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Side-by-side financial comparison of RH (RH) and TRINITY INDUSTRIES INC (TRN). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $611.2M, roughly 1.4× TRINITY INDUSTRIES INC). TRINITY INDUSTRIES INC runs the higher net margin — 31.8% vs 4.1%, a 27.7% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs -2.9%). TRINITY INDUSTRIES INC produced more free cash flow last quarter ($158.6M vs $83.0M). Over the past eight quarters, RH's revenue compounded faster (9.4% CAGR vs -13.1%).
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.
Trinity Industries Inc. is an American industrial corporation that owns a variety of businesses which provide products and services to the industrial, energy, transportation and construction sectors.
RH vs TRN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $883.8M | $611.2M |
| Net Profit | $36.3M | $194.2M |
| Gross Margin | 44.1% | 25.5% |
| Operating Margin | 12.0% | 54.9% |
| Net Margin | 4.1% | 31.8% |
| Revenue YoY | 8.9% | -2.9% |
| Net Profit YoY | 9.3% | 413.8% |
| EPS (diluted) | $1.83 | $2.25 |
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 | $883.8M | $611.2M | ||
| Q3 25 | $899.2M | $454.1M | ||
| Q2 25 | $814.0M | $506.2M | ||
| Q1 25 | $812.4M | $585.4M | ||
| Q4 24 | $811.7M | $629.4M | ||
| Q3 24 | $829.7M | $798.8M | ||
| Q2 24 | $727.0M | $841.4M | ||
| Q1 24 | $738.3M | $809.6M |
| Q4 25 | $36.3M | $194.2M | ||
| Q3 25 | $51.7M | $30.3M | ||
| Q2 25 | $8.0M | $14.1M | ||
| Q1 25 | $13.9M | $22.1M | ||
| Q4 24 | $33.2M | $37.8M | ||
| Q3 24 | $29.0M | $31.4M | ||
| Q2 24 | $-3.6M | $54.4M | ||
| Q1 24 | $11.4M | $23.7M |
| Q4 25 | 44.1% | 25.5% | ||
| Q3 25 | 45.5% | 31.1% | ||
| Q2 25 | 43.7% | 26.4% | ||
| Q1 25 | 44.7% | 24.3% | ||
| Q4 24 | 44.5% | 24.6% | ||
| Q3 24 | 45.2% | 21.2% | ||
| Q2 24 | 43.5% | 21.3% | ||
| Q1 24 | 43.5% | 20.3% |
| Q4 25 | 12.0% | 54.9% | ||
| Q3 25 | 14.3% | 26.1% | ||
| Q2 25 | 6.9% | 18.8% | ||
| Q1 25 | 8.7% | 17.0% | ||
| Q4 24 | 12.5% | 17.8% | ||
| Q3 24 | 11.6% | 15.3% | ||
| Q2 24 | 7.5% | 16.9% | ||
| Q1 24 | 8.7% | 14.2% |
| Q4 25 | 4.1% | 31.8% | ||
| Q3 25 | 5.8% | 6.7% | ||
| Q2 25 | 1.0% | 2.8% | ||
| Q1 25 | 1.7% | 3.8% | ||
| Q4 24 | 4.1% | 6.0% | ||
| Q3 24 | 3.5% | 3.9% | ||
| Q2 24 | -0.5% | 6.5% | ||
| Q1 24 | 1.5% | 2.9% |
| Q4 25 | $1.83 | $2.25 | ||
| Q3 25 | $2.62 | $0.37 | ||
| Q2 25 | $0.40 | $0.17 | ||
| Q1 25 | $0.71 | $0.26 | ||
| Q4 24 | $1.66 | $0.34 | ||
| Q3 24 | $1.45 | $0.37 | ||
| Q2 24 | $-0.20 | $0.65 | ||
| Q1 24 | $0.91 | $0.28 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $43.1M | $201.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.3M | $1.1B |
