Arhaus reports stronger-than-expected Q2 results, driven by 7.4% revenue growth and tariff recoveries boosting adjusted EBITDA.
Arhaus posted Q2 GAAP earnings per share of $0.28, exceeding estimates by $0.12, as revenue rose 7.4% year-over-year to $384.9 million. The top line also surpassed expectations by $19.26 million.
Adjusted EBITDA climbed 16.8% to $70 million, supported by $23.8 million in tariff recoveries under the IEEPA, with $15.5 million tied to inventory sold. The company reaffirmed its fiscal 2026 outlook.
The results reflect continued demand strength and operational efficiency, offsetting broader retail sector challenges.