La-Z-Boy Incorporated

NYSE:LZB 株式レポート

時価総額:US$1.6b

La-Z-Boy 過去の業績

過去 基準チェック /46

La-Z-Boyの収益は年間平均-8%の割合で減少していますが、 Consumer Durables業界の収益は年間 減少しています。収益は年間1.9% 0.5%割合で 減少しています。 La-Z-Boyの自己資本利益率は9.7%であり、純利益率は4.8%です。

主要情報

-8.00%

収益成長率

-6.14%

EPS成長率

Consumer Durables 業界の成長24.52%
収益成長率-0.46%
株主資本利益率9.68%
ネット・マージン4.80%
前回の決算情報25 Apr 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 22

LZB: Q4 Earnings Beat And Buyback Program May Support Further Upside

Analysts have raised the La-Z-Boy price target from $44.50 to $46.00, citing updated assumptions that include a revised discount rate of 9.224789780935607%, revenue growth of 2.0276757521020095%, a profit margin of 6.197602413942275%, and a future P/E of 15.415348088726788. Analyst Commentary Analysts reviewing La-Z-Boy are using the updated assumptions, including the 9.224789780935607% discount rate, 2.0276757521020095% revenue growth, 6.197602413942275% profit margin, and 15.415348088726788 P/E, to frame both upside potential and key execution risks for the stock.
Seeking Alpha Jun 17

La-Z-Boy: A Solid Business In An Uncomfortable Industry

Summary La-Z-Boy Incorporated remains a "Buy" despite recent profitability declines and industry headwinds. LZB’s fortress balance sheet—$303.2 million cash, zero debt—provides significant flexibility and downside protection. Revenue growth is driven by increased store count, offsetting negative same-store sales and industry softness. Valuation is compelling, with LZB trading at objectively low multiples and the lowest EV/EBITDA among peers. Read the full article on Seeking Alpha
ナラティブの更新 Jun 04

LZB: Portfolio Refocus On Upholstery And Century Vision Will Shape Returns

Analysts have maintained their La-Z-Boy price target at $43.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that they consider better aligned with the latest information. Analyst Commentary Recent commentary around La-Z-Boy’s valuation framework highlights a more cautious tone, even as the headline price target remains at US$43.00.
ナラティブの更新 May 05

LZB: Maintained Fair Value And Q4 2026 Guidance Could Support Upside

Analysts have maintained the La-Z-Boy fair value estimate at $44.50. The updated price target narrative reflects only minor adjustments to revenue growth, profit margin assumptions, and the future P/E outlook.
ナラティブの更新 Apr 20

LZB: Steady Fair Value And Q4 2026 Guidance May Support Upside

Analysts left their La Z Boy fair value estimate unchanged at $44.50, with only small tweaks to the discount rate and future P/E assumptions reflecting fine tuned views on risk and long term earnings power rather than a shift in the headline target. Analyst Commentary Analysts covering La Z Boy are keeping valuation work largely intact, focusing more on how the company can execute within its existing earnings framework than on resetting price targets.
ナラティブの更新 Apr 06

LZB: Higher Margin Potential And Buybacks Will Shape Future Returns

Analysts lifted their fair value estimate for La-Z-Boy to $43.00 from $39.00, citing expectations for higher profit margins and a slightly richer future P/E multiple, even as modeled revenue growth and a modestly higher discount rate temper the overall upside. Analyst Commentary Analysts highlighting La-Z-Boy's revised fair value estimate are broadly constructive on margin potential but still flag a set of risks that could limit how much investors are willing to pay for the stock.
ナラティブの更新 Mar 23

LZB: Steady Fair Value And Q4 2026 Outlook May Support Upside

Analysts kept La Z Boy's fair value estimate steady at $44.50 while nudging the assumed discount rate slightly higher and the forward P/E input from about 14.9x to 15.7x. This reflects updated views on risk and valuation in line with recent sector wide reassessments seen across other research coverage.
ナラティブの更新 Mar 08

LZB: Higher Margin Outlook And Q4 2026 Guidance May Support Upside

Analysts maintained their La-Z-Boy fair value estimate at $44.50 and adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E to reflect updated views on risk, earnings quality, and valuation in light of recent sector-wide price target resets seen in other names. Analyst Commentary Recent sector wide resets in software and internet names, including the series of LegalZoom target cuts, are influencing how analysts think about risk, required returns, and valuation multiples for La Z Boy.
ナラティブの更新 Feb 21

LZB: Higher Margin Outlook And Q4 2026 Guidance Support Upside Potential

The analyst fair value estimate for La-Z-Boy has moved from $41.00 to $44.50, with analysts pointing to a revised mix of slightly lower revenue growth, a higher projected profit margin, a modestly higher discount rate, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research around service based and subscription oriented business models provides some useful context for thinking about La Z Boy, even though the research itself is focused on a different company.
ナラティブの更新 Feb 07

