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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $364.8M, roughly 1.7× Arhaus, Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 4.1%, a 9.3% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 5.1%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
ARHS vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $625.1M |
| Net Profit | $15.1M | $83.7M |
| Gross Margin | 38.1% | 49.5% |
| Operating Margin | 5.6% | 18.2% |
| Net Margin | 4.1% | 13.4% |
| Revenue YoY | 5.1% | 15.7% |
| Net Profit YoY | -29.1% | 24.0% |
| EPS (diluted) | $0.11 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $344.6M | $611.7M | ||
| Q2 25 | $358.4M | $643.7M | ||
| Q1 25 | $311.4M | $558.0M | ||
| Q4 24 | $347.0M | $540.4M | ||
| Q3 24 | $319.1M | $543.6M | ||
| Q2 24 | $309.8M | $597.3M | ||
| Q1 24 | $295.2M | $570.9M |
| Q4 25 | $15.1M | $83.7M | ||
| Q3 25 | $12.2M | $82.2M | ||
| Q2 25 | $35.1M | $100.9M | ||
| Q1 25 | $4.9M | $74.0M | ||
| Q4 24 | $21.3M | $67.5M | ||
| Q3 24 | $9.9M | $69.1M | ||
| Q2 24 | $22.2M | $82.0M | ||
| Q1 24 | $15.1M | $72.6M |
| Q4 25 | 38.1% | 49.5% | ||
| Q3 25 | 38.7% | 48.8% | ||
| Q2 25 | 41.4% | 50.6% | ||
| Q1 25 | 37.1% | 48.8% | ||
| Q4 24 | 40.0% | 46.7% | ||
| Q3 24 | 38.6% | 47.3% | ||
| Q2 24 | 40.1% | 47.7% | ||
| Q1 24 | 39.0% | 46.9% |
| Q4 25 | 5.6% | 18.2% | ||
| Q3 25 | 4.8% | 18.2% | ||
| Q2 25 | 13.0% | 21.0% | ||
| Q1 25 | 1.7% | 15.7% | ||
| Q4 24 | 8.2% | 16.5% | ||
| Q3 24 | 3.3% | 17.1% | ||
| Q2 24 | 9.5% | 18.7% | ||
| Q1 24 | 6.2% | 16.9% |
| Q4 25 | 4.1% | 13.4% | ||
| Q3 25 | 3.5% | 13.4% | ||
| Q2 25 | 9.8% | 15.7% | ||
| Q1 25 | 1.6% | 13.3% | ||
| Q4 24 | 6.1% | 12.5% | ||
| Q3 24 | 3.1% | 12.7% | ||
| Q2 24 | 7.2% | 13.7% | ||
| Q1 24 | 5.1% | 12.7% |
| Q4 25 | $0.11 | $2.50 | ||
| Q3 25 | $0.09 | $2.45 | ||
| Q2 25 | $0.25 | $3.01 | ||
| Q1 25 | $0.03 | $2.21 | ||
| Q4 24 | $0.15 | $2.02 | ||
| Q3 24 | $0.07 | $2.06 | ||
| Q2 24 | $0.16 | $2.44 | ||
| Q1 24 | $0.11 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $2.0B |
| Total Assets | $1.4B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $405.5M | ||
| Q3 25 | $262.2M | $457.7M | ||
| Q2 25 | $234.8M | $369.3M | ||
| Q1 25 | $214.4M | $336.8M | ||
| Q4 24 | $197.5M | $386.9M | ||
| Q3 24 | $177.7M | $303.9M | ||
| Q2 24 | $174.2M | $279.4M | ||
| Q1 24 | $233.2M | $237.1M |
| Q4 25 | $418.2M | $2.0B | ||
| Q3 25 | $400.4M | $2.0B | ||
| Q2 25 | $385.6M | $1.9B | ||
| Q1 25 | $348.8M | $1.8B | ||
| Q4 24 | $343.7M | $1.7B | ||
| Q3 24 | $320.6M | $1.7B | ||
| Q2 24 | $309.3M | $1.6B | ||
| Q1 24 | $285.6M | $1.6B |
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.2B | $2.3B |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $-8.8M | $140.3M |
| FCF MarginFCF / Revenue | -2.4% | 22.4% |
| Capex IntensityCapex / Revenue | 5.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.62× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $154.7M | ||
| Q3 25 | $46.1M | $122.4M | ||
| Q2 25 | $34.9M | $69.7M | ||
| Q1 25 | $46.5M | $55.2M | ||
| Q4 24 | $31.7M | $139.5M | ||
| Q3 24 | $31.1M | $90.7M | ||
| Q2 24 | $47.5M | $85.3M | ||
| Q1 24 | $36.8M | $45.6M |
| Q4 25 | $-8.8M | $140.3M | ||
| Q3 25 | $28.0M | $110.9M | ||
| Q2 25 | $20.9M | $59.5M | ||
| Q1 25 | $18.9M | $45.6M | ||
| Q4 24 | $13.0M | $127.5M | ||
| Q3 24 | $4.6M | $84.3M | ||
| Q2 24 | $11.3M | $78.5M | ||
| Q1 24 | $10.9M | $35.5M |
| Q4 25 | -2.4% | 22.4% | ||
| Q3 25 | 8.1% | 18.1% | ||
| Q2 25 | 5.8% | 9.2% | ||
| Q1 25 | 6.1% | 8.2% | ||
| Q4 24 | 3.7% | 23.6% | ||
| Q3 24 | 1.4% | 15.5% | ||
| Q2 24 | 3.6% | 13.1% | ||
| Q1 24 | 3.7% | 6.2% |
| Q4 25 | 5.0% | 2.3% | ||
| Q3 25 | 5.3% | 1.9% | ||
| Q2 25 | 3.9% | 1.6% | ||
| Q1 25 | 8.9% | 1.7% | ||
| Q4 24 | 5.4% | 2.2% | ||
| Q3 24 | 8.3% | 1.2% | ||
| Q2 24 | 11.7% | 1.1% | ||
| Q1 24 | 8.8% | 1.8% |
| Q4 25 | 0.62× | 1.85× | ||
| Q3 25 | 3.77× | 1.49× | ||
| Q2 25 | 1.00× | 0.69× | ||
| Q1 25 | 9.53× | 0.75× | ||
| Q4 24 | 1.49× | 2.07× | ||
| Q3 24 | 3.14× | 1.31× | ||
| Q2 24 | 2.14× | 1.04× | ||
| Q1 24 | 2.44× | 0.63× |
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% |
WTS
Segment breakdown not available.
