Highlights

  • RH reported quarterly EPS below consensus estimates, according to Zacks data.
  • Revenue for the quarter was broadly in line with market expectations.
  • RH shares declined during trading on December 12, 2025.

RH (NYSE:RH) released its quarterly earnings results on Thursday, with profit figures coming in below analyst expectations while revenue largely matched forecasts. The results were followed by a decline in the company’s share price during the December 15, 2025 trading session, reflecting market reaction to the earnings miss.

Quarterly Earnings Overview

For the reported quarter, RH posted earnings of USD 1.71 per share, missing the consensus estimate of USD 2.13 per share by USD 0.42, according to figures cited by Zacks. Quarterly revenue totaled USD 883.81 mn, narrowly above the consensus estimate of USD 883.65 mn.

During the period, the company recorded a net margin of 3.20%. RH also reported a negative return on equity of 113.58%, reflecting balance sheet and capital structure dynamics during the quarter.

Insider Activity

In a separate disclosure, RH reported insider activity earlier in the quarter. Director Mark S. Demilio sold 2,000 shares on September 19 at an average price of USD 236.13, for a total transaction value of USD 472,260. Following the sale, the director held 24,616 shares, valued at approximately USD 5.81 mn. The transaction represented a 7.51% reduction in the director’s position and was filed with the U.S. Securities and Exchange Commission.

Institutional Holdings Update

Several large asset managers adjusted their holdings during recent quarters. Durable Capital Partners LP, AllianceBernstein L.P., Two Sigma Investments LP, and Alyeska Investment Group L.P. all reported increases in their positions, while Scopus Asset Management L.P. disclosed a new stake. As of the latest filings, institutional holders accounted for 90.17% of RH’s outstanding shares.

Shares of RH closed at USD 162.01 on December 12, 2025.