RH (RH) Stock Price & Analysis
RH (RH) is trading at USD 139.27, down 0.63% today, as of October 23, 2026 at 14:00 UTC (US market open; quotes may be delayed), according to Nexqual market data.
RH last closed at USD 140.15; today's session has ranged USD 137.14–140.73 on volume of 114,115 shares. Market capitalization is $2.64B, with a 52-week range of USD 106.3–239.4 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 14:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RH.md
Key facts (RH)
- Last four reported quarters (through Aug 1, 2026): revenue $3.45B, net income $112M (3.2% margin), free cash flow $251M (SEC filings).
- Valuation: P/E 23.6x (avg 55.6x at the last 3 fiscal year-ends), EV/EBITDA 9.7x, net debt $2.24B.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $22.0M; 4 not under a Rule 10b5-1 plan ($22.0M); 3 by opportunistic insiders (3 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $1.8M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Hold (mean 2.65 on a 1–5 scale) (20 analysts), mean target USD 164.41 (range 81–258).
- Total return with dividends: 1Y -22.9% vs S&P 500 +14.5%; 5Y -78.9% vs S&P 500 +77.1%.
- Next earnings: 2026-12-10, EPS estimate USD 0.69, revenue estimate $933M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RH)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.76B | $3.59B | $3.03B | $3.18B | $3.44B | $3.45B |
| Gross profit | $1.86B | $1.81B | $1.39B | $1.41B | $1.52B | — |
| Operating income | $927M | $722M | $366M | $323M | $387M | $344M |
| Net income | $689M | $529M | $128M | $72.4M | $125M | $112M |
| EPS (diluted) | $22.13 | $19.90 | $5.91 | $3.62 | $6.31 | — |
| Free cash flow | $477M | $230M | -$67.1M | -$214M | $252M | $251M |
| Gross margin | 49.4% | 50.5% | 45.9% | 44.5% | 44.1% | — |
| Operating margin | 24.7% | 20.1% | 12.1% | 10.1% | 11.3% | 10.0% |
| Net margin | 18.3% | 14.7% | 4.2% | 2.3% | 3.6% | 3.2% |
| Revenue growth | +32.0% | -4.5% | -15.6% | +5.0% | +8.1% | — |
| Cash + short-term investments | $2.18B | $1.51B | $124M | $30.4M | $41.2M | — |
| Total debt | $1.99B | $2.43B | $2.41B | $2.60B | $2.40B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (RH)
P/E 23.6x · P/S 0.8x · EV/EBITDA 9.7x · EV/Sales 1.4x · P/FCF 10.5x · P/B 21.9x · FCF yield 9.50% · Earnings yield 4.23% · Net debt $2.24B · EV $4.88B
P/E at fiscal year-ends: Jan 2026 31.5x, Feb 2025 88.9x, Feb 2024 46.5x.
Insider sales (SEC Form 4, open-market, last ~7 months) (RH)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | Demilio Mark S | Director | 1,000 | $132K | 2.6% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-10 | Demilio Mark S | Director | 2,445 | $412K | 6% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-06…2026-07-08 | Friedman Gary G | CHAIRMAN & CEO | 125,000 | $20.7M | 3.7% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-16…2026-06-18 | Demilio Mark S | Director | 5,304 | $777K | 11.5% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (RH)
1 purchase, $1.8M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-29 | Alberini Carlos | Director | 11,388 | $1.8M | 160.9 | Too little history (no open-market trades in 2024 or 2025) |
Analysts (RH)
Consensus Hold (mean 2.65 on a 1–5 scale), 20 analysts; mean target USD 164.41 (low 81, high 258).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Goldman Sachs | Target lowered | Neutral | $164 → $140 |
| 2026-09-28 | Stifel | Target lowered | Hold | $130 → $120 |
| 2026-09-11 | Morgan Stanley | Target lowered | Overweight | $240 → $210 |
| 2026-09-11 | BNP Paribas | Target lowered | Underperform | $90 → $81 |
| 2026-09-11 | Telsey Advisory Group | Target raised | Market Perform | $140 → $155 |
| 2026-09-11 | JP Morgan | Target lowered | Overweight | $212 → $190 |
| 2026-09-11 | TD Cowen | Target lowered | Buy | $220 → $190 |
| 2026-09-11 | Wells Fargo | Target lowered | Overweight | $225 → $175 |
