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Company Research26 Jan 2024
The 13 Largest Luxury Companies in the World
Explore the largest luxury companies in the world. Also, we list and visualize the 13 largest luxury companies globally by market cap.
RH (RH) investor relations material
RH Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Sep, 2025
Executive summary
Achieved 8.4% revenue growth and 13.7% demand growth in Q2 2025, despite a challenging housing market and tariff uncertainty.
Net income rose 79% year-over-year, with $81 million in free cash flow generated in the quarter.
RH Paris opened as the most innovative brand experience, with initial traffic and design pipeline exceeding expectations.
European expansion is progressing, with RH England and Paris showing strong demand and further openings planned in London and Milan.
Financial highlights
Adjusted operating margin reached 15.1%, and adjusted EBITDA margin was 20.6%, both up 340 basis points year-over-year.
Free cash flow for the quarter was $81 million; full-year guidance is $250 million-$300 million.
Inventory reduction of $200 million-$300 million targeted, with inventory turns expected to improve to mid-twos.
Gross margin expansion driven by improved product margins and reduced markdown activity; tariff headwinds expected in H2.
Outlook and guidance
Fiscal 2025 revenue growth expected at 9%-11%, adjusted operating margin at 13%-14%, and adjusted EBITDA margin at 19%-20%.
Third quarter 2025 revenue growth projected at 8%-10%, with adjusted operating margin of 12%-13%.
Guidance revised to reflect $30 million in incremental tariff costs in H2 and $40 million in revenue shifting from Q3 to Q4/Q1 2026 due to delayed source book launch.
Capital expenditures expected to decrease to $200 million-$250 million in 2026 and $150 million-$200 million in 2027 and beyond.
What is the risk of industry disruption from new tariffs?
Detail the plan to accelerate European growth
Explain the new brand extension's disruptive potential
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Next RH earnings date
Q3 202611 Dec, 2025
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
A leading brand in the high-end home decor market
RH, formerly known as Restoration Hardware, is a luxury home furnishings company based in Corte Madera, California. The company was founded in 1980 and has since become a leading brand in the high-end home decor market, with a focus on classic, timeless designs and high-quality materials.
The main business segments
RH operates through three main business segments: RH Core Business, RH Hospitality, and RH Real Estate. The RH Core Business includes the company's retail and ecommerce operations, which offer a wide range of products across various categories, including furniture, lighting, textiles, and decor. The RH Hospitality segment includes the company's luxury hospitality operations, which include a collection of boutique hotels, restaurants, and cafes. The RH Real Estate segment includes the company's real estate development and investment operations, which focus on creating unique and innovative living spaces.
A focus on a unique and elevated shopping experience
One of RH's key competitive advantages is its focus on delivering a unique and elevated shopping experience to its customers. The company's retail stores are known for their grand, spacious layouts and meticulously designed interiors, which showcase the company's products in a visually stunning way. In addition, RH has invested heavily in its ecommerce platform, offering a seamless and user-friendly online shopping experience to its customers.
RH also differentiates itself from its competitors through its emphasis on quality and craftsmanship. The company sources its materials from the finest producers around the world and works with skilled artisans and craftsmen to create products that are built to last. This focus on quality has helped RH to cultivate a loyal following of customers who appreciate the company's commitment to excellence.
Other public home decor companies
RH faces competition from a number of other high-end home decor brands, including Home24, Ethan Allen Interiors, and Williams-Sonoma. However, the company's unique approach to retail and its emphasis on quality and craftsmanship have helped it to maintain its leadership position in the luxury home furnishings market.
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