Core Insights - Ethan Allen Interiors Inc. will release its financial and operating results for the fiscal 2026 first quarter on October 29, 2025, after market close [1] - A conference call to discuss these results will be held at 5:00 p.m. Eastern Time on the same day, with a live webcast available [2] Company Overview - Ethan Allen is recognized as America's 1 Premium Furniture Retailer by Newsweek for three consecutive years [3] - The company combines advanced technology with personal service, offering complimentary interior design services and a full range of home furnishings [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]

Core Insights - Ethan Allen Interiors Inc. reported its fiscal 2025 results, highlighting a strong performance despite economic challenges, with a focus on its vertically integrated business model and operational efficiency [2][3] Financial Performance - For the fourth quarter ended June 30, 2025, consolidated net sales were $160.4 million, down from $168.6 million in the prior year, reflecting a 4.9% decrease [6][23] - Gross margin for the fourth quarter was 59.9%, compared to 60.8% in the previous year, indicating a slight decline [6][23] - Adjusted operating income for the fourth quarter was $15.6 million, with an adjusted operating margin of 9.7%, down from 13.1% a year ago [6][29] - The company generated $24.8 million in operating cash flow during the fourth quarter, compared to $26.2 million in the prior year [6][10] Dividends and Shareholder Returns - The company paid a total of $10.0 million in cash dividends during the fourth quarter, with a regular quarterly cash dividend of $0.39 per share and a special cash dividend of $0.25 per share approved for payment on August 28, 2025 [2][13] - Total cash dividends paid during fiscal 2025 amounted to $50.1 million, including a special cash dividend of $0.40 per share paid in August 2024 [11][13] Operational Highlights - The company has reduced its headcount by 5.7% year-over-year and 32.2% since 2019, reflecting a focus on operational efficiency [2][8] - Retail segment written orders increased by 1.6% in the fourth quarter, while wholesale segment written orders decreased by 6.8% [6][12] - The company opened four new design centers during fiscal 2025 and plans to open additional locations in fiscal 2026 [8][12] Recognition and Brand Strength - Ethan Allen was named America's 1 Premium Furniture Retailer by Newsweek for the third consecutive year, underscoring its commitment to quality and customer service [3][15] - The company celebrated its 93-year heritage and was recognized for its sustainable wood-sourcing policies [8][12]

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]

Core Viewpoint - Ethan Allen Interiors Inc. reported its fiscal 2025 third quarter results, highlighting strong gross margins, positive operating cash flow, and a solid cash position with no debt, despite facing challenges in the housing market and economic uncertainties [2][3][5]. Financial Performance - Consolidated net sales for the quarter were $142.7 million, a decrease from $146.4 million in the prior year [5][7]. - Gross margin was reported at 61.2%, slightly down from 61.3% year-over-year [5][7]. - Adjusted operating income was $11.3 million, with an adjusted operating margin of 8.0%, compared to 10.0% in the previous year [5][7]. - Adjusted diluted EPS was $0.38, down from $0.48 in the prior year [5][7]. Cash Flow and Dividends - The company generated $10.2 million in cash from operations, a decrease from $23.7 million in the prior year [5][9]. - Total cash and investments at the end of the quarter were $183.0 million, with cash dividends paid totaling $10.0 million, reflecting an 8.3% increase from the previous year [5][10][8]. Operational Highlights - The company operates 174 retail design centers in North America, including new locations opened in Middleton, Wisconsin, and Toronto, Canada [12]. - Employee headcount decreased by 35.7% since 2019, now totaling 3,294 [12][4]. - Customer deposits from undelivered written orders increased to $79.3 million, up from $73.5 million at the end of the previous fiscal year [13]. Historical Context - Founded in 1932, Ethan Allen has paid cash dividends totaling $711.3 million and repurchased $625.1 million of its common stock since going public in 1993 [4].