Rh
$183.95-2.1%YTD-4.0%1Y-5.5%
Mentions · last 7 days
321-8%
Price updated 9h ago·X counts updated 1d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $RH, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Specialty Retail sits in its cycle right now — and what that implies for $RH.
Specialty Retail
No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..
What this means for $RH
Neutral — Luxury home furnishings retailer selling high-end furniture and décor through large gallery-style stores; limited read-through from specialty retail macro dynamics to this specific revenue mix.
Top industry ETF
$XRTSPDR S&P Retail ETF
+3.7%YTD
+10.6%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
22.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
11.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
9.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-5.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
44.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
65.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Jun 11, 2026$-1.97$-2.12+7.1%
Q4 2025Mar 31, 2026$1.53$2.21-30.8%
Q3 2025Dec 11, 2025$1.71$2.12-19.3%
Q2 2025Sep 11, 2025$2.93$3.19-8.2%
Next earningsThu, Sep 10·consensus EPS $0.42
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$842.6M+3.7%42.9%11.5%$1.53$51.8M
Q3 FY25$883.8M+8.9%44.1%11.9%$1.93$83.0M
Q2 FY25$899.2M+8.4%45.5%15.0%$2.76$72.8M
Q1 FY25$814.0M+12.0%43.7%6.7%$0.43$42.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.4B – $3.6B$6.91$6.61 – $7.2115
FY27$3.6B$3.6B – $3.7B$4.90$3.85 – $6.0314
FY28$3.9B$3.9B – $4.0B$9.39$7.70 – $10.9815
FY29$4.3B$4.3B – $4.3B$13.34$7.60 – $19.098
FY30$4.9B$4.8B – $5.0B$21.02$20.47 – $21.574
FY31$5.3B$5.2B – $5.4B$28.20$27.46 – $28.943
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 13.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
SC 13D/AActivist amendmentJul 9SC 13D/A
AI summary
8-KPress release / Reg FDJul 88-K — Item 7.01: Press release / Reg FD
AI summary
8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary
8-KOfficer or director changeJan 268-K — Item 5.02: Officer or director change
+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
RH (RH) Registers a Bigger Fall Than the Market: Important Facts to NoteRH Director Sells $412,000 in Stock After CEO's Big Sale — Here's What Investors Should KnowWilliams-Sonoma vs. RH: Which Retail Stock Is the Better Buy Right Now?CEOs Sell Millions Worth of These 3 Big Name Stocks—What It Means for InvestorsRH (RH) Shares Surge 3.5% -- What GF Score of 77 Tells Investors
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