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Side-by-side financial comparison of HEICO CORP (HEI) and RH (RH). Click either name above to swap in a different company.

HEICO CORP is the larger business by last-quarter revenue ($1.2B vs $883.8M, roughly 1.3× RH). HEICO CORP runs the higher net margin — 16.1% vs 4.1%, a 12.0% gap on every dollar of revenue. On growth, HEICO CORP posted the faster year-over-year revenue change (14.4% vs 8.9%). Over the past eight quarters, HEICO CORP's revenue compounded faster (11.1% CAGR vs 9.4%).

Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate starting in 1965 under the management of chairman and CEO Warren Buffett and vice chairman Charlie Munger. Greg Abel succeeded Buffett as CEO at the beginning of 2026. Buffett personally owns 38.4% of the Class A voting shares of Berkshire Hathaway, representing a 15.1% overall economic interest in t...

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.

HEI vs RH — Head-to-Head

Bigger by revenue
HEI
HEI
1.3× larger
HEI
$1.2B
$883.8M
RH
Growing faster (revenue YoY)
HEI
HEI
+5.5% gap
HEI
14.4%
8.9%
RH
Higher net margin
HEI
HEI
12.0% more per $
HEI
16.1%
4.1%
RH
Faster 2-yr revenue CAGR
HEI
HEI
Annualised
HEI
11.1%
9.4%
RH

Income Statement — Q1 FY2027 vs Q3 FY2026

Metric
HEI
HEI
RH
RH
Revenue
$1.2B
$883.8M
Net Profit
$190.2M
$36.3M
Gross Margin
38.6%
44.1%
Operating Margin
22.1%
12.0%
Net Margin
16.1%
4.1%
Revenue YoY
14.4%
8.9%
Net Profit YoY
13.2%
9.3%
EPS (diluted)
$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.

Revenue
HEI
HEI
RH
RH
Q4 26
$1.2B
Q4 25
$1.2B
$883.8M
Q3 25
$1.1B
$899.2M
Q2 25
$1.1B
$814.0M
Q1 25
$1.0B
$812.4M
Q4 24
$1.0B
$811.7M
Q3 24
$992.2M
$829.7M
Q2 24
$955.4M
$727.0M
Net Profit
HEI
HEI
RH
RH
Q4 26
$190.2M
Q4 25
$188.3M
$36.3M
Q3 25
$177.3M
$51.7M
Q2 25
$156.8M
$8.0M
Q1 25
$168.0M
$13.9M
Q4 24
$139.7M
$33.2M
Q3 24
$136.6M
$29.0M
Q2 24
$123.1M
$-3.6M
Gross Margin
HEI
HEI
RH
RH
Q4 26
38.6%
Q4 25
40.2%
44.1%
Q3 25
39.8%
45.5%
Q2 25
39.9%
43.7%
Q1 25
39.4%
44.7%
Q4 24
38.9%
44.5%
Q3 24
39.2%
45.2%
Q2 24
38.9%
43.5%
Operating Margin
HEI
HEI
RH
RH
Q4 26
22.1%
Q4 25
23.1%
12.0%
Q3 25
23.1%
14.3%
Q2 25
22.6%
6.9%
Q1 25
22.0%
8.7%
Q4 24
21.6%
12.5%
Q3 24
21.8%
11.6%
Q2 24
21.9%
7.5%
Net Margin
HEI
HEI
RH
RH
Q4 26
16.1%
Q4 25
15.6%
4.1%
Q3 25
15.5%
5.8%
Q2 25
14.3%
1.0%
Q1 25
16.3%
1.7%
Q4 24
13.8%
4.1%
Q3 24
13.8%
3.5%
Q2 24
12.9%
-0.5%
EPS (diluted)
HEI
HEI
RH
RH
Q4 26
Q4 25
$1.32
$1.83
Q3 25
$1.26
$2.62
Q2 25
$1.12
$0.40
Q1 25
$1.20
$0.71
Q4 24
$1.00
$1.66
Q3 24
$0.97
$1.45
Q2 24
$0.88
$-0.20

