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Side-by-side financial comparison of RH (RH) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $566.0M, roughly 1.6× WillScot Holdings Corp). RH runs the higher net margin — 4.1% vs -33.1%, a 37.2% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $83.0M). Over the past eight quarters, RH's revenue compounded faster (9.4% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
RH vs WSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $883.8M | $566.0M |
| Net Profit | $36.3M | $-187.3M |
| Gross Margin | 44.1% | 50.4% |
| Operating Margin | 12.0% | -32.5% |
| Net Margin | 4.1% | -33.1% |
| Revenue YoY | 8.9% | -6.1% |
| Net Profit YoY | 9.3% | -310.0% |
| EPS (diluted) | $1.83 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $899.2M | $566.8M | ||
| Q2 25 | $814.0M | $589.1M | ||
| Q1 25 | $812.4M | $559.6M | ||
| Q4 24 | $811.7M | $602.5M | ||
| Q3 24 | $829.7M | $601.4M | ||
| Q2 24 | $727.0M | $604.6M | ||
| Q1 24 | $738.3M | $587.2M |
| Q4 25 | $36.3M | $-187.3M | ||
| Q3 25 | $51.7M | $43.3M | ||
| Q2 25 | $8.0M | $47.9M | ||
| Q1 25 | $13.9M | $43.1M | ||
| Q4 24 | $33.2M | $89.2M | ||
| Q3 24 | $29.0M | $-70.5M | ||
| Q2 24 | $-3.6M | $-46.9M | ||
| Q1 24 | $11.4M | $56.2M |
| Q4 25 | 44.1% | 50.4% | ||
| Q3 25 | 45.5% | 49.7% | ||
| Q2 25 | 43.7% | 50.3% | ||
| Q1 25 | 44.7% | 53.7% | ||
| Q4 24 | 44.5% | 55.8% | ||
| Q3 24 | 45.2% | 53.5% | ||
| Q2 24 | 43.5% | 54.1% | ||
| Q1 24 | 43.5% | 54.0% |
| Q4 25 | 12.0% | -32.5% | ||
| Q3 25 | 14.3% | 21.0% | ||
| Q2 25 | 6.9% | 21.5% | ||
| Q1 25 | 8.7% | 21.3% | ||
| Q4 24 | 12.5% | 28.9% | ||
| Q3 24 | 11.6% | -5.9% | ||
| Q2 24 | 7.5% | -0.9% | ||
| Q1 24 | 8.7% | 22.1% |
| Q4 25 | 4.1% | -33.1% | ||
| Q3 25 | 5.8% | 7.6% | ||
| Q2 25 | 1.0% | 8.1% | ||
| Q1 25 | 1.7% | 7.7% | ||
| Q4 24 | 4.1% | 14.8% | ||
| Q3 24 | 3.5% | -11.7% | ||
| Q2 24 | -0.5% | -7.7% | ||
| Q1 24 | 1.5% | 9.6% |
| Q4 25 | $1.83 | $-1.02 | ||
| Q3 25 | $2.62 | $0.24 | ||
| Q2 25 | $0.40 | $0.26 | ||
| Q1 25 | $0.71 | $0.23 | ||
| Q4 24 | $1.66 | $0.48 | ||
| Q3 24 | $1.45 | $-0.37 | ||
| Q2 24 | $-0.20 | $-0.25 | ||
| Q1 24 | $0.91 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $3.3M | $856.3M |
| Total Assets | $4.8B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.1M | $14.6M | ||
| Q3 25 | $34.6M | $14.8M | ||
| Q2 25 | $46.1M | $12.8M | ||
| Q1 25 | $30.4M | $10.7M | ||
| Q4 24 | $87.0M | $9.0M | ||
| Q3 24 | $78.3M | $11.0M | ||
| Q2 24 | $101.8M | $5.9M | ||
| Q1 24 | $123.7M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $3.3M | $856.3M | ||
| Q3 25 | $-40.9M | $1.1B | ||
| Q2 25 | $-110.8M | $1.0B | ||
| Q1 25 | $-163.6M | $1.0B | ||
| Q4 24 | $-183.0M | $1.0B | ||
| Q3 24 | $-234.7M | $1.1B | ||
| Q2 24 | $-289.9M | $1.2B | ||
| Q1 24 | $-297.4M | $1.3B |
| Q4 25 | $4.8B | $5.8B | ||
| Q3 25 | $4.7B | $6.1B | ||
| Q2 25 | $4.7B | $6.1B | ||
| Q1 25 | $4.6B | $6.0B | ||
| Q4 24 | $4.5B | $6.0B | ||
| Q3 24 | $4.4B | $6.0B | ||
| Q2 24 | $4.2B | $6.0B | ||
| Q1 24 | $4.1B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $83.0M | $149.7M |
| FCF MarginFCF / Revenue | 9.4% | 26.5% |
| Capex IntensityCapex / Revenue | 5.5% | 1.6% |
| Cash ConversionOCF / Net Profit | 3.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $128.1M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $131.9M | $158.9M | ||
| Q3 25 | $137.7M | $191.2M | ||
| Q2 25 | $86.6M | $205.3M | ||
| Q1 25 | $-18.8M | $206.6M | ||
| Q4 24 | $-31.4M | $178.9M | ||
| Q3 24 | $11.2M | $-1.6M | ||
| Q2 24 | $56.1M | $175.6M | ||
| Q1 24 | $-114.0M | $208.7M |
| Q4 25 | $83.0M | $149.7M | ||
| Q3 25 | $80.7M | $186.9M | ||
| Q2 25 | $34.1M | $199.0M | ||
| Q1 25 | $-69.7M | $202.0M | ||
| Q4 24 | $-96.0M | $176.6M | ||
| Q3 24 | $-37.9M | $-4.9M | ||
| Q2 24 | $-10.1M | $169.4M | ||
| Q1 24 | $-251.5M | $202.1M |
| Q4 25 | 9.4% | 26.5% | ||
| Q3 25 | 9.0% | 33.0% | ||
| Q2 25 | 4.2% | 33.8% | ||
| Q1 25 | -8.6% | 36.1% | ||
| Q4 24 | -11.8% | 29.3% | ||
| Q3 24 | -4.6% | -0.8% | ||
| Q2 24 | -1.4% | 28.0% | ||
| Q1 24 | -34.1% | 34.4% |
| Q4 25 | 5.5% | 1.6% | ||
| Q3 25 | 6.3% | 0.7% | ||
| Q2 25 | 6.5% | 1.1% | ||
| Q1 25 | 6.3% | 0.8% | ||
| Q4 24 | 8.0% | 0.4% | ||
| Q3 24 | 5.9% | 0.6% | ||
| Q2 24 | 9.1% | 1.0% | ||
| Q1 24 | 18.6% | 1.1% |
| Q4 25 | 3.64× | — | ||
| Q3 25 | 2.66× | 4.41× | ||
| Q2 25 | 10.78× | 4.28× | ||
| Q1 25 | -1.35× | 4.80× | ||
| Q4 24 | -0.95× | 2.01× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -10.01× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
