Ethan Allen Q4 revenue misses estimates, hit by order declines, tariffs

Ethan Allen Interiors

29/07/2026 21:16

Overview
US furniture retailer's fiscal Q4 revenue fell 8.5% yr/yr to $146.8 mln
Adjusted EPS for fiscal Q4 declined to $0.36 from $0.49 a year ago
Company declared $0.25/share special dividend and maintained regular dividend at $0.39/share

Outlook
Company says sluggish demand and macroeconomic uncertainty expected to create near-term pressure on sales
New tariffs ranging from 10% to 12.5% effective July 24, 2026 may impact future results
Company plans to open five new design centers during fiscal 2027

Result Drivers
ORDER DECLINES - Co said retail written orders fell 10.8% and wholesale written orders dropped 11.9% due to lower design center traffic and macroeconomic uncertainty
TARIFF IMPACT - Higher tariffs and fixed cost deleveraging from lower sales pressured operating margin, partly offset by cost controls
TARIFF REFUNDS - $5 mln in tariff refunds temporarily boosted gross and operating margins

Company press release: ID:nGNX5QzL1S

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$146.80 mln
$148.70 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$0.36
$0.34 (2 Analysts)
Q4 EPS
 
$0.46
 
Q4 Gross Margin
 
63.10%
 
Q4 Adjusted Operating Margin
 
7.40%
 
Q4 Operating Cash Flow
 
$22.4 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the home furnishings peer group is "hold"
Wall Street's median 12-month price target for Ethan Allen Interiors Inc is $24.00, about 0.8% above its July 28 closing price of $23.80
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 13 three months ago

Reuters Recommended Reads
July 29 - Home improvement firm Masco misses quarterly sales estimates as demand remains weak
July 29 - Sweden's Electrolux Q2 net loss widens on tariff impact

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)