earnings
confidence high
sentiment negative
materiality 0.75
Ethan Allen Q4 sales fall 8.5% to $146.8M; adjusted EPS $0.36; declares $0.25 special dividend
ETHAN ALLEN INTERIORS INC
- Q4 net sales $146.8M (-8.5% YoY); adjusted diluted EPS $0.36 vs $0.49; adjusted operating margin 7.4% vs 9.7%.
- Full year net sales $579.5M (-5.7% YoY); adjusted diluted EPS $1.61 vs $2.04; adjusted operating margin 8.1% vs 10.2%.
- Board declared $0.25 special dividend and $0.39 regular quarterly dividend, both payable Aug 26, 2026.
- Written orders declined: Retail -10.8%, Wholesale -11.9% in Q4; new Section 301 tariffs (10%-12.5%) effective July 24, 2026.
- Ended with $187.5M cash, no debt; generated $52.5M operating cash flow in FY2026; repurchased 250,000 shares in Q4.