| 2026-09-11 | UBS | Target lowered | Neutral | $155 → $154 |
| 2026-09-11 | B of A Securities | Target lowered | Underperform | $156 → $114 |
| 2026-09-11 | Guggenheim | Reiterated | Buy | $200 |
| 2026-09-11 | Baird | Target lowered | Neutral | $165 → $160 |
Total return (dividends reinvested) (RH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -22.9% | -78.9% |
| S&P 500 (SPY) | +14.5% | +77.1% |
| Per year | -22.9% | -26.8% |
| Volatility (annualized) | 61.8% | 63.0% |
| Max drawdown | -52.3% (Jan 2026→Oct 2026) | -82.9% (Nov 2021→Oct 2026) |
RH revenue by business segment (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| RH | $867.3M | 94.0% | +2.4% |
| Waterworks | $54.9M | 6.0% | +4.6% |
| Total revenue | $922.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Member | “As of January 31, 2026, of the remaining seven Member LLCs, we hold a 50 percent membership interest in six of the Member LLCs, and the remaining noncontrolling interest of 50 percent in each Member LLC is held by the same development partner.” |
| Partner | Aspen | “In fiscal 2022, we entered into additional real estate joint venture transactions with entities affiliated with our Aspen Development Partner with respect to various properties that we expect will ultimately be developed and may in numerous instances be leased in whole or in part by RH now or in the future for new RH Galleries or other RH business concepts.” |
| Partner | Restoration Hardware | “In May 2022, we entered into an incremental term debt financing (the "Term Loan B-2") in an aggregate principal amount equal to $500 million by means of an amendment to the Term Loan Credit Agreement with RHI as the borrower, Bank of America, N.A. as administrative agent and the various lenders parties thereto (the "Amended Term Loan Credit Agreement").” |
Quoted from the company's 10-K filed Apr 1, 2026.
RH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.69 | $3.18 | -78.3% | $933.0M | 17 |
| Next quarter (ends Jan 2027) | $3.70 | $3.16 | +17.2% | $980.9M | 17 |
| Current fiscal year (ends Jan 2027) | $5.30 | $4.77 | +11.1% | $3.63B | 19 |
| Next fiscal year (ends Jan 2028) | $8.48 | $9.27 | -8.5% | $3.97B | 20 |
RH options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 0.0% | ±12.5% |
| Nov 6, 2026 | 14 | 0.0% | ±6.7% |
| Nov 13, 2026 | 21 | 0.0% | ±16.3% |
| Nov 20, 2026 | 28 | 0.0% | ±14.6% |
| Nov 27, 2026 | 35 | 0.0% | ±11.8% |
| Dec 18, 2026 | 56 | 0.0% | ±22.5% |
| Jan 15, 2027 | 84 | 0.0% | ±25.6% |
| Feb 19, 2027 | 119 | 0.0% | ±38.7% |
30-day implied volatility 0% vs 54.8% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 14:00 UTC)
| Price | USD 139.27 |
|---|---|
| Change | ▼ 0.63% (down) |
| Previous Close | USD 140.15 |
| Open | USD 138.23 |
| Day Range | USD 137.14 – 140.73 |
| 52-Week Range | USD 106.3 – 239.4 |
| Volume | 114,115 shares |
| Market Cap | $2.64B |
| Exchange | NYQ |
Technical Analysis (RH)
Nexqual's technical model rates RH "NEUTRAL" based on 4 bullish and 3 bearish signals across 128 daily candles, as of October 23, 2026 at 14:00 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 63.78 (neutral) |
| vs SMA50 | Above (USD 133.83) |
| MACD | -0.78 (negative) |
Analyst Ratings (RH)
Wall Street analysts rate RH "Hold" based on 20 analysts, with a mean price target of USD 164.41 (range USD 81–258), per Nexqual as of October 23, 2026 at 14:00 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 20 |
| Mean Target | USD 164.41 |
| High Target | USD 258 |
| Low Target | USD 81 |
| Buy / Hold / Sell | 7 / 11 / 2 |
Earnings (RH)
| Next Earnings Date | 2026-12-10 |
|---|---|
| EPS Estimate | USD 0.69 |
| Revenue Estimate | $933.02M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 2.7 vs est 0.46 ▲ beat |
| 2026-04-30 | USD -1.97 vs est -2.07 ▲ beat |
| 2026-01-31 | USD 1.53 vs est 2.2 ▼ miss |
| 2025-10-31 | USD 1.71 vs est 2.16 ▼ miss |
Source: Nexqual, October 23, 2026 at 14:00 UTC.
