Flexsteel Industries
Makes residential furnishings built around upholstered seating, whole-home collections, and e-commerce brands.
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Profile
Sells sofas, recliners, casegoods, bedroom, dining, kitchen storage, and outdoor furniture through retailers, e-commerce, and strategic accounts. The business is concentrated in the United States, with the Blue Steel Spring defining most upholstered seating and one reportable segment: furniture products.
Manufactures, imports, and markets residential furniture across sofas, loveseats, chairs, recliners, sofa beds, occasional tables, desks, dining sets, kitchen storage, bedroom furniture, and outdoor pieces. Its brands include Flexsteel, Homestyles, and Charisma.
Distribution is concentrated in the United States through retail partners, e-commerce, direct sales, and strategic accounts, with only minimal exports to Canada and Mexico. Homestyles adds a direct-to-consumer and online-home-retailer route.
Execution centers on upholstered seating, product introductions, and the patented Blue Steel Spring used in most Flexsteel upholstered furniture. Demand, tariff-surcharge pricing, and a pressured ready-to-assemble line shape near-term results.
Company facts
Categories
Key statistics
Year to date +104% · Average volume (30d) 71.3K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 17, 2026Q4 FY26 | $1.09 | $1.33 | +22.0% | $109.5M | $115.4M | +5.3% | +8.89% |
| Apr 20, 2026Q3 FY26 | $0.75 | $1.14 | +52.0% | $116.4M | $115.1M | −1.1% | +8.19% |
| Feb 2, 2026Q2 FY26 | $0.79 | $1.18 | +49.4% | $107.5M | $118.2M | +10.0% | +3.62% |
| Oct 20, 2025Q1 FY26 | $0.78 | $1.31 | +67.9% | $107.5M | $109.6M | +1.9% | −8.75% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $114.0M | $114.6M | $110.4M | $118.2M | $115.1M | $115.4M | |
| Gross profit | $25.3M | $27.4M | $25.9M | $26.8M | $26.0M | $34.6M | |
| Operating income | −$5.1M | $14.0M | $9.0M | $9.0M | $8.2M | $16.3M | |
| Net income | −$3.7M | $10.7M | $7.3M | $6.6M | $6.4M | $12.7M | |
| Diluted EPS | −$0.71 | $1.89 | $1.31 | $1.18 | $1.14 | $2.58 | |
| Gross margin | 22.2% | 23.9% | 23.5% | 22.7% | 22.6% | 30.0% | |
| Operating margin | -4.4% | 12.2% | 8.1% | 7.6% | 7.1% | 14.2% |
Fiscal years (4-quarter sums)FY22 $544.3M · FY23 $393.7M · FY24 $412.8M · FY25 $441.1M · FY26 $459.2M
Balance sheet, Jun 30, 2026Cash & short-term investments $16.7M · Total debt $51.9M · Total assets $254.0M · Shareholders' equity $133.5M
Dividends
Raised for 5 straight years — most recently to $0.25 from $0.20 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 24, 2026 | Jun 24 | Jul 6 | $0.25 | raised from $0.20 |
| Mar 30, 2026 | Mar 30 | Apr 9 | $0.20 | |
| Dec 29, 2025 | Dec 29 | Jan 8 | $0.20 | |
| Sep 24, 2025 | Sep 24 | Oct 6 | $0.20 | |
| Jun 25, 2025 | Jun 25 | Jul 7 | $0.20 | raised from $0.17 |
| Mar 26, 2025 | Mar 26 | Apr 7 | $0.17 | |
| Dec 27, 2024 | Dec 28 | Jan 8 | $0.17 | |
| Sep 25, 2024 | Sep 25 | Oct 7 | $0.17 | raised from $0.15 |
Ownership
Shares outstanding 5.36M · Float 3.72M · 69.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 357.3K | 6.67% | 13F | May 7, 2026 |
| BlackRock, Inc. | 278.7K | 5.20% | 13F | May 13, 2026 |
| Vanguard Capital Management LLC | 188.4K | 3.52% | 13F | May 15, 2026 |
| Derek P. Schmidt · director, officer: President & CEO | 162.7K | 3.04% | Form 4 | Jul 2, 2026 |
| Renaissance Technologies LLC | 142.2K | 2.66% | 13F | May 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | David Edward Crimmins | officer: Chief Growth Officer | −4,244 | $80.88 |
| Aug 20, 2026 | David Edward Crimmins | officer: Chief Growth Officer | −1,262 | $79.02 |
| Aug 20, 2026 | Michael Joseph McClaflin | officer: Chief Information Officer | −500 | $79.66 |
| Aug 21, 2026 | Stacy Marie Kammes | officer: VP Talent, Customer Experience | −2,250 | $81.00 |
| Sep 5, 2025 | Michael Joseph McClaflin | officer: Chief Information Officer | −2,600 | $46.75 |
Peers
- La-Z-Boy
Dominant motion-upholstery and branded retail rival
- Hooker Furnishings
Upper-medium casegoods, upholstery, and outdoor furniture peer
- Bassett Furniture
Custom upholstery and branded-store home furnishings peer
- Ethan Allen Interiors
Vertically integrated premium whole-home furniture rival
- Havertys
Middle-to-upper showroom retailer for upholstery and casegoods
- Lovesac
Modular couch and DTC seating specialist
- Williams-Sonoma
Large branded home retailer through Pottery Barn and West Elm
- Wayfair
Scale online marketplace for furniture and home goods
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Flexsteel Industries | $82.50 | +1.26% | $438.1M | 13.2 | 15.5 | 1.0 | +0.7% |
| La-Z-Boy | $32.59 | +0.06% | $1.30B | 16.5 | 13.0 | 0.6 | −3.4% |
| Hooker Furnishings | $13.37 | +0.15% | $143.6M | — | 14.5 | 0.5 | −18.6% |
| Bassett Furniture | $18.74 | −0.11% | $162.3M | 29.6 | 19.1 | 0.5 | −0.7% |
| Ethan Allen Interiors | $23.48 | 0.00% | $597.2M | 15.0 | 19.3 | 1.0 | −8.5% |
| Havertys | $27.36 | −0.04% | $453.3M | 39.7 | 13.0 | 0.6 | +7.7% |
| Lovesac | $15.99 | +0.13% | $234.1M | 61.5 | 41.8 | 0.3 | −0.1% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Median | 26.9 | 19.2 | 0.6 | −0.4% |