LZB Earnings

LZB reported its earnings on 2026-02-17, showcasing a revenue of 541.59M against an estimate of 539.10M, resulting in a 0.46% surprise. The EPS was 0.61, surpassing the expected 0.59 by 3.39%. The stock experienced a -6.33% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following LZB's earnings announcement on 2026-02-17, the stock price moved by -6.33% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, LZB's stock price tends to shift by an average of 1.8% in the 10 days leading up to earnings and 3.78% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate LZB's annual revenue to reach 590.49M, while the EPS is projected at 0.94. These estimates reflect recent revisions, with revenue estimates revised upward by 0.52% and EPS estimates revised upward by 0.78% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LZB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.52%, while EPS estimates moved revised upward by 0.78%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LZB's stock price typically moves by 1.8% in the 10 days before its earnings and 3.78% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.94 and revenue of 590.49M.

The earnings call presented mixed signals. Financial performance showed modest growth, with strong retail sales but a decline in Joybird sales. The operating margin guidance is positive, but the effective tax rate increased. The Q&A section highlighted uncertainties, especially regarding margins and Joybird's future. Despite shareholder returns and a solid cash position, macroeconomic challenges and strategic uncertainties suggest a neutral sentiment. Given the company's market cap, the stock price is likely to remain stable over the next two weeks, resulting in a neutral prediction.