Flexsteel Industries, Inc.

NasdaqGS:FLXS 株式レポート

時価総額:US$305.4m

Flexsteel Industries マネジメント

マネジメント 基準チェック /34

Flexsteel Industriesの CEO はDerek Schmidtで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 2.46Mで、 23.2%給与と76.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の4.08%を直接所有しており、その価値は$ 12.47M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と4年です。

主要情報

Derek Schmidt

最高経営責任者

US$2.5m

報酬総額

CEO給与比率23.18%
CEO在任期間2.3yrs
CEOの所有権4.1%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 15

FLXS: Higher Future P/E Assumption Will Support Further Upside Potential

Analysts now set a higher price target for Flexsteel Industries from $63.00 to $70.50, citing updated assumptions for slightly stronger revenue growth, modestly higher profit margins, a lower discount rate, and a higher future P/E multiple. Valuation Changes The Fair Value estimate increased from $63.00 to $70.50, a rise of about 11.9%.
分析記事 May 01

Flexsteel Industries' (NASDAQ:FLXS) Solid Profits Have Weak Fundamentals

Despite posting some strong earnings, the market for Flexsteel Industries, Inc.'s ( NASDAQ:FLXS ) stock hasn't moved...
ナラティブの更新 Apr 28

FLXS: Higher Future P/E Assumption Will Support Further Upside Potential

Analysts have raised the price target on Flexsteel Industries from $50.50 to $63.00, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E, which together indicate a higher assessed fair value for the shares. What's in the News Flexsteel Industries reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program, keeping the share count unchanged in that period (Key Developments).
Seeking Alpha Apr 21

Flexsteel: Not The Most Compelling Investment, But Not Averse To It Either

Summary Flexsteel Industries (FLXS) reported disappointing Q3-26 topline growth of just 1% YoY, missing street estimates and marking its weakest performance in 10 quarters. Consensus expects FLXS's revenue to contract by 7% YoY in Q4, with management guiding for a flattish quarter and YoY operating margin pressures likely to intensify. Despite a 40bps YoY gross margin improvement and robust Q3 free cash flow of $21.6M, FLXS's forward earnings growth lags peers and its dividend yield is below industry averages. I rate FLXS as a hold, given its mixed valuation, technical setup, and lack of near-term catalysts for a meaningful re-rating. Read the full article on Seeking Alpha
ナラティブの更新 Jan 27

FLXS: Steady Assumptions And Completed Buybacks Will Support Future Upside Potential

Narrative Update The analyst price target for Flexsteel Industries has been reaffirmed at US$50.50. Analysts point to essentially unchanged assumptions for revenue growth, profit margin, discount rate and forward P/E as the basis for maintaining their view.
ナラティブの更新 Jan 12

FLXS: Completed Buybacks And Stable Assumptions Will Support Future Upside Potential

Narrative Update on Flexsteel Industries Analysts have kept their price target for Flexsteel Industries steady at US$50.50, citing broadly unchanged fair value, discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. What's in the News From July 1, 2025 to September 30, 2025, Flexsteel Industries repurchased 31,026 shares for US$1.13 million, equal to 0.58% of the company.
ナラティブの更新 Dec 25

FLXS: Future Margin Expansion And Buybacks Will Support Bullish Upside

Analysts have lifted their price target on Flexsteel Industries from 47 dollars to 50.50 dollars, citing expectations for faster revenue growth, improved profit margins, a slightly lower discount rate, and a more attractive future price to earnings multiple. What's in the News Completed a share repurchase of 31,026 shares, representing 0.58 percent of outstanding shares, between July 1, 2025 and September 30, 2025, for a total of 1.13 million dollars (company buyback filing).
ナラティブの更新 Dec 11

FLXS: Ongoing Share Repurchases Will Support Solid Margins And Bullish Outlook

Narrative Update on Flexsteel Industries Analysts have maintained their fair value estimate for Flexsteel Industries at approximately 47.00 dollars per share, reflecting only modest tweaks to the discount rate and valuation assumptions rather than any fundamental change in the company outlook. What's in the News Completed repurchase of 31,026 shares, or 0.58% of outstanding stock, for 1.13 million dollars under the buyback program announced on December 11, 2024 (Key Developments).
ナラティブの更新 Nov 27

