Arhaus (ARHS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.28
- Estimate
- $0.16
- Surprise
- +72.6%
- Revenue (period 2026-06-30)
- $384.9M
- Score at report (before → after)
- 5.5 → 5.5/10
Revenue source: xbrl.
How the report landed
Arhaus (ARHS) beat the $0.16 estimate with diluted EPS of $0.28 — a large 72.6% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Sell at 5.5/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARHS Sell at 5.4/10.
2 of the last 4 quarters beat the estimate; this quarter's +72.6% surprise compares with a +30.7% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Positive insider activity
What argues against it
- Analyst target reached - limited upside remaining
- Leverage penalty (D/E 1.5): -0.5
- Target reached (-4.1% upside)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $9.35
- Price target
- $10.08
- Stop
- $8.73
- Upside to target
- +7.8%
At 18.8× trailing and 16.5× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-08-24 — shown for context, not personalized investment advice.
ARHS at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Specialty Retail
- Market cap
- $1.33B
- P/E (fwd)
- 16.5
- P/E (ttm)
- 18.8
- 52-week range
- $5.57–$12.19
- Off 52-week high
- 23.3%
- RSI (14)
- 67
- Volume vs avg
- 0.85×
- Score today
- 5.4/10