US Equity · NYSE · Earnings Dossier

LZB earnings intelligence

La-Z-Boy Incorporated

Consumer Cyclical · Furnishings, Fixtures & Appliances · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Tuesday 18 August 2026

After the close · Fiscal period ending 31 Jul 2026

59event risk

Elevated

Countdown6 dayscalendar proximity
EPS estimate0.48 USDprovider consensus
Estimate growth+2.1%versus comparable year-ago actual
Historical movement6.2%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Fundamental fracture

Market price is leading earnings power; the spread is widening and has persisted through 11 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move46.6%2023-08-18 to 2026-08-07
Earnings move-29.8%trailing diluted EPS
Unresolved spread-76.4 ptsWidening
Current multiple15.5xprice divided by TTM EPS
Relationship pressure71/100High
Model confidence98/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Fundamental fracture

Earnings have weakened while price has not adjusted to the same degree.

Beat rate75.0%9 beats in 12 measured quarters
Average surprise+8.9%median 7.2%
Delivery streak33 consecutive beats
Average response+2.8%12 measured reactions
Result-price confirmation64%same directional sign
Surprise variability14.1 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth2.4%year on year
Revenue growth0.8%year on year
Average surprise8.9%latest four quarters
SUE0.43standardised surprise
Net margin4.8%trailing basis
Cash conversion2.75xcash flow / net income
P/E16.5xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close42.14 USDcompleted week
13-week return18.7%price momentum
Fair-value gap16.0%price versus current fair value
Relative strength4.6exchange benchmark
Trend signalActiveweekly architecture
Next-week stateNegative41.4%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period16 Jun 202630 Apr 2026 · exact
EPS actual / estimate0.92 / 0.82USD
Surprise+12.2%Beat
EPS growth0.0%year on year
Revenue / growth570338000-0.1% · USD
Next close / four weeks+3.0% / +1.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period17 Feb 202631 Jan 2026 · exact
EPS actual / estimate0.61 / 0.59USD
Surprise+3.4%Beat
EPS growth-10.3%year on year
Revenue / growth541588000+3.8% · USD
Next close / four weeks-3.4% / -11.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period18 Nov 202531 Oct 2025 · exact
EPS actual / estimate0.71 / 0.54USD
Surprise+31.5%Beat
EPS growth0.0%year on year
Revenue / growth522480000+0.3% · USD
Next close / four weeks+24.2% / +32.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period19 Aug 202531 Jul 2025 · exact
EPS actual / estimate0.47 / 0.53USD
Surprise-11.3%Miss
EPS growth-24.2%year on year
Revenue / growth492229000-0.7% · USD
Next close / four weeks-5.4% / -12.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period17 Jun 202530 Apr 2025 · exact
EPS actual / estimate0.92 / 0.98USD
Surprise-6.1%Miss
EPS growth-3.2%year on year
Revenue / growth570871000+3.1% · USD
Next close / four weeks-0.4% / +2.5%completed weekly closes
ReadContainedresult versus price sign
Reported / period18 Feb 202531 Jan 2025 · exact
EPS actual / estimate0.68 / 0.67USD
Surprise+1.5%Beat
EPS growth+1.5%year on year
Revenue / growth521777000+4.3% · USD
Next close / four weeks-1.4% / -15.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period19 Nov 202431 Oct 2024 · exact
EPS actual / estimate0.71 / 0.64USD
Surprise+10.9%Beat
EPS growth-4.1%year on year
Revenue / growth521027000+1.9% · USD
Next close / four weeks+2.1% / +4.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Aug 202431 Jul 2024 · exact
EPS actual / estimate0.62 / 0.60USD
Surprise+3.3%Beat
EPS growth0.0%year on year
Revenue / growth495532000- · USD
Next close / four weeks-1.8% / +1.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period17 Jun 202430 Apr 2024 · exact
EPS actual / estimate0.95 / 0.70USD
Surprise+35.7%Beat
EPS growth-year on year
Revenue / growth553535000- · USD
Next close / four weeks+12.4% / +19.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Feb 202431 Jan 2024 · exact
EPS actual / estimate0.67 / 0.72USD
Surprise-6.9%Miss
EPS growth-year on year
Revenue / growth500406000- · USD
Next close / four weeks-2.9% / -3.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Nov 202331 Oct 2023 · exact
EPS actual / estimate0.74 / 0.62USD
Surprise+19.4%Beat
EPS growth-year on year
Revenue / growth511435000- · USD
Next close / four weeks+12.4% / +18.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period22 Aug 202331 Jul 2023 · exact
EPS actual / estimate0.62 / 0.55USD
Surprise+12.7%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-5.0% / +4.4%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context