Ethan Allen owns and operates eleven manufacturing facilities including seven manufacturing plants in the United States, three manufacturing plants in Mexico and one manufacturing plant in Honduras, with approximately 75% of its products made in its North American plants. The company has been named America's #1 Premium Furniture Retailer by Newsweek for three consecutive years.
Cyborg Score Rationale
Ethan Allen maintains a strong financial position with $179.3 million in cash and investments and zero debt. Gross margin improved to 60.9% (up 60 basis points YoY) and operating margin reached 9%, significantly higher than pre-pandemic levels of 5.4%. However, the company faces macroeconomic headwinds and design center traffic challenges.
Top Insights
Strong balance sheet with $179.3 million in cash and investments and zero debt despite macroeconomic challenges.
Operating margins at 9% are significantly higher than pre-pandemic levels of 5.4%, demonstrating effective cost management.
Retail segment posted written order growth, while wholesale segment written orders were down 7.1% due to lower U.S. government business.
Company opened new design centers in Colorado Springs, Concord (Ontario), and Webster (Texas) during Q1 FY2026, ending the quarter with 173 retail design centers in North America.
Named Competitors
RH — Luxury home furnishings retailer
La-Z-Boy — Upholstered furniture manufacturer and retailer
Wayfair — Online furniture and home goods marketplace
Recent Developments
(January 2026) Q2 FY2026 earnings reported on January 28, 2026; adjusted EPS of $0.44 beat forecasts by 15.79%, while revenue of $149.9 million missed expectations by 1.54%
(October 2025) Q1 FY2026 results released with consolidated net sales of $147.0 million, gross margin of 61.4%, and adjusted diluted EPS of $0.43
(July 2025) Board declared special cash dividend of $0.25 per share and regular quarterly cash dividend of $0.39 per share, marking the sixth consecutive fiscal year of special dividends
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