Compared to estimates, RH (RH) Q3 earnings: A look at key metrics

For the quarter ended October 2025, RH (RH) reported revenue of $883.81 million, up 8.9% over the same period last year. EPS came in at $1.71, compared to $2.48 in the year-ago quarter.

The reported revenue represents a surprise of +0.1% over the Zacks Consensus Estimate of $882.95 million. With the consensus EPS estimate being $2.13, the EPS surprise was -19.72%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how RH performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Number of locations - RH - Total galleries: 73 versus 68 estimated by three analysts on average.
• Number of locations - RH - Modern gallery: 1 versus 1 estimated by two analysts on average.
• Number of locations - Waterworks showrooms: 14 compared to the 14 average estimate based on two analysts.
• Total leased selling square footage - End of period: 1,639.00 Ksq ft versus the two-analyst average estimate of 1,594.30 Ksq ft.
• Number of locations - RH - Design galleries: 37 versus 37 estimated by two analysts on average.
• Number of locations - RH - Baby & Child and Teen Galleries: 1 versus 1 estimated by two analysts on average.
• Stores count - End of period: 88 compared to the 88 average estimate based on two analysts.
• Number of locations - RH - Legacy galleries: 26 compared to the 27 average estimate based on two analysts.
• Number of locations - Outlets: 43 versus the two-analyst average estimate of 43.