Arhaus

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all key metrics: revenue of $385M exceeded the $365.6M expectation by 5.27%, while GAAP EPS of $0.28 outperformed the $0.16 mean by 72.31%. Performance was heavily bolstered by a $23.8M IEEPA tariff recovery benefit, which helped drive gross margin to 44.7% (vs. 39.6% expected). Comparable Written Sales surged 12.5%, indicating strong forward-looking demand despite a volatile consumer environment, leading management to raise FY26 profitability guidance.