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La-Z-Boy LZB Delivery — Sales

Other product segments

Upholstered Furniture
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Other financials

Income statement

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Revenue$570.3M-0.1%
Gross profit$262.8M+4.7%
Operating income$41.2M+39.6%
Net income$33.3M+123%
EPS (diluted)$0.82+134%

Balance sheet

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Cash & equivalents$303.2M-7.7%
Total debt$565.2M+14.9%
Total equity$1.0B+2.9%
Total assets$2.0B+6.3%

Cash flow

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Operating cash flow$28.4M-54.2%
CapEx$19.6M-14.0%
Free cash flow$8.8M-77.5%

Valuation

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Market cap$1.63B+7.7%
Enterprise value$1.89B-4.0%
P/E15.9×-0.5×
P/S0.8×0.0×

Profitability

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Gross margin44%+0.1pp
Operating margin6.1%-0.4pp
Net margin4.8%+0.1pp
FCF margin6%+0.6pp

Returns & leverage

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Return on equity9.9%0.0pp
Debt / equity0.5×+0.1×
Current ratio1.8×-0.1×

Where this comes from

Reported directly by La-Z-Boy in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: La-Z-Boy’s 10-K, filed June 16, 2026.

Filed
Jun 16, 2026, 4:19 PM EDT
Fiscal year
FY2026
Accession
0000057131-26-000019
(Amounts in thousands)WholesaleRetailCorporateand OtherTotal
Upholstered Furniture$1,149,011$775,345$110,739$2,035,095
Casegoods Furniture67,01051,1596,668124,837
Delivery158,89531,1548,297198,346
Other (1)107,29693,02918,046218,371
Total$1,482,212$950,687$143,750$2,576,649
Eliminations(450,014)
Consolidated Net Sales$2,126,635
Year Ended April 26, 2025

ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA.

FAQ

What is La-Z-Boy's delivery — sales?
La-Z-Boy (LZB) reported delivery — sales of $53.57M in Q1 2026.
How has La-Z-Boy's delivery — sales changed year-over-year?
La-Z-Boy's delivery — sales decreased by 5.5% year-over-year, from $56.72M to $53.57M.
What is the long-term trend for La-Z-Boy's delivery — sales?
Over 4 years (2022 to 2026), La-Z-Boy's delivery — sales has grown at a -3.5% compound annual growth rate (CAGR), from $228.28M to $198.35M.
What does delivery — sales mean?
This metric represents the total revenue generated from dedicated delivery and logistics services provided to customers. It reflects the company's ability to monetize fulfillment operations and manage the final stage of the customer experience. Tracking this revenue stream helps investors assess the scale and efficiency of the company's internal distribution network compared to third-party logistics alternatives.

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