Arhaus IncRevenue and income beat guidance, with raised full-year guidance and tariff recovery benefit.

Arhaus reported second quarter 2026 net revenue of $385 million, a 7.4% increase year-over-year and above the high end of its guidance range. Net and comprehensive income rose 13.1% to $40 million, while adjusted EBITDA increased 16.8% to $70 million, both figures including a $23.8 million benefit from IEEPA tariff recoveries. Comparable Delivered Sales grew 4.0% and Comparable Written Sales jumped 12.5% in the quarter. The company ended the period with 109 showrooms across 31 states, no long-term debt, and cash and cash equivalents of $226 million. For the full year 2026, Arhaus maintained its net revenue outlook of $1.43 billion to $1.47 billion and raised its net income and adjusted EBITDA guidance to reflect the tariff recovery benefit.
Arhaus IncRevenue and income beat guidance, with raised full-year guidance and tariff recovery benefit.