When does Ethan Allen Interiors (ETD) report earnings next?

Ethan Allen Interiors's next results are projected for January 27, 2027, from the dates of its own results filings with the SEC. The company has not confirmed the date. It last reported on November 9, 2026.

What is ETD's short interest?

As of October 30, 2026, 2.6M ETD shares were sold short, down 6.2% from the count before. At the stock's average daily volume that is 6.0 days to cover. FINRA publishes the count twice a month.

Have members of Congress traded ETD?

Reports made public in the last 90 days disclose 2 trades in ETD by 1 filer: 1 purchase and 1 sale. They are filed under the STOCK Act by members of Congress, the President and senior officials.

Ethan Allen Interiors

ETDNYSEUSD

Follow on X

$18.03

−$2.31 (−11.36%)Today 1M −11.36%

Updated Nov 10, 4:00 PM ET · Regular session · May be delayed

: —
: —
: —
: $20.34
: $17.40–$18.84
: 1.9M
: Jan 27 projected
: $17.40–$25.26

Understand the Business

Why the Stock Moved

Period-matched expectations history is not yet available. Current metrics are not a substitute for a historical explanation.

The core investment thesis

Own ETD if its design-led, vertically integrated furniture model proves to be a temporarily depressed premium niche rather than a structurally shrinking discretionary retail brand.

What must remain true for the stock to work.Explore the thesis

4 hours

Loading recent earnings…

INVESTMENT THESIS

What must happen next

4 MATERIAL PROPOSITIONS

Ethan Allen’s integrated interior-design and branded furniture model can preserve pricing discipline even when home-furnishings demand is soft.StrengtheningMateriality: High
FY2025 GAAP annual gross_profit was $372.1 million on $614.6 million of revenue, implying about a 60.5% gross margin despite lower demand. If this holds, a demand recovery can flow through at high gross profit; if it breaks, revenue recovery would be lower-quality and promotion-driven.
Watch: RH or Arhaus wins the affluent design-led customer with broader style authority, forcing Ethan Allen to discount to stay relevant.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
FY2025 GAAP annual gross_profit was $372.1 million on $614.6 million of revenue, implying about a 60.5% gross margin despite lower.
Open source ↗
Demand should recover if housing turnover and home-renovation activity normalize, because Ethan Allen sells discretionary, design-assisted furnishings tied to household formation and home projects.WeakeningMateriality: High
FY2025 GAAP annual revenue was $614.6 million, down from $646.2 million in FY2024 and $791.4 million in FY2023, showing the company is exposed to the weak furnishings cycle. This is the main route back to revenue growth; if demand weakness is structural, margins alone cannot compound owner value.
Watch: Mortgage rates and low housing turnover remain high enough to keep consumers from starting major furnishing projects.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
FY2025 GAAP annual revenue was $614.6 million, down from $646.2 million in FY2024 and $791.4 million in FY2023, showing the.
Open source ↗
The manufacturing-and-retail cost base should produce operating leverage when volume returns, but it becomes a liability if sales stay depressed.HoldingMateriality: Medium
FY2025 GAAP annual operating_income was $62.0 million, still profitable despite a lower revenue base. This determines whether revenue recovery becomes EPS recovery or whether fixed costs absorb the upside.
Watch: Factory underutilization persists because order volume does not recover, leaving fixed manufacturing costs spread over too few units.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
FY2025 GAAP annual operating_income was $62.0 million, still profitable despite a lower revenue base.
Open source ↗
Ethan Allen’s cash generation and moderate balance sheet let it endure a weak furnishings cycle without being forced into distressed financing or margin-damaging liquidation.StrengtheningMateriality: Medium
FY2025 GAAP annual operating_cash_flow was $61.7 million, exceeding FY2025 GAAP net_income of $51.6 million. If true, owners can wait for the cycle; if false, capital returns, reinvestment and pricing discipline become vulnerable.
Watch: Inventory or receivable buildup consumes cash before demand recovers.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
FY2025 GAAP annual operating_cash_flow was $61.7 million, exceeding FY2025 GAAP net_income of $51.6 million.
Open source ↗

Full investment case & evidence

Loading the original research archive…

Original research

Ethan Allen’s integrated interior-design and branded furniture model can preserve pricing discipline even when home-furnishings demand is soft. If this holds, a demand recovery can flow through at high gross profit; if it breaks, revenue recovery would be lower-quality and promotion-driven.

