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Quarterly ResultAug 6, 2026, 06:02 AM

Arhaus Q2 Net Revenue +7.4% to $385M; Net Income +13.1% to $40M

AI Summary

Arhaus reported strong second-quarter 2026 results, with net revenue increasing 7.4% to $385 million and net and comprehensive income rising 13.1% to $40 million. Adjusted EBITDA grew 16.8% to $70 million, benefiting from $23.8 million in IEEPA tariff recoveries. The company also expanded its showroom footprint, opening two new locations, and maintained its full-year net revenue and comparable delivered sales outlook while raising its net income and Adjusted EBITDA guidance due to the tariff benefits.

Key Highlights

  • Net revenue increased 7.4% to $385 million in Q2 2026.
  • Net and comprehensive income rose 13.1% to $40 million.
  • Adjusted EBITDA grew 16.8% to $70 million.
  • Recognized a $23.8 million benefit from IEEPA tariff recoveries in Q2.
  • Comparable Delivered Sales increased 4.0% and Comparable Written Sales rose 12.5%.
  • Opened 2 new showrooms and completed 4 total showroom projects in Q2.
  • Maintained full-year 2026 net revenue outlook of $1.43 billion to $1.47 billion.
  • Updated full-year 2026 Adjusted EBITDA outlook to $160 million to $171 million.