RH Research | Milton Maxwell

167.59

+3.92+2.4%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

3/30/26Mar 30, 2026

Key Stats

Market Cap

3.15B

P/E (TTM)

30.31

Basic EPS (TTM)

5.53

Dividend Yield

Recent Filings

10-K

4/1/26Apr 1, 2026

8-K

3/31/26Mar 31, 2026

8-K

Exec departure announced

1/26/26Jan 26, 2026

RH and Chief Gallery & Customer Officer Stefan Duban mutually agreed to his departure effective January 26, 2026, following existing employment terms. His duties shifted immediately to other leaders. Smooth transition, no disruption flagged.

10-Q

Q3 FY2025 results

12/11/25Dec 11, 2025

RH posted Q3 FY2025 net revenues of $883.8M, up 8.9% y/y from $811.7M, with gross margin dipping to 44.1% from 44.5% on softer core pricing yet leverage in shipping. Operating income climbed to $105.9M (12.0% margin) from $101.5M (12.5%), while diluted EPS rose to $1.83 from $1.66, confirmed against 19.8M shares. YTD revenue hit $2.60B (+9.7% y/y), operating income $290.7M, and EPS $4.84; operating cash flow surged to $356M from $36M, funding $158M capex and $32M Formations acquisition (Jul 2025, $2.8M goodwill). Cash ended at $43M, ABL drawn $65M with $428M availability (FCCR compliant). Litigation risks loom large.

8-K

RH Q3 revenues +9%, FCF $83M

12/11/25Dec 11, 2025

RH reported Q3 revenues up 9% to $884M and net income up 9% to $36M on December 11, 2025, defying a brutal housing market. Free cash flow hit $83M while net debt fell $85M to $2.427B. Tariffs and Paris costs trimmed margins. Outlook: FY25 revenue growth 9.0-9.2%, free cash flow $250-300M. Inventory down 11%.

About

RH, together with its subsidiaries, operates as a retailer and lifestyle brand in the home furnishings market in the United States, Canada, the United Kingdom, Germany, Belgium, and Spain. It operates through three segments: RH Segment, Waterworks, and Real Estate. The company offers products in various categories, including furniture, lighting, textiles, bathware, décor, outdoor and garden, baby, child, and teen furnishings. It sells its products through hospitality, websites, sourcebooks, and trade and contract channels, as well as operates RH galleries, RH outlet stores, RH guesthouses, RH Interior design office, and waterworks showrooms. The company was formerly known as Restoration Hardware Holdings, Inc. and changed its name to RH in January 2017. RH was founded in 1980 and is headquartered in Corte Madera, California.

CEO

Mr. Gary G. Friedman

IPO

11/2/2012

Website

https://www.rh.com

Employees

5,690

Sector

Consumer Cyclical

Industry

Specialty Retail