La-Z-Boy
Makes recliners, sofas, and home furniture through owned stores and wholesale channels.
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Profile
Sells upholstered furniture, casegoods, accessories, and Joybird pieces through owned La-Z-Boy stores, wholesale partners, and online channels. The business is concentrated in North America, with proprietary distribution and domestic upholstery production shaping margins and availability.
Upholstered furniture is the center of the portfolio: recliners, sofas, loveseats, sectionals, modular seating, chairs, ottomans, and sleeper sofas sold under La-Z-Boy, England, and Joybird. Hammary and remaining retail casegoods add wood furniture and accessories.
Sales move through two reportable channels: Wholesale supplies independently owned La-Z-Boy Stores, Comfort Studio and branded-space operators, England centers, major dealers, and independent retailers; Retail sells directly through company-owned La-Z-Boy Stores. Joybird adds online-first and small-format store exposure.
Execution depends on proprietary distribution, North American upholstery manufacturing, store acquisitions, and the ongoing shift away from wholesale casegoods. Demand is tied to residential furniture replacement cycles, promotions, imported input costs, tariffs, and the health of the direct-to-consumer Joybird model.
Company facts
Categories
Key statistics
Year to date −12.7% · Average volume (30d) 575.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 20, 2026 | KeyBanc | Reiterate | Overweight | $40 | |
| Nov 19, 2025 | Sidoti | Upgrade | Neutral | Buy | |
| Nov 19, 2025 | Sidoti & Co. | Upgrade | Neutral | Buy | |
| Apr 25, 2025 | KeyBanc | Upgrade | Sector Weight | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026Q1 FY27 | $0.49 | $0.43 | −12.8% | $501.4M | $475.7M | −5.1% | −16.95% |
| Jun 16, 2026Q4 FY26 | $0.82 | $1.26 | +53.7% | $569.2M | $570.3M | +0.2% | +14.77% |
| Feb 17, 2026Q3 FY26 | $0.59 | $0.61 | +3.4% | $535.4M | $541.6M | +1.2% | −6.33% |
| Nov 18, 2025Q2 FY26 | $0.54 | $0.71 | +31.5% | $517.6M | $522.5M | +0.9% | +20.21% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $570.9M | $492.2M | $522.5M | $541.6M | $570.3M | $475.7M | |
| Gross profit | $251.1M | $209.2M | $231.1M | $233.5M | $262.8M | $208.7M | |
| Operating income | $29.5M | $22.0M | $36.2M | $29.8M | $41.2M | $7.2M | |
| Net income | $14.9M | $18.2M | $28.9M | $21.7M | $33.3M | −$2.3M | |
| Diluted EPS | $0.36 | $0.44 | $0.70 | $0.52 | $0.81 | −$0.06 | |
| Gross margin | 44.0% | 42.5% | 44.2% | 43.1% | 46.1% | 43.9% | |
| Operating margin | 5.2% | 4.5% | 6.9% | 5.5% | 7.2% | 1.5% |
Fiscal years (4-quarter sums)FY22 $2.36B · FY23 $2.35B · FY24 $2.05B · FY25 $2.11B · FY26 $2.13B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jul 25, 2026Cash & short-term investments $272.7M · Total debt $541.5M · Total assets $1.99B · Shareholders' equity $1.01B
Dividends
Raised for 13 straight years — most recently to $0.242 from $0.22 in Dec 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 2, 2026 | Jun 2 | Jun 15 | $0.242 | |
| Mar 3, 2026 | Mar 3 | Mar 13 | $0.242 | |
| Dec 4, 2025 | Dec 4 | Dec 15 | $0.242 | raised from $0.22 |
| Sep 4, 2025 | Sep 4 | Sep 15 | $0.22 | |
| Jun 3, 2025 | Jun 3 | Jun 16 | $0.22 | |
| Mar 4, 2025 | Mar 4 | Mar 14 | $0.22 | |
| Dec 5, 2024 | Dec 5 | Dec 16 | $0.22 | raised from $0.20 |
| Sep 5, 2024 | Sep 5 | Sep 16 | $0.20 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 40.01M · Float 38.95M · 97.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.62M | 16.54% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.00M | 7.50% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 2.71M | 6.76% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 1.84M | 4.60% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 1.84M | 4.59% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 30, 2026 | Terrence James Linz | officer: President, Wholesale Brands | −2,500 | $40.23 |
| Jun 29, 2026 | Raphaell Z. Richmond | officer: VP, GC & Chief Compliance Off | −13,671 | $39.83 |
| Jun 25, 2026 | Jennifer Lynn McCurry | officer: Chief Accounting Officer | −3,715 | $41.05 |
| Jun 24, 2026 | Michael Adam Leggett | officer: Sr VP & Chief Supply Chain Off | −9,000 | $41.66 |
| Jun 22, 2026 | Melinda D. Whittington | director, officer: President & CEO | −26,639 | $40.24 |
Peers
- Ethan Allen Interiors
Integrated design-center rival in upper-mid home furnishings
- Flexsteel Industries
Direct upholstery and home-furnishings manufacturer peer
- Bassett Furniture
Branded store and wholesale peer in custom home furnishings
- Wayfair
Scale online marketplace for furniture and home goods
- Williams-Sonoma
Omni-channel home brands across furniture and decor
- Havertys
Regional store-network rival for home furnishings shoppers
- Lovesac
Digital-first seating specialist in modular sofas and sacs
- Hooker Furnishings
Wholesale furniture brands across upholstery and casegoods
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| La-Z-Boy | $32.59 | +0.06% | $1.30B | 16.5 | 13.0 | 0.6 | −3.4% |
| Ethan Allen Interiors | $23.48 | 0.00% | $597.2M | 15.0 | 19.3 | 1.0 | −8.5% |
| Flexsteel Industries | $82.50 | +1.26% | $438.1M | 13.2 | 15.5 | 1.0 | +0.7% |
| Bassett Furniture | $18.74 | −0.11% | $162.3M | 29.6 | 19.1 | 0.5 | −0.7% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| 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% |
| Hooker Furnishings | $13.37 | +0.15% | $143.6M | — | 14.5 | 0.5 | −18.6% |
| Median | 26.9 | 19.2 | 0.8 | +0.3% |