Every 8-K that RH (RH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow RH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RH filings page.
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.
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 reported that Chairman and CEO Gary Friedman sold an aggregate of 125,000 shares of RH common stock between July 6 and July 8, 2026. After these transactions, he continues to hold beneficial ownership of 4,926,337 shares, representing approximately 23.88% of RH’s common stock based on 18,926,221 shares outstanding.
Mr. Friedman indicated the sales were made to fund improvements to personal residences and repay balances under personal line of credit borrowings. He emphasized that his RH holdings remain his largest ownership position and the vast majority of his net worth, expressing ongoing commitment to RH and confidence in its strategy and growth prospects.
RH reported the results of its annual shareholder meeting held on June 18, 2026. Shareholders elected three Class II directors—Hilary Krane, Katie Mitic, and Ali Rowghani—with each receiving over 12.2 million votes in favor and approximately 3.0 million broker non-votes.
Shareholders approved, on a non-binding basis, RH’s named executive officer pay with about 12.4 million votes for and 0.57 million against. They also supported holding the advisory “say-on-pay” vote every year, with roughly 12.8 million votes for a one-year frequency. In addition, shareholders ratified PricewaterhouseCoopers LLP as RH’s independent auditor for the fiscal year ending January 30, 2027, with nearly 16.0 million votes in favor.
RH reported first quarter 2026 net revenues of $800.3 million, down 1.7% year over year, and a GAAP net loss of $13.7 million compared with net income of $8.0 million a year earlier.
Gross margin was 41.4% and operating income was $34.2 million, while EBITDA reached $71.8 million with a 9.0% margin. Adjusted EBITDA was $56.9 million with a 7.1% margin, and free cash flow was $13.3 million.
Results were constrained by roughly $45 million of revenue impact from higher backorder and special order balances, which were about $75 million above last year. RH expects these balances to normalize by the end of 2026, driving an estimated $75 million revenue pickup in the second half.
On the back of what it calls better-than-expected performance, RH raised its fiscal 2026 outlook to revenue growth of 4.5%–8.0%, adjusted EBITDA margin of 14.2%–16.0%, and adjusted free cash flow of $300–$400 million, including a 270 basis point margin drag from international expansion costs.
For the second quarter 2026, RH projects revenue growth of 0.5%–2.5% and adjusted EBITDA margin of 11.5%–13.0%, which includes a 380 basis point negative margin impact from pre-opening and startup costs. Management positions new galleries, the RH Estates concept and backlog reduction as key drivers of expected second-half acceleration.
RH reported stronger results for the fourth quarter and fiscal year 2025. Fourth quarter GAAP net revenues rose 3.7% to $843 million, while GAAP net income more than doubled to $29 million, lifting the operating margin to 11.5% and the adjusted EBITDA margin to 17.7%.
For fiscal 2025, GAAP net revenues grew 8.1% to $3.44 billion and GAAP net income increased 72% to $125 million. The company generated $252 million of free cash flow and reported an adjusted EBITDA margin of 17.3%. Results were tempered by about $40 million of revenue headwinds from tariffs and adverse weather.
Looking ahead to fiscal 2026, RH expects moderate full‑year growth but near‑term pressure. It projects revenue growth of 4% to 8%, adjusted EBITDA margin of 14% to 16%, and adjusted free cash flow of $300 million to $400 million. For the first quarter of 2026, it anticipates revenue decline of 2% to 4% and an adjusted EBITDA margin of 5.5% to 6.5%, reflecting significant pre‑opening and startup costs tied to international expansion.
RH announced that Stefan Duban, its Chief Gallery & Customer Officer, will depart the company as of January 26, 2026, under a mutual understanding consistent with his existing employment arrangements. His responsibilities have already been reassigned to other RH leaders, meaning the company has redistributed his duties across the current management team.
RH reported that it has released its financial results for the third quarter ended November 1, 2025. The company shared these results in a shareholder letter and press release dated December 11, 2025, which are available on its investor relations website and attached as exhibits to this report. The materials provide details on RH’s recent operating performance and financial condition for the quarter.
RH also noted that it may use its rh.com, restorationhardware.com, and ir.rh.com websites to disclose material non-public information and to meet its Regulation FD disclosure obligations, signaling that investors should review these sites for future company updates.
RH filed a current report to announce that it has released its financial results for the second quarter ended August 2, 2025. The company made these results available in a shareholder letter on the investor relations section of its website and through a related press release. Both the press release and the detailed financial results with the shareholder letter are attached as exhibits to this report and are incorporated by reference.
RH also stated that it may use its rh.com, restorationhardware.com, and ir.rh.com websites to share material non-public information and to meet its disclosure obligations under Regulation FD. The information in this report, including the exhibits, is being furnished rather than filed, which limits certain Exchange Act liability and incorporation into other securities filings unless specifically referenced.