La-Z-Boy Incorporated (LZB) Stock Price & Analysis
La-Z-Boy Incorporated (LZB) closed at USD 30.4 on Thursday, October 22, 2026, up 6.00% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 28.68; the Oct 22, 2026 session ranged USD 28.83–30.45 on volume of 476,301 shares. Market capitalization is $1.22B, with a 52-week range of USD 28.39–44.9 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LZB.md
Key facts (LZB)
- Last four reported quarters (through Jul 25, 2026): revenue $2.11B, net income $81.5M (3.9% margin), free cash flow $102M (SEC filings).
- Valuation: P/E 14.9x (avg 14.2x at the last 3 fiscal year-ends).
- Analysts: Hold (mean 2.50 on a 1–5 scale) (2 analysts), mean target USD 41 (range 40–42).
- Total return with dividends: 1Y -5.0% vs S&P 500 +14.9%; 5Y +1.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-17, EPS estimate USD 0.48, revenue estimate $505M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LZB)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.36B | $2.35B | $2.05B | $2.11B | $2.13B | $2.11B |
| Gross profit | $880M | $965M | $882M | $926M | $937M | — |
| Operating income | $207M | $211M | $151M | $136M | $129M | $105M |
| Net income | $150M | $151M | $123M | $99.6M | $102M | $81.5M |
| EPS (diluted) | $3.39 | $3.48 | $2.83 | $2.35 | $2.47 | — |
| Free cash flow | $2.4M | $136M | $105M | $113M | $128M | $102M |
| Gross margin | 37.3% | 41.1% | 43.1% | 43.9% | 44.0% | — |
| Operating margin | 8.8% | 9.0% | 7.4% | 6.4% | 6.1% | 5.0% |
| Net margin | 6.4% | 6.4% | 6.0% | 4.7% | 4.8% | 3.9% |
| Revenue growth | +35.9% | -0.3% | -12.9% | +3.0% | +0.8% | — |
| Cash + short-term investments | $246M | $343M | $341M | $328M | $303M | — |
Fiscal years end Apr. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 25, 2026) (LZB)
P/E 14.9x · P/S 0.6x · P/FCF 11.9x · P/B 1.2x · FCF yield 8.40% · Earnings yield 6.69% · Dividend yield (paid, TTM) 3.17% · Buyback yield (TTM) 4.92%
P/E at fiscal year-ends: Apr 2026 14.1x, Apr 2025 16.8x, Apr 2024 11.6x.
Analysts (LZB)
Consensus Hold (mean 2.50 on a 1–5 scale), 2 analysts; mean target USD 41 (low 40, high 42).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-20 | Keybanc | Target lowered | Overweight | $46 → $40 |
Total return (dividends reinvested) (LZB)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -5.0% | +1.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -5.0% | +0.2% |
| Volatility (annualized) | 42.8% | 34.0% |
| Max drawdown | -31.4% (Aug 2026→Oct 2026) | -39.6% (Nov 2021→Oct 2022) |
LZB revenue by business segment (quarter ended Jul 25, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Wholesale | $322.9M | 67.9% | -8.5% |
| Retail | $228.6M | 48.0% | +10.3% |
| Total revenue | $475.7M | 100% | — |
LZB revenue by product line (quarter ended Jul 25, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Upholstered Furniture | $265.9M | 55.9% | -2.4% |
| Delivery | $38.1M | 8.0% | +2.0% |
| Casegoods/Accessories | $13.5M | 2.8% | -37.7% |
| Other | $5.5M | 1.2% | -74.6% |
| Total revenue | $475.7M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LZB suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Amazon (AMZN) | “•Finance Director, Amazon Customer Team at The Proctor & Gamble Company, a multinational consumer goods corporation, from January 2019 to January 2021” |
Quoted from the company's 10-K filed Jun 16, 2026.
Companies that name LZB in their SEC reports
| Relationship to LZB | Company | Filing | Sentence |
|---|---|---|---|
| supplier | CULP INC (CULP) | 10-K Jul 17, 2026 | “Our major customers for our upholstery business are leading furniture manufacturers including Ashley Furniture, Flexsteel Home, Jonathan Louis, La-Z-Boy Incorporated (La-Z-Boy Wholesale, Joybird and England), Southern Furniture Industries (Fusion and Southern Motion), and Best Home Furnishings.” |
LZB company outlook (results filed Aug 18, 2026)
- “We expect fiscal second quarter sales to be in the range of $500-$520 million, reflecting enterprise sales growth of -1% to positive 2%, excluding the impact of wholesale casegoods divestiture.”
Analysts expect $504.6M for the current quarter, 1.0% below the midpoint of the company's guidance ($510.0M).
Quoted word-for-word from the SEC 8-K results press release.
