RH filings document a Delaware operating company with common stock listed on the New York Stock Exchange under the symbol RH. Recent 8-K reports furnish quarterly and annual operating results, shareholder letters and Regulation FD disclosure practices, while proxy materials cover board elections, executive compensation, auditor ratification and related shareholder votes.
The filing record also includes material-event disclosures for leadership changes and financing arrangements. Credit-agreement filings describe Restoration Hardware, Inc. as a wholly owned subsidiary and lead borrower, with borrowing capacity involving RH subsidiaries in Canada and Geneva, revolving credit commitments, maturity amendments and related lender arrangements.
RH director Mark S. Demilio reported that The Mark S. Demilio Revocable Trust sold 1,000 RH common shares on September 22, 2026, at $132 per share. The footnote states that the shares had previously been owned directly by Demilio and were contributed to the trust. A separate holding entry reports 11,593 common shares held directly by Demilio as of September 22, 2026.
RH is the issuer for a notice that The Mark S. Demilio Revocable Trust, related to a director, intends to sell 1,000 shares of RH common stock under Rule 144 through Morgan Stanley Smith Barney. The trust also reports a prior sale of 2,445 shares on July 10, 2026 for $411,826.02.
RH (RH) reported modest top-line growth but mixed profitability for the quarter ended August 1, 2026. Net revenues were $922.2 million, up from $899.2 million, while gross margin improved to 48.2% from 45.5%, helped by a $55 million reduction in cost of goods sold from tariff refunds. Quarterly net income rose to $60.2 million (diluted EPS $3.06) from $51.7 million. However, higher selling, general and administrative expenses (36.5% of sales vs. 31.2%) reduced operating income to $107.6 million from $128.9 million, and year-to-date net income declined to $46.5 million from $59.7 million.
Operating cash flow for the first six months was strong at $197.7 million, supporting a rise in cash to $125.5 million from $41.2 million at year-end, aided by $67 million of tariff refunds, $32 million of credit card interchange litigation settlement proceeds and a $50 million distribution from Aspen real estate joint ventures. Inventories declined to $772.7 million from $818.6 million, while stockholders’ equity doubled to $120.3 million, though the balance sheet remains highly leveraged with $2.39 billion of term loans and $1.72 billion of lease liabilities. RH also completed a restructuring of its Aspen real estate structures, recognizing $20 million of equity-method income and a non-cash $11 million loss tied to acquiring control of an RH Guesthouse property.
RH (RH) reported second quarter fiscal 2026 net revenues of $922.2 million, up 2.6% from a year earlier and above its stated guidance, with gross margin rising to 48.2% from 45.5% mainly due to a $55.1 million IEEPA tariff refund that added about 600 basis points. GAAP net income increased to $60.2 million (net margin 6.5%) from $51.7 million, and EBITDA was $168.3 million with an EBITDA margin of 18.3%.
Adjusted EBITDA was $178.5 million (19.4% margin), but normalized adjusted EBITDA, excluding the tariff benefit, was $123.5 million, implying a 13.4% margin and a significant year-over-year decline. Free cash flow for the quarter was strong at $99.6 million, helping lift cash to $125.5 million, while total net debt stood at $2.26 billion, or 4.2x trailing twelve months adjusted EBITDA.
For fiscal 2026, RH now targets revenue growth of 5.5%–7.0%, adjusted EBITDA margin of 15.0%–16.2%, and $300–$400 million of combined free cash flow, asset sales and distributions, noting that pre-opening and startup costs for international expansion are expected to reduce adjusted EBITDA margin by roughly 340 basis points this year.
Citadel-affiliated entities and Kenneth Griffin report passive ownership of RH common stock below 5% of the class. Citadel Securities LLC may be deemed to beneficially own 565,761 RH Shares, representing 3.0% of the Shares outstanding. Citadel Securities Group LP, Citadel Securities GP LLC, and Kenneth Griffin may each be deemed to beneficially own 673,259 Shares, or 3.6% of the outstanding Shares. The percentages are based on 18,900,969 Shares outstanding as of June 5, 2026, as reported by RH. All reported holders have no sole voting or dispositive power, only shared power over their respective positions, and each reports ownership of 5% or less of the class.
BlackRock, Inc. filed an amended Schedule 13G reporting passive ownership of RH common stock. BlackRock’s reporting business units beneficially own 1,863,407 RH shares, representing 9.9% of the outstanding common stock. They have sole voting power over 1,825,188 shares and sole dispositive power over 1,863,407 shares, with no shared voting or dispositive power.
The filing notes that various underlying clients have rights to dividends and sale proceeds from these shares, but no single client holds more than five percent of RH’s total outstanding common stock.
RH reported the initial equity holdings of Chief Legal & Compliance Officer Hassanein Ryan George on Form 3. The report lists a direct stock option covering 40,000 shares of common stock at an exercise price of $174.55 per share, expiring on July 13, 2036. According to the grant terms, this option was granted on July 14, 2026 and vests in five equal annual installments beginning on the first anniversary of the grant date, subject to continuous service.
RH announced leadership changes focused on customer experience and legal oversight. Sandy Pilon, an 18-year member of the organization and former Chief People Officer, was promoted to Chief Customer Experience & Values Officer, leading Gallery, Hospitality, Interior Design, Trade, Contract, Delight, People and Optimization teams across all RH brand touchpoints globally.
RH also appointed Ryan G. Hassanein as Chief Legal & Compliance Officer to oversee all legal and compliance functions, including product safety and vendor compliance. He joins from McKesson Corporation, where he held broad responsibilities across litigation, regulatory, compliance, government relations, supply chain and technology, and will report to Chairman and CEO Gary Friedman as part of the Executive Leadership Team.
RH director Mark S. Demilio reported open-market sales totaling 2,445 shares of common stock on July 10, 2026. The sales were executed in two transactions at prices of $169.00 and $167.9466 per share, with one transaction carried out through multiple trades between $167.61 and $168.01 using a weighted average price. Following these transactions, Demilio continues to hold RH stock both directly and indirectly through trusts, including 12,593 shares held directly, and 2,295 shares that were previously owned directly have been contributed to The Mark S. Demilio Revocable Trust.
RH received a notice from The Mark S. DeMilio Revocable Trust regarding planned sales of RH common stock, with Morgan Stanley Smith Barney LLC Executive Financial Services listed as broker. The filing also lists recent sales of RH common stock by the trust during the prior three months.
Those recent sales include 3,102 shares on 06/18/2026 for $446,693.89 and 2,202 shares on 06/16/2026 for $330,300.00. The filing references restricted stock vesting under a registered plan as the source of certain shares.