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Side-by-side financial comparison of Noble Corp plc (NE) 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 $764.4M, roughly 1.2× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 4.1%, a 7.2% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs -17.6%). RH produced more free cash flow last quarter ($83.0M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 9.4%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $883.8M |
| Net Profit | $86.6M | $36.3M |
| Gross Margin | — | 44.1% |
| Operating Margin | 5.6% | 12.0% |
| Net Margin | 11.3% | 4.1% |
| Revenue YoY | -17.6% | 8.9% |
| Net Profit YoY | -10.4% | 9.3% |
| EPS (diluted) | $0.54 | $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 | $764.4M | $883.8M | ||
| Q3 25 | $798.0M | $899.2M | ||
| Q2 25 | $848.7M | $814.0M | ||
| Q1 25 | $874.5M | $812.4M | ||
| Q4 24 | $927.3M | $811.7M | ||
| Q3 24 | $800.5M | $829.7M | ||
| Q2 24 | $692.8M | $727.0M | ||
| Q1 24 | $637.1M | $738.3M |
| Q4 25 | $86.6M | $36.3M | ||
| Q3 25 | $-21.1M | $51.7M | ||
| Q2 25 | $42.9M | $8.0M | ||
| Q1 25 | $108.3M | $13.9M | ||
| Q4 24 | $96.6M | $33.2M | ||
| Q3 24 | $61.2M | $29.0M | ||
| Q2 24 | $195.0M | $-3.6M | ||
| Q1 24 | $95.5M | $11.4M |
| Q4 25 | — | 44.1% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 43.7% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.5% | ||
| Q1 24 | — | 43.5% |
| Q4 25 | 5.6% | 12.0% | ||
| Q3 25 | 6.3% | 14.3% | ||
| Q2 25 | 15.9% | 6.9% | ||
| Q1 25 | 21.4% | 8.7% | ||
| Q4 24 | 18.4% | 12.5% | ||
| Q3 24 | 14.4% | 11.6% | ||
| Q2 24 | 30.3% | 7.5% | ||
| Q1 24 | 16.9% | 8.7% |
| Q4 25 | 11.3% | 4.1% | ||
| Q3 25 | -2.6% | 5.8% | ||
| Q2 25 | 5.1% | 1.0% | ||
| Q1 25 | 12.4% | 1.7% | ||
| Q4 24 | 10.4% | 4.1% | ||
| Q3 24 | 7.6% | 3.5% | ||
| Q2 24 | 28.1% | -0.5% | ||
| Q1 24 | 15.0% | 1.5% |
| Q4 25 | $0.54 | $1.83 | ||
| Q3 25 | $-0.13 | $2.62 | ||
| Q2 25 | $0.27 | $0.40 | ||
| Q1 25 | $0.67 | $0.71 | ||
| Q4 24 | $0.56 | $1.66 | ||
| Q3 24 | $0.40 | $1.45 | ||
| Q2 24 | $1.34 | $-0.20 | ||
| Q1 24 | $0.66 | $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 | $471.4M | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.5B | $3.3M |
| Total Assets | $7.5B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $471.4M | $43.1M | ||
| Q3 25 | $477.9M | $34.6M | ||
| Q2 25 | $338.2M | $46.1M | ||
| Q1 25 | $303.8M | $30.4M | ||
| Q4 24 | $247.3M | $87.0M | ||
| Q3 24 | $391.9M | $78.3M | ||
| Q2 24 | $162.9M | $101.8M | ||
| Q1 24 | $212.5M | $123.7M |
| Q4 25 | $4.5B | $3.3M | ||
| Q3 25 | $4.5B | $-40.9M | ||
| Q2 25 | $4.6B | $-110.8M | ||
| Q1 25 | $4.7B | $-163.6M | ||
| Q4 24 | $4.7B | $-183.0M | ||
| Q3 24 | $4.7B | $-234.7M | ||
| Q2 24 | $4.0B | $-289.9M | ||
| Q1 24 | $3.9B | $-297.4M |
| Q4 25 | $7.5B | $4.8B | ||
| Q3 25 | $7.6B | $4.7B | ||
| Q2 25 | $7.7B | $4.7B | ||
| Q1 25 | $7.9B | $4.6B | ||
| Q4 24 | $8.0B | $4.5B | ||
| Q3 24 | $8.0B | $4.4B | ||
| Q2 24 | $5.6B | $4.2B | ||
| Q1 24 | $5.4B | $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 | $187.1M | $131.9M |
| Free Cash FlowOCF − Capex | $35.4M | $83.0M |
| FCF MarginFCF / Revenue | 4.6% | 9.4% |
| Capex IntensityCapex / Revenue | 19.9% | 5.5% |
| Cash ConversionOCF / Net Profit | 2.16× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.1M | $131.9M | ||
| Q3 25 | $277.1M | $137.7M | ||
| Q2 25 | $216.4M | $86.6M | ||
| Q1 25 | $271.1M | $-18.8M | ||
| Q4 24 | $136.2M | $-31.4M | ||
| Q3 24 | $283.8M | $11.2M | ||
| Q2 24 | $106.8M | $56.1M | ||
| Q1 24 | $128.7M | $-114.0M |
| Q4 25 | $35.4M | $83.0M | ||
| Q3 25 | $139.5M | $80.7M | ||
| Q2 25 | $99.8M | $34.1M | ||
| Q1 25 | $157.5M | $-69.7M | ||
| Q4 24 | $-4.4M | $-96.0M | ||
| Q3 24 | $156.8M | $-37.9M | ||
| Q2 24 | $-34.3M | $-10.1M | ||
| Q1 24 | $-37.9M | $-251.5M |
| Q4 25 | 4.6% | 9.4% | ||
| Q3 25 | 17.5% | 9.0% | ||
| Q2 25 | 11.8% | 4.2% | ||
| Q1 25 | 18.0% | -8.6% | ||
| Q4 24 | -0.5% | -11.8% | ||
| Q3 24 | 19.6% | -4.6% | ||
| Q2 24 | -4.9% | -1.4% | ||
| Q1 24 | -6.0% | -34.1% |
| Q4 25 | 19.9% | 5.5% | ||
| Q3 25 | 17.3% | 6.3% | ||
| Q2 25 | 13.7% | 6.5% | ||
| Q1 25 | 13.0% | 6.3% | ||
| Q4 24 | 15.2% | 8.0% | ||
| Q3 24 | 15.9% | 5.9% | ||
| Q2 24 | 20.4% | 9.1% | ||
| Q1 24 | 26.2% | 18.6% |
| Q4 25 | 2.16× | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | 5.05× | 10.78× | ||
| Q1 25 | 2.50× | -1.35× | ||
| Q4 24 | 1.41× | -0.95× | ||
| Q3 24 | 4.64× | 0.39× | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 1.35× | -10.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
