Ethan Allen combines a cheap forward multiple and a consistent earnings-beat streak with an imminent catalyst, but a confirmed technical downtrend, a death-cross hard block, and elevated short interest keep the setup on the defensive.
Thesis pillars
- Earnings Beat Streak With Catalyst→Stable
- Cheap Forward Multiple→Stable
- Confirmed Downtrend Momentum Failure→Stable
- +2 more pillars — see the Why tab for full reasoning
Ethan Allen Interiors Inc. (ETD) Stock Analysis
Catalyst-Driven edge
Consumer Cyclical · Furnishings, Fixtures & Appliances
Sell if holding. Analyst target reached at $21.22 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth.
Ethan Allen Interiors is a vertically integrated home furnishings company that designs, manufactures, and retails premium furniture through 142 company-operated and 45 independently operated design centers in the U.S. and abroad, manufacturing about 75% of its furniture in North... Read more
Sell if holding. Analyst target reached at $21.22 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.1/10, moderate confidence.
Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 22d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
About Ethan Allen Interiors Inc.
About Ethan Allen Interiors Inc.
Ethan Allen Interiors operates 142 company-run design centers across the U.S. and Canada plus 45 independently licensed locations in the U.S., Asia, the Middle East, and Europe, manufacturing roughly 75% of its furniture in seven North American plants while importing the remaining 25% of finished goods, primarily from Asia. Wholesale backlog stood at $48.9 million at fiscal year-end June 30, 2025, down 8.7% year over year.
Ethan Allen sells through a two-segment model: wholesale, which manufactures and ships product to both its own retail network and 45 independently operated design centers, and retail, its 142 company-run stores. No single client accounted for more than 10% of fiscal 2025 consolidated net sales; the ten largest wholesale clients, including nine independent retailers and the U.S. General Services Administration, together made up 11%, down from 13% a year earlier, with the GSA itself representing 6%. Furniture production draws on lumber, veneers, fabric, foam, and steel sourced both domestically and abroad, with no long-term supply contracts and no single-supplier dependence, while imported finished goods, sourced mainly from Asia, account for about 25% of consolidated sales. Three national distribution centers in North Carolina and Virginia handle cross-docking to the company's home-delivery network.
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Ethan Allen's tariff exposure is concrete and quantified rather than speculative: the company manufactures upholstery in Mexico and case goods in Honduras while importing roughly 25% of finished goods, primarily from Asia, so the 2025 U.S. tariff increases and other countries' reciprocal tariffs raise input costs directly on both its Mexican/Honduran production and its Asian import mix. Management acknowledges it may not be able to fully pass these costs through to retail prices without denting sales volume, tying the tariff risk directly to the 25% import share and the vertically integrated manufacturing footprint rather than to a single named supplier.
See also: Consumer Cyclical · Furnishings, Fixtures & Appliances
From Ethan Allen Interiors Inc.'s most recent 10-K filing, extracted July 6, 2026.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMSupplierimported finished goods25%10-K Item 1A: 'Imported finished goods represent approximately 25% of our consolidated sales.'
- LOWCustomerU.S. government (GSA)6.0%10-K Item 1A: 'Total net sales to the U.S. government individually represented 6% of our consolidated net sales in fiscal 2025.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -4.8% YoY. Growth thesis broken unless recovery story develops.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $21.22 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $20.17. Score 5.1/10, moderate confidence.
Take-profit target: $22.68 (+6.9% upside). Prior stop was $20.17. Stop-loss: $20.17.
Analyst target reached - limited upside remaining; Weak growth; Negative momentum.
Ethan Allen Interiors Inc. trades at a P/E of 13.4 (forward 14.7). TrendMatrix value score: 8.1/10. Verdict: Sell.
9 analysts cover ETD with a consensus score of 2.3/5. Average price target: $24.
What does Ethan Allen Interiors Inc. do?Ethan Allen Interiors is a vertically integrated home furnishings company that designs, manufactures, and retails...
Ethan Allen Interiors is a vertically integrated home furnishings company that designs, manufactures, and retails premium furniture through 142 company-operated and 45 independently operated design centers in the U.S. and abroad, manufacturing about 75% of its furniture in North American plants and importing the remaining 25%. The company operates wholesale and retail segments, with sales split among independent retailers and the U.S. government (GSA schedule contracts, 6% of fiscal 2025 net sales), and reported wholesale backlog of $48.9 million at fiscal year-end June 30, 2025.