Stocks Consumer discretionary RH
NYSE · Consumer discretionaryRH (RH)
RH brought in $3.4B of revenue over the twelve months to August 1, 2026, up 3.3% from a year earlier. Net income was $111.5M, a net margin of 3.2%. Operating cash flow minus capital spending left $252.4M of free cash flow in fiscal 2025. At August 1, 2026 it held $125.5M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 10, 2026.
Key facts about RH
- Net worth
- RH has a market value (market cap) of $2.6B at the latest share price, and shareholders' equity of $120.3M on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $3.4B (+8.1% year on year), with net income of $124.8M. Over the 12 months to August 1, 2026: revenue $3.4B, net income $111.5M.
- Cash flow
- In fiscal 2025 operations brought in $452.2M of cash; after $199.8M of capital spending, free cash flow was $252.4M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 10, 2026 and covers the period to August 1, 2026. Open on SEC EDGAR
- Next earnings report
- RH's next report is expected around December 10, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What RH does
RH is registered with the SEC under industry code SIC 5712 (Retail-Furniture Stores). Its shares trade on NYSE under the ticker RH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $3.4B | $124.8M | $6.31 | $252.4M |
| 2024 | $3.2B | $72.4M | $3.62 | -$213.7M |
| 2024 | $3B | $127.6M | $5.91 | -$67.1M |
| 2023 | $3.6B | $528.6M | $19.90 | $230M |
| 2021 | $3.8B | $688.5M | $22.13 | $476.7M |
| 2020 | $2.8B | $271.8M | $9.96 | $389.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where RH ranks in Consumer discretionary
Latest SEC filings
What RH has filed recently, newest first. Each links to the original document on SEC EDGAR.
- September 10, 2026Quarterly report 10-Q · period to August 1, 2026Revenue rose 2.6% to $922.2M versus the same quarter last year; diluted EPS $3.06 versus $2.62.
- September 10, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- July 29, 2026Passive stake changed SCHEDULE 13G/A
- July 23, 2026
- July 9, 2026Activist stake changed SCHEDULE 13D/A
- July 8, 2026
- June 25, 2026
- June 11, 2026Quarterly report 10-Q · period to May 2, 2026Revenue fell 1.7% to $800.3M versus the same quarter last year; diluted EPS -$0.73 versus $0.40.
- June 11, 2026
What is RH worth? A DCF from its reported cash flow
Insider trades
What the people running RH did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $132K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 22, 2026 | Demilio Mark SDirector | Soldindirect | 1,000 | $132K |
| July 10, 2026 | Demilio Mark SDirector | Soldindirect | 1,309 | $219.8K |
| July 10, 2026 | Demilio Mark SDirector | Soldindirect | 1,136 | $192K |
| July 8, 2026 | Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | Sold | 5,897 | $912.3K |
| July 8, 2026 | Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | Sold | 3,216 | $500.6K |
| July 8, 2026 | Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | Sold | 400 | $62.7K |
| July 8, 2026 | Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | Sold | 5,399 | $852.6K |
| July 8, 2026 | Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | Sold | 6,833 | $1.1M |
Who owns RH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Gary G. Friedman13D, may seek influence | 23.88% | July 9, 2026 |
| Alyeska Investment Group, L.P.13G, passive with 2 related filers | 8.69% | May 15, 2026 |
| G1 Execution Services, LLC13G, passive with 2 related filers | 5.3% | November 13, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 372 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 2,835,135 | +39,537 |
| BlackRock, Inc. | 1,978,271 | +581,710 |
| Alyeska Investment Group, L.P. | 1,708,997 | +72,674 |
| Vanguard Portfolio Management LLC | 778,415 | +124,473 |
| Two Sigma Investments, LP | 763,447 | +486,695 |
| Vanguard Capital Management LLC | 688,225 | +8,160 |
| UBS Group AG | 619,174 | -91,559 |
| State Street Corp | 586,543 | +114,330 |
| Morgan Stanley | 466,072 | -67,432 |
| Geode Capital Management, LLC | 414,947 | +127,548 |
| Goldman Sachs Group Inc | 399,645 | +254,251 |
| Charles Schwab Investment Management Inc | 315,262 | +45,776 |
| Senvest Management, LLC | 312,051 | -324,168 |
| Valiant Capital Management, L.P. | 301,276 | 0 |
| Marshall Wace, Llp | 295,133 | +243,132 |
| Dimensional Fund Advisors LP | 292,547 | -23,564 |
| Millennium Management LLC | 287,226 | -269,007 |
| D. E. Shaw & Co., Inc. | 260,485 | +232,913 |
| Jacobs Levy Equity Management, Inc | 258,052 | +9,620 |
| Balyasny Asset Management L.P. | 232,674 | +231,764 |
Insiders
11 insiders reported holding 3,426,247 shares in total, about $468.1M at the last price.
| Holder | Shares |
|---|---|
| Friedman Gary GCHAIRMAN & CEO, Director, 10% owner | 3,226,337 |
| Alberini CarlosDirector | 56,16632,190 held indirectly |
| Chaya EriSEE REMARKS, Director | 48,64348,643 held indirectly |
| Demilio Mark SDirector | 40,56825,680 held indirectly |
| Schlesinger Leonard ADirector | 16,134 |
| Mitic Kathleen C.Director | 12,899 |
| Krane Hilary KDirector | 8,598 |
| Belling KeithDirector | 6,483 |
| Chi LisaSEE REMARKS | 6,000 |
| Hargarten ChristinaCHIEF ACCOUNTING OFFICER | 2,359 |
Questions about RH
What does RH do?
RH is a company in the Consumer discretionary sector, listed on NYSE as RH. Its shares trade on NYSE under the ticker RH.
What is RH's net worth?
RH has a market value (market cap) of $2.6B at the latest share price, and shareholders' equity of $120.3M on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is RH profitable?
Yes. Over the twelve months to August 1, 2026 it reported net income of $111.5M on revenue of $3.4B, a net margin of 3.2%.
How much revenue does RH make?
Over the twelve months to August 1, 2026 RH reported revenue of $3.4B. That is 3.3% more than a year earlier.
When did RH last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 10, 2026. It covers the period to August 1, 2026. Its newest filing of any kind is the new insider holdings from October 15, 2026.
When is RH's next earnings report?
RH's next report is expected around December 10, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values RH tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.