Flexsteel Industries, Inc.

NasdaqGS:FLXS 주식 리포트

시가총액: US$301.0m

Flexsteel Industries 경영진

경영진 기준 점검 3/4

Flexsteel Industries CEO는 Derek Schmidt, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $2.46M, 23.2% 급여 및 76.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.29M 가치에 해당하는 회사 주식의 4.08% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 4 년입니다.

핵심 정보

Derek Schmidt

최고경영자

US$2.5m

총 보수

CEO 급여 비율23.18%
CEO 재임 기간2.3yrs
CEO 지분 보유율4.1%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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%.
분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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%.
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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 보수 분석

Derek Schmidt의 보수는 Flexsteel Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Derek의 총 보수(USD2.46M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.64M) 수준입니다.

보상과 수익: Derek의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Derek Schmidt (52 yo)

2.3yrs
재임 기간
US$2,459,195
보수

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...


리더십 팀

이름직위재임 기간보수지분
Derek Schmidt
CEO, President & Director2.3yrsUS$2.46m4.08%
$ 12.3m
Michael Ressler
CFO, Treasurer & Secretary2.3yrsUS$890.66k0.31%
$ 947.9k
David Crimmins
Chief Growth Officerless than a yearUS$1.03m0.61%
$ 1.8m
Michael McClaflin
Chief Information & Technology Officer7.2yrsUS$174.92k0.63%
$ 1.9m
2.3yrs
평균 재임 기간
47.5yo
평균 나이

경험이 풍부한 관리: FLXS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
Derek Schmidt
CEO, President & Director2.3yrsUS$2.46m4.08%
$ 12.3m
William Creekmuir
Independent Director7.3yrsUS$174.73k0.60%
$ 1.8m
Michael Culbreth
Independent Director4.4yrsUS$174.73k0.25%
$ 749.8k
Kathryn Dickson
Independent Director4.9yrsUS$173.48k0.46%
$ 1.4m
Terence Calloway
Independent Director1yrUS$41.48k0.045%
$ 136.4k
Jeanne McGovern
Independent Chairman of the Board3.7yrsUS$177.23k0.21%
$ 641.7k
4.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: FLXS의 이사회경험이 있음으로 간주됩니다(평균 재임 4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 22:22
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Flexsteel Industries, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Georgy VashchenkoFreedom Broker
Anthony LebiedzinskiSidoti & Company, LLC