FLXS: Share Repurchase Program And Solid Margins Will Sustain Positive Outlook

Narrative Update on Flexsteel Industries Analysts have maintained their price target for Flexsteel Industries at $47.00, reflecting continued confidence in the company’s steady performance and financial outlook. What's in the News Flexsteel Industries completed the repurchase of 31,026 shares, representing 0.58% of outstanding shares, for $1.13 million between July 1, 2025 and September 30, 2025 (Key Developments).
分析記事 Nov 26

A Look At The Fair Value Of Flexsteel Industries, Inc. (NASDAQ:FLXS)

Key Insights The projected fair value for Flexsteel Industries is US$38.51 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Nov 12

FLXS: Sales Guidance And Steady Margins Will Drive Momentum Ahead

Analysts have slightly raised their price target for Flexsteel Industries from $47.00 to $47.00. This reflects minimal adjustments to underlying model assumptions and continued confidence in the company’s steady forecast.
分析記事 Oct 30

Shareholders Can Be Confident That Flexsteel Industries' (NASDAQ:FLXS) Earnings Are High Quality

Flexsteel Industries, Inc.'s ( NASDAQ:FLXS ) earnings announcement last week was disappointing for investors, despite...
ナラティブの更新 Oct 29

Supply Chain Improvements And Strong Margins Will Drive Residential Upside

Narrative Update on Flexsteel Industries Analysts have maintained their fair value estimate for Flexsteel Industries at $47.00, citing small downward revisions to revenue growth and profit margin forecasts as reasons for keeping the price target unchanged. What's in the News Flexsteel Industries has provided earnings guidance for the first quarter of fiscal year 2026, expecting sales between $105 million and $110 million.
分析記事 Oct 20

With EPS Growth And More, Flexsteel Industries (NASDAQ:FLXS) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 Oct 14

Ergonomic Design And Supply Chain Modernization Will Expand Residential Opportunity

Analysts have lowered their fair value estimate for Flexsteel Industries from $57 to $47. They cite slower expected revenue growth and decreased profit margins as key factors in the revision.
分析記事 Oct 07

Investors Will Want Flexsteel Industries' (NASDAQ:FLXS) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 Aug 26

Flexsteel Industries, Inc.'s (NASDAQ:FLXS) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Despite an already strong run, Flexsteel Industries, Inc. ( NASDAQ:FLXS ) shares have been powering on, with a gain of...
ナラティブの更新 Aug 21

Ergonomic Design And Supply Chain Modernization Will Expand Residential Opportunity

A notable improvement in Flexsteel Industries' net profit margin has outweighed slightly lower revenue growth forecasts, supporting the consensus analyst price target increase from $54.00 to $57.00. What's in the News Flexsteel Industries provided earnings guidance for Q1 FY2026, expecting sales of $105 million to $110 million and sales growth of 1% to 6%.
分析記事 Jul 03

A Piece Of The Puzzle Missing From Flexsteel Industries, Inc.'s (NASDAQ:FLXS) 31% Share Price Climb

Flexsteel Industries, Inc. ( NASDAQ:FLXS ) shares have had a really impressive month, gaining 31% after a shaky period...
Seeking Alpha Apr 24

Flexsteel Q3: Tariff Uncertainty Weighs Too Much On Valuation (Rating Upgrade)

Summary Flexsteel Industries reported strong Q3 results, as sales growth again beat industry peers and Wall Street's consensus. Operating leverage surged earnings very well. The outlook is increasingly cloudy. Trump's 10% tariff is causing significant cost pressure on Flexsteel's external sourcing, and reciprocal tariffs, especially in Vietnam, could cause further pressure. Ultimately, Flexsteel still has a good amount of North American manufacturing, strong financial momentum, and a healthy balance sheet to navigate uncertainty. After the stock has crashed, I again estimate FLXS to be undervalued. I estimate a 44% upside to $46.0 despite lower financial expectations. Read the full article on Seeking Alpha
分析記事 Mar 07

Flexsteel Industries, Inc.'s (NASDAQ:FLXS) 35% Dip In Price Shows Sentiment Is Matching Earnings

