RH

RH reported adjusted EPS of $2.70 and revenue of $922.2 million for Q2, both well above analyst expectations. Normalized EBITDA margin was 13.4% and the quarter was supported by a customs rebate of $55.1 million. Management highlighted strong initial demand for the new RH Estates collection and narrowed the revenue forecast for 2026 to $3.63–3.68 billion. After the results, Telsey Advisory Group raised its price target to $155 but left its rating at "Market Perform." » Plus sur de.investing.com

RH will introduce the RH Estates collection in November, a brand extension into the upper luxury segment. Management expects this to double the addressable market and to achieve higher prices and better product margins. RH is focusing on elevating its offering through opulent galleries and catalog staging rather than discount strategies. » Plus sur finanzen.net

RH reported adjusted EPS of $2.70 for Q2 versus a consensus of $0.39 and revenue of $922.2 million (expectation $915.44 million). Adjusted EBITDA margin was 13.4%, supported by strong product margins and a positive customs effect of $55.1 million; the stock rose 7.05% in after-hours trading to $143.47. Management expects 2026 revenue growth of 5.5–7.0% and an adjusted EBITDA margin of 15.0–16.2%, but sees pressures from supply-chain costs and international expansion. RH plans lower capex for 2027 and is counting on the new RH Estates collection as a growth driver, while noting risks in scaling and the real-estate market. » Plus sur de.investing.com