RH
RH · Retail-Furniture Stores · 18.9M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $1.2B (gross $1.3B, SBC $39M)
Reference price $144.00 · est. market cap ~$2.7B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B77RH is a differentiated luxury home-furnishings brand with strong FCF and earnings rebound, but carries heavy leverage and cyclicality.
Strengths
- Strong free cash flow (77.5th pct) and 72% net income growth (81.5th pct)
- Genuine luxury brand equity and pricing power with a global expansion runway
Risks
- Aggressively debt-funded balance sheet with negative/low equity producing a distorted 206% ROE
- Cyclical exposure to luxury home demand, high rates, tariffs and large simultaneous expansion bets
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
205.9%
Return on assets
2.6%
Revenue growth (QoQ)
5.4%
Net-income growth
72.3%
Current ratio
1.2×
Free cash flow
$252M
EBITDA
$536M
Tangible book value
-$84M
Cash & investments
$41M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | SCHLESINGER LEONARD A | Grant | 843 | — |
| 2026-06-18 | ALBERINI CARLOS | Grant | 843 | — |
| 2026-06-18 | Rowghani Ali | Grant | 843 | — |
| 2026-06-18 | Mitic Kathleen C. | Grant | 843 | — |
| 2026-06-18 | Krane Hilary K | Grant | 843 | — |
| 2026-06-18 | Belling Keith | Grant | 843 | — |
| 2026-06-18 | DEMILIO MARK S | Sell | 3.1K | $144.00 |
| 2026-06-18 | DEMILIO MARK S | Grant | 843 | — |
| 2026-06-16 | DEMILIO MARK S | Sell | 2.2K | $150.00 |
| 2026-04-14 | DEMILIO MARK S | Grant | 13K | — |
| 2026-04-06 | Chaya Eri | Option exercise | 25K | $39.42 |
| 2026-03-31 | Chaya Eri | Sell | 2.9K | $139.38 |
| 2026-03-31 | Chaya Eri | Option exercise | 11K | $39.42 |
| 2026-03-31 | Chaya Eri | Sell | 1.1K | $135.27 |
| 2026-03-31 | Chaya Eri | Sell | 2.0K | $135.93 |
| 2026-03-31 | Chaya Eri | Sell | 1.6K | $137.04 |
| 2026-03-31 | Chaya Eri | Sell | 1.7K | $138.21 |
| 2026-03-31 | Chaya Eri | Sell | 1.7K | $140.02 |
| 2026-03-30 | Hargarten Christina | Option exercise | 1.1K | — |
| 2026-03-24 | Chaya Eri | Option exercise | 7.0K | $39.42 |
| 2026-03-24 | Chaya Eri | Sell | 822 | $127.96 |
| 2026-03-24 | Chaya Eri | Sell | 2.5K | $128.74 |
| 2026-03-24 | Chaya Eri | Sell | 2.2K | $129.83 |
| 2026-03-24 | Chaya Eri | Sell | 1.5K | $130.74 |
| 2026-03-17 | Chaya Eri | Sell | 3.3K | $135.70 |
| 2026-03-17 | Chaya Eri | Option exercise | 7.0K | $39.42 |
| 2026-03-17 | Chaya Eri | Sell | 2.7K | $134.50 |
| 2026-03-17 | Chaya Eri | Sell | 1.0K | $136.40 |
| 2026-01-31 | Chi Lisa | Option exercise | 6.0K | — |
| 2026-01-14 | DEMILIO MARK S | Sell | 2.3K | $220.00 |
| 2026-01-13 | DEMILIO MARK S | Sell | 2.0K | $220.10 |
| 2025-12-31 | DEMILIO MARK S | Sell | 400 | $180.17 |
| 2025-12-30 | DEMILIO MARK S | Sell | 500 | $184.00 |
| 2025-09-19 | DEMILIO MARK S | Sell | 2.0K | $236.13 |
| 2025-09-16 | DEMILIO MARK S | Tax withheld | 3.3K | $230.70 |
| 2025-09-16 | DEMILIO MARK S | Option exercise | 20K | $38.04 |
| 2025-06-26 | Mitic Kathleen C. | Grant | 670 | — |
| 2025-06-26 | Belling Keith | Grant | 670 | — |
| 2025-06-26 | SCHLESINGER LEONARD A | Grant | 670 | — |
| 2025-06-26 | Rowghani Ali | Grant | 670 | — |
| 2025-06-26 | ALBERINI CARLOS | Grant | 670 | — |
