ARHS at a glance
Arhaus, Inc. (ARHS, SEC CIK 1875444) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Arhaus, Inc. (ARHS) reported revenue of $1.4 billion (up 8.5% from FY2024) and net income of $67.3 million. Diluted EPS was $0.48.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Arhaus, Inc. (ARHS) shares worth $162.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Doody Alton F III on September 8, 2026 of 3,500 shares at $8.47 per share.
- In the last 90 days, ARHS insiders reported 0 open-market purchases ($0) and 1 open-market sale ($30K) on Form 4, a net sale of $30K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +8.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$30K
- 13F holders
- 28 funds
- $162.7M · +0 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $384.9M, up 7.4% YoY from $358.4M, driven by demand and $10.7M from new Showrooms
- Gross margin 44.7% vs 41.4% YoY, including $23.8M IEEPA tariff recovery benefit
- Comparable written sales 12.5% vs comparable delivered sales 4.0%
- SG&A margin 30.6% vs 28.3% YoY; operating margin 14.1% vs 13.0%
- Cash and equivalents $226.4M; $37.8M tariff refunds received by August 6, 2026
Risk Factors
- No risk-factors section provided in submitted filing text
- No newly added risk trigger identified
- No material regulatory, legal, compliance, operational, competitive, market, or financial risk disclosed in provided text
AI summary of the ARHS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- K.C. Moss appointed Chief Digital Officer, signaling increased focus on Arhaus’s digital strategy
- Appointment announcement dated September 30, 2026, with details in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Investor Presentation issued August 6, 2026 under Regulation FD
- Exhibit 99.2 contains the presentation and may include updated operating or financial information
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release attached as Exhibit 99.1 with detailed financial results
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Marketing and eCommerce Officer Jen Porter departed effective July 15, 2026
- Marketing and eCommerce functions separated under distinct leadership
AI summaries of ARHS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARHS
Don't miss the next ARHS filing
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- Fund moves. Which tracked funds opened, added or cut ARHS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Doody Alton F III | Sell | Sep 8, 2026 | 3,500 | $8.47 |
| Keyes Richard Patrick | A | Aug 3, 2026 | 17,089 | - |
| Beargie William | M | Jul 7, 2026 | 22,960 | - |
| Beargie William | M | Jul 7, 2026 | 22,960 | - |
| Beargie William | M | May 15, 2026 | 832 | - |
| Beargie William | M | May 15, 2026 | 16,110 | - |
| Beargie William | M | May 15, 2026 | 832 | - |
| Desai Samir | M | May 15, 2026 | 756 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.4B |
| Gross Profit | - | $501.2M | $536.4M |
| Operating Income | - | $87.0M | $88.9M |
| Net Income | - | $68.5M | $67.3M |
| Gross Margin | - | 39.4% | 38.9% |
| Op. Margin | - | 6.8% | 6.4% |
| Net Margin | - | 5.4% | 4.9% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.2B | $1.4B |
| Equity | - | $343.7M | $418.2M |
| ROE | - | 19.9% | 16.1% |
| Per Share | |||
| EPS | - | $0.49 | $0.48 |
| Cash Flow | |||
| Operating CF | - | $147.1M | $136.8M |
| CapEx | $97.1M | $107.4M | $77.9M |
Source: XBRL data in Arhaus, Inc. (ARHS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARHS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $162.7M |
| Q1 2026 | 28 | $131.1M |
| Q4 2025 | 24 | $240.1M |
| Q3 2025 | 27 | $252.4M |
| Q2 2025 | 25 | $215.7M |
| Q1 2025 | 21 | $170.8M |
| Q4 2024 | 15 | $121.3M |
| Q3 2024 | 12 | $83.2M |
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- JPMorgan Chase & Co−26.8K (-53%)
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- Two Sigma Investments−175.7K
- U.S. Bancorp−34
Source: 13F-HR filings on SEC EDGAR (aggregated from 180 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARHS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | May 5, 2026 | - | - | |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
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ARHS SEC filings: frequently asked questions
Are ARHS insiders buying or selling?
In the last 90 days, Arhaus, Inc. (ARHS) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $29,645 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ARHS stock?
As of June 30, 2026, the largest Arhaus, Inc. (ARHS) holders among the 13F filers tracked by SignalX were BlackRock ($38.0 million), Vanguard Portfolio Management LLC ($22.1 million), Vanguard Capital Management LLC ($19.6 million), D.E. Shaw & Co ($17.2 million), Bank of America Corp ($16.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARHS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Arhaus, Inc. (ARHS) reported revenue of $1.4 billion (up 8.5% from FY2024) and net income of $67.3 million. Diluted EPS was $0.48. The figures come from the XBRL data in the 10-K.
What did ARHS report in its latest 8-K?
Arhaus, Inc. (ARHS) filed an 8-K on September 30, 2026 reporting Item 7.01 (Regulation FD Disclosure). K.C. Moss appointed Chief Digital Officer, signaling increased focus on Arhaus’s digital strategy.
What are the latest ARHS SEC filings?
Arhaus, Inc. (ARHS) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on September 10, 2026.
What is ARHS's SEC CIK number?
Arhaus, Inc. (ARHS)'s SEC Central Index Key (CIK) is 1875444. EDGAR lists every ARHS filing under that number.
Ask anything about ARHS
The research agent reads ARHS's filings, financials, insider trades and 13F holders, then answers with sources.