RH(RH)Stock Analysis
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Rank #1,266 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RH Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for RH (RH), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RH at 55.2/100 on a 32-signal composite quality model, placing it at rank #1,266 of 2,962 stocks — the top half of the AI-ranked universe. RH scores in the top quartile across earnings quality (83.9). Areas of concern include institutional flow (35.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), RH reports quarterly revenue of $800.3M, net income of $-13.7M, free cash flow of $13.3M. Top institutional holders of RH by reported 13-F value include FMR, BlackRock, Alyeska Investment Group, L.P., based on the most recent SEC filings. RH trades on the NYSE exchange and files with the SEC under CIK 1528849. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RH directly from SEC EDGAR. RH's 13F Pro composite quality score has ranged between 55 and 74 since 2021, currently 55.2 — a declining long-term trajectory across 25 quarterly and live scoring snapshots.
Revenue
Q1 2026
$800.3M
Net Income
Q1 2026
$-13.7M
Free Cash Flow
Q1 2026
$13.3M
ROIC
Q1 2026
5.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+8.1% YoYNet Income
+72.3% YoYOperating Income
+20.1% YoYEPS (Diluted)
+74.3% YoYTotal Assets
+6.2% YoYTotal Debt
-7.6% YoYOp. Cash Flow
+2545.5% YoYFree Cash Flow
+218.1% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $3.44B +8.1% | $3.18B +5.0% | $3.03B -15.6% | $3.59B -4.5% | $3.76B +32.0% | $2.85B |
| Net Income | $124.8M +72.3% | $72.4M -43.2% | $127.6M -75.9% | $528.6M -23.2% | $688.5M +153.3% | $271.8M |
| Operating Income | $387.3M +20.1% | $322.6M -11.9% | $366.1M -49.3% | $722.2M -22.1% | $927.2M +98.6% | $466.9M |
| EPS (Diluted) | $6.31 +74.3% | $3.62 -38.7% | $5.91 -70.3% | $19.90 -10.1% | $22.13 +122.2% | $9.96 |
| Total Assets | $4.84B +6.2% | $4.55B +9.9% | $4.14B -22.0% | $5.31B -4.2% | $5.54B +91.2% | $2.90B |
| Total Debt | $2.40B -7.6% | $2.60B +7.6% | $2.41B -0.8% | $2.43B +22.3% | $1.99B +5220.9% | $37.4M |
| Operating Cash Flow | $452.2M +2545.5% | $17.1M -91.5% | $202.2M -49.9% | $403.7M -39.0% | $662.1M +32.2% | $500.8M |
| Free Cash Flow | $252.4M +218.1% | $-213.7M -218.3% | $-67.1M -129.2% | $230.0M -51.7% | $476.7M +22.4% | $389.6M |
AI Insight: RH Financial Trends
RH's operational momentum stalled in Q2 2026 as revenue fell 6.5% YoY to $800M and net income swung to a $14M loss despite debt reduction.
• Operating cash flow strengthened materially: $11M (Q3 2024) to $132M (Q4 2025), then sustained at $96M–$53M through Q2 2026.
• Total debt declined 1.3% from $2,591M (Q4 2024) to $2,404M (Q2 2026); equity swung from -$183M to +$57M over same period.
• Operating income collapsed from $129M (Q3 2025) to $34M (Q2 2026), a 74% drop; net income fell from $52M to -$14M.
⚠ Revenue declined six of last eight quarters, falling from $899M peak (Q3 2025) to $800M (Q2 2026); no sustained growth.
⚠ Q2 2026 operating margin compressed to 4.3% versus 14.3% in Q3 2025—sharp profitability deterioration despite leverage improvement.
AI Insight: RH Ratio Trends
RH collapsed into losses in Q2 2026, with operating margin halving to 4.3% and net margin turning negative at -1.7%, reversing strong Q3 2025 momentum.
• Operating margin contracted sharply from 11.5% in Q1 2026 to 4.3% in Q2 2026; net profit margin fell to -1.7% from 3.4%.
• ROIC deteriorated from 15.7% in Q1 2026 to 5.6% in Q2 2026—the lowest level in the dataset.
• Q3 2025 posted exceptional 14.3% operating margin and 20.8% ROIC, but Q2 2026 erased those gains entirely.
⚠ Negative ROE of -96.2% in Q2 2026 signals severe profitability deterioration; leverage stable at 42.23 D/E.
⚠ Seasonality or one-off charge may explain Q2 severity; monitor Q3 2026 for margin recovery trajectory.
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Available Research
13F Pro tracks comprehensive data for RH including:
Top Institutional Holders of RH
FMR LLC
$467.0M2,835,135 shBlackRock, Inc.
$325.9M1,978,271 shAlyeska Investment Group, L.P.
$281.5M1,708,997 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$148.2M899,500 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$146.0M886,100 shVANGUARD PORTFOLIO MANAGEMENT LLC
$128.2M778,415 shTWO SIGMA INVESTMENTS, LP
$125.8M763,447 shVANGUARD CAPITAL MANAGEMENT LLC
$113.4M688,225 shUBS Group AG
$102.0M619,174 shSTATE STREET CORP
$96.6M586,543 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $467.0M | 2,835,135 |
| BlackRock, Inc. | $325.9M | 1,978,271 |
| Alyeska Investment Group, L.P. | $281.5M | 1,708,997 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $148.2M | 899,500 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $146.0M | 886,100 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $128.2M | 778,415 |
| TWO SIGMA INVESTMENTS, LP | $125.8M | 763,447 |
| VANGUARD CAPITAL MANAGEMENT LLC | $113.4M | 688,225 |
| UBS Group AG | $102.0M | 619,174 |
| STATE STREET CORP | $96.6M | 586,543 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is RH a good stock to buy?
13F Pro's AI-powered analysis of RH (RH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RH are available on the RH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. RH is classified as a mid company.
Which hedge funds own RH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RH's investment landscape.