RH RH
BULLISH
Impact: 7/10
8-K
earnings-rerun-backfill
Latest settled — T+20d
RH ▲ +16.94% at T+20d
LONG call ✓ call won +16.94% · α vs SPY +7.22% · entry $112.85 → $131.97
Last close $146.80 (close Jun 8) · +30.08% from $112.85 entry
T+1d
+0.54%
call +0.54% · α +0.46%
$113.46
settled 2mo ago
T+5d
+9.70%
call +9.70% · α +5.94%
$123.80
settled 2mo ago
T+20d
+16.94%
call +16.94% · α +7.22%
$131.97
settled 6w ago
T+60d
—
call — · α —
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in 16d
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
Free Cash Flow
$54.6M
Gross Margin
42.9%
Actionable Insight
Monitor Q1 2026 for execution of international expansion and margin recovery, as startup costs are expected to pressure near-term profitability.
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%
epsrevenuenet_income
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
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 |
US Market Status
Market Closed — Opens in 7h
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