vs
Side-by-side financial comparison of GRACO INC (GGG) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $593.2M, roughly 1.5× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 4.1%, a 18.2% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 8.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $83.0M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 9.4%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
GGG vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $883.8M |
| Net Profit | $132.5M | $36.3M |
| Gross Margin | 51.7% | 44.1% |
| Operating Margin | 26.7% | 12.0% |
| Net Margin | 22.3% | 4.1% |
| Revenue YoY | 8.1% | 8.9% |
| Net Profit YoY | 21.9% | 9.3% |
| EPS (diluted) | $0.78 | $1.83 |
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 | $593.2M | $883.8M | ||
| Q3 25 | $543.4M | $899.2M | ||
| Q2 25 | $571.8M | $814.0M | ||
| Q1 25 | $528.3M | $812.4M | ||
| Q4 24 | $548.7M | $811.7M | ||
| Q3 24 | $519.2M | $829.7M | ||
| Q2 24 | $553.2M | $727.0M | ||
| Q1 24 | $492.2M | $738.3M |
| Q4 25 | $132.5M | $36.3M | ||
| Q3 25 | $137.6M | $51.7M | ||
| Q2 25 | $127.6M | $8.0M | ||
| Q1 25 | $124.1M | $13.9M | ||
| Q4 24 | $108.7M | $33.2M | ||
| Q3 24 | $122.2M | $29.0M | ||
| Q2 24 | $133.0M | $-3.6M | ||
| Q1 24 | $122.2M | $11.4M |
| Q4 25 | 51.7% | 44.1% | ||
| Q3 25 | 53.2% | 45.5% | ||
| Q2 25 | 52.4% | 43.7% | ||
| Q1 25 | 52.6% | 44.7% | ||
| Q4 24 | 50.9% | 44.5% | ||
| Q3 24 | 53.2% | 45.2% | ||
| Q2 24 | 54.4% | 43.5% | ||
| Q1 24 | 54.1% | 43.5% |
| Q4 25 | 26.7% | 12.0% | ||
| Q3 25 | 30.3% | 14.3% | ||
| Q2 25 | 27.5% | 6.9% | ||
| Q1 25 | 27.3% | 8.7% | ||
| Q4 24 | 23.7% | 12.5% | ||
| Q3 24 | 28.1% | 11.6% | ||
| Q2 24 | 29.2% | 7.5% | ||
| Q1 24 | 27.0% | 8.7% |
| Q4 25 | 22.3% | 4.1% | ||
| Q3 25 | 25.3% | 5.8% | ||
| Q2 25 | 22.3% | 1.0% | ||
| Q1 25 | 23.5% | 1.7% | ||
| Q4 24 | 19.8% | 4.1% | ||
| Q3 24 | 23.5% | 3.5% | ||
| Q2 24 | 24.0% | -0.5% | ||
| Q1 24 | 24.8% | 1.5% |
| Q4 25 | $0.78 | $1.83 | ||
| Q3 25 | $0.82 | $2.62 | ||
| Q2 25 | $0.76 | $0.40 | ||
| Q1 25 | $0.72 | $0.71 | ||
| Q4 24 | $0.63 | $1.66 | ||
| Q3 24 | $0.71 | $1.45 | ||
| Q2 24 | $0.77 | $-0.20 | ||
| Q1 24 | $0.71 | $0.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $3.3M |
| Total Assets | $3.3B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $43.1M | ||
| Q3 25 | $618.7M | $34.6M | ||
| Q2 25 | $534.9M | $46.1M | ||
| Q1 25 | $536.1M | $30.4M | ||
| Q4 24 | $675.3M | $87.0M | ||
| Q3 24 | $764.5M | $78.3M | ||
| Q2 24 | $666.0M | $101.8M | ||
| Q1 24 | $622.7M | $123.7M |
| Q4 25 | $2.7B | $3.3M | ||
| Q3 25 | $2.6B | $-40.9M | ||
| Q2 25 | $2.5B | $-110.8M | ||
| Q1 25 | $2.5B | $-163.6M | ||
| Q4 24 | $2.6B | $-183.0M | ||
| Q3 24 | $2.5B | $-234.7M | ||
| Q2 24 | $2.4B | $-289.9M | ||
| Q1 24 | $2.3B | $-297.4M |
| Q4 25 | $3.3B | $4.8B | ||
| Q3 25 | $3.2B | $4.7B | ||
| Q2 25 | $3.0B | $4.7B | ||
| Q1 25 | $3.0B | $4.6B | ||
| Q4 24 | $3.1B | $4.5B | ||
| Q3 24 | $3.0B | $4.4B | ||
| Q2 24 | $2.9B | $4.2B | ||
| Q1 24 | $2.8B | $4.1B |
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 | $196.3M | $131.9M |
| Free Cash FlowOCF − Capex | $184.3M | $83.0M |
| FCF MarginFCF / Revenue | 31.1% | 9.4% |
| Capex IntensityCapex / Revenue | 2.0% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.48× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $131.9M | ||
| Q3 25 | $179.2M | $137.7M | ||
| Q2 25 | $182.7M | $86.6M | ||
| Q1 25 | $125.4M | $-18.8M | ||
| Q4 24 | $185.2M | $-31.4M | ||
| Q3 24 | $178.6M | $11.2M | ||
| Q2 24 | $139.0M | $56.1M | ||
| Q1 24 | $118.9M | $-114.0M |
| Q4 25 | $184.3M | $83.0M | ||
| Q3 25 | $175.7M | $80.7M | ||
| Q2 25 | $163.1M | $34.1M | ||
| Q1 25 | $114.8M | $-69.7M | ||
| Q4 24 | $171.3M | $-96.0M | ||
| Q3 24 | $159.2M | $-37.9M | ||
| Q2 24 | $102.7M | $-10.1M | ||
| Q1 24 | $81.7M | $-251.5M |
| Q4 25 | 31.1% | 9.4% | ||
| Q3 25 | 32.3% | 9.0% | ||
| Q2 25 | 28.5% | 4.2% | ||
| Q1 25 | 21.7% | -8.6% | ||
| Q4 24 | 31.2% | -11.8% | ||
| Q3 24 | 30.7% | -4.6% | ||
| Q2 24 | 18.6% | -1.4% | ||
| Q1 24 | 16.6% | -34.1% |
| Q4 25 | 2.0% | 5.5% | ||
| Q3 25 | 0.6% | 6.3% | ||
| Q2 25 | 3.4% | 6.5% | ||
| Q1 25 | 2.0% | 6.3% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 3.7% | 5.9% | ||
| Q2 24 | 6.6% | 9.1% | ||
| Q1 24 | 7.6% | 18.6% |
| Q4 25 | 1.48× | 3.64× | ||
| Q3 25 | 1.30× | 2.66× | ||
| Q2 25 | 1.43× | 10.78× | ||
| Q1 25 | 1.01× | -1.35× | ||
| Q4 24 | 1.70× | -0.95× | ||
| Q3 24 | 1.46× | 0.39× | ||
| Q2 24 | 1.05× | — | ||
| Q1 24 | 0.97× | -10.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
