Feed / ETD

Ethan Allen Interiors Inc.

ETD

Consumer Cyclical · 21.92 +0.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Ethan Allen Interiors Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Revenue YoY-4.9%2025-06-30
Operating margin10.1%-2.0 pts YoY
Company+0.3% todayVolume comparison unavailable
Market group0 of 15 activeHealthcare & Consumer Products · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • Contract sales, including GSA shipments, fell sharply after fewer incoming orders tied to the administration change and government shutdown.
  • Incremental tariffs reduced gross profit and contributed to the decline in operating margin during fiscal 2026.

Invalidation: The isolated read changes if ETD's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Furnishings, Fixtures & Appliances

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Contract sales, including GSA shipments, fell sharply after fewer incoming orders tied to the administration change and government shutdown.
  • Incremental tariffs reduced gross profit and contributed to the decline in operating margin during fiscal 2026.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements240
Verified relationships3
Evidence supporting the case
  • Product pipeline and R&D has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Latest annual revenue changed -5.7% year over year.
  • Operating margin changed -2.3 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 5 filings.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
  • Tariffs and trade policy has repeated adverse evidence across 5 filings.
  • Capital investment and capacity has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 46% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

21.92
6m-2.9%12m-25.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-06-30$817.8M+19.4%$4.05+0.7%
2023-06-30$791.4M-3.2%$4.13+0.3%
2024-06-30$646.2M-18.3%$2.49+0.2%
2025-06-30$614.6M-4.9%$2.01-0.0%
2026-06-30$579.5M-5.7%$1.56-0.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
As of June 30, 2026, we were not subject to the fixed-charge coverage ratio requirement, had no borrowings outstanding under the Facility, were in compliance with all other covenants, and had borrowing availability of $121.2 million of the $125.0 million cred…
10-K · Sep 3, 2026
Demand and volumemixed · 5 filings
The increase in open purchase orders during fiscal 2026 was driven by vendor price increases and the timing of purchase requisitions and payments.
10-K · Sep 3, 2026
Foreign exchangenegative · 5 filings
As such, foreign exchange gains or losses resulting from market changes in the value of foreign currencies have not had, nor are they expected to have, a material effect on our consolidated results of operations.
10-K · Sep 3, 2026
Input and raw-material costsnegative · 5 filings
Wholesale selling expenses, which include our logistics operation, decreased 3.4% from a decline in distribution volume, reduced outbound freight and lower headcount partially offset by an increase in advertising expenses and digital and web-technology spend.
10-K · Sep 3, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

21.92+0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ETD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ETD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ETD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BTIBritish American Tobacco p.l.c.partnerApr 29, 2026

Four new Company-operated design centers located in San Diego, California, Colorado Springs, Colorado, Concord, Ontario (Canada) and Vancouver, British Columbia (Canada) were opened during fiscal 2026 with more new openings planned for the future.

JPMJPMorgan Chase & Co.lenderApr 29, 2026

On January 26, 2022, we entered into a Third Amended and Restated Credit Agreement (the “Credit Agreement”) with JPMorgan Chase Bank, N.A.

Depended on by

WWayfair Inc.competitorFeb 19, 2026

Our competition includes furniture stores, big box retailers, department stores, specialty retailers and online retailers and marketplaces in the U.S., Canada, the United Kingdom and Ireland, including: • Furniture Stores: Ashley Furniture, Bob's Discount Fur…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ETD is currently a Follower in the organic co-movement group Healthcare & Consumer Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ETD; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.