Flexsteel Industries, Inc. ( NASDAQ:FLXS ) shareholders that were waiting for something to happen have been dealt a...
分析記事 Feb 13

Impressive Earnings May Not Tell The Whole Story For Flexsteel Industries (NASDAQ:FLXS)

Flexsteel Industries, Inc. ( NASDAQ:FLXS ) just reported some strong earnings, and the market reacted accordingly with...
Seeking Alpha Feb 04

Flexsteel: Cyclical Recovery Continues, But Does Not Deserve A High Teens Multiple

Summary Flexsteel Industries, Inc.'s fiscal Q2 2025 results show 8.5% revenue growth and 45% operating income growth, driven by door penetration and big-box sales, despite gross margin challenges. Despite strong performance, Flexsteel's 16x earnings multiple is unjustified for a small, tariff-exposed, cyclical consumer discretionary company. I maintain a Hold rating. Gross margins fell 90bps, with most sales being 'empty calories' due to higher freight costs and competitive retail environments. FLXS stock's valuation remains too high, with a low 6% earnings yield and risks from cyclical earnings and potential tariff impacts. Read the full article on Seeking Alpha
Seeking Alpha Jan 06

Flexsteel's Turnaround Is Finally Priced In (Rating Downgrade)

Summary Flexsteel Industries' turnaround has continued as guided, with revenues growing well beyond market growth and margins expanding. The long-term performance still highlights caution. Making the performance especially impressive, the furnishings industry has remained incredibly weak. The industry could see a recovery over the mid term, aiding Flexsteel. After the significant stock rally, Flexsteel stock is finally fairly valued. Read the full article on Seeking Alpha
分析記事 Oct 28

Investors Appear Satisfied With Flexsteel Industries, Inc.'s (NASDAQ:FLXS) Prospects As Shares Rocket 30%

Flexsteel Industries, Inc. ( NASDAQ:FLXS ) shares have continued their recent momentum with a 30% gain in the last...
Seeking Alpha Oct 22

Flexsteel Reached A Year Of Cyclical Recovery, And The Stock Reaches Peak Optimism

Summary Flexsteel Industries, Inc.'s Q1 FY25 results showed 10% revenue growth, outperforming the furniture sector, but cyclical factors warrant a conservative valuation approach. Despite strong performance and market enthusiasm, Flexsteel's stock price at close to $60 is deemed overvalued, maintaining a Hold rating. Operating leverage and margin expansion are positive, but the stock's current valuation embeds extreme optimism and poses downside risks. Future growth is expected to moderate, and any deviation from high expectations could lead to significant stock price declines. Read the full article on Seeking Alpha
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新しいナラティブ Sep 26

Innovative Strategies And Efficient Operations Propel Company Towards Market Expansion And Enhanced Profits

Flexsteel's focus on innovation and market expansion aims to drive revenue growth by entering new markets and developing products.
分析記事 Sep 19

Flexsteel Industries (NASDAQ:FLXS) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Sep 03

Flexsteel's FY24 Was Great, But The Stock Is At Best Fairly Valued

Summary Flexsteel's 4Q24 results showed mid-single-digit topline growth and modest gross margin improvements, aligning with expectations and leveraging operating margins. Despite new management's growth initiatives, SG&A improvements are needed for better operating margins, and the stock price already reflects most upside potential. FY25 guidance remains steady with 2-6% sales growth and 6% operating margins, but muted growth expectations limit the stock's attractiveness. Current valuation is fair but not opportunistic, with an 8% earnings yield insufficient to meet my required return of 12-15%. Flexsteel remains a Hold. Read the full article on Seeking Alpha
分析記事 Aug 25

Why Investors Shouldn't Be Surprised By Flexsteel Industries, Inc.'s (NASDAQ:FLXS) P/E

With a price-to-earnings (or "P/E") ratio of 20.5x Flexsteel Industries, Inc. ( NASDAQ:FLXS ) may be sending bearish...
Seeking Alpha Jul 11

Flexsteel Industries: Recent Q3 Top-Line Growth Of 8%+ Will Be Difficult To Maintain