LZB: Dividend Growth And Buybacks Will Shape Returns At Current Pricing

Analysts have raised their price target on La-Z-Boy to $39 from $36, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher fair value outlook. Analyst Commentary While the updated fair value work points to a US$39 price target, analysts still flag several watchpoints that could limit upside if they play out poorly.
ナラティブの更新 Jan 22

LZB: Buyback Pace And Margin Assumptions Will Shape Forward Return Potential

Narrative Update Analysts have lifted their 12 month price target on La-Z-Boy to $39, a $3 increase, citing an upgrade to Buy supported by updated assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary The latest research points to a more constructive view on La-Z-Boy, with a Buy rating and a revised 12 month price target of $39, up from $36.
分析記事 Jan 10

Investors Met With Slowing Returns on Capital At La-Z-Boy (NYSE:LZB)

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...
ナラティブの更新 Jan 08

LZB: Dividend Policy And Margin Assumptions Will Guide Forward Return Potential

Narrative Update Analysts have nudged their La Z Boy price target to $39. This reflects small adjustments to discount rate, revenue growth, profit margin and forward P/E expectations following a recent upgrade to Buy with a higher target from $36 to $39.
分析記事 Dec 23

La-Z-Boy Incorporated (NYSE:LZB) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, La-Z-Boy fair value estimate is US$57.73 La-Z-Boy's US$38.08...
ナラティブの更新 Dec 14

LZB: Margin Outlook And Dividend Increases Will Shape Future Returns

Analysts have raised their La Z Boy price target to $39 from $36, citing improved margin expectations and a slightly higher future earnings multiple, despite moderating revenue growth assumptions. Analyst Commentary While the latest upgrade and higher price target underscore improving confidence in La Z Boy s earnings power, not all market participants are fully convinced that the current trajectory can be sustained.
分析記事 Dec 02

Market Might Still Lack Some Conviction On La-Z-Boy Incorporated (NYSE:LZB) Even After 26% Share Price Boost

La-Z-Boy Incorporated ( NYSE:LZB ) shares have had a really impressive month, gaining 26% after a shaky period...
ナラティブの更新 Aug 21

Retail Expansion And Centralized Distribution Will Drive Future Success

Despite a modest improvement in revenue growth forecasts, the consensus analyst price target for La-Z-Boy has been reduced from $46.00 to $41.00, primarily reflecting a lower future P/E multiple. What's in the News La-Z-Boy expects Q2 2025 sales between $510 million and $530 million.
分析記事 Aug 20

We Think The Compensation For La-Z-Boy Incorporated's (NYSE:LZB) CEO Looks About Right

NYSE:LZB 1 Year Share Price vs Fair Value Explore La-Z-Boy's Fair Values from the Community and select yours Key...
分析記事 Aug 04

What Does La-Z-Boy Incorporated's (NYSE:LZB) Share Price Indicate?

While La-Z-Boy Incorporated ( NYSE:LZB ) might not have the largest market cap around , it received a lot of attention...
分析記事 Jul 17

La-Z-Boy Incorporated (NYSE:LZB) Might Not Be As Mispriced As It Looks

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jun 29

There May Be Reason For Hope In La-Z-Boy's (NYSE:LZB) Disappointing Earnings

The market for La-Z-Boy Incorporated's ( NYSE:LZB ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Jun 21

La-Z-Boy Incorporated Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest yearly earnings release from La-Z-Boy Incorporated ( NYSE:LZB ), an important milestone in the...
Seeking Alpha Apr 20

La-Z-Boy: Navigating The Economic Jungle In A Surprisingly Comfortable Chair

Summary La-Z-Boy's fiscal 3Q25 showed strong sales growth, especially in its Joybird D2C segment, despite broader industry challenges. Management's Century Vision strategy is driving expansion and digital innovation, with plans for 400+ stores and enhanced online capabilities. Economic uncertainties like commodity inflation and tariffs could impact margins, but LZB's solid financial base and management's track record justify a Buy rating. Despite potential headwinds, LZB's strategic initiatives and financial resilience position it well for long-term growth, reaffirming my confidence in their performance. Read the full article on Seeking Alpha
分析記事 Apr 14

La-Z-Boy (NYSE:LZB) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Mar 10

Is There An Opportunity With La-Z-Boy Incorporated's (NYSE:LZB) 23% Undervaluation?

Key Insights The projected fair value for La-Z-Boy is US$53.82 based on 2 Stage Free Cash Flow to Equity La-Z-Boy's...
Seeking Alpha Feb 20

La-Z-Boy Is Still A Comfortable Fit For Value Investors

Summary La-Z-Boy's Q3 2025 results exceeded analyst expectations, with revenue up 4.3% to $521.8 million, driven by strong Retail segment performance. Despite recent gains, La-Z-Boy remains attractively priced, boasting robust cash flows and a net cash position of $314.6 million. Management plans to expand company-owned stores to 400 by 2027, targeting 50% revenue from Retail and 10% from Joybird. Continued growth initiatives and margin improvements suggest further upside, justifying a soft ‘buy’ rating on LZB stock. Read the full article on Seeking Alpha
分析記事 Feb 09

Is Now An Opportune Moment To Examine La-Z-Boy Incorporated (NYSE:LZB)?

