Current Report · Items 2.02, 9.01 · 8-K

RH

RHNYSEEQUITYCurrent

Results of Operations and Financial Condition

Filed Sep 10, 2026Accepted Sep 10, 2026, 4:50 PM EDTCIK 1528849Accession 0001104659-26-106743

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Items 2.02, 9.01

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Item 2.02Item 2.02 - Results of Operations

Item 2.02. Results of Operations and Financial Condition. On September 10, 2026, RH released its financial results for the second quarter ended August 1, 2026 in a letter to shareholders that is available on the investor relations section of its website. Copies of the press release announcing the release of financial results and the letter to shareholders are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference. The information provided in this Item 2.02, including Exhibits 99.1 and 99.2, is intended to be “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly set forth by specific reference in such a filing. RH is also disclosing that it may use the rh.com, restorationhardware.com, and ir.rh.com websites as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

Filed exhibits (2)

EX-99.1 (by filename) rh-20260910xex99d1.htm

EX-99.1 2 rh-20260910xex99d1.htm EX-99.1 Exhibit 99.1 RH REPORTS SECOND QUARTER FISCAL 2026 RESULTS CORTE MADERA, Calif.--(BUSINESS WIRE) - September 10, 2026--RH (NYSE: RH) has released its financial results for the second quarter ended August 1, 2026, in a shareholder letter from Chairman and Chief Executive Officer Gary Friedman, available on the Investor Relations section of its website at ir.rh.com. RH leadership will host a live conference call and audio webcast at 2:00 pm Pacific Time (5:00 pm Eastern Time) today. The live conference call may be accessed by dialing 833.461.5787 or 626.884.3620 for international callers (conference ID: 612 645 671). The call and replay can also be accessed via audio webcast at ir.rh.com. ABOUT RH RH (NYSE: RH) is a global curator of design, taste and style in the luxury lifestyle market. Operating across the United States, Canada, the United Kingdom and Europe, the Company offers collections through its retail galleries, sourcebooks and online at RH.com, with integrated hospitality experiences in galleries throughout the United States and internationally. CONTACTS PRESS CONTACT truthgroup@RH.com INVESTOR RELATIONS CONTACT Alliso…

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EX-99.2 (by filename) rh-20260910xex99d2.htm

EX-99.2 3 rh-20260910xex99d2.htm EX-99.2 Exhibit 99.2 SECOND QUARTER 2026 FINANCIAL RESULTS AND SHAREHOLDER LETTER A LETTER FROM OUR CHAIRMAN AND CEO RH REPORTS SECOND QUARTER 2026 RESULTS SECOND QUARTER 2026 HIGHLIGHTS GAAP Net Revenues Increased 2.6% to $922.2M GAAP Net Income of $60.2M, EBITDA of $168.3M and EBITDA Margin of 18.3% Adjusted EBITDA of $178.5M and Adjusted EBITDA Margin of 19.4%, inclusive of $55.1M, or 600 bps of tariff benefit Normalized Adjusted EBITDA of $123.5M and Normalized Adjusted EBITDA Margin of 13.4% Cash Generation of $72.3M, inclusive of Free Cash Flow and a $42.0M distribution from our Aspen Joint Ventures (exclusive of $69.2M of cash received for tariff refunds) The Company’s Second Quarter gross margins were positively impacted by the recognition of $55M, or 600 bps, of IEEPA tariff refunds based on the Company’s application for a total refund of $69M. The Company also recognized $14M as a reduction of costs included in merchandise inventories and expects to recognize this benefit to gross margins over the Third and Fourth Quarters of Fiscal 2026. Please see the tables below for reconciliations of all GAAP to non-GAAP measures refere…

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