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
HEI
HEI
RH
RH
Cash + ST InvestmentsLiquidity on hand
$261.0M
$43.1M
Total DebtLower is stronger
$2.5B
Stockholders' EquityBook value
$4.6B
$3.3M
Total Assets
$9.0B
$4.8B
Debt / EquityLower = less leverage
0.55×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
HEI
HEI
RH
RH
Q4 26
$261.0M
Q4 25
$217.8M
$43.1M
Q3 25
$261.9M
$34.6M
Q2 25
$242.3M
$46.1M
Q1 25
$165.5M
$30.4M
Q4 24
$162.1M
$87.0M
Q3 24
$202.9M
$78.3M
Q2 24
$204.2M
$101.8M
Total Debt
HEI
HEI
RH
RH
Q4 26
$2.5B
Q4 25
$2.2B
Q3 25
$2.4B
Q2 25
$2.3B
Q1 25
$2.3B
Q4 24
$2.2B
Q3 24
$2.3B
Q2 24
$2.4B
Stockholders' Equity
HEI
HEI
RH
RH
Q4 26
$4.6B
Q4 25
$4.3B
$3.3M
Q3 25
$4.1B
$-40.9M
Q2 25
$4.0B
$-110.8M
Q1 25
$3.7B
$-163.6M
Q4 24
$3.6B
$-183.0M
Q3 24
$3.5B
$-234.7M
Q2 24
$3.4B
$-289.9M
Total Assets
HEI
HEI
RH
RH
Q4 26
$9.0B
Q4 25
$8.5B
$4.8B
Q3 25
$8.5B
$4.7B
Q2 25
$8.1B
$4.7B
Q1 25
$7.9B
$4.6B
Q4 24
$7.6B
$4.5B
Q3 24
$7.4B
$4.4B
Q2 24
$7.4B
$4.2B
Debt / Equity
HEI
HEI
RH
RH
Q4 26
0.55×
Q4 25
0.50×
Q3 25
0.59×
Q2 25
0.57×
Q1 25
0.63×
Q4 24
0.61×
Q3 24
0.64×
Q2 24
0.70×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
HEI
HEI
RH
RH
Operating Cash FlowLast quarter
$178.6M
$131.9M
Free Cash FlowOCF − Capex
$83.0M
FCF MarginFCF / Revenue
9.4%
Capex IntensityCapex / Revenue
1.1%
5.5%
Cash ConversionOCF / Net Profit
0.94×
3.64×
TTM Free Cash FlowTrailing 4 quarters
$128.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
HEI
HEI
RH
RH
Q4 26
$178.6M
Q4 25
$295.3M
$131.9M
Q3 25
$231.2M
$137.7M
Q2 25
$204.7M
$86.6M
Q1 25
$203.0M
$-18.8M
Q4 24
$205.6M
$-31.4M
Q3 24
$214.0M
$11.2M
Q2 24
$141.1M
$56.1M
Free Cash Flow
HEI
HEI
RH
RH
Q4 26
Q4 25
$268.5M
$83.0M
Q3 25
$218.5M
$80.7M
Q2 25
$188.7M
$34.1M
Q1 25
$185.7M
$-69.7M
Q4 24
$189.5M
$-96.0M
Q3 24
$198.1M
$-37.9M
Q2 24
$128.2M
$-10.1M
FCF Margin
HEI
HEI
RH
RH
Q4 26
Q4 25
22.2%
9.4%
Q3 25
19.0%
9.0%
Q2 25
17.2%
4.2%
Q1 25
18.0%
-8.6%
Q4 24
18.7%
-11.8%
Q3 24
20.0%
-4.6%
Q2 24
13.4%
-1.4%
Capex Intensity
HEI
HEI
RH
RH
Q4 26
1.1%
Q4 25
2.2%
5.5%
Q3 25
1.1%
6.3%
Q2 25
1.5%
6.5%
Q1 25
1.7%
6.3%
Q4 24
1.6%
8.0%
Q3 24
1.6%
5.9%
Q2 24
1.4%
9.1%
Cash Conversion
HEI
HEI
RH
RH
Q4 26
0.94×
Q4 25
1.57×
3.64×
Q3 25
1.30×
2.66×
Q2 25
1.31×
10.78×
Q1 25
1.21×
-1.35×
Q4 24
1.47×
-0.95×
Q3 24
1.57×
0.39×
Q2 24
1.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

HEI
HEI

Segment breakdown not available.

RH
RH

RH Segment$835.8M95%
Waterworks Segment$48.0M5%
Gift Card And Merchandise Credit$4.5M1%

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