RH
SHORTINSIDER BUYINSIDER SELLRH
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
NegativeRH reported mixed results with Q4 FY2025 earnings beat (+107% net income) but Q1 FY2026 showed deterioration (net loss of $13.7M, -1.7% revenue), driven by tariff-related supply chain disruption creating elevated backordered inventory (~$75M drag on Q1 revenues). Management raised FY2026 guidance citing strong underlying demand, but profitability compressed significantly with Adjusted EBITDA margins collapsing from 13.1% YoY to 7.1% in Q1, though expected to normalize by H2 2026 as backorders clear.
Red flags
- •Q1 FY2026 net loss of $13.7M vs. prior year profit; -$0.73 EPS vs. +$0.26 prior year (-282.5% YoY decline)
- •Adjusted EBITDA margin compressed 600 bps YoY (Q1: 7.1% vs. 13.1% prior year) despite guidance raise
- •Q4 FY2025 earnings miss impacted by $30M tariff-related backorder drag and $10M adverse weather
- •Stock plunged 17.1% after Q4 earnings miss on revenue and earnings expectations
- •High leverage at 4.0x net debt-to-adjusted EBITDA limits financial flexibility amid margin pressure
- •Tariff disruption persisting into Q2 with elevated backorders expected to normalize only by end of 2026
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Duquesne Family Office | Stanley Druckenmiller | 0 | −88K | — | 0.4% | -100% | EXITED |
| Glenview Capital | Larry Robbins | 0 | −111K | — | 0.4% | -100% | EXITED |
| Maverick Capital | Lee Ainslie | 0 | −12K | — | <0.1% | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter. % of Fund is the prior-quarter position size — how much of the book was sold down.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| DEMILIO MARK S | — | SELL | 1K | $167.95 | $0.22M | 2026-07-10 | ↗ |
| DEMILIO MARK S | — | SELL | 1K | $169.00 | $0.19M | 2026-07-10 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 2K | $160.57 | $0.34M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 6K | $154.71 | $0.91M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 3K | $155.65 | $0.50M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 400 | $156.66 | $0.06M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 5K | $157.92 | $0.85M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 7K | $158.92 | $1.09M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 24K | $159.97 | $3.90M | 2026-07-08 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 7K | $170.06 | $1.24M | 2026-07-07 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 395 | $171.11 | $0.07M | 2026-07-07 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 30K | $170.07 | $5.07M | 2026-07-06 | ↗ |
| FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 39K | $169.04 | $6.64M | 2026-07-06 | ↗ |
| ALBERINI CARLOS | — | BUY | 300 | $158.50 | $0.05M | 2026-06-29 | ↗ |
| ALBERINI CARLOS | — | BUY | 6K | $160.58 | $0.88M | 2026-06-29 | ↗ |
| ALBERINI CARLOS | — | BUY | 6K | $161.34 | $0.90M | 2026-06-29 | ↗ |
| DEMILIO MARK S | — | SELL | 3K | $144.00 | $0.45M | 2026-06-18 | ↗ |
| DEMILIO MARK S | — | SELL | 2K | $150.00 | $0.33M | 2026-06-16 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 2K | $137.04 | $0.22M | 2026-03-31 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 3K | $139.38 | $0.41M | 2026-03-31 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 2K | $140.02 | $0.24M | 2026-03-31 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 1K | $135.27 | $0.15M | 2026-03-31 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 2K | $135.93 | $0.27M | 2026-03-31 | ↗ |
| Chaya Eri | SEE REMARKS | SELL | 2K | $138.21 | $0.23M | 2026-03-31 | ↗ |