8-K ·Filed Mar 31, 2026
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Actionable Insight ▲ Bullish
Monitor Q1 2026 for execution of international expansion and margin recovery, as startup costs are expected to pressure near-term profitability.
Final — all horizons settled through T+60d
RH ▲ +44.62% at T+60d
LONG call ✓ call won +44.62% · α vs SPY +31.24% · entry $112.85 → $163.20
T+1d
+0.54%
call +0.54% · α +0.46%
$113.46
settled 6mo ago
T+5d
+9.70%
call +9.70% · α +5.94%
$123.80
settled 6mo ago
T+20d
+16.94%
call +16.94% · α +7.22%
$131.97
settled 5mo ago
T+60d
+44.62%
call +44.62% · α +31.24%
$163.20
settled 3mo ago
Price Chart
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Executive Summary
RH reported Q4 2025 results with GAAP diluted EPS of $1.53 on $842.6M revenue, beating consensus by 175.1% on EPS and 6.4% on revenue. Full-year revenue grew 8.1% to $3.44B. The company guided to flat to slightly negative revenue growth in Q1 2026 due to international expansion costs.
Key Financial Metrics
EPS
$1.53
est $-2.04 · +175.1%
Revenue
$842.6M
est $792.4M · +6.4% · +3.7% YoY
Rating
beat
Free Cash Flow
$54.6M
Gross Margin
42.9%
Key Facts
- Q4 2025 GAAP diluted EPS: $1.53 (beat consensus of $2.21 by 175.1%)
- Q4 2025 revenue: $842.6M (beat consensus of $792.4M by 6.4%)
- Full-year 2025 revenue: $3.44B, up 8.1% YoY
- Full-year 2025 net income: $124.8M, up 72% YoY
- Q1 2026 revenue guidance: -2% to -4% growth
- International expansion startup costs to negatively impact Q1 2026 EBITDA margin by ~420 bps
Financial Impact
EPS beat of 175.1% and revenue beat of 6.4% on Q4 results, with full-year revenue growth of 8.1%
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Risk Factors
- Q1 2026 revenue guidance is negative (-2% to -4%)
- International expansion startup costs will negatively impact EBITDA margin by ~420 bps in Q1 2026
Market Snapshot
Exchange
NYSE
Sector
Retail-Furniture Stores
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-037775 |
| Document: 0001104659-26-037775-index.html | 0001104659-26-037775 |
| Document: 0001104659-26-037775.txt | 0001104659-26-037775 |
| 8-K Data (Synthetic) | 0001104659-26-037775 |
6 reports for RH
67% Hit rate best @ T+60▲ +28.44%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 8-K | $134.07 $126.54 | ▼ −5.62% | ▼ −5.40% | $120.46 (−10.15%) |
Jul 23, 2026 10w ago | 8-K | $166.08 $166.21 | ▲ +0.08% | ▼ −0.40% | $120.46 (−27.47%) |
Jul 14, 2026 11w ago | Insider Cluster | $174.55 $183.95 | ▼ −5.39% | ▼ −6.68% | $120.46 (+30.99%) |
Jul 8, 2026 12w ago | Insider Cluster | $168.33 $189.21 | ▼ −12.40% | ▼ −12.54% | $120.46 (+28.44%) |
Jul 6, 2026 12w ago | 144 | $163.70 $174.55 | ▼ −6.63% | ▼ −6.08% | $120.46 (+26.41%) |
Mar 31, 2026 26w ago | 8-K | $112.85 $123.80 | ▲ +9.70% | ▲ +5.94% | $120.46 (+6.74%) |
Showing 6 of 6
US Market Status
Market Closed — Opens Mon (38h 35m)
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