EPS (diluted) | $0.11 | $1.05 |
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 | — | $199.5M | ||
| Q4 25 | $364.8M | $208.0M | ||
| Q3 25 | $344.6M | $216.4M | ||
| Q2 25 | $358.4M | $210.5M | ||
| Q1 25 | $311.4M | $217.9M | ||
| Q4 24 | $347.0M | $233.5M | ||
| Q3 24 | $319.1M | $227.0M | ||
| Q2 24 | $309.8M | $224.4M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | $15.1M | $33.9M | ||
| Q3 25 | $12.2M | $31.3M | ||
| Q2 25 | $35.1M | $42.7M | ||
| Q1 25 | $4.9M | $28.1M | ||
| Q4 24 | $21.3M | $39.5M | ||
| Q3 24 | $9.9M | $49.1M | ||
| Q2 24 | $22.2M | $26.0M |
| 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 | — | 7.7% | ||
| Q4 25 | 5.6% | 19.1% | ||
| Q3 25 | 4.8% | 21.7% | ||
| Q2 25 | 13.0% | 21.5% | ||
| Q1 25 | 1.7% | 16.8% | ||
| Q4 24 | 8.2% | 21.7% | ||
| Q3 24 | 3.3% | 24.3% | ||
| Q2 24 | 9.5% | 19.7% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 4.1% | 16.3% | ||
| Q3 25 | 3.5% | 14.5% | ||
| Q2 25 | 9.8% | 20.3% | ||
| Q1 25 | 1.6% | 12.9% | ||
| Q4 24 | 6.1% | 16.9% | ||
| Q3 24 | 3.1% | 21.6% | ||
| Q2 24 | 7.2% | 11.6% |
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.11 | $5.15 | ||
| Q3 25 | $0.09 | $4.65 | ||
| Q2 25 | $0.25 | $6.12 | ||
| Q1 25 | $0.03 | $4.05 | ||
| Q4 24 | $0.15 | $4.65 | ||
| Q3 24 | $0.07 | $5.71 | ||
| Q2 24 | $0.16 | $2.43 |
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 | $136.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $93.6B |
| Total Assets | $1.4B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $136.6M | ||
| 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 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
| Q1 26 | — | $93.6B | ||
| Q4 25 | $418.2M | $934.0M | ||
| Q3 25 | $400.4M | $918.7M | ||
| Q2 25 | $385.6M | $896.4M | ||
| Q1 25 | $348.8M | $893.7M | ||
| Q4 24 | $343.7M | $897.5M | ||
| Q3 24 | $320.6M | $889.0M | ||
| Q2 24 | $309.3M | $868.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $4.3B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.3B | $3.7B | ||
| Q1 25 | $1.3B | $3.7B | ||
| Q4 24 | $1.2B | $4.0B | ||
| Q3 24 | $1.2B | $3.6B | ||
| Q2 24 | $1.2B | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | $-67.2M | ||
| Q3 25 | $46.1M | $108.3M | ||
| Q2 25 | $34.9M | $75.8M | ||
| Q1 25 | $46.5M | $-3.8M | ||
| Q4 24 | $31.7M | $1.8M | ||
| Q3 24 | $31.1M | $69.1M | ||
| Q2 24 | $47.5M | $70.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.8M | $-74.1M | ||
| Q3 25 | $28.0M | $106.9M | ||
| Q2 25 | $20.9M | $74.2M | ||
| Q1 25 | $18.9M | $-6.8M | ||
| Q4 24 | $13.0M | $-3.8M | ||
| Q3 24 | $4.6M | $68.7M | ||
| Q2 24 | $11.3M | $68.6M |
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | -35.6% | ||
| Q3 25 | 8.1% | 49.4% | ||
| Q2 25 | 5.8% | 35.2% | ||
| Q1 25 | 6.1% | -3.1% | ||
| Q4 24 | 3.7% | -1.6% | ||
| Q3 24 | 1.4% | 30.3% | ||
| Q2 24 | 3.6% | 30.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 3.3% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 3.9% | 0.7% | ||
| Q1 25 | 8.9% | 1.4% | ||
| Q4 24 | 5.4% | 2.4% | ||
| Q3 24 | 8.3% | 0.2% | ||
| Q2 24 | 11.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | -1.99× | ||
| Q3 25 | 3.77× | 3.45× | ||
| Q2 25 | 1.00× | 1.77× | ||
| Q1 25 | 9.53× | -0.13× | ||
| Q4 24 | 1.49× | 0.04× | ||
| Q3 24 | 3.14× | 1.41× | ||
| Q2 24 | 2.14× | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
