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AI brief of an SEC Form 8-K · Arhaus, Inc. (ARHS)

Arhaus Q2 revenue rises 7.4% to $385 million; profit outlook updated for tariff refunds

Positive Impact 4 of 5 earnings Written later

Arhaus reported second quarter 2026 net revenue of $385 million, up 7.4%, and net and comprehensive income of $40 million, up 13.1%. The results included a $23.8 million benefit from IEEPA tariff recoveries, and the company updated its full-year net income and Adjusted EBITDA outlook to reflect that benefit while keeping its full-year net revenue outlook unchanged.

Key points

  • Q2 2026 net revenue was $385 million, up 7.4% from the second quarter of 2025; diluted EPS was $0.28 versus $0.25.
  • Gross margin included a $23.8 million IEEPA tariff recovery benefit, of which $15.5 million related to inventory sold before April 2026.
  • Full-year 2026 outlook: net revenue $1.43 billion to $1.47 billion (maintained); net income $71 million to $80 million and Adjusted EBITDA $160 million to $171 million (updated).
  • Cash and cash equivalents were $226 million at June 30, 2026, down 10.6% from December 31, 2025, mainly due to a $49 million special cash dividend paid in March.

The filing

CompanyArhaus, Inc. (ARHS)
Form8-K, current report
Filed with the SECAug 6, 2026, 6:02 AM ET
Accession number0001875444-26-000028

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:45 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.