Ethan Allen Interiors Inc.
- Open
- 23.38
- Day high
- 23.39
- Day low
- 23.09
- Prev close
- 23.28
- Volume
- 89K
- Mkt cap
- $595M
- P/E (TTM)
- 15.0
- EPS (TTM)
- $1.56
- P/B
- 1.3
- P/S
- 1.0
- Yield
- 7.74%
- Per share
- $1.81
- ▲Insiders net buying $25K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions accumulating (13F)
Ethan Allen Interiors Inc. (ETD) is a Consumer Cyclical company listed on NYSE. The stock is down 23% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4). Drillr has 1 published research article covering ETD.
Ethan Allen Interiors Inc. (ETD) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ETD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 29, 2026 | $0.34 | $0.36 | +7.5% | $147M | -1.3% |
| Apr 29, 2026 | $0.21 | $0.24 | +14.3% | $136M | +0.7% |
| Jan 28, 2026 | $0.38 | $0.44 | +15.8% | $150M | +11.2% |
| Oct 29, 2025 | $0.44 | $0.43 | -2.3% | $147M | -3.2% |
| Jul 30, 2025 | $0.45 | $0.49 | +8.9% | $160M | +7.9% |
| Jan 29, 2025 | $0.60 | $0.59 | -1.7% | $157M | -2.1% |
| Oct 30, 2024 | $0.56 | $0.58 | +3.6% | $154M | -2.1% |
| Jul 31, 2024 | $0.57 | $0.70 | +22.8% | $169M | +5.6% |
| Jan 24, 2024 | $0.76 | $0.67 | -11.8% | $167M | -6.7% |
| Oct 25, 2023 | $0.72 | $0.63 | -12.5% | $164M | -2.6% |
| Aug 2, 2023 | $0.83 | $0.96 | +15.7% | $187M | -1.3% |
| Jan 25, 2023 | $0.89 | $1.10 | +23.6% | $203M | -1.5% |
ETD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 10, 2026 | Phillips Amyofficer: EVP, Retail Division | Tax | 417 | $23.51 |
| Aug 10, 2026 | KATHWARI M FAROOQdirector, officer: Chairman, President & CEO | Tax | 3,272 | $23.51 |
| Aug 10, 2026 | McNulty Matthew Jofficer: SVP, CFO | Tax | 239 | $23.51 |
| Aug 7, 2026 | McNulty Matthew Jofficer: SVP, CFO | Tax | 284 | $23.71 |
| Aug 7, 2026 | Casar Perez Maria Eugeniadirector | Grant | 1,306 | — |
| Aug 7, 2026 | KATHWARI M FAROOQdirector, officer: Chairman, President & CEO | Tax | 3,948 | $23.51 |
| Aug 7, 2026 | McNulty Matthew Jofficer: SVP, CFO | Grant | 6,426 | — |
| Aug 7, 2026 | KATHWARI M FAROOQdirector, officer: Chairman, President & CEO | Tax | 3,890 | $23.71 |
| Aug 7, 2026 | Phillips Amyofficer: EVP, Retail Division | Grant | 7,837 | — |
| Aug 7, 2026 | KATHWARI M FAROOQdirector, officer: Chairman, President & CEO | Grant | 16,223 | — |
| Aug 7, 2026 | Sable David M.director | Grant | 1,306 | — |
| Aug 7, 2026 | Tsai Cynthia Ekbergdirector | Buy | 1,000 | $24.61 |
| Aug 7, 2026 | Phillips Amyofficer: EVP, Retail Division | Tax | 496 | $23.71 |
| Aug 7, 2026 | Phillips Amyofficer: EVP, Retail Division | Tax | 504 | $23.51 |
| Aug 7, 2026 | Stacom Tara I.director | Grant | 1,306 | — |
Source: ETD SEC Form 4 filings, latest Aug 10, 2026. For informational purposes only — not investment advice.
See the full ETD insider & 13F page →Ethan Allen Interiors Inc. company profile
Overview
Ethan Allen Interiors Inc. (NASDAQ:ETD) is a vertically integrated furniture manufacturer and interior design company founded in 1932 and headquartered in Danbury, Connecticut. The company went public in 1993 and has evolved from a traditional furniture retailer into what it calls an "interior design destination." With 93 years in business, Ethan Allen operates through a network of approximately 189 design centers globally and manufactures about 75% of its products in North American facilities across the United States, Mexico, and Honduras.
Business
Ethan Allen operates in the home furnishings industry as both a manufacturer and retailer of furniture and home décor products. The company's business is structured around two primary segments that work together in a vertically integrated model. The Wholesale segment encompasses the company's manufacturing operations, producing furniture and home accessories that are sold both to Ethan Allen's own retail network and to independent retailers. This segment generates revenue primarily through intercompany sales to the retail division and external wholesale customers. The Retail segment, which represents approximately 82% of consolidated sales, operates design centers that function as showrooms and consultation spaces where customers work with interior designers to create complete room solutions. These design centers are positioned as "interior design destinations" rather than traditional furniture stores, emphasizing personalized design services alongside product sales. The company's product portfolio spans three main categories: case goods (beds, dressers, tables, chairs, entertainment units, and home office furniture), upholstery items (sofas, chairs, recliners, and motion furniture), and home accent items (window treatments, lighting, rugs, wall coverings, and decorative accessories). All products are marketed under the unified Ethan Allen brand, which emphasizes both classic and contemporary design aesthetics. The vertical integration allows the company to control quality, customize products, and maintain consistent design standards across its entire product line.
