US · Consumer Cyclical · Specialty Retail
EPS came in at 2.70 against a street estimate of 0.42 — a beat of 542.9%.
Analysts rate RH a hold (6 buy, 11 hold, 2 sell out of 19) with an average price target of $165.82.
CONFIDENT RH exceeded Q2 guidance with 2.6% revenue growth and 13.4% adjusted EBITDA margin. RH Estates launch targets doubling TAM via 45% higher price points. FY26 revenue guided 5.5–7%, EBITDA 15–16.2%, with international drag improving 2027. Q2 FY26 Management emphasizes international investment cycle post-peak; RH London response described as 'nothing short of spectacular' with design pipeline rivaling flagship stores. Analyst pressed Estates pricing sustainability and new-customer incrementality; management emphasized design-quality-value hierarchy and exclusive product positioning vs. contemporary. International margin recovery assumptions cut off mid-answer but confirmed flagship cycle peak passing with 2027 improvement expected. 2026-09-10…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.97% |
| BlackRock Inc | 10.45% |
| Alyeska Investment Group, L.P. | 9.03% |
| Vanguard Portfolio Management, LLC | 4.11% |
| Two Sigma Investments LLC | 4.03% |
| Vanguard Capital Management, LLC | 3.63% |
| UBS Group AG | 3.27% |
| State Street Corp | 3.10% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 RH FORM 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net revenues (Q2 2026): $922,150 thousand ($922.2 million), up 2.6% vs. Q2 2025 ($899,1 | 2026-09-10 |
| Results announced · Q3 FY2027 SECOND QUARTER 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • GAAP Net Revenues: $922.2M, up 2.6% year-over-year • GAAP Net Income: $60.2M • EBIT | 2026-09-10 |
| Reg FD disclosure · Q2 FY2027 RH (RESTORATION HARDWARE) – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Leadership Changes (July 23, 2026): Sandy Pilon promoted to Chief Cust | 2026-07-23 |
| Reg FD disclosure · Q2 FY2027 RH FORM 8-K SUMMARY — JULY 8, 2026 HEADLINE NUMBERS • Filing Type: Form 8-K current report filed July 8, 2026 • Company: RH (Restoration Hardware), | 2026-07-08 |
| Shareholder vote results · Q2 FY2027 RH SHAREHOLDER MEETING SUMMARY (JUNE 18, 2026) HEADLINE NUMBERS • Annual shareholder meeting held June 18, 2026 • Total votes cast across proposals: | 2026-06-25 |
| Quarterly report · Q2 FY2027 RH FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended May 2, 2026 --- HEADLINE NUMBERS • Net Revenue: $800.3 million (down 1.7% vs. $814.0 millio | 2026-06-11 |
| Results announced · Q2 FY2027 RH Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q1 2026 net revenues: $800.3M, down 1.7% year-over-year • GAAP net loss: $13.7M (vs. $8.0M net incom | 2026-06-11 |
| Proxy statement · Q2 FY2027 RH PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION & CHANGE • Gary Friedman (CEO) total compensation: Document contains reference | 2026-05-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.