RH Beats Q2 Revenue, Raises Full-Year Outlook on Tariff Refunds
RH sits 36% above its 52-week low of $106.304 on elevated volume (2.4× avg).
Summary
RH reported Q2 revenue of $922.2M, up 2.6% and $5.9M above consensus, with adjusted EBITDA of $178.5M including a $55.1M tariff benefit. The company expects an additional $13.9M tariff benefit in H2 to offset $50M in unplanned supply chain cost increases from oil price spikes. Guidance was raised: Q3 revenue growth of 5.0-6.0% and full-year growth of 5.5-7.0%, with 2027 capex dropping to $175-200M from $240-260M in 2026. New real estate projects include RH Compound in Naples (opening late 2026/early 2027) and Aventura (2027). Shares rose 8.2% in postmarket trading to $145.00, with short interest at 26.3% of float. This follows the 8-K filed today and the CEO's recent stock sales, but the earnings beat and raised guidance are fresh catalysts.
At the time of this announcement, RH was trading at $144.80 on NYSE in the Trade & Services sector, with a market capitalization of approximately $2.5B. The 52-week trading range was $106.30 to $248.44. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Seeking Alpha.