| Total Assets | $4.8B | $8.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.1M | $201.3M | ||
| Q3 25 | $34.6M | $66.3M | ||
| Q2 25 | $46.1M | $147.7M | ||
| Q1 25 | $30.4M | $94.9M | ||
| Q4 24 | $87.0M | $228.2M | ||
| Q3 24 | $78.3M | $222.4M | ||
| Q2 24 | $101.8M | $257.1M | ||
| Q1 24 | $123.7M | $118.8M |
| Q4 25 | $3.3M | $1.1B | ||
| Q3 25 | $-40.9M | $1.0B | ||
| Q2 25 | $-110.8M | $1.0B | ||
| Q1 25 | $-163.6M | $1.1B | ||
| Q4 24 | $-183.0M | $1.1B | ||
| Q3 24 | $-234.7M | $1.1B | ||
| Q2 24 | $-289.9M | $1.1B | ||
| Q1 24 | $-297.4M | $1.0B |
| Q4 25 | $4.8B | $8.4B | ||
| Q3 25 | $4.7B | $8.9B | ||
| Q2 25 | $4.7B | $8.8B | ||
| Q1 25 | $4.6B | $8.7B | ||
| Q4 24 | $4.5B | $8.8B | ||
| Q3 24 | $4.4B | $8.8B | ||
| Q2 24 | $4.2B | $9.0B | ||
| Q1 24 | $4.1B | $9.1B |
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 | $131.9M | $177.4M |
| Free Cash FlowOCF − Capex | $83.0M | $158.6M |
| FCF MarginFCF / Revenue | 9.4% | 25.9% |
| Capex IntensityCapex / Revenue | 5.5% | 3.1% |
| Cash ConversionOCF / Net Profit | 3.64× | 0.91× |
| TTM Free Cash FlowTrailing 4 quarters | $128.1M | $314.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $131.9M | $177.4M | ||
| Q3 25 | $137.7M | $44.2M | ||
| Q2 25 | $86.6M | $61.6M | ||
| Q1 25 | $-18.8M | $76.5M | ||
| Q4 24 | $-31.4M | $201.6M | ||
| Q3 24 | $11.2M | $78.5M | ||
| Q2 24 | $56.1M | $241.5M | ||
| Q1 24 | $-114.0M | $52.2M |
| Q4 25 | $83.0M | $158.6M | ||
| Q3 25 | $80.7M | $35.3M | ||
| Q2 25 | $34.1M | $52.9M | ||
| Q1 25 | $-69.7M | $67.3M | ||
| Q4 24 | $-96.0M | $180.1M | ||
| Q3 24 | $-37.9M | $62.1M | ||
| Q2 24 | $-10.1M | $230.2M | ||
| Q1 24 | $-251.5M | $47.6M |
| Q4 25 | 9.4% | 25.9% | ||
| Q3 25 | 9.0% | 7.8% | ||
| Q2 25 | 4.2% | 10.5% | ||
| Q1 25 | -8.6% | 11.5% | ||
| Q4 24 | -11.8% | 28.6% | ||
| Q3 24 | -4.6% | 7.8% | ||
| Q2 24 | -1.4% | 27.4% | ||
| Q1 24 | -34.1% | 5.9% |
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 6.3% | 2.0% | ||
| Q2 25 | 6.5% | 1.7% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 8.0% | 3.4% | ||
| Q3 24 | 5.9% | 2.1% | ||
| Q2 24 | 9.1% | 1.3% | ||
| Q1 24 | 18.6% | 0.6% |
| Q4 25 | 3.64× | 0.91× | ||
| Q3 25 | 2.66× | 1.46× | ||
| Q2 25 | 10.78× | 4.37× | ||
| Q1 25 | -1.35× | 3.46× | ||
| Q4 24 | -0.95× | 5.33× | ||
| Q3 24 | 0.39× | 2.50× | ||
| Q2 24 | — | 4.44× | ||
| Q1 24 | -10.01× | 2.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
TRN
| Manufacturing | $296.5M | 49% |
| Leasing And Management | $234.8M | 38% |
| Maintenance Services Domain | $69.8M | 11% |
| Digital Logistics Services | $11.2M | 2% |
