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La-Z-Boy Incorporated reported third-quarter fiscal 2026 sales of $541.6 million, up 3.8% year over year, while net income attributable to the company fell to $21.7 million, or $0.52 diluted EPS, from $28.4 million, or $0.68 diluted EPS.
For the first nine months, sales were $1.56 billion versus $1.54 billion, with net income of $68.7 million compared with $84.6 million a year earlier, as operating margin compressed from 6.9% to 5.7%.
Results reflected higher distribution costs, severance related to closing the U.K. manufacturing business, and a $3.0 million inventory impairment tied to the Casegoods disposal. Offsetting factors included stronger Retail segment revenue, helped by store acquisitions and new locations, and lower warranty expense.
The company continued its strategy of expanding company-owned stores, highlighted by a $90.2 million acquisition of 15 La-Z-Boy Stores and four distribution centers in Atlanta, central/northeast Florida and Knoxville, adding $57.6 million of goodwill and $28.3 million of reacquired rights.
La-Z-Boy generated $175.7 million of operating cash flow in the first nine months, funding $56.7 million of capital expenditures, $86.4 million of acquisition spending, $27.1 million of share repurchases and $28.1 million of dividends, while ending the quarter with $306.1 million in cash and no borrowings on its $200 million credit facility.
La-Z-Boy Incorporated reported fiscal 2026 third quarter results showing modest growth but weaker profits. Sales reached $541.6 million, up 4% from the prior year, driven by an 11% increase in Retail segment written and delivered sales and a 1% gain in Wholesale sales, partially offset by lower Joybird volume.
Profitability declined as GAAP operating margin fell to 5.5% from 6.7%, and GAAP diluted EPS dropped to $0.52 from $0.68. On an adjusted basis, operating margin was 6.1% and diluted EPS $0.61, both below last year. The company cited investments in its distribution and home delivery transformation and supply chain optimization costs, including the planned closure of its U.K. manufacturing facility.
Cash generation was strong, with $89 million in operating cash flow for the quarter, up 57%, and cash and equivalents of $306 million with no external debt. La-Z-Boy advanced its portfolio shift, integrating a 15-store acquisition, completing the sale of the Kincaid upholstery business, and signing a letter of intent to sell its wholesale casegoods brands. Management expects fourth quarter sales of $560–$580 million and adjusted operating margin of 7.5–9.0%, and declared a quarterly dividend of $0.242 per share.
La-Z-Boy Inc. director William C. Boor reported an equity award in the form of restricted stock units. On January 15, 2026, he received 2,448 common shares as an acquisition transaction valued at $0 per share, reflecting a stock-based grant rather than an open-market purchase. The award was granted under the La-Z-Boy Incorporated 2024 Omnibus Incentive Plan, with each restricted stock unit economically equivalent to one share of LZB common stock. These units are scheduled to be settled in stock on the one-year anniversary of the award date, and following this grant he beneficially owned 2,448 common shares directly.
La-Z-Boy Inc. insider activity: SVP and CFO Taylor Edward Luebke reported a small disposition of company stock. On 01/15/2026, he disposed of 380 La-Z-Boy common shares at a price of $39.29 per share, as shown under transaction code F. Following this transaction, he directly owns 23,979 common shares of La-Z-Boy Inc.
La-Z-Boy Inc. executive reports small share disposition
La-Z-Boy Inc. Senior Vice President and Chief Supply Chain Officer Michael Adam Leggett reported a transaction in the company’s common shares dated January 15, 2026. The filing shows a transaction coded "F" for 425 common shares at a price of $39.29 per share. Following this transaction, Leggett beneficially owned 44,673 common shares, held directly.
La-Z-Boy Inc. director reports no share ownership
A reporting person serving as a director of La-Z-Boy Inc. (LZB) filed an initial Form 3 ownership statement dated 12/08/2025. The filing states that no La-Z-Boy securities are beneficially owned at this time, and includes a power of attorney authorizing an attorney-in-fact, Uzma Ahmad, to sign on the reporting person's behalf.
La-Z-Boy Incorporated announced that its Board of Directors elected William C. Boor as a new independent director, effective December 8, 2025. His term will run until the 2026 annual meeting of shareholders, increasing the Board size to 10 members.
Mr. Boor, age 59, is the President and Chief Executive Officer of Cavco Industries, Inc., a manufacturer of factory-built housing, and previously led Great Lakes Brewing Company and held executive roles in building materials, homebuilding, and mining companies. He will serve on La-Z-Boy’s Audit Committee and receive the standard compensation package for non-employee directors, including an equity grant under the 2024 Omnibus Incentive Plan of restricted stock units with a grant date value of $96,165, effective January 15, 2026.
LZB reported a planned sale of up to 8,100 shares of its common stock under Rule 144. The shares are to be sold through Merrill Lynch on the NYSE, with an indicated aggregate market value of $305,728.07. The filing notes that 41,248,970 shares of common stock were outstanding.
The shares to be sold were acquired as stock awards from the issuer, including grants dated 06/26/2024, 06/24/2025, and 06/26/2025 in amounts of 3,453, 1,202, and 3,445 shares, respectively, with a listed payment date of 11/21/2025 and the nature of payment shown as N/A.
La-Z-Boy (LZB) has a notice of proposed sale under Rule 144 for 20,000 shares of common stock. The shares are to be sold through Goldman Sachs & Co. LLC on the NYSE, with an indicated aggregate market value of $727,200 and 41,248,970 shares outstanding for context. The planned sale date listed is 11/20/2025.
The shares come from restricted stock units granted as compensation, acquired from the issuer on three dates: 4,582 shares on 09/01/2023, 3,890 shares on 08/31/2024, and 11,528 shares on 08/26/2025. The form includes a representation that the seller does not know of any material adverse, nonpublic information about La-Z-Boy’s current or prospective operations.
La-Z-Boy Incorporated reported essentially flat revenue for its second quarter of fiscal 2026, with sales of $522.5 million versus $521.0 million a year earlier. Net income attributable to the company was $28.9 million, down slightly from $30.0 million, and diluted earnings per share were $0.70 compared with $0.71.
For the first six months, sales were $1.01 billion versus $1.02 billion, while net income attributable to La-Z-Boy declined to $47.1 million from $56.2 million, reflecting higher selling, general and administrative expenses. Operating cash flow strengthened to $86.3 million from $68.3 million, and cash and equivalents rose to $338.5 million.
The company committed to sell a portion of its Casegoods wholesale business, classifying $29.4 million of related assets as held for sale without recording impairment. It also amended its $200 million unsecured revolving credit facility, extending maturity to July 2030, and had no borrowings outstanding. After quarter end, La-Z-Boy agreed to acquire 15 additional La-Z-Boy Stores and four distribution centers for approximately $85.5 million, to be included in the Retail segment.