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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $364.8M, roughly 1.6× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -33.1%, a 37.2% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
ARHS vs WSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $566.0M |
| Net Profit | $15.1M | $-187.3M |
| Gross Margin | 38.1% | 50.4% |
| Operating Margin | 5.6% | -32.5% |
| Net Margin | 4.1% | -33.1% |
| Revenue YoY | 5.1% | -6.1% |
| Net Profit YoY | -29.1% | -310.0% |
| EPS (diluted) | $0.11 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $344.6M | $566.8M | ||
| Q2 25 | $358.4M | $589.1M | ||
| Q1 25 | $311.4M | $559.6M | ||
| Q4 24 | $347.0M | $602.5M | ||
| Q3 24 | $319.1M | $601.4M | ||
| Q2 24 | $309.8M | $604.6M | ||
| Q1 24 | $295.2M | $587.2M |
| Q4 25 | $15.1M | $-187.3M | ||
| Q3 25 | $12.2M | $43.3M | ||
| Q2 25 | $35.1M | $47.9M | ||
| Q1 25 | $4.9M | $43.1M | ||
| Q4 24 | $21.3M | $89.2M | ||
| Q3 24 | $9.9M | $-70.5M | ||
| Q2 24 | $22.2M | $-46.9M | ||
| Q1 24 | $15.1M | $56.2M |
| Q4 25 | 38.1% | 50.4% | ||
| Q3 25 | 38.7% | 49.7% | ||
| Q2 25 | 41.4% | 50.3% | ||
| Q1 25 | 37.1% | 53.7% | ||
| Q4 24 | 40.0% | 55.8% | ||
| Q3 24 | 38.6% | 53.5% | ||
| Q2 24 | 40.1% | 54.1% | ||
| Q1 24 | 39.0% | 54.0% |
| Q4 25 | 5.6% | -32.5% | ||
| Q3 25 | 4.8% | 21.0% | ||
| Q2 25 | 13.0% | 21.5% | ||
| Q1 25 | 1.7% | 21.3% | ||
| Q4 24 | 8.2% | 28.9% | ||
| Q3 24 | 3.3% | -5.9% | ||
| Q2 24 | 9.5% | -0.9% | ||
| Q1 24 | 6.2% | 22.1% |
| Q4 25 | 4.1% | -33.1% | ||
| Q3 25 | 3.5% | 7.6% | ||
| Q2 25 | 9.8% | 8.1% | ||
| Q1 25 | 1.6% | 7.7% | ||
| Q4 24 | 6.1% | 14.8% | ||
| Q3 24 | 3.1% | -11.7% | ||
| Q2 24 | 7.2% | -7.7% | ||
| Q1 24 | 5.1% | 9.6% |
| Q4 25 | $0.11 | $-1.02 | ||
| Q3 25 | $0.09 | $0.24 | ||
| Q2 25 | $0.25 | $0.26 | ||
| Q1 25 | $0.03 | $0.23 | ||
| Q4 24 | $0.15 | $0.48 | ||
| Q3 24 | $0.07 | $-0.37 | ||
| Q2 24 | $0.16 | $-0.25 | ||
| Q1 24 | $0.11 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $418.2M | $856.3M |
| Total Assets | $1.4B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $14.6M | ||
| Q3 25 | $262.2M | $14.8M | ||
| Q2 25 | $234.8M | $12.8M | ||
| Q1 25 | $214.4M | $10.7M | ||
| Q4 24 | $197.5M | $9.0M | ||
| Q3 24 | $177.7M | $11.0M | ||
| Q2 24 | $174.2M | $5.9M | ||
| Q1 24 | $233.2M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $418.2M | $856.3M | ||
| Q3 25 | $400.4M | $1.1B | ||
| Q2 25 | $385.6M | $1.0B | ||
| Q1 25 | $348.8M | $1.0B | ||
| Q4 24 | $343.7M | $1.0B | ||
| Q3 24 | $320.6M | $1.1B | ||
| Q2 24 | $309.3M | $1.2B | ||
| Q1 24 | $285.6M | $1.3B |
| Q4 25 | $1.4B | $5.8B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.3B | $6.1B | ||
| Q1 25 | $1.3B | $6.0B | ||
| Q4 24 | $1.2B | $6.0B | ||
| Q3 24 | $1.2B | $6.0B | ||
| Q2 24 | $1.2B | $6.0B | ||
| Q1 24 | $1.2B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $-8.8M | $149.7M |
| FCF MarginFCF / Revenue | -2.4% | 26.5% |
| Capex IntensityCapex / Revenue | 5.0% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $158.9M | ||
| Q3 25 | $46.1M | $191.2M | ||
| Q2 25 | $34.9M | $205.3M | ||
| Q1 25 | $46.5M | $206.6M | ||
| Q4 24 | $31.7M | $178.9M | ||
| Q3 24 | $31.1M | $-1.6M | ||
| Q2 24 | $47.5M | $175.6M | ||
| Q1 24 | $36.8M | $208.7M |
| Q4 25 | $-8.8M | $149.7M | ||
| Q3 25 | $28.0M | $186.9M | ||
| Q2 25 | $20.9M | $199.0M | ||
| Q1 25 | $18.9M | $202.0M | ||
| Q4 24 | $13.0M | $176.6M | ||
| Q3 24 | $4.6M | $-4.9M | ||
| Q2 24 | $11.3M | $169.4M | ||
| Q1 24 | $10.9M | $202.1M |
| Q4 25 | -2.4% | 26.5% | ||
| Q3 25 | 8.1% | 33.0% | ||
| Q2 25 | 5.8% | 33.8% | ||
| Q1 25 | 6.1% | 36.1% | ||
| Q4 24 | 3.7% | 29.3% | ||
| Q3 24 | 1.4% | -0.8% | ||
| Q2 24 | 3.6% | 28.0% | ||
| Q1 24 | 3.7% | 34.4% |
| Q4 25 | 5.0% | 1.6% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 3.9% | 1.1% | ||
| Q1 25 | 8.9% | 0.8% | ||
| Q4 24 | 5.4% | 0.4% | ||
| Q3 24 | 8.3% | 0.6% | ||
| Q2 24 | 11.7% | 1.0% | ||
| Q1 24 | 8.8% | 1.1% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 4.41× | ||
| Q2 25 | 1.00× | 4.28× | ||
| Q1 25 | 9.53× | 4.80× | ||
| Q4 24 | 1.49× | 2.01× | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 2.44× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
