Overview

* Ethan Allen fiscal Q4 net sales beat analyst expectations, per LSEG data

* Adjusted EPS for fiscal Q4 beats consensus, per LSEG data

* Co announces special cash dividend of $0.25 per share

Outlook

* Ethan Allen plans to open new design centers in fiscal 2026

* Company remains cautiously optimistic amid uncertain economic environment

* Company acknowledges challenges from lower consumer confidence

Result Drivers

* VERTICAL INTEGRATION - Co attributes performance to its vertically integrated enterprise, including manufacturing 75% of furniture in North America

* RETAIL ORDER GROWTH - Retail segment written orders increased 1.6% despite lower consumer confidence and challenging housing market

* TECHNOLOGY INVESTMENTS - Investments in technology improved operational efficiency, contributing to operating cash flow

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $160.40 $152.20

mln mln (2

Analysts

)

Q4 Beat $0.49 $0.45 (2

Adjusted Analysts

EPS )

Q4 EPS $0.48

Q4 Gross 59.9%

Margin

Q4 9.7%

Adjusted

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the home furnishings peer group is "hold"

* Wall Street's median 12-month price target for Ethan Allen Interiors Inc ( ETD ) is $30.00, about 2.6% above its July 29 closing price of $29.22

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)