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Arhaus, Inc.

ARHSNASDAQ · Consumer Cyclical · Home Improvement
Arhaus, Inc. operates as a lifestyle brand and premium retailer in the home furnishings market.
$14.19+9.66%
报价 2026-11-06
市值
$2.01B
EV
$2.31B
PE (TTM)
30.5x
预期 PE (FY2026)
26.5x
52 周区间距高点 0.0%
$5.75$14.19

筛选结果

pipeline · 2026-11-06
Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool

爆发潜力

2026-11-07
未命中✗ 收入线✗ EPS 线
财年收入倍数EPSPE
FY+22027-120.9x0.46 → 0.58(1.3x)24.6
FY+32028-121.0x0.46 → 0.65(1.4x)21.8

毛利率 39% · TTM 收入 $1746M · 基数 EPS 0.46(调整后)

电话会信号

辅助标签
Q3 20262026-11-05
需求加速上调指引供不应求
指引 上调
信心 4
分析师 3

“We are raising our full-year net revenue and Comparable Delivered Sales outlook, reflecting continued demand strength and our confidence in converting our growing written order pipeline into delivered revenue.”

原文引用(3)
  • 需求加速:Comparable written sales increased an impressive 13.9% in the quarter, building on the 12.5% growth achieved in the second quarter
  • 上调指引:we are raising our full-year net revenue and Comparable Delivered Sales outlook
  • 供不应求:we have seen a little bit of a dip in in-stock now just with the outsized growth that we experienced in Q3

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研究结论

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事件

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同行对比

FMP 同行列表 · 2026-05-16
公司市值今日预期营收增速毛利率PEEV/EBITDAP/FCF池
ARHSArhaus, Inc.$2.01B+9.7%+7.0%39.2%30.5x13.8x19.2x
TILEInterface, Inc.$1.78B-18.7%+6.0%38.8%12.9x8.6x14.6x
SBHSally Beauty Holdings, Inc.$1.71B-2.3%+1.7%52.4%7.5x6.8x7.9xCheap
REREATRenew Inc.$1.48B+3.5%–21%37.4x21.3x–
ARCOArcos Dorados Holdings Inc.$1.47B-0.1%+12.7%12.1%6.4x5.5x17.1xCheap
TRSTriMas Corporation$1.39B+2.0%-30.6%22.8%11.6x47.1x19.5x
MBCMasterBrand, Inc.$1.37B-5.1%+29.5%24.6%–41.5x–
LZBLa-Z-Boy Incorporated$1.27B-2.7%+2.1%44%16.0x8.2x9.8x
WINAWinmark Corporation$944M-1.3%+4.0%82.9%35.2x26.9x21.1x
同行中位数––+4.0%31.7%12.9x14.9x15.9x

研究全文

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财务报表

Metric
2026-09-30
Q3 2026
2026-06-30
Q2 2026
2026-03-31
Q1 2026
2025-12-31
Q4 2025
2025-09-30
Q3 2025
2025-06-30
Q2 2025
2025-03-31
Q1 2025
2024-12-31
Q4 2024
Revenue$368.1M$699.2M$314.3M$364.8M$344.6M$358.4M$311.4M$347M
Gross Margin39.2%41%36.4%38.1%38.7%41.2%37.1%40%
Operating Margin2.7%8.1%0.7%5.6%4.8%13%1.7%8.2%
Net Income$7.8M$39.6M$2.2M$15.1M$12.2M$35.1M$4.9M$21.3M
Diluted EPS0.050.280.020.110.090.250.030.15
Operating Cash Flow$113.2M$69.5M$-9.7M$9.3M$46.1M$34.9M$46.5M$31.7M

研究材料