RH (NYSE:RH), the high-end home furnishings retailer, reported weaker-than-expected results for the fourth quarter of fiscal 2025, sending its shares down almost 23% in early trading. The company posted adjusted earnings per share of $1.53, below analysts' consensus of roughly $2.21, while revenue came in at $842.6 million, missing the expected $873.5 million.
RH (RH) Q4 2026 Earnings Call Transcript
RH remains under significant pressure from a weak housing market, tariff impacts, and an over-leveraged balance sheet, leading to a 40% share price decline. Q4 earnings and full-year free cash flow fell short of expectations, with gross margins contracting 180bps and EPS guidance now well below consensus. Management's guidance for 2025 assumes back-weighted growth and international expansion, but risks are skewed to the downside given persistent housing market weakness.
RH (RH) came out with quarterly earnings of $1.53 per share, missing the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $1.58 per share a year ago.
RH's fourth-quarter fiscal 2025 signals solid revenue and EPS growth from expansion and pricing, but tariffs and sourcing disruptions may weigh on margins.
In the latest trading session, RH (RH) closed at $130.17, marking a +1.97% move from the previous day.
Aquatic Capital Management LLC lessened its stake in RH (NYSE: RH) by 45.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 42,018 shares of the company's stock after selling 34,467 shares during the period. Aquatic Capital Management LLC
RH (RH) closed at $143.45 in the latest trading session, marking a +1.48% move from the prior day.
RH (RH) reached $150.99 at the closing of the latest trading day, reflecting a -3.12% change compared to its last close.
The Supreme Court could make a decision on President Donald Trump's "reciprocal tariffs" as soon as this week, but new duties on upholstered furniture, kitchen cabinets and vanities will remain in place regardless of the ruling. Higher costs on imports is the latest blow to the furniture industry, which had been buckling under high interest rates and a sluggish housing market well before tariffs came into the picture.
In the closing of the recent trading day, RH (RH) stood at $208.72, denoting a +1.78% move from the preceding trading day.
RH (RH) reached $206.95 at the closing of the latest trading day, reflecting a -1.99% change compared to its last close.