Thesis pillars
- Earnings Beat Streak→Stable
- Declining Revenue Weak Growth→Stable
- Price Above Analyst Target→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Sep 3, 2026
Ethan Allen Interiors Inc. (ETD) Stock Analysis
Catalyst-Driven edge
Consumer Cyclical · Furnishings, Fixtures & Appliances
Sell if holding. Analyst target reached at $19.40 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4).
Ethan Allen designs, manufactures and sells luxury home furnishings through 141 company-operated design centers and 43 independently operated ones, plus ethanallen.com, in two segments: retail and wholesale. It manufactures approximately 75% of its furniture in North American... Read more
Sell if holding. Analyst target reached at $19.40 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4). Chart setup: No clear chart pattern; technical signals are mixed. Score 4.9/10, high confidence.
Passes 3/7 gates (clean insider activity, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and no CEO selling. Suitability: aggressive.
About Ethan Allen Interiors Inc.
About Ethan Allen Interiors Inc.
Ethan Allen operated 141 retail design centers at June 30, 2026, 136 in the U.S. and five in Canada, and 43 more were run by independent licensees in the U.S., Asia, the Middle East, and Europe. The vertically integrated furniture maker manufactures approximately 75% of what it sells in its own North American plants, employed 3,062 people, and reported a wholesale backlog of $44.3 million, down 9.3% from a year earlier.
The company reports two segments, wholesale and retail. Wholesale net sales include sales to its own retail segment, which are eliminated in consolidation, and sales to independent retailers and other third parties, while the retail segment is the 141 company-operated design centers. Clients work with interior designers who provide complimentary design service, and the website is treated as an extension of the design centers rather than a separate segment. Manufacturing runs through four plants, a sawmill, a rough mill, and a kiln dry lumberyard in the U.S., three plants in Mexico, and one in Honduras. Principal raw materials include lumber, veneers, fabrics, leather, foam, and steel, and the filing says there are no significant long-term supply contracts and no dependence on any one supplier. Products are distributed through three company-owned national distribution centers in North Carolina and Virginia. No single client exceeded 10% of net sales in fiscal 2026, and the ten largest clients, nine independent retailers and the U.S. government's General Services Administration, accounted for 9%.
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Trade policy is the sharpest cost lens in the filing. Imported finished goods represent approximately 25% of consolidated net sales, and the company manufactures components and finished goods in Mexico and Honduras, so tariffs raised during fiscal 2026 may add cost to both imports and its own cross-border production. The filing says it may raise selling prices to offset those costs but that increases might not fully mitigate them. Because the company also notes a limited number of manufacturing locations, a significant business interruption at one site could delay manufacturing or delivery.
See also: Consumer Cyclical · Furnishings, Fixtures & Appliances
From Ethan Allen Interiors Inc.'s most recent 10-K filing, extracted October 18, 2026.
Recent developments
updated 2026-10-29Recent Developments — Ethan Allen Interiors Inc.
Latest news
- NEWS ETD Q2 2026 Earnings: EPS Beats Estimates by 15.9% Amid Measured Market Response - Earnings Quality Analysis - dars.gov. — dars.gov.et positive
- NEWS Telsey Advisory Sticks to Its Hold Rating for Ethan Allen (ETD) - The Globe and Mail — The Globe and Mail neutral
- NEWS Price to sales forward of Ethan Allen Interiors Inc. – NYSE:ETD - TradingView — TradingView neutral
- NEWS Enterprise value to EBIT forward of Ethan Allen Interiors Inc. – NYSE:ETD - TradingView — TradingView neutral
- NEWS Ethan Allen Interiors Inc (ETD) Technical Analysis: Support, Resistance, Indicators & Moving Averages - TradingKey — TradingKey neutral
Generated 2026-10-29T11:53:51Z.
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 net sales.'
Material Events(8-K, last 90d)
- 2026-09-21Item 5.02MEDIUMBoard committed to naming a successor to Chairman, President and CEO M. Farooq Kathwari no later than June 30, 2027; Kathwari stays a non-executive director until the 2027 annual meeting. No successor named yet.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Revenue shrinking — -8.5% YoY. Growth thesis broken unless recovery story develops.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $19.40 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $18.64. Score 4.9/10, high confidence.
Analyst target $18.70 reached (−3.6% from $19.40); no take-profit level is published. Prior stop was $18.64. Stop-loss: $18.64.
Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4); Sector modifier (Consumer Cyclical): -1.5.
Ethan Allen Interiors Inc. trades at a P/E of 12.4 (forward 15.2). TrendMatrix value score: 8.1/10. Verdict: Sell.
9 analysts cover ETD with a consensus score of 2.3/5. Average price target: $22.
What does Ethan Allen Interiors Inc. do?Ethan Allen designs, manufactures and sells luxury home furnishings through 141 company-operated design centers and 43...
Ethan Allen designs, manufactures and sells luxury home furnishings through 141 company-operated design centers and 43 independently operated ones, plus ethanallen.com, in two segments: retail and wholesale. It manufactures approximately 75% of its furniture in North American plants and imports the rest, mainly from Asia. Complimentary interior design service and vertical integration from design to home delivery are its stated edge.