Revenue model
Ethan Allen generates revenue through multiple channels within its integrated business model. The primary revenue stream comes from direct retail sales through its design center network, where customers purchase furniture and home accessories along with interior design services. The company's design centers operate on a consultative sales model, where trained interior designers work with customers to create complete room solutions, often resulting in higher average transaction values compared to traditional furniture retail. The wholesale segment contributes additional revenue by selling products to independent retailers and through intercompany transactions to support the retail operations. The company also generates revenue through its e-commerce platform at ethanallen.com, which complements the physical design center experience. Several factors influence the company's margins and profitability. Positive margin drivers include the company's vertical integration, which allows for better cost control and higher gross margins (consistently above 58% for 13 consecutive quarters), the premium positioning of the Ethan Allen brand, and the high-touch interior design service model that commands higher prices. The company's North American manufacturing footprint (75% of products) provides protection against international trade disruptions and tariffs while maintaining quality control. Margin pressures come from raw material cost fluctuations, labor costs in manufacturing facilities, competitive pricing pressure in the furniture industry, and economic sensitivity as furniture purchases are discretionary and cyclical. The company's exposure to housing market conditions and consumer confidence also affects demand, as home furnishing purchases often correlate with home buying activity and disposable income levels. Transportation and logistics costs can also impact margins, though the company's regional manufacturing strategy helps mitigate some of these pressures.
Competitive moat
Ethan Allen's competitive moat is moderate but defensible, built primarily around its integrated business model and brand positioning. The company's strongest moat elements include its vertically integrated operations that span manufacturing, retail, and design services, creating operational efficiencies and quality control that are difficult for competitors to replicate quickly. The Ethan Allen brand carries significant recognition and heritage value in the premium furniture segment, built over 93 years of operation. The company's network of design centers and trained interior designers creates a differentiated customer experience that goes beyond simple furniture retail. This consultative approach generates customer loyalty and higher transaction values, while the custom manufacturing capabilities allow for personalization that mass-market competitors cannot easily match. The North American manufacturing footprint provides supply chain stability and tariff protection compared to import-dependent competitors. However, the moat faces several challenges. The furniture industry is highly fragmented with numerous competitors ranging from other branded manufacturers like Ashley Furniture and La-Z-Boy to online retailers like Wayfair and direct-to-consumer brands. The rise of e-commerce and changing consumer shopping preferences pose ongoing threats to the traditional design center model. Additionally, the cyclical nature of the furniture industry and its sensitivity to economic conditions means that even strong competitive positions can be quickly eroded during downturns. The company's premium positioning, while providing margin advantages, also limits its addressable market and makes it vulnerable to economic pressures that drive consumers toward lower-priced alternatives. Overall, while Ethan Allen has built a respectable competitive position, the moat is not exceptionally wide and requires continuous investment in brand, service quality, and operational efficiency to maintain.
Risks & safety
Ethan Allen demonstrates a strong margin of safety from a balance sheet perspective, with excellent liquidity and minimal financial risk. • Cash position: $183 million in cash and short-term investments with no outstanding debt, providing substantial financial flexibility • Current ratio: 2.29, indicating strong ability to meet short-term obligations • Debt-to-equity ratio: 0.26, representing minimal leverage • Free cash flow: Consistently positive, with $70.6 million generated in fiscal 2024 • Valuation metrics: Trading at 18.4x P/E ratio and 11.7x EV/EBITDA, which appears reasonable for a profitable, dividend-paying company • Dividend sustainability: 5.4% dividend yield supported by strong cash generation and conservative payout practices • Graham number: 12.6, suggesting the stock may be reasonably valued relative to fundamental metrics • Other considerations: The company has demonstrated operational resilience through economic cycles, maintains flexible cost structure with ability to adjust headcount, and benefits from geographic diversification in manufacturing. However, cyclical industry exposure and discretionary nature of furniture purchases present ongoing business risks.
Recent development
Over the past few years, Ethan Allen has undergone significant strategic transformation focused on operational efficiency and repositioning. The company has dramatically reduced its workforce by 36% since 2019 (from 5,000 to 3,400 employees over a decade), while simultaneously investing in technology to maintain service quality with fewer personnel. This restructuring has involved consolidating manufacturing operations from 30 plants to 10 facilities and reducing design center floor space by 25% while maintaining the same number of locations. The most significant strategic pivot has been the transformation from a traditional furniture retailer to an "interior design destination." This involves redesigning 175 design centers across North America with a consistent look and technology integration, training staff to provide comprehensive interior design services, and positioning the brand as a premium design consultancy that happens to sell furniture. The company has also accelerated new product introductions while maintaining its focus on both classic and modern design aesthetics. Marketing strategy has evolved significantly, with digital marketing expansion and reduced advertising spend (from over 4% to 2.3% of sales) while maintaining reach through technology and targeting. The company launched a digital magazine reaching 9 million households and has leveraged social media and online platforms more effectively. Manufacturing strategy has emphasized the North American footprint advantage, particularly as supply chain disruptions and potential tariff issues have highlighted the benefits of domestic production. The company has also made commitments to sustainability, including a goal of achieving net zero emissions by 2050.
ETD company profile · for informational purposes only — not investment advice.
Track ETD with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free