Ethan Allen Interiors (ETD)
NYSE:ETD
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.34Last Year’s EPS
0.49Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: Ethan Allen demonstrated financial resilience with profitable growth, strong liquidity ($181M cash/investments), improved operating cash flow (+50% YoY quarter) and maintained dividends, while also investing in digital, technology and retail repositioning. However, meaningful near-term headwinds remain — sizable and uncertain tariff exposure (estimated $15M–$20M annually, with $4M incremental in the quarter), a 7.6% decline in wholesale orders and a 23% drop in wholesale backlog driven by reduced government and international sales — which materially pressure margins and earnings visibility. Overall, positives around cash, margin level and operational strengths are offset by significant external risks and demand volatility.Company Guidance
Consolidated Net Sales and Profitability
Consolidated net sales of $136 million in the quarter; adjusted operating income of $6.8 million and adjusted operating margin of 5%; adjusted diluted EPS of $0.24.
Strong Gross Margin
Consolidated gross margin of 59.4%, supported by higher average ticket, increased clearance sales and fewer returns.
Improved Operating Cash Flow and Liquidity
Generated $15 million in operating cash flow in the quarter (up from $10 million a year ago, +50%); $181 million in total cash and investments on the balance sheet; $22 million free cash flow through the first 9 months of fiscal 2026.
Balance Sheet Strength and Capital Returns
Company remains debt-free and maintained shareholder returns: paid a $10 million regular quarterly dividend ($0.39 per share) in February and the Board declared another $0.39 quarterly dividend to be paid in May.
Retail Resilience
North America retail written orders were essentially flat year-over-year, indicating resiliency in the core retail business despite macro headwinds and choppy demand.
Cost Controls and SG&A Reduction
SG&A expenses decreased 3% year-over-year, aided by disciplined spending, cost-control initiatives and a 6% reduction in total associates (3,105 associates at quarter end).
Vertical Integration and Operational Advantages
Approximately 75% of furniture is produced in North America (custom on receipt of orders); vertical integration, strengthened manufacturing and national logistics support white-glove delivery and are cited as competitive advantages.
Strategic Investments and Retail Repositioning
Continued investment in digital/technology and marketing, repositioned retail network to 172 design centers with smaller footprints (reduced design center size by ~25–30%) and plans for new and relocated locations in North America and Canada.
ETD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ETD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $22.21 | $21.34 | -3.92% |
Jan 28, 2026 | $23.77 | $22.18 | -6.67% |
Oct 29, 2025 | $26.32 | $23.72 | -9.86% |
Jul 30, 2025 | $27.66 | $28.21 | +1.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ethan Allen Interiors (ETD) report earnings?
Ethan Allen Interiors (ETD) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Ethan Allen Interiors (ETD) earnings time?
Ethan Allen Interiors (ETD) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ETD EPS forecast?
ETD EPS forecast for the fiscal quarter 2026 (Q4) is 0.34.