| 2025-06-26 | DEMILIO MARK S | Grant | 670 | — |
| 2025-06-26 | Krane Hilary K | Grant | 670 | — |
| 2025-03-30 | Hargarten Christina | Option exercise | 750 | — |
| 2025-01-21 | Chaya Eri | Option exercise | 25K | $39.42 |
| 2025-01-21 | Chaya Eri | Sell | 22K | $450.21 |
| 2025-01-21 | Chaya Eri | Sell | 2.3K | $451.56 |
| 2025-01-21 | Chaya Eri | Sell | 245 | $452.55 |
| 2025-01-21 | Chaya Eri | Sell | 335 | $453.74 |
| 2025-01-21 | Chaya Eri | Sell | 234 | $454.62 |
| 2025-01-17 | Hargarten Christina | Option exercise | 1.1K | $154.82 |
| 2025-01-17 | Hargarten Christina | Option exercise | 3.8K | $101.25 |
| 2025-01-17 | Hargarten Christina | Sell | 1.1K | $447.17 |
| 2025-01-17 | Hargarten Christina | Sell | 3.8K | $447.17 |
| 2025-01-17 | Hargarten Christina | Sell | 480 | $447.55 |
| 2025-01-17 | Lee Edward T | Option exercise | 600 | $154.82 |
| 2025-01-17 | Lee Edward T | Sell | 600 | $446.73 |
| 2025-01-14 | Chaya Eri | Option exercise | 25K | $39.42 |
| 2025-01-14 | Chaya Eri | Sell | 14K | $425.35 |
| 2025-01-14 | Chaya Eri | Sell | 3.5K | $426.19 |
| 2025-01-14 | Chaya Eri | Sell | 2.0K | $427.37 |
| 2025-01-14 | Chaya Eri | Sell | 5.3K | $428.54 |
| 2025-01-14 | Chaya Eri | Sell | 634 | $429.20 |
| 2025-01-06 | Chaya Eri | Option exercise | 10K | $87.31 |
| 2025-01-06 | Chaya Eri | Sell | 2.7K | $414.01 |
| 2025-01-06 | Chaya Eri | Sell | 1.3K | $415.19 |
| 2025-01-06 | Chaya Eri | Sell | 1.5K | $416.04 |
| 2025-01-06 | Chaya Eri | Sell | 1.4K | $416.77 |
| 2025-01-06 | Chaya Eri | Sell | 1.2K | $417.91 |
| 2025-01-06 | Chaya Eri | Sell | 1.9K | $419.07 |
| 2025-01-06 | Belling Keith | Sell | 500 | $417.85 |
All non-derivative Form 4 activity (SEC), newest first.
Clinical trials
| Trial | Title | Phase | Status | Primary completion |
|---|---|---|---|---|
| NCT05847218 ↗ | Phase 1 Clinical Trial of RHN-001 in Healthy Adult Volunteers Safety, Tolerability | PHASE1 | Completed | 2023-03-19 |
| NCT00480207 ↗ | Folic Acid and Omega -3 Fatty Acid Supplementation in Depressed Older Adults Depression | PHASE2/PHASE3 | Completed | 2008-10-01 |
Source: ClinicalTrials.gov (U.S. NIH) · active studies first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Shareholder vote | filing ↗ |
| 2026-06-11 | ResultsExhibits | filing ↗ |
| 2026-03-31 | ResultsExhibits | filing ↗ |
| 2026-01-26 | Exec/director change | filing ↗ |
| 2025-12-11 | ResultsExhibits | filing ↗ |
| 2025-09-11 | ResultsExhibits | filing ↗ |
| 2025-08-06 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-07-02 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-18 | 0001104659-26-077404 ↗ |
| 8-K | 2026-06-11 | 2026-06-11 | 0001104659-26-072941 ↗ |
| 10-Q | 2026-06-11 | 2026-05-02 | 0001104659-26-073006 ↗ |
| 10-K | 2026-04-01 | 2026-01-31 | 0001104659-26-037992 ↗ |
| 8-K | 2026-03-31 | 2026-03-31 | 0001104659-26-037775 ↗ |
| 8-K | 2026-01-26 | 2026-01-20 | 0001104659-26-006620 ↗ |
| 8-K | 2025-12-11 | 2025-12-11 | 0001104659-25-120343 ↗ |
| 10-Q | 2025-12-11 | 2025-11-01 | 0001104659-25-120354 ↗ |
| 8-K | 2025-09-11 | 2025-09-11 | 0001558370-25-012006 ↗ |
| 10-Q | 2025-09-11 | 2025-08-02 | 0001558370-25-012015 ↗ |
| 8-K | 2025-08-06 | 2025-07-31 | 0001558370-25-010517 ↗ |
| 8-K | 2025-07-02 | 2025-06-26 | 0001558370-25-009058 ↗ |