Earnings Releases·Nov 5, 2026, 6:03 AM ET

Arhaus — Third Quarter 2026 Earnings Summary

Net revenue rose 6.8% year-over-year to $368 million, though net income and Adjusted EBITDA declined 36.0% and 12.3% respectively to $8 million and $27 million due to a 14.8% increase in SG&A expenses.
The company raised its full-year 2026 net revenue guidance to $1.465 billion–$1.485 billion and comparable delivered sales outlook to 2.5%–4%, while maintaining unchanged net income and Adjusted EBITDA forecasts.
Capital return activity included $49.59 million in cash dividends paid during the first nine months of 2026, up significantly from $340,000 in the prior year period.
Strategic expansion continued with 2 showroom projects completed in Q3, bringing the total portfolio to 109 showrooms, while the company maintains a debt-free balance sheet with $318 million in cash.
Management cited strong comparable written sales growth of 13.9% and continued client demand as drivers for the raised outlook, despite ongoing fuel and transportation cost pressures.