Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Ethan Allen Interiors, Inc. (ETD)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$20.70-3.18%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.27 → 1.27 EPS · FY ending Jun 30, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ETD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Enhance operational efficiency to support profits | The company aims to improve efficiency to support profits. | Intact | Operating income falls below $6.5M next 4 quarters | Operating income: $13.913M FY2026-Q4; GAAP. Published target: Stabilize or increase operating income above $6.5M next 4 quarters. Target period is not explicitly aligned with this observation. Sep 3, 202613,913,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ETD is a consumer discretionary business with a mixed operating picture, rather than a clear turnaround or strong compounder. Its long-term thesis is intact, with risk recently moving from elevated to moderate, but evidence of improving execution remains limited.
The valuation evidence describes ETD as cheap versus peers, and the priced-in tag is justified, with low fragility. The expectations gap is small, so the evidence does not point to a large gap between market expectations and the business setup.
Near term, revenue and adjusted operating margin have weakened, while lower SG&A shows some cost control; cash flow also declined year over year. Management continues to expand design centers and emphasize capital discipline, but progress is mixed, and the CEO transition adds uncertainty. Recent earnings beats and a muted price reaction support the current thesis, while a guidance cut remains a meaningful risk.
Over the next few quarters, the key test is whether ETD can maintain profitability as revenue faces pressure and avoid cutting guidance. The broader sector signal also matters: continued strong results from SN, SGI, and MHK could sustain a tailwind, while misses or lower guidance could weaken it.
For the next 1 to 3 years, ETD’s thesis remains intact, but the evidence is mixed and depends on margin resilience, management execution, and sector conditions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Ethan Allen Interiors, Inc.'s published investment case. The stated target is EPS >= $1.10 for FY 2026. |
| Intact |
| EPS falls below $1.10 in FY 2026 |
Diluted EPS: $0.46 per share FY2026-Q4; GAAP. Published target: EPS >= $1.10 for FY 2026. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 20260.46 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stabilize revenue decline | A supporting condition in Ethan Allen Interiors, Inc.'s published investment case. The stated target is Revenue decline less than 5% YoY next 4 quarters. | Intact | Revenue decline exceeds 5% YoY next 4 quarters | Revenue: $146.752M FY2026-Q4; GAAP. Published target: Revenue decline less than 5% YoY next 4 quarters. Target and observation units differ. Sep 3, 2026146,752,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Unavailable → $1.27 · observed estimates
Unavailable → $0.57B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-30 | Unavailable | Unavailable | — / 0 |
| 2026-07-31 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-01 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-02 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-03 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-04 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-05 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-06 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-07 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-08 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-09 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-10 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-11 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-12 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-13 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-14 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-15 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-16 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-17 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-18 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-19 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-20 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-21 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-22 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-23 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-24 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-25 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-26 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-27 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-28 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-29 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-30 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-08-31 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-01 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-02 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-03 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-04 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-05 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-06 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-07 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-08 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-09 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-10 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-11 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-12 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-13 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-14 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-15 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-16 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-17 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-18 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-19 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-20 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-21 | $1.25 | $567,000,000 | 1 / 1 |
| 2026-09-22 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-23 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-24 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-25 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-26 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-27 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-28 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-29 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-09-30 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-01 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-02 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-03 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-04 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-05 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-06 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-07 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-08 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-09 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-10 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-11 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-12 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-13 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-14 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-15 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-16 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-17 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-18 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-19 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-20 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-21 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-22 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-23 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-24 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-25 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-26 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-27 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-28 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-29 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-30 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-10-31 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-11-01 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-11-02 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-11-03 | $1.27 | $572,400,000 | 1 / 1 |
| 2026-11-04 | $1.27 | $572,400,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.