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TickerTalks›$LZB
LZLZB

La-Z-Boy Incorporated

$LZB·$1.6B·Furnishings, Fixtures & Appliances·Consumer Cyclical
$41.90+2.2%YTD+7.2%1Y+14.0%
Mentions · last 7 days
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Price updated 11m ago·X counts updated 4d ago
LZLZB
$LZBLa-Z-Boy Incorporated
$41.90+2.20%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LZB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-04

The move is getting stronger, with heavier trading behind it.

LZB is the La-Z-Boy furniture franchise executing through a soft big-ticket demand cycle — consensus embeds 3% revenue funding 13% EPS growth on operational discipline, sitting at 75% of range.

La-Z-Boy is the leading US mid-price residential-furniture franchise (recliners, upholstery, sectional sofas) with an integrated retail network (company-owned plus dealer stores) — a durable brand executing through a soft big-ticket consumer environment.

  • Consensus revenue $2.13B (FY26E, April year-end) → $2.17B → $2.24B is 3% CAGR, and EPS $2.60 → $2.94 → $3.30 embeds ~13% growth — the delta is operating leverage, dealer-network growth, and buyback contribution against a housing-turnover backdrop that has been depressed.
  • Structurally solid: $41 handle, 5% above the 50-day, 13% above the 200-day, sitting at 75% of the 52-week range on 0.65x volume — the compounder pattern, not a squeeze.
  • Coverage 3 analysts, beta 1.27 — decent triangulation and consistent with consumer-cyclical exposure to housing-turnover and big-ticket demand.
  • Bull setup: mortgage-rate relief converting to housing-turnover which drives furniture demand, plus continued dealer-network share expansion and disciplined price/promotion; bear risks are a further big-ticket consumer air-pocket, a competitive-price escalation from RH or online-first competitors, or a raw-material cost squeeze.

Quality consumer-cyclical franchise with genuine execution discipline through a soft cycle — the setup rewards patience for the housing-turnover recovery rather than trading around specific quarterly prints.

What to watch: Written same-store sales trend at company-owned and dealer stores; delivered sales versus written comps; dealer network additions; commentary on housing-turnover as a leading indicator; buyback pace and remaining authorization; margin trajectory versus raw-material costs.

On the calendar: Next quarterly earnings release (late August, FY Q1)

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Read the AI verdict + X sentiment for $LZB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and retails upholstered furniture—recliners, sofas, sectionals—through wholesale, company-owned stores, and e-commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Furnishings, Fixtures & Appliances sits in its cycle right now — and what that implies for $LZB.

Furnishings, Fixtures & Appliances · Consumer Cyclical

No material change from last week — elevated mortgage rates depress home sales and suppress the furniture and appliance replacement cycle that typically accompanies a move.

What this means for $LZB

Partial — Designs and retails upholstered furniture—recliners, sofas, sectionals—through wholesale, company-owned stores, and e-commerce; partial earnings exposure to furnishings, fixtures & appliances demand dynamics through its product portfolio.

Top industry ETF

$XHBSPDR S&P Homebuilders ETF
+4.8%YTD
+0.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 16, 2026$1.26$0.82+53.7%
Q4 2025Feb 17, 2026$0.61$0.59+3.4%
Q3 2025Nov 18, 2025$0.71$0.54+31.5%
Q2 2025Aug 19, 2025$0.47$0.53-11.3%
Next earningsTue, Aug 18·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$570.3M-0.1%46.1%7.2%$0.82$8.8M
Q3 FY26$541.6M+3.8%43.1%5.5%$0.53$72.3M
Q2 FY26$522.5M+0.3%44.2%6.9%$0.70$29.6M
Q1 FY26$492.2M-0.7%42.5%4.5%$0.44$17.0M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.1B – $2.2B$2.60$2.58 – $2.633
FY27$2.2B$2.1B – $2.2B$2.94$2.89 – $3.013
FY28$2.2B$2.2B – $2.3B$3.30$3.29 – $3.323
FY29$2.3B$2.2B – $2.3B$3.62$3.52 – $3.731
FY30$2.3B$2.3B – $2.4B$3.94$3.83 – $4.051

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Linz Terrence JamesPresident2.5K sh$101KSellJun 29Raphaell Z. RichmondVP, GC & Chief Compliance Off13.7K sh$545KSellJun 25Mccurry Jennifer LynnChief Accounting Officer3.7K sh$153KSellJun 24Leggett Michael AdamSr VP & Chief Supply Chain Off9.0K sh$375KSellJun 23Melinda D WhittingtonCEO7.4K sh$295KSellJun 22Melinda D WhittingtonCEO26.6K sh$1.1MSellFeb 20Leggett Michael AdamSr VP & Chief Supply Chain Off2.2K sh$81K
+ 47 other (41 inkinds · 3 exempts · 3 awards) in window

See when $LZB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 168-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

La-Z-Boy (LZB) reported fiscal Q4 and/or annual results for the quarter ended April 25, 2026, via press release furnished on June 16, 2026 (Items 2.02 and 7.01). Specific revenue and earnings figures were not in the filing excerpt. This is a routine quarterly/annual earnings disclosure.

8-KPress release / Reg FDFeb 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (3 13Gs · 2 proxys · 1 ARS · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

La-Z-Boy™ and Kristin Juszczyk Team Up to Create This Season's Must-Have Fan Cave Centerpiece: The Jer-Z-Boygurufocus.com·7d agoLa-Z-Boy™ and Kristin Juszczyk Team Up to Create This Season's Must-Have Fan Cave Centerpiece: The Jer-Z-Boybusinesswire.com·7d agoLa-Z-Boy Incorporated $LZB Shares Acquired by Allspring Global Investments Holdings LLCdefenseworld.net·15d agoLa-Z-Boy Incorporated Expands 3D Cloud Implementation, Scaling 3D Content to Elevate Design Services and Streamline Operationsprnewswire.com·20d agoLZB Q4 Earnings Call Highlights Retail-Led Margin Momentumzacks.com·48d ago

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