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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $249.0M, roughly 1.5× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 4.1%, a 7.1% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -15.3%). Arhaus, Inc. produced more free cash flow last quarter ($-8.8M vs $-88.0M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
ARHS vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $249.0M |
| Net Profit | $15.1M | $28.0M |
| Gross Margin | 38.1% | — |
| Operating Margin | 5.6% | -19.3% |
| Net Margin | 4.1% | 11.2% |
| Revenue YoY | 5.1% | -15.3% |
| Net Profit YoY | -29.1% | 124.3% |
| EPS (diluted) | $0.11 | — |
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 | $249.0M | ||
| Q3 25 | $344.6M | $315.0M | ||
| Q2 25 | $358.4M | $342.0M | ||
| Q1 25 | $311.4M | $282.0M | ||
| Q4 24 | $347.0M | $294.0M | ||
| Q3 24 | $319.1M | $319.0M | ||
| Q2 24 | $309.8M | $360.0M | ||
| Q1 24 | $295.2M | $257.0M |
| Q4 25 | $15.1M | $28.0M | ||
| Q3 25 | $12.2M | $-37.0M | ||
| Q2 25 | $35.1M | $79.0M | ||
| Q1 25 | $4.9M | $-98.0M | ||
| Q4 24 | $21.3M | $-115.0M | ||
| Q3 24 | $9.9M | $-40.0M | ||
| Q2 24 | $22.2M | $62.0M | ||
| Q1 24 | $15.1M | $70.0M |
| 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 24 | 39.0% | — |
| Q4 25 | 5.6% | -19.3% | ||
| Q3 25 | 4.8% | 1.6% | ||
| Q2 25 | 13.0% | 26.3% | ||
| Q1 25 | 1.7% | -82.6% | ||
| Q4 24 | 8.2% | -188.1% | ||
| Q3 24 | 3.3% | 15.4% | ||
| Q2 24 | 9.5% | 18.3% | ||
| Q1 24 | 6.2% | -8.2% |
| Q4 25 | 4.1% | 11.2% | ||
| Q3 25 | 3.5% | -11.7% | ||
| Q2 25 | 9.8% | 23.1% | ||
| Q1 25 | 1.6% | -34.8% | ||
| Q4 24 | 6.1% | -39.1% | ||
| Q3 24 | 3.1% | -12.5% | ||
| Q2 24 | 7.2% | 17.2% | ||
| Q1 24 | 5.1% | 27.2% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $-0.40 | ||
| Q2 25 | $0.25 | $0.84 | ||
| Q1 25 | $0.03 | $-1.05 | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.07 | $-0.43 | ||
| Q2 24 | $0.16 | $0.66 | ||
| Q1 24 | $0.11 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $418.2M | $10.9B |
| Total Assets | $1.4B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $960.0M | ||
| Q3 25 | $262.2M | $711.0M | ||
| Q2 25 | $234.8M | $880.0M | ||
| Q1 25 | $214.4M | $1.5B | ||
| Q4 24 | $197.5M | $283.0M | ||
| Q3 24 | $177.7M | $290.0M | ||
| Q2 24 | $174.2M | $281.0M | ||
| Q1 24 | $233.2M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $418.2M | $10.9B | ||
| Q3 25 | $400.4M | $11.0B | ||
| Q2 25 | $385.6M | $11.3B | ||
| Q1 25 | $348.8M | $12.6B | ||
| Q4 24 | $343.7M | $12.9B | ||
| Q3 24 | $320.6M | $13.6B | ||
| Q2 24 | $309.3M | $13.9B | ||
| Q1 24 | $285.6M | $14.0B |
| Q4 25 | $1.4B | $19.6B | ||
| Q3 25 | $1.4B | $19.1B | ||
| Q2 25 | $1.3B | $20.5B | ||
| Q1 25 | $1.3B | $21.4B | ||
| Q4 24 | $1.2B | $20.3B | ||
| Q3 24 | $1.2B | $20.9B | ||
| Q2 24 | $1.2B | $21.7B | ||
| Q1 24 | $1.2B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $-8.8M | $-88.0M |
| FCF MarginFCF / Revenue | -2.4% | -35.3% |
| Capex IntensityCapex / Revenue | 5.0% | 110.0% |
| Cash ConversionOCF / Net Profit | 0.62× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $186.0M | ||
| Q3 25 | $46.1M | $231.0M | ||
| Q2 25 | $34.9M | $232.0M | ||
| Q1 25 | $46.5M | $90.0M | ||
| Q4 24 | $31.7M | $283.0M | ||
| Q3 24 | $31.1M | $208.0M | ||
| Q2 24 | $47.5M | $231.0M | ||
| Q1 24 | $36.8M | $78.0M |
| Q4 25 | $-8.8M | $-88.0M | ||
| Q3 25 | $28.0M | $-283.0M | ||
| Q2 25 | $20.9M | $151.0M | ||
| Q1 25 | $18.9M | $1.0M | ||
| Q4 24 | $13.0M | $231.0M | ||
| Q3 24 | $4.6M | $152.0M | ||
| Q2 24 | $11.3M | $162.0M | ||
| Q1 24 | $10.9M | $14.0M |
| Q4 25 | -2.4% | -35.3% | ||
| Q3 25 | 8.1% | -89.8% | ||
| Q2 25 | 5.8% | 44.2% | ||
| Q1 25 | 6.1% | 0.4% | ||
| Q4 24 | 3.7% | 78.6% | ||
| Q3 24 | 1.4% | 47.6% | ||
| Q2 24 | 3.6% | 45.0% | ||
| Q1 24 | 3.7% | 5.4% |
| Q4 25 | 5.0% | 110.0% | ||
| Q3 25 | 5.3% | 163.2% | ||
| Q2 25 | 3.9% | 23.7% | ||
| Q1 25 | 8.9% | 31.6% | ||
| Q4 24 | 5.4% | 17.7% | ||
| Q3 24 | 8.3% | 17.6% | ||
| Q2 24 | 11.7% | 19.2% | ||
| Q1 24 | 8.8% | 24.9% |
| Q4 25 | 0.62× | 6.64× | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | 2.94× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | 3.73× | ||
| Q1 24 | 2.44× | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
