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Side-by-side financial comparison of RH (RH) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $883.8M, roughly 1.2× RH). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 4.1%, a 6.4% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 6.2%). Over the past eight quarters, RH's revenue compounded faster (9.4% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
RH vs VMI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $883.8M | $1.0B |
| Net Profit | $36.3M | $108.0M |
| Gross Margin | 44.1% | 30.8% |
| Operating Margin | 12.0% | 15.1% |
| Net Margin | 4.1% | 10.5% |
| Revenue YoY | 8.9% | 6.2% |
| Net Profit YoY | 9.3% | 23.8% |
| EPS (diluted) | $1.83 | $5.51 |
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.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $883.8M | $1.0B | ||
| Q3 25 | $899.2M | $1.0B | ||
| Q2 25 | $814.0M | $1.1B | ||
| Q1 25 | $812.4M | $969.3M | ||
| Q4 24 | $811.7M | $1.0B | ||
| Q3 24 | $829.7M | $1.0B | ||
| Q2 24 | $727.0M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $36.3M | $168.0M | ||
| Q3 25 | $51.7M | $99.0M | ||
| Q2 25 | $8.0M | $-4.0M | ||
| Q1 25 | $13.9M | $87.3M | ||
| Q4 24 | $33.2M | $77.7M | ||
| Q3 24 | $29.0M | $83.1M | ||
| Q2 24 | $-3.6M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 44.1% | 29.8% | ||
| Q3 25 | 45.5% | 30.4% | ||
| Q2 25 | 43.7% | 30.6% | ||
| Q1 25 | 44.7% | 30.0% | ||
| Q4 24 | 44.5% | 30.2% | ||
| Q3 24 | 45.2% | 29.6% | ||
| Q2 24 | 43.5% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 12.0% | 11.2% | ||
| Q3 25 | 14.3% | 13.5% | ||
| Q2 25 | 6.9% | 2.8% | ||
| Q1 25 | 8.7% | 13.2% | ||
| Q4 24 | 12.5% | 11.6% | ||
| Q3 24 | 11.6% | 12.3% | ||
| Q2 24 | 7.5% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 4.1% | 16.2% | ||
| Q3 25 | 5.8% | 9.5% | ||
| Q2 25 | 1.0% | -0.4% | ||
| Q1 25 | 1.7% | 9.0% | ||
| Q4 24 | 4.1% | 7.5% | ||
| Q3 24 | 3.5% | 8.1% | ||
| Q2 24 | -0.5% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $1.83 | $9.02 | ||
| Q3 25 | $2.62 | $4.98 | ||
| Q2 25 | $0.40 | $-1.53 | ||
| Q1 25 | $0.71 | $4.32 | ||
| Q4 24 | $1.66 | $3.85 | ||
| Q3 24 | $1.45 | $4.11 | ||
| Q2 24 | $-0.20 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $43.1M | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.3M | $1.7B |
| Total Assets | $4.8B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $43.1M | $187.1M | ||
| Q3 25 | $34.6M | $226.1M | ||
| Q2 25 | $46.1M | $208.5M | ||
| Q1 25 | $30.4M | $184.4M | ||
| Q4 24 | $87.0M | $164.3M | ||
| Q3 24 | $78.3M | $200.5M | ||
| Q2 24 | $101.8M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.3M | $1.6B | ||
| Q3 25 | $-40.9M | $1.6B | ||
| Q2 25 | $-110.8M | $1.5B | ||
| Q1 25 | $-163.6M | $1.6B | ||
| Q4 24 | $-183.0M | $1.5B | ||
| Q3 24 | $-234.7M | $1.5B | ||
| Q2 24 | $-289.9M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $4.8B | $3.4B | ||
| Q3 25 | $4.7B | $3.4B | ||
| Q2 25 | $4.7B | $3.3B | ||
| Q1 25 | $4.6B | $3.4B | ||
| Q4 24 | $4.5B | $3.3B | ||
| Q3 24 | $4.4B | $3.5B | ||
| Q2 24 | $4.2B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 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 | $131.9M | — |
| Free Cash FlowOCF − Capex | $83.0M | — |
| FCF MarginFCF / Revenue | 9.4% | — |
| Capex IntensityCapex / Revenue | 5.5% | — |
| Cash ConversionOCF / Net Profit | 3.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $128.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $131.9M | $111.2M | ||
| Q3 25 | $137.7M | $112.5M | ||
| Q2 25 | $86.6M | $167.6M | ||
| Q1 25 | $-18.8M | $65.1M | ||
| Q4 24 | $-31.4M | $193.4M | ||
| Q3 24 | $11.2M | $225.1M | ||
| Q2 24 | $56.1M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $83.0M | $70.4M | ||
| Q3 25 | $80.7M | $70.6M | ||
| Q2 25 | $34.1M | $135.6M | ||
| Q1 25 | $-69.7M | $34.8M | ||
| Q4 24 | $-96.0M | $167.8M | ||
| Q3 24 | $-37.9M | $204.6M | ||
| Q2 24 | $-10.1M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | 6.8% | ||
| Q3 25 | 9.0% | 6.7% | ||
| Q2 25 | 4.2% | 12.9% | ||
| Q1 25 | -8.6% | 3.6% | ||
| Q4 24 | -11.8% | 16.2% | ||
| Q3 24 | -4.6% | 20.1% | ||
| Q2 24 | -1.4% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 3.9% | ||
| Q3 25 | 6.3% | 4.0% | ||
| Q2 25 | 6.5% | 3.0% | ||
| Q1 25 | 6.3% | 3.1% | ||
| Q4 24 | 8.0% | 2.5% | ||
| Q3 24 | 5.9% | 2.0% | ||
| Q2 24 | 9.1% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.64× | 0.66× | ||
| Q3 25 | 2.66× | 1.14× | ||
| Q2 25 | 10.78× | — | ||
| Q1 25 | -1.35× | 0.75× | ||
| Q4 24 | -0.95× | 2.49× | ||
| Q3 24 | 0.39× | 2.71× | ||
| Q2 24 | — | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
