RH · NYSE · Specialty Retail

RH

Curates home furnishings and Waterworks through galleries, membership, design services and hospitality.

$149.25
After-hours close−0.22 (−0.15%)
At close$149.47(+3.23%)
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Profile

RhRHConsumer Discretionary

Curates home-furnishings concepts and Waterworks products through galleries, digital channels and print channels. The business blends membership, interior-design services and hospitality, and reports RH Segment and Waterworks as its segments.

Curates home furnishings through RH Interiors, RH Modern, RH Outdoor, RH Beach House, RH Ski House, RH Baby & Child, RH Teen and Waterworks. Collections are presented through company-controlled galleries, digital channels and print channels.

Galleries combine product presentation with interior-design services and hospitality, including restaurants and wine bars. The RH Members Program supplies product discounts, design-service benefits and financing-plan eligibility. Core RH-business sales are member-centered.

The RH Segment and Waterworks are the reportable business segments. International gallery expansion and initiatives in galleries, real estate and new businesses require significant capital.

Company facts

CEOGary Friedman
ListedNov 2, 2012
ExchangeNYSE
HeadquartersCorte Madera, CA
CountryUnited States
Employees7,230
CIK0001528849
ISINUS74967X1037

Key statistics

Market cap$2.83B
EPS (ttm)$5.18
P/E (ttm)28.86
ROE515.4%
P/B49.49
P/S0.8247
Dividend yield
Beta2.02vs XLY 1.18

Year to date −22.7% · Average volume (30d) 699.4K

Analysts

Price target, next 12 months$155.00+3.7%Median of 37 analysts · vs the Aug 28 close
ConsensusBuy18 of 37 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Jul 8, 2026Goldman SachsReiterateNeutral$276$155
Jun 12, 2026Stifel NicolausTarget$165$130
Jun 12, 2026Robert W. BairdTarget$180$150
Jun 12, 2026Wells FargoReiterateOverweight$160$175
Jun 9, 2026UBSReiterateNeutral$160$155

Earnings

EPS

Estimate$0.38
ReportedDue Sep 10, 2026

Revenue

Estimate$915.4M
ReportedDue Sep 10, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 11, 2026Q1 FY26−$2.12−$1.97+7.1%$792.5M$800.3M+1.0%−3.94%
Mar 31, 2026Q4 FY25$2.21$1.53−30.8%$873.2M$842.6M−3.5%−19.29%
Dec 11, 2025Q3 FY25$2.12$1.71−19.3%$883.5M$883.8M0.0%+5.67%
Sep 11, 2025Q2 FY25$3.19$2.93−8.2%$900.1M$899.2M−0.1%−4.60%
View details

Financial highlights

12 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue$812.4M$814.0M$899.2M$883.8M$842.6M$800.3M
Gross profit$362.8M$355.3M$409.3M$389.7M$361.4M$331.3M
Operating income$90.1M$54.7M$134.4M$104.7M$96.6M$34.2M
Net income$13.9M$8.0M$51.7M$36.3M$28.8M−$13.7M
Diluted EPS$0.69$0.40$2.62$1.83$1.46−$0.73
Gross margin44.7%43.7%45.5%44.1%42.9%41.4%
Operating margin11.1%6.7%15.0%11.9%11.5%4.3%

Fiscal years (4-quarter sums)FY21 $3.76B · FY22 $3.59B · FY23 $3.03B · FY24 $3.18B · FY25 $3.44B

Revenue by product · Q1 FY26

RH Segment$752.2M · 94%
Waterworks$48.1M · 6%

Balance sheet, May 2, 2026Cash & short-term investments $53.8M · Total debt $3.85B · Total assets $4.95B · Shareholders' equity $56.9M

Dividends

No dividends on record.

Ownership

Institutions 121.63%Insiders 18.07%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 18.90M · Float 13.82M · 73.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Gary G. Friedman4.93M23.88%13DJul 9, 2026
FMR LLC2.84M15.00%13FAug 13, 2026
BlackRock, Inc.1.98M10.47%13FAug 7, 2026
Alyeska Investment Group, L.P.1.71M9.04%13FAug 14, 2026
G1 Execution Services, LLC994.4K5.30%13GNov 13, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 10, 2026Mark S. Demiliodirector−2,445$168.44
Jul 8, 2026Gary G. Friedmandirector, 10 percent owner, officer: CHAIRMAN & CEO−48,238$158.66
Jul 7, 2026Gary G. Friedmandirector, 10 percent owner, officer: CHAIRMAN & CEO−7,693$170.12
Jul 6, 2026Gary G. Friedmandirector, 10 percent owner, officer: CHAIRMAN & CEO−69,069$169.48
Jun 29, 2026Carlos Alberinidirector+11,388$160.90
View details

Peers

  • Williams-Sonoma

    Premium home brands across whole-home furnishings and décor

  • Arhaus

    Premium home furnishings with showrooms and interior design

  • Ethan Allen Interiors

    Luxury whole-home furnishings and complimentary interior design

  • MillerKnoll

    Modern design furnishings sold through Design Within Reach

  • Wayfair

    Luxury home marketplace Perigold plus broad online furniture retail

CompareAfter-hours close

CompanyPriceChange
RH$149.25−0.15%$2.83B28.923.70.8−1.7%
Williams-Sonoma$235.06−0.02%$27.68B24.123.93.5+6.7%
Arhaus$8.98+0.11%$1.27B18.117.90.7+7.4%
Ethan Allen Interiors$23.480.00%$597.2M15.019.31.0−8.5%
MillerKnoll$23.24+0.52%$1.58B17.511.50.4+4.4%
Wayfair$104.07+0.32%$14.21B30.71.1+7.5%
Median17.819.31.0+6.7%