Financials & Fundamentals (RH)
| Total Revenue | $3.45B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.60% |
| Gross Margin | +42.69% |
| Operating Margin | +7.18% |
| Profit Margin | +3.23% |
| ROE | +280.72% |
| Debt / Equity | 34.14 |
| Current Ratio | 1.12 |
| Total Cash | $125.49M |
| Total Debt | $4.11B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $250.50M (7.3% of revenue) |
Source: Nexqual, October 23, 2026 at 14:00 UTC.
Financial Health Score (RH)
Nexqual rates RH's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 14:00 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 43%, operating 7% (last 12 months) |
| Balance Sheet | Critical — $125M cash and investments vs $2.37B debt (Aug 2026, SEC) |
| Cash Flow | Solid — FCF $251M (last 4 quarters to Aug 2026, SEC), 7% margin |
| Efficiency | Strong — ROE 281%, ROA 3.5% |
Ownership (RH)
| Insider Ownership | +18.12% |
|---|---|
| Institutional Ownership | +105.56% |
| Shares Outstanding | 18.93M |
| Float | 13.78M |
| Short % of Float | +56.49% |
Source: Nexqual, October 23, 2026 at 14:00 UTC.
Leadership (RH)
RH is led by Gary G. Friedman, Chairman & CEO, per Nexqual as of October 23, 2026 at 14:00 UTC.
| Chairman & CEO | Gary G. Friedman |
|---|---|
| President, Co-Chief Merchandising & Creative Officer and Director | Eri Chaya |
| President, Co-Chief Merchandising & Creative Officer | Lisa Chi |
| Chief Financial Officer | Jack M. Preston |
| President and Chief Manufacturing & Sourcing Officer | Veronica Schnitzius |
Major Backers & Investors (RH)
Notable institutional backers of RH include FMR, LLC, Alyeska Investment Group, L.p., Fidelity, according to Nexqual as of October 23, 2026 at 14:00 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 14.97% |
| Alyeska Investment Group, L.p. | 9.03% |
| Fidelity | 8.76% |
| Two Sigma Investments, LP | 4.03% |
| UBS Group AG | 3.27% |
| Morgan Stanley | 2.46% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.45% |
| Vanguard Group | 7.75% |
| State Street | 3.1% |
| Geode Capital | 2.19% |
Source: Nexqual, October 23, 2026 at 14:00 UTC.
From RH's Latest SEC 10-K Filing (filed 2026-04-01)
Key Strengths & Strategy (as disclosed to the SEC)
- We have developed a proprietary product development platform that is fully integrated from ideation to presentation.
- Our proprietary product development platform enhances our ability to introduce more new products with each collection.
- We believe we have built the most comprehensive and compelling collection of luxury home furnishings under one brand in the world.
- Facility—We have built the RH Center of Innovation, a facility that supports the entire product development process from ideation to presentation across all channels.
Partnerships
- We collaborate with our global network of specialty vendors and manufacturers to produce artisanal pieces of high quality and value on a large scale, including both distinctive original designs and reinterpretations of antiques.
Legal & Regulatory Risks (Item 1A, quoted)
- Any actual or perceived inability to comply with applicable privacy or data protection laws, regulations, or other obligations could result in significant cost and liability, litigation or governmental investigations, damage our reputation and adversely affect our business.
- We face product-related liability risks and certain of our products may be subject to recalls or other actions by regulatory authorities, and any such recalls or similar actions could have a material adverse effect on our business and reputation.
- We are involved in legal and regulatory proceedings from time to time that may affect our Company and/or our senior leadership, including litigation, claims, investigations and regulatory and other proceedings, which could distract senior leadership from our business activities and result in significant liability.
- Compliance with laws, including laws relating to our business activities outside of the United States, may be costly, and changes in laws could make conducting our business more expensive or otherwise change the way we do business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MNSO | MINISO Group Holding Limited | USD 10.19 | ▼ 0.24% |
| BOBS | Bob's Discount Furniture, Inc. | USD 16.1 | ▼ 1.29% |
| ASO | Academy Sports and Outdoors, In | USD 61.05 | ▼ 1.19% |
| SBH | Sally Beauty Holdings, Inc. (Na | USD 17.31 | ▼ 1.76% |
| ARHS | Arhaus, Inc. | USD 11.65 | ▲ 1.04% |
| BBWI | Bath & Body Works, Inc. | USD 21.1 | ▼ 2.31% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 14:00 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt