UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 OR 25 Lake Avenue Ext., Danbury, Connecticut 06811-5286 (Address of principal executive offices) (Zip Code) (203) 743-8000 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-11692 Ethan Allen I ...

Financial Data and Key Metrics Changes - For fiscal year 2025, consolidated net sales were $614.6 million, with fourth quarter sales of $160.4 million, reflecting higher average ticket prices and fewer returns, offset by lower delivered unit volume and reduced backlog [5][6] - Consolidated gross margin for the full year was 60.5%, compared to 60.8% the previous year; fourth quarter gross margin was 59.9%, impacted by fewer delivered orders and increased promotional activity [7][9] - Adjusted EPS for the full year was $2.04, with fourth quarter adjusted EPS at $0.49; effective tax rate was 25.2% for the full year and 26.4% for the quarter [9][10] - The company ended the year with cash and investments of $106.2 million and no outstanding debt, generating $24.8 million in operating cash flow during the quarter [9][10] Business Line Data and Key Metrics Changes - Retail written orders rose by 1.6% in the fourth quarter, driven by new product introductions and promotional levels, while wholesale orders decreased by 6.8% due to impacts on the contract business [6][11] - The company ended the fiscal year with a wholesale backlog of $48.9 million, reflecting historical norms [6] Market Data and Key Metrics Changes - The home furnishings industry faced challenges, but demand patterns showed signs of improvement in the fourth quarter [6] - The company noted that its operations are primarily based in North America, which mitigated the impact of tariffs compared to competitors relying on overseas manufacturing [22][23] Company Strategy and Development Direction - The company focuses on five key areas: talent, marketing, service, technology, and social responsibility, maintaining a strong talent pool and a vertically integrated structure [13][16] - Investments in technology and operational efficiencies have led to a significant reduction in headcount, down approximately 35% since 2019 [25][26] - The company continues to pay quarterly cash dividends and has declared a special cash dividend, marking the fifth consecutive year of such payments [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating challenging economic conditions and emphasized the importance of their vertically integrated business model [11][16] - The company remains focused on executing strategic initiatives despite ongoing macroeconomic uncertainties [11] Other Important Information - The company has reduced its marketing expenditures significantly by shifting from print to digital mediums, which has helped maintain strong sales and customer engagement [26][40] - The company has relocated and resized many of its design centers to adapt to changing market conditions and improve operational efficiency [43] Q&A Session Summary Question: Industry trends and order acceleration - Management noted that written orders increased by 1.6% despite economic challenges, indicating effective performance in a tough environment [20][21] Question: Impact of tariffs on business - Management stated that approximately 70% of their furniture is made in North America, limiting the impact of tariffs, although some products from overseas are affected [22][23] Question: Operating costs and efficiencies - Management highlighted significant reductions in headcount and operational costs due to technology and vertical integration, maintaining strong margins [25][27] Question: Promotions and sales strategy - Management explained that clearance activity was minimal due to low excess inventory, and customization has reduced the need for large stock inventories [31][32] Question: Price increases and unit sales impact - Management confirmed that they have maintained pricing with minimal increases, closely monitoring tariff impacts on costs [33][34] Question: Factors contributing to retail order increase - Management attributed the increase in retail orders to improved consumer attitudes and strong relationships with clients, alongside increased marketing efforts [36][37]

Exhibit 99.1 Ethan Allen Reports Fiscal 2025 and Fourth Quarter Results Highlighted by Strong Margins and Positive Demand; Declares Special and Regular Cash Dividend DANBURY, CT – July 30, 2025 – Ethan Allen Interiors Inc. ("Ethan Allen" or the "Company") (NYSE: ETD), a leading interior design destination, today reported its results for the fiscal 2025 full year and fourth quarter ended June 30, 2025 and announced a special and regular cash dividend. Farooq Kathwari, Ethan Allen's Chairman, President and CE ...

Core Insights - Ethan Allen has been recognized as America's 1 Premium Furniture Retailer for three consecutive years, according to surveys conducted by Newsweek and Statista [2][7] - The ranking is based on consumer recommendations and ratings across various categories, including product quality, customer service, and store atmosphere [2] Company Performance - The company's President and CEO, Farooq Kathwari, attributes the success to dedicated associates, a commitment to North American manufacturing, and a blend of personal service with technology [3] - Ethan Allen manufactures approximately 75% of its products in its own workshops, ensuring high quality and competitive pricing [3] Service and Offerings - The company provides complimentary interior design services at its Design Centers, where professional designers assist clients from concept to delivery [3] - Services include guidance on furniture selection, décor, color schemes, and room layouts, enhanced by advanced 3D imaging and 4K animations [3] Company Background - Ethan Allen is a vertically integrated company, managing the entire process from product design to logistics, and has been recognized for its craftsmanship since 1932 [4] - The company operates a mix of company-operated and independent licensee locations, offering a full range of home furnishings [4]

Group 1 - Ethan Allen Interiors Inc. will release its financial and operating results for the fiscal 2025 fourth quarter and full year on July 30, 2025, after market close [1] - A conference call to discuss the results will be held at 5:00 p.m. Eastern Time on the same day, which will be webcast live [2] - An archived recording of the conference call will be available for six months on the Company's Investor Relations website, with a telephone replay available for one month [2] Group 2 - Ethan Allen is recognized as America's 1 Premium Furniture Retailer by Newsweek and is a leading interior design destination [3] - The Company offers complimentary interior design services and a full range of home furnishings, including custom furniture and artisan-crafted accents [3] - Approximately 75% of Ethan Allen's custom-crafted furniture is manufactured in its own North American facilities, highlighting its vertical integration from product design to logistics [3]

Company Overview - Ethan Allen is a manufacturer and retailer of home furnishings, founded in Vermont and headquartered in Danbury, Connecticut [1] - The company was established in 1932 and opened its first sawmill in 1936 in Beecher Falls, Vermont [2] - Ethan Allen manufactures approximately 75% of its furniture in North America, with production facilities in Vermont, North Carolina, Mexico, and Honduras [2] Commitment to Local Manufacturing - The company has maintained a commitment to local manufacturing, producing most of its furniture close to home, contrasting with many competitors who have moved production overseas [3] - This dedication to local craftsmanship has been a core value for the company over its 93-year history [3] Retail and Community Engagement - Ethan Allen operates over 170 retail Design Centers across North America, providing complimentary interior design services and a full range of home furnishings [4] - To support local communities, many Design Centers will conduct food drives in partnership with local charities, starting on June 23 and continuing through July [3] Recognition and Quality - Ethan Allen has been recognized as America's 1 Premium Furniture Retailer by Newsweek, highlighting its status as a leading interior design destination [4] - The company emphasizes quality and craftsmanship in its products, which have been a hallmark since its inception [4]

Group 1 - The furniture industry is characterized by commoditized products, intense competition, and vulnerability to consumer preferences and economic fluctuations, which poses challenges for success [1] - Crude Value Insights focuses on the oil and natural gas sector, emphasizing cash flow generation and identifying companies with value and growth potential [1] Group 2 - Subscribers to Crude Value Insights gain access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] - A two-week free trial is available for new subscribers to explore the oil and gas investment opportunities [3]

Core Viewpoint - Ethan Allen Interiors Inc experienced a 2.5% decline in fiscal third-quarter sales, attributed to significant drops in order intake during January and February, with an 11% decline in order intake following a 14% increase in the previous quarter [1][2]. Group 1: Financial Performance - The company reported earnings of 38 cents per share, which fell short of the consensus estimate of 46 cents per share [2]. - Fiscal 2025 earnings estimates have been reduced from $2.32 per share to $2.00 per share, which is lower than the current consensus of $2.36 per share [2]. - Sales are expected to decline by 6.6%, an increase from the previous estimate of 3.5% [2]. Group 2: Analyst Insights - Telsey Advisory Group's Cristina Fernández maintained a Market Perform rating and lowered the price target from $32 to $30 [1]. - Concerns were raised regarding deteriorating traffic and sales trends, despite confidence in managing incremental costs from tariffs [3]. Group 3: Market Reaction - Shares of Ethan Allen fell by 9.82% to $26.27 at the time of publication [3].

分组1 - Ethan Allen reported quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.45 per share, and down from $0.48 per share a year ago, representing an earnings surprise of -15.56% [1] - The company posted revenues of $142.7 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.13%, and down from $146.42 million year-over-year [2] - Over the last four quarters, Ethan Allen has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] 分组2 - The current consensus EPS estimate for the coming quarter is $0.71 on revenues of $166.4 million, and for the current fiscal year, it is $2.32 on revenues of $623.8 million [7] - The Zacks Industry Rank indicates that the Retail - Home Furnishings sector is currently in the bottom 10% of over 250 Zacks industries, which may negatively impact stock performance [8] - The estimate revisions trend for Ethan Allen is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Ethan Allen Interiors (ETD) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Matt McNulty - Senior VP, Treasurer & CFOFarooq Kathwari - Chairman, President & CEOBrad Thomas - Associate Director of Research Conference Call Participants Cristina Fernández - Managing Director & Senior Equity Research Analyst Operator Good afternoon, and welcome to the Ethan Allen Fiscal twenty twenty five Third Quarter Analyst Conference Call. At this time, all participants are in a listen only mode. A quest ...