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Arhaus, Inc.（ARHS）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Arhaus, Inc.的季度营收约是Rapid7, Inc.的1.7倍（$364.8M vs $217.4M），Arhaus, Inc.净利率更高（4.1% vs 1.4%，领先2.7%），Arhaus, Inc.同比增速更快（5.1% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $-8.8M），过去两年Arhaus, Inc.的营收复合增速更高（11.2% vs 3.0%）
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
ARHS vs RPD — 直观对比
营收规模更大
ARHS
是对方的1.7倍
$217.4M
营收增速更快
ARHS
高出4.6%
0.5%
净利率更高
ARHS
高出2.7%
1.4%
自由现金流更多
RPD
多$45.2M
$-8.8M
两年增速更快
ARHS
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $364.8M | $217.4M |
| 净利润 | $15.1M | $3.1M |
| 毛利率 | 38.1% | 68.9% |
| 营业利润率 | 5.6% | 1.0% |
| 净利率 | 4.1% | 1.4% |
| 营收同比 | 5.1% | 0.5% |
| 净利润同比 | -29.1% | 44.1% |
| 每股收益（稀释后） | $0.11 | $0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ARHSRPD
| Q4 25 | $364.8M | $217.4M | ||
| Q3 25 | $344.6M | $218.0M | ||
| Q2 25 | $358.4M | $214.2M | ||
| Q1 25 | $311.4M | $210.3M | ||
| Q4 24 | $347.0M | $216.3M | ||
| Q3 24 | $319.1M | $214.7M | ||
| Q2 24 | $309.8M | $208.0M | ||
| Q1 24 | $295.2M | $205.1M |
净利润ARHSRPD
| Q4 25 | $15.1M | $3.1M | ||
| Q3 25 | $12.2M | $9.8M | ||
| Q2 25 | $35.1M | $8.3M | ||
| Q1 25 | $4.9M | $2.1M | ||
| Q4 24 | $21.3M | $2.2M | ||
| Q3 24 | $9.9M | $15.4M | ||
| Q2 24 | $22.2M | $6.5M | ||
| Q1 24 | $15.1M | $1.4M |
毛利率ARHSRPD
| Q4 25 | 38.1% | 68.9% | ||
| Q3 25 | 38.7% | 70.2% | ||
| Q2 25 | 41.4% | 70.6% | ||
| Q1 25 | 37.1% | 71.7% | ||
| Q4 24 | 40.0% | 69.5% | ||
| Q3 24 | 38.6% | 70.6% | ||
| Q2 24 | 40.1% | 70.7% | ||
| Q1 24 | 39.0% | 70.3% |
营业利润率ARHSRPD
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 4.8% | 2.7% | ||
| Q2 25 | 13.0% | 1.6% | ||
| Q1 25 | 1.7% | -0.0% | ||
| Q4 24 | 8.2% | 3.4% | ||
| Q3 24 | 3.3% | 6.0% | ||
| Q2 24 | 9.5% | 2.5% | ||
| Q1 24 | 6.2% | 4.7% |
净利率ARHSRPD
| Q4 25 | 4.1% | 1.4% | ||
| Q3 25 | 3.5% | 4.5% | ||
| Q2 25 | 9.8% | 3.9% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 6.1% | 1.0% | ||
| Q3 24 | 3.1% | 7.2% | ||
| Q2 24 | 7.2% | 3.1% | ||
| Q1 24 | 5.1% | 0.7% |
每股收益（稀释后）ARHSRPD
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.09 | $0.15 | ||
| Q2 25 | $0.25 | $0.13 | ||
| Q1 25 | $0.03 | $0.03 | ||
| Q4 24 | $0.15 | $0.08 | ||
| Q3 24 | $0.07 | $0.21 | ||
| Q2 24 | $0.16 | $0.09 | ||
| Q1 24 | $0.11 | $0.02 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $253.4M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $418.2M | $154.7M |
| 总资产 | $1.4B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARHSRPD
| Q4 25 | $253.4M | $474.7M | ||
| Q3 25 | $262.2M | $407.1M | ||
| Q2 25 | $234.8M | $511.7M | ||
| Q1 25 | $214.4M | $493.5M | ||
| Q4 24 | $197.5M | $521.7M | ||
| Q3 24 | $177.7M | $443.7M | ||
| Q2 24 | $174.2M | $442.6M | ||
| Q1 24 | $233.2M | $411.7M |
股东权益ARHSRPD
| Q4 25 | $418.2M | $154.7M | ||
| Q3 25 | $400.4M | $127.2M | ||
| Q2 25 | $385.6M | $90.4M | ||
| Q1 25 | $348.8M | $52.7M | ||
| Q4 24 | $343.7M | $17.7M | ||
| Q3 24 | $320.6M | $-5.1M | ||
| Q2 24 | $309.3M | $-52.6M | ||
| Q1 24 | $285.6M | $-86.4M |
总资产ARHSRPD
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.2B | $1.5B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $9.3M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.8M | $36.4M |
| 自由现金流率自由现金流/营收 | -2.4% | 16.8% |
| 资本支出强度资本支出/营收 | 5.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.62× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $59.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流ARHSRPD
| Q4 25 | $9.3M | $37.6M | ||
| Q3 25 | $46.1M | $39.0M | ||
| Q2 25 | $34.9M | $47.5M | ||
| Q1 25 | $46.5M | $29.8M | ||
| Q4 24 | $31.7M | $63.8M | ||
| Q3 24 | $31.1M | $44.0M | ||
| Q2 24 | $47.5M | $32.9M | ||
| Q1 24 | $36.8M | $31.1M |
自由现金流ARHSRPD
| Q4 25 | $-8.8M | $36.4M | ||
| Q3 25 | $28.0M | $34.8M | ||
| Q2 25 | $20.9M | $46.6M | ||
| Q1 25 | $18.9M | $28.4M | ||
| Q4 24 | $13.0M | $62.6M | ||
| Q3 24 | $4.6M | $42.6M | ||
| Q2 24 | $11.3M | $32.6M | ||
| Q1 24 | $10.9M | $30.4M |
自由现金流率ARHSRPD
| Q4 25 | -2.4% | 16.8% | ||
| Q3 25 | 8.1% | 16.0% | ||
| Q2 25 | 5.8% | 21.8% | ||
| Q1 25 | 6.1% | 13.5% | ||
| Q4 24 | 3.7% | 28.9% | ||
| Q3 24 | 1.4% | 19.9% | ||
| Q2 24 | 3.6% | 15.7% | ||
| Q1 24 | 3.7% | 14.8% |
资本支出强度ARHSRPD
| Q4 25 | 5.0% | 0.5% | ||
| Q3 25 | 5.3% | 1.9% | ||
| Q2 25 | 3.9% | 0.4% | ||
| Q1 25 | 8.9% | 0.6% | ||
| Q4 24 | 5.4% | 0.5% | ||
| Q3 24 | 8.3% | 0.6% | ||
| Q2 24 | 11.7% | 0.1% | ||
| Q1 24 | 8.8% | 0.3% |
现金转化率ARHSRPD
| Q4 25 | 0.62× | 12.01× | ||
| Q3 25 | 3.77× | 3.97× | ||
| Q2 25 | 1.00× | 5.70× | ||
| Q1 25 | 9.53× | 14.14× | ||
| Q4 24 | 1.49× | 29.36× | ||
| Q3 24 | 3.14× | 2.85× | ||
| Q2 24 | 2.14× | 5.03× | ||
| Q1 24 | 2.44× | 22.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
