Post-earnings recap
Reported
Thu, Sep 10, 2026
EPS actual
$3.06
EPS est.
$0.42
EPS surprise
+625.12%
1-day move
-3.84%
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Est. EPS
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Est. Rev
—
Impl. Move
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Despite beating EPS expectations significantly, RH's stock fell by 3.84% following the earnings report. The decline may be attributed to the lack of revenue expectations and guidance updates, which left investors uncertain about future performance. However, the company showed solid revenue growth and strong margins, indicating potential for continued success in the coming quarters.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $3.06 | N/A | +625.12% |
| GAAP Net Revenues | $922.2 million | N/A | N/A |
| Normalized Adjusted EBITDA Margin | 13.4% | N/A | N/A |
| Cash Generated | $72.3 million | N/A | N/A |
Management expressed cautious optimism about the company's performance, highlighting the growth in revenues and strong margins. They noted the positive impact of the Aspen joint venture distribution and tariff benefits.
The company exceeded management's guidance with a 2.6% year-over-year growth in revenues.
Strong brand extension momentum contributed to a higher EBITDA margin.