RH (RH)
Curates home furnishings and Waterworks through galleries, membership, design services and hospitality.
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Curates home-furnishings concepts and Waterworks products through galleries, digital channels and print channels. The business blends membership, interior-design services and hospitality, and reports RH Segment and Waterworks as its segments.
Curates home furnishings through RH Interiors, RH Modern, RH Outdoor, RH Beach House, RH Ski House, RH Baby & Child, RH Teen and Waterworks. Collections are presented through company-controlled galleries, digital channels and print channels.
Galleries combine product presentation with interior-design services and hospitality, including restaurants and wine bars. The RH Members Program supplies product discounts, design-service benefits and financing-plan eligibility. Core RH-business sales are member-centered.
The RH Segment and Waterworks are the reportable business segments. International gallery expansion and initiatives in galleries, real estate and new businesses require significant capital.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $140 | Target: $155 |
| Sep 11, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $240 | Target: $210 |
| Sep 11, 2026 | Robert W. Baird | Target | Target: $150 | Target: $160 |
| Sep 11, 2026 | UBS | Reiterate | Rating: —Target: $154 | Target: $190 |
| Sep 8, 2026 | Telsey Advisory | Target | Target: $185 | Target: $140 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $125.5M · Total debt $4.11B · Total assets $5.13B · Shareholders' equity $120.3M
- Revenue
- $922.2M
- Operating income
- $107.6M
- Net income
- $60.2M
No dividends on record.
| Institutions | ≈ 108.93% | 20.62M shares | |
|---|---|---|---|
| 417 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 30.34% | 5.74M shares | |
| 13 holders · as of Jul 13, 2026 | |||
| Strategic holders | 23.84% | 4.51M shares | |
| 3 holders · as of Nov 13, 2025 | |||
| Adds to | 163.11% | ||
18.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 163.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Gary G. Friedman1,2Insiderdirector, 10 percent owner, officer: CHAIRMAN & CEO | 26.02% | 4.93M | filed Jul 9, 2026 |
FMR LLCInstitution | 14.97% | 2.84M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.45% | 1.98M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 10.12% | 1.92M | filed Feb 10, 2020 |
Alyeska Investment Group, L.P.Institution | 9.03% | 1.71M | as of Jun 30, 2026 |
- Gary G. Friedman's transaction reports restate only vehicles that traded; the 2026 ownership statement (4.93M) is used instead.
- Gary G. Friedman reports a block also reported by FMR LLC; it is counted once, under FMR LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 10, 2026 | Mark S. Demilio | director | −2,445 | $168.44 |
| Jul 8, 2026 | Gary G. Friedman | director, 10 percent owner, officer: CHAIRMAN & CEO | −48,238 | $158.66 |
| Jul 7, 2026 | Gary G. Friedman | director, 10 percent owner, officer: CHAIRMAN & CEO | −7,693 | $170.12 |
| Jul 6, 2026 | Gary G. Friedman | director, 10 percent owner, officer: CHAIRMAN & CEO | −69,069 | $169.48 |
| Jun 29, 2026 | Carlos Alberini | director | +11,388 | $160.90 |
- Williams-Sonoma
Premium home brands across whole-home furnishings and décor
- Arhaus
Premium home furnishings with showrooms and interior design
- Ethan Allen Interiors
Luxury whole-home furnishings and complimentary interior design
- MillerKnoll
Modern design furnishings sold through Design Within Reach
- Wayfair
Luxury home marketplace Perigold plus broad online furniture retail
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RH | $131.10 | +3.07% | $2.40B | 22.6 | 19.1 | 0.7 | +2.6% |
| Williams-Sonoma | $232.02 | +2.14% | $26.75B | 23.3 | 23.4 | 3.3 | +6.7% |
| Arhaus | $9.28 | +6.29% | $1.24B | 17.6 | 18.5 | 0.7 | +7.4% |
| Ethan Allen Interiors | $21.50 | +2.53% | $533.6M | 13.4 | 17.7 | 0.9 | −8.5% |
| MillerKnoll | $20.58 | +1.29% | $1.38B | 15.4 | 9.9 | 0.4 | −3.4% |
| Wayfair | $107.58 | +2.51% | $14.38B | — | 31.8 | 1.1 | +7.5% |
| Median | 16.5 | 18.5 | 0.9 | +6.7% |