Ethan Allen Interiors Inc. (ETD)

In January 2026, the company announced the release date for its Fiscal 2026 Second Quarter Results and the passing of Director John Dooner Jr. In December 2025, shares declined by 20.4% since September 2025 due to falling revenue and profits, and the Chairman of the Board indicated an intention to sell stock. In November 2025, Ethan Allen earned a high score for Sustainable Wood Sourcing and was awarded the Great Place to Work® Mexico Certification for the 8th consecutive year, and also had a dividend payable. In October 2025, the Q1 2026 earnings call reported non-GAAP EPS of $0.43, missing estimates by $0.02, and revenue of $147M, missing by $2.15M, and declared a $0.39 dividend. In September 2025, discussions around furniture tariffs suggested a potential benefit for Ethan Allen. In July 2025, the company's Q4 2025 sales surpassed estimates and was recognized as America's #1 Premium Furniture Retailer by Newsweek for the third consecutive year.

Demand for Ethan Allen's products and services generally follows the seasonal trends observed in the broader furniture industry. Peak demand occurs during spring, late summer, and fall, with January also seeing increased demand. Retailers often offer discounts at the end of the month and during holiday weekends. The period from March through May, coinciding with tax refunds, often leads to increased spending on furniture and home upgrades.

Ethan Allen Interiors, Inc. is an American manufacturer and retailer specializing in home furnishings and interior design services, operating within the Consumer Cyclical sector. The company is vertically integrated, managing aspects from product design and manufacturing to retail distribution and home delivery, with approximately 75% of its custom-crafted furniture manufactured in North American facilities. Ethan Allen offers a comprehensive range of products, including custom furniture, upholstered furniture, case goods, and decorative accessories, and also provides complimentary interior design services to its clients.

Ethan Allen Interiors, Inc. maintains a significant retail presence through its network of design centers, with 169 stores in the United States as of October 29, 2025, and 139 retail design centers globally as of June 30, 2023. The company's manufacturing operations are primarily based in North America, with eleven manufacturing facilities located in the United States, Mexico, and Honduras.

Ethan Allen has maintained a strong brand reputation, being named America's #1 Premium Furniture Retailer by Newsweek for the third consecutive year in July 2025. The company's vertically integrated model reinforces its reputation for quality and craftsmanship. Ethan Allen earned a high score for Sustainable Wood Sourcing in November 2025, and was awarded the Great Place to Work® Mexico Certification for the 8th consecutive year, reflecting positively on its corporate culture.

Ethan Allen Interiors Inc. is a publicly traded company with approximately 83.80% of its stock owned by institutions, including BlackRock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors Lp. Individual investors hold 8.77% of the shares, with M. Farooq Kathwari, the Chairman, President, and CEO, being the largest individual shareholder.