Rh
0KTF.L
$162.50 1.26%
Exchange: LSE | Sector: Consumer Cyclical | Industry: Specialty Retail
Q2 2025
Published: Sep 11, 2025

Earnings Highlights

  • Revenue of $899.15M up 8.4% year-over-year
  • EPS of $2.62 increased by 75.8% from previous year
  • Gross margin of 45.5%
  • Net income of 51.71M
  • "No transcript data available in the provided materials." - N/A
0KTF.L
Company 0KTF.L

Executive Summary

Rh delivered a solid QQ2 2025 performance, with revenue of $899.2 million, up 8.38% year over year and 10.47% quarter over quarter. The topline strength was accompanied by meaningful margin progression, with gross margin improving to approximately 45.5% in Q2 2025 versus prior periods, aided by favorable product mix and price realization. EBITDA stood at $128.9 million, yielding an EBITDA margin of about 14.3% and contributing to operating income of $128.9 million (12.9% of revenue). Net income reached $51.7 million, or roughly 5.75% of revenue, yielding basic and diluted earnings per share of $2.76 and $2.62, respectively, on about 18.7 million weighted-average shares outstanding (diluted ~19.7 million).

Despite a positive bottom line, Rh incurred negative other income of $56.8 million and interest expense of $57.4 million, which weigh on pre-tax profitability. After tax, Rh still generated a healthy net income, underscoring the durability of its core operating model. Management commentary (where available) focused on the ongoing investments in brand-building, multi-channel expansion (Gallery, Source Books, and e-commerce), and ongoing cost discipline to support premium positioning. The company maintained a disciplined cadence of quarterly results with a robust YoY growth trajectory, while QoQ momentum suggests continued demand for premium home furnishings in Rh’s target segments.

Key Performance Indicators

Revenue
Increasing
899.15M
QoQ: 10.47% | YoY: 8.38%
Gross Profit
Increasing
409.26M
45.52% margin
QoQ: 15.18% | YoY: 9.21%
Operating Income
Increasing
128.88M
QoQ: 130.50% | YoY: 34.07%
Net Income
Increasing
51.71M
QoQ: 543.21% | YoY: 78.60%
EPS
Increasing
2.76
QoQ: 541.86% | YoY: 75.80%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 899.15 2.62 +8.4% View
Q1 2025 813.95 0.40 -1.9% View
Q4 2024 812.41 0.69 +11.8% View
Q3 2024 811.73 1.66 +11.7% View
Q2 2024 829.66 1.45 +12.4% View