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 · 2026-11-06Filter✗ 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 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 0.9x | 0.46 → 0.58(1.3x) | 24.6 |
| FY+32028-12 | 1.0x | 0.46 → 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
蓝色标签在暴涨研究中略有区分度;悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告(约 1–3 分钟),结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
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 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ARHSArhaus, Inc. | $2.01B | +9.7% | +7.0% | 39.2% | 30.5x | 13.8x | 19.2x | |
| TILEInterface, Inc. | $1.78B | -18.7% | +6.0% | 38.8% | 12.9x | 8.6x | 14.6x | |
| SBHSally Beauty Holdings, Inc. | $1.71B | -2.3% | +1.7% | 52.4% | 7.5x | 6.8x | 7.9x | Cheap |
| REREATRenew Inc. | $1.48B | +3.5% | – | 21% | 37.4x | 21.3x | – | |
| ARCOArcos Dorados Holdings Inc. | $1.47B | -0.1% | +12.7% | 12.1% | 6.4x | 5.5x | 17.1x | Cheap |
| TRSTriMas Corporation | $1.39B | +2.0% | -30.6% | 22.8% | 11.6x | 47.1x | 19.5x | |
| MBCMasterBrand, Inc. | $1.37B | -5.1% | +29.5% | 24.6% | – | 41.5x | – | |
| LZBLa-Z-Boy Incorporated | $1.27B | -2.7% | +2.1% | 44% | 16.0x | 8.2x | 9.8x | |
| WINAWinmark Corporation | $944M | -1.3% | +4.0% | 82.9% | 35.2x | 26.9x | 21.1x | |
| 同行中位数 | – | – | +4.0% | 31.7% | 12.9x | 14.9x | 15.9x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
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 Margin | 39.2% | 41% | 36.4% | 38.1% | 38.7% | 41.2% | 37.1% | 40% |
| Operating Margin | 2.7% | 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 EPS | 0.05 | 0.28 | 0.02 | 0.11 | 0.09 | 0.25 | 0.03 | 0.15 |
| Operating Cash Flow | $113.2M | $69.5M | $-9.7M | $9.3M | $46.1M | $34.9M | $46.5M | $31.7M |