Quarterly ResultAug 6, 2026, 06:13 AM
Arhaus Q2 Net Revenue $385M, Net Income $40M; Tariff Refunds $37.8M
AI Summary
Arhaus, Inc. reported strong second quarter 2026 financial results, with net revenue increasing 7.4% to $385 million and net income rising 13.1% to $40 million. Adjusted EBITDA grew 16.8% to $70 million, reflecting a $23.8 million benefit from IEEPA tariff recoveries. The company has received $37.8 million in tariff refunds to date. Arhaus maintained its full-year revenue and comparable delivered sales outlook, while updating its net income and Adjusted EBITDA guidance upwards to reflect the tariff benefits. The company also completed 4 total showroom projects during the quarter, including 2 new showrooms.
Key Highlights
- Q2 2026 net revenue increased 7.4% to $385 million.
- Q2 2026 net income rose 13.1% to $40 million.
- Q2 2026 Adjusted EBITDA grew 16.8% to $70 million.
- Q2 2026 Comparable Delivered Sales increased 4.0%.
- Recognized $23.8 million benefit from IEEPA tariff recoveries in Q2.
- Received $37.8 million in tariff refunds as of August 6, 2026.
- Full-year 2026 Net income outlook updated to $71 million to $80 million.
- Full-year 2026 Adjusted EBITDA outlook updated to $160 million to $171 million.
Price Impact
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