Ethan Allen Interiors
Sells home furnishings through design centers backed by North American manufacturing.
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Profile
Sells upholstery, case goods, accents, and interior design service through retail design centers and wholesale relationships. The model links company-operated stores, independent design centers, e-commerce, logistics, and in-house North American production.
Operates through Wholesale and Retail, selling upholstery, case goods, accents, and other home furnishings. Retail runs company-operated design centers and online sales, while Wholesale develops the brand, designs and sources products, manufactures furniture, and distributes to company and independent design centers.
The business is concentrated in North America, with retail design centers across the region and manufacturing in the U.S., Mexico, and Honduras. Most furniture is made in its own North American facilities, tying store service, product availability, logistics, and white-glove delivery to the same operating system.
Execution depends on design service, styling, quality, perceived value, delivery speed, and product availability in a fragmented home-furnishings market.
Company facts
Categories
Key statistics
Year to date +2.7% · Average volume (30d) 510.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 30, 2026 | Telsey Advisory | Target | $24 | $22 | ||
| Apr 30, 2026 | Telsey Advisory | Target | $27 | $24 | ||
| Jan 29, 2026 | Telsey Advisory | Target | $28 | $27 | ||
| Oct 30, 2025 | Telsey Advisory | Target | $33 | $28 | ||
| Jan 13, 2025 | Argus Research | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q4 FY26 | $0.34 | $0.36 | +7.5% | $148.7M | $146.8M | −1.3% | −2.88% |
| Apr 29, 2026Q3 FY26 | $0.21 | $0.24 | +14.3% | $134.9M | $135.8M | +0.7% | −3.92% |
| Jan 28, 2026Q2 FY26 | $0.38 | $0.44 | +15.8% | $152.3M | $149.9M | −1.5% | −6.67% |
| Oct 29, 2025Q1 FY26 | $0.44 | $0.43 | −2.3% | $151.8M | $147.0M | −3.2% | −9.86% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $142.7M | $160.4M | $147.0M | $149.9M | $135.8M | $146.8M | |
| Gross profit | $87.3M | $96.1M | $90.1M | $91.3M | $80.6M | $92.6M | |
| Operating income | $10.7M | $15.3M | $10.1M | $14.2M | $6.5M | $15.4M | |
| Net income | $9.6M | $12.3M | $10.5M | $11.7M | $5.9M | $11.8M | |
| Diluted EPS | $0.37 | $0.48 | $0.41 | $0.46 | $0.23 | $0.46 | |
| Gross margin | 61.2% | 59.9% | 61.3% | 60.9% | 59.3% | 63.1% | |
| Operating margin | 7.5% | 9.5% | 6.9% | 9.5% | 4.8% | 10.5% |
Fiscal years (4-quarter sums)FY22 $817.8M · FY23 $791.4M · FY24 $646.2M · FY25 $614.6M · FY26 $579.5M
Balance sheet, Jun 30, 2026Cash & short-term investments $73.6M · Total debt $120.4M · Total assets $719.7M · Shareholders' equity $471.5M
Dividends
Raised for 15 straight years — most recently to $0.64 from $0.39 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Aug 26 | $0.64 | raised from $0.39 |
| May 13, 2026 | May 13 | May 27 | $0.39 | |
| Feb 11, 2026 | Feb 11 | Feb 25 | $0.39 | |
| Nov 12, 2025 | Nov 12 | Nov 26 | $0.39 | |
| Aug 13, 2025 | Aug 13 | Aug 28 | $0.64 | special dividend |
| May 15, 2025 | May 15 | May 29 | $0.39 | |
| Feb 11, 2025 | Feb 11 | Feb 26 | $0.39 | |
| Nov 12, 2024 | Nov 12 | Nov 27 | $0.39 |
Ownership
Shares outstanding 25.45M · Float 23.88M · 93.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.42M | 9.53% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.64M | 6.43% | 13F | Aug 11, 2026 |
| M. Farooq Kathwari · director, officer: Chairman, President & CEO | 1.51M | 5.94% | Form 4 | Aug 10, 2026 |
| Douglas G. Bergeron | 1.28M | 5.00% | 13D | Aug 27, 2026 |
| Vanguard Capital Management LLC | 1.07M | 4.20% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 5, 2026 | Cynthia Ekberg Tsai | director | +1,000 | $24.61 |
| Jan 22, 2026 | M. Farooq Kathwari | director, officer: Chairman, President & CEO | −2,220 | $25.01 |
| Dec 15, 2025 | M. Farooq Kathwari | director, officer: Chairman, President & CEO | −312 | $25.05 |
| Dec 11, 2025 | M. Farooq Kathwari | director, officer: Chairman, President & CEO | −15,175 | $25.01 |
| Oct 15, 2025 | M. Farooq Kathwari | director, officer: Chairman, President & CEO | −15,175 | $28.01 |
Peers
- Williams-Sonoma
Multi-brand home retailer overlapping in furniture, decor, and design
- RH
Luxury home-furnishings peer competing for affluent design clients
- La-Z-Boy
Residential furniture maker-retailer strongest in upholstered seating
- Arhaus
Premium home-furnishings retailer with showroom and design overlap
- Wayfair
Online home retailer pressuring furniture and decor e-commerce
- Havertys
Regional residential-furniture retailer in middle to upper-middle ranges
- Bassett Furniture
Branded furniture retailer-manufacturer with custom upholstery overlap
- Hooker Furnishings
Furniture designer and marketer overlapping in casegoods and upholstery
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ethan Allen Interiors | $23.48 | 0.00% | $597.2M | 15.0 | 19.3 | 1.0 | −8.5% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| RH | $149.25 | −0.15% | $2.83B | 28.9 | 23.7 | 0.8 | −1.7% |
| La-Z-Boy | $32.59 | +0.06% | $1.30B | 16.5 | 13.0 | 0.6 | −3.4% |
| Arhaus | $8.98 | +0.11% | $1.27B | 18.1 | 17.9 | 0.7 | +7.4% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Havertys | $27.36 | −0.04% | $453.3M | 39.7 | 13.0 | 0.6 | +7.7% |
| Bassett Furniture | $18.74 | −0.11% | $162.3M | 29.6 | 19.1 | 0.5 | −0.7% |
| Hooker Furnishings | $13.37 | +0.15% | $143.6M | — | 14.5 | 0.5 | −18.6% |
| Median | 26.5 | 18.5 | 0.7 | +3.0% |