LZBLA-Z-BOY INC
Household Furniture
- Revenue
- $2.1B
- 0.8% YoY
- Operating margin
- 6.1%
- 5.7% YoY
- EBITDA
- $177M
- 3.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.5×
- −$267M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear200% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear42% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear12% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.4B | $2.3B | $2.0B | $2.1B | $2.1B | 0.8% |
| Operating income | $207M | $211M | $151M | $136M | $129M | 4.9% |
| Net income | $150M | $151M | $123M | $100M | $102M | 2.4% |
| Operating cash flow | $79M | $205M | $158M | $187M | $204M | 9.0% |
| Capex | $77M | $69M | $54M | $74M | $76M | 2.7% |
| Stock-based comp | $12M | $12M | $14M | $17M | $16M | 9.8% |
| Buybacks | $91M | $5M | $53M | $78M | $47M | 39% |
| Dividends | $28M | $30M | $33M | $35M | $38M | 8.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $270K · 2
- Net
- −$270K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 92 | 94 |
| FY2025 | — | — | 98 | 77 |
| FY2024 | — | — | 82 | 73 |
| FY2023 | — | — | 70 | 69 |
| FY2022 | — | — | 62 | 70 |