LZB analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.47 | $0.72 | -33.7% | $504.6M | 2 |
| Next quarter (ends Jan 2027) | $0.61 | $0.70 | -11.7% | $529.5M | 2 |
| Current fiscal year (ends Apr 2027) | $2.57 | $2.94 | -12.7% | $2.08B | 3 |
| Next fiscal year (ends Apr 2028) | $2.81 | $3.30 | -14.8% | $2.16B | 3 |
LZB options: expected move
Options price a move of about ±12.7% (±$3.88) by Nov 20, 2026, which includes earnings on Nov 17, 2026. Over the last 8 reports the stock moved ±8.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 57.1% | ±12.7% |
| Dec 18, 2026 | 56 | 49.2% | ±15.5% |
| Jan 15, 2027 | 84 | 44.4% | ±16.8% |
| Apr 16, 2027 | 175 | 45.4% | ±24.3% |
30-day implied volatility 49.8% vs 28.4% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:57 UTC)
| Price | USD 30.4 |
|---|---|
| Change | ▲ 6.00% (up) |
| Previous Close | USD 28.68 |
| Open | USD 28.86 |
| Day Range | USD 28.83 – 30.45 |
| 52-Week Range | USD 28.39 – 44.9 |
| Volume | 476,301 shares |
| Market Cap | $1.22B |
| Exchange | NYQ |
Technical Analysis (LZB)
Nexqual's technical model rates LZB "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 50.49 (neutral) |
| vs SMA50 | Below (USD 31.54) |
| MACD | -0.53 (negative) |
Analyst Ratings (LZB)
Wall Street analysts rate LZB "Hold" based on 2 analysts, with a mean price target of USD 41 (range USD 40–42), per Nexqual as of October 23, 2026 at 09:57 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 2 |
| Mean Target | USD 41 |
| High Target | USD 42 |
| Low Target | USD 40 |
| Buy / Hold / Sell | 1 / 1 / 0 |
Earnings (LZB)
| Next Earnings Date | 2026-11-17 |
|---|---|
| EPS Estimate | USD 0.48 |
| Revenue Estimate | $504.65M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.43 vs est 0.49 ▼ miss |
| 2026-04-30 | USD 1.26 vs est 0.82 ▲ beat |
| 2026-01-31 | USD 0.61 vs est 0.59 ▲ beat |
| 2025-10-31 | USD 0.71 vs est 0.54 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financials & Fundamentals (LZB)
| Total Revenue | $2.11B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.40% |
| Gross Margin | +45.16% |
| Operating Margin | +2.73% |
| Profit Margin | +3.86% |
| ROE | +8.05% |
| Debt / Equity | 0.53 |
| Current Ratio | 1.67 |
| Total Cash | $272.66M |
| Total Debt | $541.51M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $102.33M (4.8% of revenue) |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financial Health Score (LZB)
Nexqual rates La-Z-Boy Incorporated's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:57 UTC.
| Growth | Mixed — Revenue +0.8% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 45%, operating 3% (last 12 months) |
| Balance Sheet | Solid — $273M cash vs $542M debt |
| Cash Flow | Mixed — FCF $102M (last 4 quarters to Jul 2026, SEC), slim 4.8% margin |
| Efficiency | Mixed — ROE 8%, ROA 4.6% |
Ownership (LZB)
| Insider Ownership | +2.77% |
|---|---|
| Institutional Ownership | +103.74% |
| Shares Outstanding | 40.05M |
| Float | 39.11M |
| Short % of Float | +5.68% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Leadership (LZB)
La-Z-Boy Incorporated is led by Melinda D. Whittington, President, CEO & Board Chair, per Nexqual as of October 23, 2026 at 09:57 UTC.
| President, CEO & Board Chair | Melinda D. Whittington |
|---|---|
| Senior VP & CFO | Taylor E. Luebke |
| President of Wholesale Brands | Terrence J. Linz |
| President of Retail | Robert Sundy |
| Director of Investor Relations & Corporate Development | Mark Alan Becks |
Major Backers & Investors (LZB)
Notable institutional backers of La-Z-Boy Incorporated include American Century Companies Inc, LSV Asset Management, Franklin Resources, Inc., according to Nexqual as of October 23, 2026 at 09:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 4.58% |
| LSV Asset Management | 3.85% |
| Franklin Resources, Inc. | 3.49% |
| Silvercrest Asset Management Group, LLC | 2.75% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 2.18% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.52% |
| Vanguard Group | 12.09% |
| Dimensional Fund Advisors | 6.75% |
| State Street | 4.18% |
| Geode Capital | 2.61% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
From La-Z-Boy Incorporated's Latest SEC 10-K Filing (filed 2026-06-16)
Key Strengths & Strategy (as disclosed to the SEC)
- We are the leading global producer of reclining chairs and one of the largest manufacturers/distributors of residential furniture in the United States.
- Maintaining, updating, and expanding our proprietary distribution network is a key part of our overall sales and marketing strategy.
- We are one of the largest manufacturer/distributors of residential (living and family room, bedroom, and dining room) furniture in the United States, as measured by annual sales volume.
- Our distribution centers allow us to streamline the warehousing and distribution processes for our La-Z-Boy Store network, including both company-owned stores and independently-owned stores.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in the domestic or international regulatory environment could adversely affect our business and results of operations.
- Changes in trade policy, including trade restrictions, new or increased tariffs or quotas, embargoes, sanctions and countersanctions, safeguards or customs restrictions by the U.S. and/or other foreign governments could have a material adverse impact on our business.
- Our business and our reputation could be adversely affected by the failure to comply with, or the costs of compliance with, evolving regulations relating to our obligation to protect sensitive information relating to customers, consumers, employees, suppliers, and vendors or confidential business information.
- Changes in regulation of our international operations, including anti-corruption laws and regulations, could adversely affect our business and results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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| MLKN | MillerKnoll, Inc. | USD 21.68 | ▲ 7.22% |
| MBC | MasterBrand, Inc. | USD 7.35 | ▲ 8.73% |
| WHR | Whirlpool Corporation | USD 28.8 | ▲ 8.56% |
| TILE | Interface, Inc. | USD 36.51 | ▲ 4.11% |
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt