FMP

RH (NYSE:RH) Financial Performance and Market Position

  • RH reported a revenue of $883.81 million for Q3 2025, marking an 8.9% increase year-over-year.
  • The company's earnings per share (EPS) fell to $1.71, below the consensus estimate of $2.13.
  • Andrew Carter from Stifel Nicolaus set a price target of $165 for RH, suggesting a potential upside of approximately 7.84%.

RH (NYSE:RH) is a prominent player in the luxury home furnishings market. Known for its upscale products, RH has carved a niche in the consumer products sector. The company competes with other high-end retailers, striving to maintain its market position through strategic initiatives and financial performance.

On December 12, 2025, Andrew Carter from Stifel Nicolaus set a price target of $165 for RH, while the stock was trading at $153. This target suggests a potential upside of approximately 7.84%. The announcement came shortly after RH's Q3 2026 earnings call, where key figures like CEO Gary Friedman and CFO Jack Preston discussed the company's financials.

During the earnings call, RH reported a revenue of $883.81 million for Q3 2025, an 8.9% increase from the previous year. This revenue slightly exceeded the Zacks Consensus Estimate of $882.95 million, resulting in a positive surprise of 0.1%. However, the company's earnings per share (EPS) fell to $1.71, below the consensus estimate of $2.13, marking a negative surprise of 19.72%.

The stock's current price of $153 reflects a decrease of approximately 2.68%, with a drop of $4.22. Over the past year, RH's stock has fluctuated significantly, reaching a high of $457.26 and a low of $123.03. The company's market capitalization is approximately $2.87 billion, with a trading volume of 1,658,506 shares.

Despite the revenue growth, RH's EPS has been a concern. The company reported a decline from $2.48 per share in the same quarter last year. Over the past four quarters, RH has exceeded consensus EPS estimates only once, highlighting the challenges it faces in meeting earnings expectations.