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Ethan Allen (ETD)
NYSE:ETD
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.23Last Year’s EPS
0.38Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: meaningful near-term demand weakness (retail and wholesaler orders down ~18-19%, design center traffic down 11% and government contract disruption) and tariff-related cost pressures are offset by strong margins (gross margin 60.9%, up 60 bps), improved operating profitability (9% adjusted operating margin), a debt-free balance sheet with $179.3M in cash, maintained dividends, and early positive signs in January after the quarter end. Management emphasized structural advantages (75% North American manufacturing), marketing investments, and cost discipline to navigate headwinds.Company Guidance
Strong Liquidity and Debt-Free Balance Sheet
Total cash and investments of $179.3 million with no debt at quarter end; continued payment of regular quarterly cash dividend of $0.39 per share (~$10 million) and Board-declared dividend to be paid in February.
Robust Gross Margin Expansion
Consolidated gross margin of 60.9%, up 60 basis points year-over-year, driven by favorable sales mix, reduced headcount, higher average ticket, and lower inbound freight.
Improved Operating Profitability
Adjusted operating income of $13.5 million and adjusted operating margin of 9.0% (360 basis points higher than the pre-pandemic 2019 Q2 operating margin of 5.4%).
Adjusted EPS and Backlog
Adjusted diluted EPS of $0.44 for the quarter; ended the quarter with a wholesale backlog of $49.8 million (backlog reduced by lower contract volume and improved customer lead times).
Headcount Reduction and Productivity Gains
Total associates of 3,149, a 5.1% decrease year-over-year, reflecting productivity improvements from technology and talent (cited as a contributor to margin strength).
Marketing Investment and Early Demand Recovery
Marketing spend increased ~25%, mostly in digital channels; company reported stronger traffic and positive written sales in January (start of Q3), indicating early demand improvement following the quarter.
Targeted Price Actions and Sourcing Mitigation
Selective retail price increases averaging ~5% implemented in October and ongoing supplier/vendor cost-sharing and sourcing diversification efforts to mitigate recently enacted tariffs; North American manufacturing (~75% of product) cited as structural tariff mitigation.
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 |
|---|---|---|---|
Jan 28, 2026 | $24.15 | $22.54 | -6.67% |
Oct 29, 2025 | $26.74 | $24.10 | -9.87% |
Jul 30, 2025 | $28.10 | $28.66 | +1.99% |
May 05, 2025 | $27.64 | $24.34 | -11.94% |
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 (ETD) report earnings?
Ethan Allen (ETD) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Ethan Allen (ETD) earnings time?
Ethan Allen (ETD) earnings time is at Apr 23, 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 (Q3) is 0.23.