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.
Mitic Kathleen C. reported acquisition or exercise transactions in this Form 4 filing.
RH director Kathleen C. Mitic received a grant of 843 shares of RH common stock as a stock award. The shares were granted at no cash cost per share and are structured as restricted stock that will vest in full on the one-year anniversary of the grant date. Following this award, she holds a total of 12,899 RH common shares directly, indicating the transaction is a routine compensation-related equity grant rather than an open-market purchase or sale.
Krane Hilary K reported acquisition or exercise transactions in this Form 4 filing.
RH director Hilary K. Krane received a grant of 843 shares of RH common stock as a restricted stock award. The award was granted at no cash cost per share and will vest in full on the one-year anniversary of the grant date. Following this grant, Krane directly holds 8,598 shares of RH common stock.
Belling Keith reported acquisition or exercise transactions in this Form 4 filing.
RH director Keith Belling received a grant of 843 shares of RH common stock as a restricted stock award. The shares were awarded at no cash cost per share and are scheduled to vest in full on the one-year anniversary of the grant date. Following this compensation-related award, Belling directly holds 6,483 shares of RH common stock. This filing reflects an equity grant rather than an open-market purchase or sale.
RH director Ali Rowghani reported a compensation-related stock grant and updated holdings. He received an award of 843 shares of RH common stock as restricted stock at a stated price of $0.0000 per share. The award will vest in full on the one-year anniversary of the grant date.
Following this grant, Rowghani holds 2,060 RH common shares directly and 9,525 shares indirectly through the Rowghani Keshavarz Living Trust, where he is a beneficiary and co-trustee. The filing reflects an acquisition of shares through an equity award, not an open-market purchase or sale.
RH director Mark S. Demilio reported a mix of stock awards and sales involving company shares. He received an award of 843 shares of restricted stock at no cost, which will vest in full on the one-year anniversary of the grant.
Family trusts associated with Demilio sold RH common stock in open-market transactions, including 3,102 shares at a weighted average price of about $144.00 per share and 2,202 shares at $150.00 per share. After the award, the filing shows Demilio holding 14,888 shares directly, with additional indirect holdings reported through family trusts.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice relating to proposed and recent sales of RH common stock. The filing lists multiple grant/vesting events totaling specific share counts and records a sale of 2,202 shares on 06/16/2026 for $330,300.
RH broker submitted a Rule 144 notice listing proposed resale of restricted Common Stock vested under a registered plan.
The notice lists 2,000 shares vested on 10/17/2024 and 202 shares vested on 04/11/2024, both described as "Restricted Stock Vesting Under a Registered Plan."
RH reported a tougher quarter, swinging to a loss as margins compressed and interest costs stayed high. Net revenues fell 1.7% to $800.3 million, mainly from softer core and Contract sales, partly offset by higher hospitality revenue from new Galleries.
Gross profit declined to $331.3 million, with gross margin down to 41.4% from 43.7% as higher occupancy from new openings and weaker outlet and core product margins weighed on results. RH recorded a net loss of $13.7 million versus $8.0 million of profit a year earlier, or a loss of $0.73 per share.
Despite the loss, operations generated $52.5 million of operating cash flow, and cash ended at $53.8 million. Debt remains significant, with about $2.42 billion outstanding on credit facilities, though the company kept ample ABL availability and continues to invest in new Galleries and global expansion.
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.
Alyeska Investment Group reports beneficial ownership of 1,636,323 shares of RH common stock. The filing states this represents 8.69% of the class. The filing cites shares outstanding were 18,834,576 as of March 31, 2026 per the Form 10-K dated April 1, 2026. The statement is a joint Schedule 13G filed by Alyeska Investment Group, L.P., Alyeska Fund GP, LLC, and Anand Parekh, with shared voting and dispositive power over the disclosed shares.