RH posted Q2 2026 EPS of $2.70, beating estimates by 51.7%, while revenue came in at $922.15 million, slightly below consensus. The company recognized a tariff benefit of $55.1 million in the quarter and expects an additional $13.9 million in the second half to offset rising supply-chain costs from higher oil. Guidance was modestly narrowed to $3.63–$3.68 billion for fiscal 2026, aligning with expectations and triggering a positive after-hours move.
RH topped Q1 expectations and lifted FY2026 revenue guidance to 4.5%–8%, suggesting durable demand for its premium home furnishings. Tariff-related backorders and softer Q2 revenue guidance offset the positive news, contributing to a >6% drop in shares. The key question is whether tariff headwinds abate and demand remains resilient, driving margin and earnings upside later in the year.
RH topped Q1 expectations with a narrower loss and revenue above estimates, while guiding higher 2026 revenue despite a softer Q2 outlook. The upgrade centers on a renewed product cycle, including RH Estates, and international expansion such as London Mayfair, which could boost margins and market share over the next 12 months. Several analysts raised price targets, signaling renewed investor optimism around RH’s growth trajectory.
RH reported disappointing fourth-quarter earnings and revenue, missing analyst estimates. The company faces heightened challenges due to a weakening housing market, leading to lowered future revenue guidance and analyst downgrades, which could further pressure share prices.
RH has released its financial results for the fourth quarter and fiscal year 2025. The results were discussed by CEO Gary Friedman in a scheduled webcast, which may provide key insights that could influence investor sentiment and stock performance.
RH is poised to report strong fourth-quarter earnings, projected at $2.20 per share, significantly up from last year's $1.58. The anticipated revenue of $873.25 million also underscores healthy growth, with new leadership in place, potentially influencing operational performance.
