# Hooker Furnishings Corporation (HOFT)

> Source: Nexqual · https://nexqual.com/HOFT · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Hooker Furnishings Corporation (HOFT), nexqual.com/HOFT" · informational, not investment advice.

**Price:** USD 12.77 (+0.16% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 12.75 · day 12.55–12.93 · 52w 8.75–18.09 · market cap $137M · NMS

## Key facts
- Last four reported quarters (through Aug 2, 2026): revenue $207M, net income -$17.9M (-8.7% margin) (SEC filings).
- 2 of 80 tracked superinvestors hold HOFT (13F, Q2 2026): 0 new, 2 added, 0 reduced, 0 unchanged.
- Analysts: Strong Buy (2 analysts), mean target USD 16.5 (range 16–17).
- Total return with dividends: 1Y +47.8% vs S&P 500 +14.9%; 5Y -36.6% vs S&P 500 +80.3%.
- Next earnings: 2026-12-10, EPS estimate USD 0.15, revenue estimate $69.8M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $594M | $583M | $345M | $317M | $278M | $207M |
| Gross profit | $102M | $93.3M | $94.0M | $78.1M | $73.5M | — |
| Operating income | $14.8M | -$6.0M | $16.4M | -$9.5M | -$16.5M | -$12.5M |
| Net income | $11.7M | -$4.3M | $9.9M | -$12.5M | -$27.0M | -$17.9M |
| EPS (diluted) | $0.97 | -$0.37 | $0.91 | -$1.19 | -$2.54 | — |
| Free cash flow | $12.5M | -$25.9M | $50.2M | -$26.1M | $15.1M | — |
| Gross margin | 17.1% | 16.0% | 27.3% | 24.6% | 26.4% | — |
| Operating margin | 2.5% | -1.0% | 4.8% | -3.0% | -5.9% | -6.0% |
| Net margin | 2.0% | -0.7% | 2.9% | -3.9% | -9.7% | -8.7% |
| Revenue growth | +9.9% | -1.8% | -40.9% | -7.9% | -12.4% | — |
| Cash + short-term investments | $69.4M | $19.0M | $43.2M | $6.3M | $1.1M | — |
| Total debt | $0K | $24.3M | $22.9M | $21.7M | $3.2M | — |
Fiscal years end Feb. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Aug 2, 2026)
P/S 0.7x · EV/Sales 0.6x · P/B 0.8x · Earnings yield -13.11% · Net cash $18.7M · EV $118M
P/E at fiscal year-ends: Jan 2024 25.4x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold HOFT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.08% | $27.5M | Added +11.9% |
| First Eagle Investment | First Eagle Investment Management | 0.01% | $7.5M | Added +14.4% |

## Analysts
Consensus Strong Buy, 2 analysts; mean target USD 16.5 (low 16, high 17).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +47.8% | -36.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +48.0% | -8.7% |
| Volatility (annualized) | 53.6% | 46.0% |
| Max drawdown | -29.7% (Jun 2026→Oct 2026) | -65.5% (Dec 2023→Apr 2025) |

## Peers (Furnishings, Fixtures & Appliances)
FLXS (Flexsteel Industries, Inc.) USD 84.98 +1.70% · HBB (Hamilton Beach Brands Holding C) USD 33.39 +0.15% · ETD (Ethan Allen Interiors Inc.) USD 20.79 +5.11% · XMAX (XMAX, Inc.) USD 8.75 +2.94% · LZB (La-Z-Boy Incorporated) USD 30.4 +6.00% · MLKN (MillerKnoll, Inc.) USD 21.68 +7.22%

## More
Full page: https://nexqual.com/HOFT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by business segment (quarter ended 2026-08-02)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Total revenue | $63.3M | 100% | — |
The lines above cover 0% of total revenue.

## Revenue by product line (quarter ended 2026-08-02)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Upholstery | $32.7M | 51.7% | -5.7% |
| Casegoods | $30.5M | 48.3% | -35.7% |
| Total revenue | $63.3M | 100% | — |

## Customer concentration

Period ended 2026-02-01: 9% of revenue from unnamed direct customers (10-K, filed 2026-04-17).

## Company outlook (8-K filed 2026-09-11)

- "Additionally, we continue to monitor tariff developments." "Looking to the second half of fiscal 2027, we do not expect meaningful near-term improvement in market conditions."
- "Shipments began in the second quarter and are expected to build through the second half of fiscal 2027 and into fiscal 2028."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-10-31) | $0.15 | $0.35 | -57.1% | $69.8M | 2 |
| Next quarter (ends 2027-01-31) | $0.29 | $0.35 | -17.1% | $74.2M | 2 |
| Current fiscal year (ends 2027-01-31) | $0.53 | $0.77 | -31.2% | $276.7M | 1 |
| Next fiscal year (ends 2028-01-31) | $1.21 | $1.34 | -9.7% | $315.8M | 2 |