Ethan Allen releases transcript of fiscal 2026 Q4 earnings call - ETD News | RalliesEthan Allen releases transcript of fiscal 2026 Q4 earnings call
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ETD• Earnings call highlights
- Ethan Allen’s Q4 FY 2026 earnings call drew CEO Farooq Kathwari and CFO Matthew McNulty, with analysts from KeyBanc and Telsey.
- FY 2026 net sales USD 579 million; Q4 sales USD 147 million, helped by higher ticket and new products, offset by lower units and contract sales.
- Q4 written orders fell 11.9% in Wholesale, 10.8% in Retail; management cited softer consumer demand, with May slightly stronger on Memorial Day.
- Tariff exposure estimated near USD 15 million; USD 5 million IEEPA tariff refunds received in Q4 lifted gross and operating margins by 340 bps.
- Board declared dividends payable Aug. 26, 2026: regular USD 0.39 per share, special USD 0.25; share buyback totaled 250,000 shares for USD 5 million.
