RH (RH) Beats Stock Market Upswing: What Investors Need to Know
RH (RH) concluded the recent trading session at $179.57, signifying a +2.9% move from its prior day's close.
RH, along with its various associated businesses, functions as a prominent retailer specializing in home furnishings. Its extensive product portfolio spans categories ...
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Est. EPS $3.12 · Revenue $968.19M · 12 analysts
Est. EPS $4.73 · Revenue $3.63B · 11 analysts
Est. EPS $3.15 · Revenue $948.94M · 5 analysts
Est. EPS $-0.34 · Revenue $870.70M · 5 analysts
EPS $3.62 · Revenue $3.18B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.4B | +8.1% | -5.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $124.8M | +72.3% | -147.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.1% | -0.9% | -3.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.3% | -2.6% | -62.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.6% | +59.4% | -150.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $252.4M | +218.1% | -74.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.3% | +209.2% | -73.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 6550.0% | +372.1% | +3.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.19x | -14.6% | -5.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.8B | +6.2% | +2.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.31 vs 6.95 | -9.2% | -0.73 vs 3.12 | -123.4% |
| Revenue Surprise | $3.4B vs $3.5B | -0.9% | $800.3M vs $968.2M | -17.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Hassanein Ryan George | officer: SEE REMARKS | Stock Option (Right to Buy) | — | 40,000 | $174.55 |
| Jul 10, 2026 | DEMILIO MARK S | director | Common Stock | D | 1,309 | $167.95 |
| Jul 10, 2026 | DEMILIO MARK S | director | Common Stock | D | 1,136 | $169.00 |
| Jul 8, 2026 | FRIEDMAN GARY G | director, 10 percent owner, officer: CHAIRMAN & CEO | Common Stock | D | 5,897 | $154.71 |
| Jul 8, 2026 | FRIEDMAN GARY G | director, 10 percent owner, officer: CHAIRMAN & CEO | Common Stock | D | 3,216 | $155.65 |
Operator: Hello and welcome to the RH First Quarter Fiscal 26 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, please press star then the number 1 on your telephone keypad. I would now like to turn the conference over to Allison Malkin of ICR. Alison, please go ahead. Allison Malkin: Thank you. Good afternoon, everyone. Thank you for joining us for our first quarter fiscal 26 earnings call. Joining me today are Gary G. Friedman, Chairman and Chief Executive Officer and Jack Preston, Chief Financial Officer. Before we start, I would like to remind you of our legal disclaimer. That we will make certain statements today that are forward looking within the meaning of the federal securities laws including statements about our outlook for the business and other matters referenced in our press release issued today. These forward looking statements involve a number of risks, and uncertainties that could cause actual results to differ materially. Please refer to our SEC filings as well as our press release issued today. For a more detailed description of the risk factors that may affect our results. Please also note that these forward looking statements reflect our opinion only as of the date of this call. And we undertake no obligation to revise or publicly release results of any revision to these forward looking statements in light of new information or future events. Also, during this call, we may discuss non GAAP financial measures, which adjust our GAAP results to eliminate the impact of certain items. you will find additional information regarding these non GAAP financial measures and a reconciliation of these non-GAAP to GAAP measures in today's financial results press release. A live webcast of this call is also available on the Investor Relations section of our website at ir.rh.com. And now I would like to turn the call over to Gary. Gary G. Friedman: Thank you, Allison. Hello, everyone. Let me start with a reading of our letter. To our people, partners, and shareholders. First quarter revenues of $800.3 million and adjusted EBITDA of 7.1% exceeded the high end of our expectations in the first quarter despite backorder and special order balances approximately $75 million higher than a year ago. Primarily due to tariff related resourcing. As a result of our better than expected first quarter results, we are raising our outlook for fiscal year 26 and providing the following outlook for the second quarter. Fiscal year 26 outlook. Revenue growth, of 4.5 to 8% adjusted EBITDA margin of 14.2 to 16%, adjusted free cash flow of $300 million to $400 million The above outlook includes an approximate negative 270-basis-point adjusted EBITDA margin impact from preopening and start up costs to support our international expansion. Second quarter 26 outlook. Revenue growth of 0.5% to 2.5%, adjusted …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Lisa Chi | President, Co-Chief Merchandising & Creative Officer | USD 1,400,745 | Female | 1976 | Active |
Eri Chaya | President, Co-Chief Merchandising & Creative Officer and Director | USD 1,339,500 | Female | 1973 | Active |
Gary G. Friedman | Chairman & Chief Executive Officer | USD 1,262,000 | Male | 1958 | Active |
Jack Preston | Chief Financial Officer | USD 964,500 | Male | 1975 | Active |
David G. Stanchak | Chief Real Estate & Transformation Officer | USD 801,844 | Male | 1959 | Active |
Fernando Garcia | President of Furniture Operations & Home Delivery and Chief Supply Chain Officer | — | Male | — | Active |
Jarrett Stuhl | Chief Real Estate & Development Officer | — | Male | — | Active |
Christina Hargarten | Chief Accounting Officer | — | Female | 1980 | Active |
Sandy Pilon | Chief People & Values Officer | — | Female | — | Active |
Veronica Schnitzius | President and Chief Manufacturing & Sourcing Officer | — | Female | — | Active |
RH (RH) concluded the recent trading session at $179.57, signifying a +2.9% move from its prior day's close.
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