RH (NYSE:RH) Announces Earnings Results, Beats Expectations By $2.32 EPS

RH (NYSE:RH) released its quarterly earnings results on Thursday. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $0.38 by $2.32, FiscalAI reports. RH had a return on equity of 423.79% and a net margin of 3.01%.The company had revenue of $922.15 million during the quarter, compared to the consensus estimate of $915.09 million.

RH Stock Down 3.9%

NYSE RH traded down $5.48 on Thursday, reaching $133.89. The company had a trading volume of 2,024,948 shares, compared to its average volume of 1,027,047. The company has a debt-to-equity ratio of 54.96, a current ratio of 1.13 and a quick ratio of 0.32. RH has a 1 year low of $106.30 and a 1 year high of $248.44. The firm has a 50-day moving average of $167.71 and a 200-day moving average of $150.72. The firm has a market capitalization of $2.53 billion, a PE ratio of 25.85, a P/E/G ratio of 3.39 and a beta of 1.85.

Insider Transactions at RH

In other RH news, CEO Gary G. Friedman sold 69,069 shares of RH stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $169.48, for a total transaction of $11,705,814.12. Following the sale, the chief executive officer directly owned 3,282,268 shares in the company, valued at $556,278,780.64. The trade was a 2.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Mark S. Demilio sold 3,102 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $144.00, for a total value of $446,688.00. Following the completion of the transaction, the director directly owned 25,830 shares in the company, valued at approximately $3,719,520. The trade was a 10.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 132,749 shares of company stock valued at $21,856,812. Corporate insiders own 26.90% of the company’s stock.

Institutional Trading of RH

A number of hedge funds have recently made changes to their positions in RH. Durable Capital Partners LP lifted its holdings in RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after buying an additional 359,101 shares during the last quarter. Jacobs Levy Equity Management Inc. increased its holdings in shares of RH by 1,797.7% in the 4th quarter. Jacobs Levy Equity Management Inc. now owns 246,355 shares of the company’s stock valued at $44,134,000 after acquiring an additional 233,373 shares during the last quarter. Alliancebernstein L.P. raised its position in shares of RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after acquiring an additional 228,229 shares in the last quarter. Alyeska Investment Group L.P. raised its position in shares of RH by 200.5% during the 3rd quarter. Alyeska Investment Group L.P. now owns 297,694 shares of the company’s stock valued at $60,480,000 after acquiring an additional 198,615 shares in the last quarter. Finally, Senvest Management LLC lifted its stake in RH by 30.1% during the fourth quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock worth $150,948,000 after purchasing an additional 194,773 shares during the last quarter. Institutional investors and hedge funds own 90.17% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on RH. Weiss Ratings restated a “sell (d)” rating on shares of RH in a report on Friday, July 24th. Stifel Nicolaus boosted their price target on RH from $110.00 to $130.00 and gave the company a “hold” rating in a report on Friday, June 12th. UBS Group reduced their target price on RH from $160.00 to $155.00 and set a “neutral” rating on the stock in a report on Tuesday, June 9th. Zacks Research upgraded RH from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 16th. Finally, Telsey Advisory Group set a $140.00 price objective on RH in a research note on Tuesday. Seven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, RH has an average rating of “Hold” and an average price target of $173.36.

Trending Headlines about RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH projected fiscal 2026 revenue of $3.6 billion to $3.7 billion, above the analyst consensus of approximately $3.5 billion. The stronger full-year outlook supports management’s expectations for improvement later in the year. RH Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: RH released its fiscal second-quarter 2026 results for the period ended August 1 and scheduled an investor conference call to discuss the results, guidance, margins and demand trends. The company did not provide an EPS figure in the reported guidance update. RH Reports Second Quarter Fiscal 2026 Results
• Negative Sentiment: RH forecast third-quarter fiscal 2026 revenue of $928.0 million to $936.8 million, below the consensus estimate of roughly $964.0 million. The shortfall suggests near-term sales may be weaker than analysts expected and was likely the main source of selling pressure.
• Negative Sentiment: The stock entered the earnings release after falling sharply over the prior month, with analysts focused on margin pressure and whether CEO Gary Friedman’s second-half recovery plan would gain traction. The below-consensus third-quarter outlook increases the risk that investors will remain cautious despite the improved full-year revenue target.

RH Company Profile

RH, formerly Restoration Hardware, is a design-driven luxury retailer specializing in high-end home furnishings, décor, textiles, lighting and outdoor living products. The company offers a curated collection of furniture pieces—including seating, casegoods, beds and dining items—alongside rugs, art and decorative accessories. RH’s product lines are organized into distinct collections, each reflecting a cohesive design philosophy and premium craftsmanship aimed at the residential and hospitality markets.

Founded in 1979 in Eureka, California, by Stephen Gordon, Restoration Hardware began as a small warehouse in Northern California.