While La-Z-Boy Incorporated ( NYSE:LZB ) might not have the largest market cap around , it saw a double-digit share...
分析記事 Dec 19

Market Cool On La-Z-Boy Incorporated's (NYSE:LZB) Earnings

La-Z-Boy Incorporated's ( NYSE:LZB ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy right...
Seeking Alpha Dec 17

La-Z-Boy Refuses To Recline In Tough Times

Summary La-Z-Boy's strong Q2 results and Century Vision strategy execution support a Buy rating despite industry challenges and macroeconomic pressures. Management's optimism about future Fed rate cuts and housing market recovery positions La-Z-Boy for potential growth. Key earnings drivers include strong holiday sales, retail segment growth, and effective cost control, despite higher SG&A expenses. Strategic initiatives like expanding the retail network and optimizing North American distribution enhance La-Z-Boy's competitive edge and future outlook. Read the full article on Seeking Alpha
分析記事 Nov 23

La-Z-Boy (NYSE:LZB) Is Increasing Its Dividend To $0.22

The board of La-Z-Boy Incorporated ( NYSE:LZB ) has announced that the dividend on 16th of December will be increased...
Seeking Alpha Nov 17

La-Z-Boy: Still Comfortable With A Bullish View

Summary La-Z-Boy's stock is attractively priced despite mixed performance, with revenue growth and strong cash flows, warranting a soft 'buy' recommendation. The company faced revenue and profitability declines in 2023 due to supply chain issues and increased competition but remains financially robust with no debt. Management's focus on direct-to-consumer sales and strategic acquisitions aims to drive future growth, supported by significant cash reserves and investment in infrastructure. Despite recent challenges, La-Z-Boy's solid cash position and strategic initiatives make it a promising investment with potential for long-term growth. Read the full article on Seeking Alpha
分析記事 Nov 11

La-Z-Boy Incorporated (NYSE:LZB) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for La-Z-Boy is US$61.55 based on 2 Stage Free Cash Flow to Equity La-Z-Boy's...
分析記事 Oct 24

Here's What To Make Of La-Z-Boy's (NYSE:LZB) Decelerating Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
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新しいナラティブ Sep 13

Expanding Retail And Manufacturing Footprint Fuels Optimism In Furniture Industry Growth

La-Z-Boy's emphasis on expanding company-owned stores and the Furniture Galleries network aims to boost direct customer interactions and profitability through integrated operations.
分析記事 Aug 20

When Should You Buy La-Z-Boy Incorporated (NYSE:LZB)?

While La-Z-Boy Incorporated ( NYSE:LZB ) might not have the largest market cap around , it saw a significant share...

収支内訳

La-Z-Boy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:LZB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
25 Apr 262,12710278011
24 Jan 262,1278477810
25 Oct 252,1079076610
26 Jul 252,1069276310
26 Apr 252,10910075710
25 Jan 252,09212474710
26 Oct 242,07112473110
27 Jul 242,06112172510
27 Apr 242,04712372110
27 Jan 242,0551187249
28 Oct 232,1271217289
29 Jul 232,2271407309
29 Apr 232,3491517449
28 Jan 232,4731747339
29 Oct 222,4721707309
30 Jul 222,4361647119
30 Apr 222,3571506649
22 Jan 222,1921306968
23 Oct 212,0901316838
24 Jul 211,9741266668
24 Apr 211,7341065968
23 Jan 211,5827154311
24 Oct 201,5887653311
25 Jul 201,5766453311
25 Apr 201,7047756511
25 Jan 201,790775989
26 Oct 191,782715959
27 Jul 191,774685889
27 Apr 191,745685669
26 Jan 191,7121015388
27 Oct 181,658845138
28 Jul 181,612874908
28 Apr 181,584804888
27 Jan 181,577744958
28 Oct 171,553854908
29 Jul 171,536834828
29 Apr 171,520864748
28 Jan 171,524804686
29 Oct 161,518794586
30 Jul 161,525794556
30 Apr 161,525794516
23 Jan 161,483764268
24 Oct 151,457724158
25 Jul 151,440704038

質の高い収益: LZBは 高品質の収益 を持っています。

利益率の向上: LZBの現在の純利益率 (4.8%)は、昨年(4.7%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: LZBの収益は過去 5 年間で年間8%減少しました。

成長の加速: LZBの過去 1 年間の収益成長率 ( 2.2% ) は、5 年間の平均 ( 年間-8%を上回っています。

収益対業界: LZBの過去 1 年間の収益成長率 ( 2.2% ) はConsumer Durables業界-15.2%を上回りました。


株主資本利益率

高いROE: LZBの 自己資本利益率 ( 9.7% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/12 05:34
終値2026/07/10 00:00
収益2026/04/25
年間収益2026/04/25

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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

La-Z-Boy Incorporated 3 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。6

アナリスト機関
Kristine KoerberBarrington Research Associates, Inc.
Bradley ThomasKeyBanc Capital Markets Inc.
Mark RupeLongbow Research LLC