Demand should recover if housing turnover and home-renovation activity normalize, because Ethan Allen sells discretionary, design-assisted furnishings tied to household formation and home projects. This is the main route back to revenue growth; if demand weakness is structural, margins alone cannot compound owner value.

The manufacturing-and-retail cost base should produce operating leverage when volume returns, but it becomes a liability if sales stay depressed. This determines whether revenue recovery becomes EPS recovery or whether fixed costs absorb the upside.

Ethan Allen’s cash generation and moderate balance sheet let it endure a weak furnishings cycle without being forced into distressed financing or margin-damaging liquidation. If true, owners can wait for the cycle; if false, capital returns, reinvestment and pricing discipline become vulnerable.

All standing thesis claims

Original report summary

its design-led, vertically integrated furniture model proves to be a temporarily depressed premium niche rather than a structurally shrinking discretionary retail brand.

BULL CASE / BEAR CASE

Bull case and bear case for Ethan Allen Interiors

Where the evidence on Ethan Allen Interiors disagrees: Mixed on the latest evidence (Oct 14, 2026). Of its 4 thesis points, 2 strengthening, 1 holding and 1 weakening.

Bull case: what the evidence supports

Ethan Allen’s integrated interior-design and branded furniture model can preserve pricing discipline even when home-furnishings demand is soft.
sec.gov ↗
The manufacturing-and-retail cost base should produce operating leverage when volume returns, but it becomes a liability if sales stay depressed.
sec.gov ↗
Ethan Allen’s cash generation and moderate balance sheet let it endure a weak furnishings cycle without being forced into distressed financing or margin-damaging liquidation.
sec.gov ↗

Bear case: what the evidence questions

Demand should recover if housing turnover and home-renovation activity normalize, because Ethan Allen sells discretionary, design-assisted furnishings tied to household formation and home projects.
sec.gov ↗

Thesis-Break Engine

Thesis-break watch · Ethan Allen Interiors

Loading the break-condition record for Ethan Allen Interiors.

How the Thesis-Break Engine works →Historical outcomes are measured against the market after past breaks of the same kind, across all companies. Not a prediction.

MARKET + FINANCIAL SNAPSHOT

The numbers behind the thesis

Sourced from filings and market data

What Changed

MIXEDSep 21, 2026
Director or principal officer change.
Ethan Allen Interiors filed an SEC 8-K on 2026-09-21: Director or principal officer change. It is a dated development that tests the current thesis.
MIXEDJul 29, 2026
Reported results of operations (earnings release).
Ethan Allen Interiors filed an SEC 8-K on 2026-07-29: Reported results of operations (earnings release). It is a dated development that tests the current thesis.
MIXEDApr 29, 2026
Reported results of operations (earnings release).
Ethan Allen Interiors filed an SEC 8-K on 2026-04-29: Reported results of operations (earnings release). It is a dated development that tests the current thesis.

Evidence assessed 2026-10-14 · Page updated 2026-10-14

RISKS / FALSIFIERS

What could break the thesis

RH or Arhaus wins the affluent design-led customer with broader style authority, forcing Ethan Allen to discount to stay relevant.
Mortgage rates and low housing turnover remain high enough to keep consumers from starting major furnishing projects.
Factory underutilization persists because order volume does not recover, leaving fixed manufacturing costs spread over too few units.
Inventory or receivable buildup consumes cash before demand recovers.

ETD news

Loading headlines…

FINANCIAL STATEMENTS

ETD income statement

Annual filed results · USD · Oldest to newest. Margins are calculated from the reported figures.

ETD: quick answers

When does Ethan Allen Interiors (ETD) report earnings next?: Ethan Allen Interiors's next results are projected for January 27, 2027, from the dates of its own results filings with the SEC. The company has not confirmed the date. It last reported on November 9, 2026. Earnings calendar
What is ETD's short interest?: As of October 30, 2026, 2.6M ETD shares were sold short, down 6.2% from the count before. At the stock's average daily volume that is 6.0 days to cover. FINRA publishes the count twice a month. ETD short interest history
Have members of Congress traded ETD?: Reports made public in the last 90 days disclose 2 trades in ETD by 1 filer: 1 purchase and 1 sale. They are filed under the STOCK Act by members of Congress, the President and senior officials. Every disclosed ETD trade