Summary Flexsteel Industries has seen a significant return of over 66% in the past nine months, despite a recent 20% decline in shares. Sales growth of 8.2% in Q3 of fiscal 2024 has outperformed the industry average, driven by new markets and product innovation. Concerns remain about Flexsteel's ability to sustain sales growth, increase margins, and address challenges in the industry, leading to a 'Hold' rating. Read the full article on Seeking Alpha
Seeking Alpha Jul 05

Flexsteel Industries' Turnaround Has Been Demonstrated, But Undervaluation Remains

Summary Flexsteel has now demonstrated the company's successful turnaround efforts as sales and margins continue to expand. FLXS is closing its Georgia plant to improve operations, creating an opportunity for one-off sale proceeds and cost savings of $4.0-4.5 million. The furnishings industry has persisted extremely challenging for most companies, but FLXS sees no impact as revenues continue to grow against the tough market. The valuation still undermines FLXS' turnaround story, as the stock is undervalued even with highly conservative estimates. Read the full article on Seeking Alpha

CEO報酬分析

Flexsteel Industries の収益と比較して、Derek Schmidt の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$31m

Dec 31 2025n/an/a

US$21m

Sep 30 2025n/an/a

US$23m

Jun 30 2025US$2mUS$570k

US$20m

Mar 31 2025n/an/a

US$14m

Dec 31 2024n/an/a

US$20m

Sep 30 2024n/an/a

US$14m

Jun 30 2024US$1mUS$470k

US$11m

Mar 31 2024n/an/a

US$16m

Dec 31 2023n/an/a

US$15m

Sep 30 2023n/an/a

US$15m

Jun 30 2023US$1mUS$446k

US$15m

Mar 31 2023n/an/a

US$4m

Dec 31 2022n/an/a

US$8m

Sep 30 2022n/an/a

-US$2m

Jun 30 2022US$943kUS$437k

US$2m

Mar 31 2022n/an/a

US$8m

Dec 31 2021n/an/a

US$8m

Sep 30 2021n/an/a

US$24m

Jun 30 2021US$1mUS$394k

US$23m

Mar 31 2021n/an/a

-US$9m

Dec 31 2020n/an/a

-US$19m

Sep 30 2020n/an/a

-US$33m

Jun 30 2020US$912kUS$83k

-US$27m

報酬と市場: Derekの 総報酬 ($USD 2.46M ) は、 US市場 ($USD 2.59M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Derekの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Derek Schmidt (52 yo)

2.3yrs
在職期間
US$2,459,195
報酬

Mr. Derek Paul Schmidt serves as President and Director of Flexsteel Industries, Inc. since January 10, 2024 and serves as its Chief Executive Officer since July 01, 2024. He served as Chief Financial Offi...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Derek Schmidt
CEO, President & Director2.3yrsUS$2.46m4.08%
$ 12.5m
Michael Ressler
CFO, Treasurer & Secretary2.3yrsUS$890.66k0.31%
$ 961.6k
David Crimmins
Chief Growth Officerless than a yearUS$1.03m0.61%
$ 1.9m
Michael McClaflin
Chief Information & Technology Officer7.2yrsUS$174.92k0.63%
$ 1.9m
2.3yrs
平均在職期間
47.5yo
平均年齢

経験豊富な経営陣: FLXSの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Derek Schmidt
CEO, President & Director2.3yrsUS$2.46m4.08%
$ 12.5m
William Creekmuir
Independent Director7.3yrsUS$174.73k0.60%
$ 1.8m
Michael Culbreth
Independent Director4.4yrsUS$174.73k0.25%
$ 760.6k
Kathryn Dickson
Independent Director4.9yrsUS$173.48k0.48%
$ 1.5m
Terence Calloway
Independent Director1yrUS$41.48k0.045%
$ 138.4k
Jeanne McGovern
Independent Chairman of the Board3.7yrsUS$177.23k0.21%
$ 651.0k
4.0yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: FLXSの 取締役会経験豊富 であると考えられます ( 4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 22:40
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Flexsteel Industries, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2

アナリスト機関
Georgy VashchenkoFreedom Broker
Anthony LebiedzinskiSidoti & Company, LLC