FLXS at a glance
FLEXSTEEL INDUSTRIES INC (FLXS, SEC CIK 37472) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on April 22, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), FLEXSTEEL INDUSTRIES INC (FLXS) reported revenue of $459.2 million (up 4.1% from FY2025) and net income of $33.1 million. Diluted EPS was $6.07.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding FLEXSTEEL INDUSTRIES INC (FLXS) shares worth $104.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Creekmuir William S. on September 15, 2026 of 1,000 shares at $81.03 per share.
- In the last 90 days, FLXS insiders reported 0 open-market purchases ($0) and 50 open-market sales ($3.0M) on Form 4, a net sale of $3.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $459.2M
- +4.1% vs prior year
- Insiders · 90 days
- 0 buys · 50 sells
- Net −$3.0M
- 13F holders
- 25 funds
- $104.0M · −1 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $459.2M in FY2026, up 4.1% YoY from $441.1M, driven by $28M growth in soft seating, offset by declines in other product lines
- Gross margin 24.7% in FY2026 vs 22.2% in FY2025, up 250bps mainly due to $IA tariff refunds and product/customer mix improvements
- Best segment: Soft seating with $28M sales growth; Worst: Homestyles RTA down $9M and Flexsteel casegoods down $0.9M
- Net income $33.1M ($6.07/share) in FY2026 vs $20.2M ($3.55/share) in FY2025; Operating income margin 9.3% vs 6.0% prior year
- Operating cash flow $51.5M in FY2026, capex $3.9M, buybacks $63.7M, dividends $4.4M; financing used $70.9M mostly on repurchases
- FY2027 focus on cost control, financial discipline, investing in growth; new $30M revolver facility effective Aug 2026 replacing prior $55M facility
Risk Factors
- U.S. trade policy risk: tariffs on imports from Vietnam and Mexico increase costs and disrupt sourcing strategies, impacting net sales, profitability, and cash flows
- Geopolitical exposure: $14.1M asset impairment from U.S.-Mexico trade policy changes, slowing foreign investment and subleasing interest at Mexicali facility
- Supply chain vulnerability: reliance on foreign suppliers in Vietnam, Mexico, China, and Italy exposes to delays, cost inflation, and disruption risks
- Competitive risk: competition from U.S. and foreign manufacturers with diverse product offerings may reduce pricing power and market share
- Financial risk: multi-employer pension plan underfunded with liabilities exceeding trust assets, leading to potential increased funding obligations and volatility
Business Overview
- Core business: U.S. residential furniture manufacturing, importing, and marketing under Flexsteel and sub-brands
- New emphasis on AI integration to enhance operational efficiency and effectiveness
- Expanded offshore manufacturing with four Mexico facilities, including leased Mexicali site held for sublease until demand rises
- Employee count 1,200 with 900 in Mexico and 30 in Asia supporting quality and supply coordination
- Customer order backlog $70.1M, up 5.5% from prior year $66.5M, indicating growing demand
AI summary of the FLXS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue $115.1M, up 1.0% YoY from $114.0M, driven by tariff surcharge pricing
- Gross margin 22.6% vs 22.2% YoY; operating margin 7.1% vs (4.4)% YoY
- Net income $6.4M vs loss of $3.7M YoY; diluted EPS $1.14 vs $(0.71)
- Higher-margin products best performing; made-to-order, ready-to-assemble, and case goods unit volumes weakest
- Operating cash flow $27.2M vs $21.4M; capital expenditures $3.5M and dividends $3.3M through nine months
- Backlog $79.5M, up 1.5% YoY; tariff impacts and lower unit volumes remained headwinds
Risk Factors
- No risk-factors section provided in the submitted 10-Q excerpt
- Share-repurchase authorization: $28,870,242 remaining under the $30 million program
- No shares repurchased during the three months ended March 31, 2026
- No director or officer adopted, modified, or terminated trading arrangements during the quarter
AI summary of the FLXS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Dr. Anand Kangala appointed independent director effective September 10, 2026
- Audit & Ethics Committee assignment strengthens oversight of technology-enabled risk
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Anand S. Kangala appointed Class I director effective September 10, 2026, standing for re-election at the 2027 annual meeting
- Audit and Ethics Committee appointment strengthens board oversight responsibilities
Item 7.01: Regulation FD Disclosure
- September 11, 2026 press release announced Mr. Kangala’s appointment to Flexsteel’s Board
- Board addition may affect governance, oversight, and strategic direction
Item EX-99.1: Item EX-99.1
- Fiscal 2026 sales rose 4.1% to $459.2M, extending year-over-year growth to 11 consecutive quarters
- Adjusted operating margin improved to 7.5% from 7.1%, while adjusted diluted EPS reached a record $4.94
Item 7.01: Regulation FD Disclosure
- Earnings conference call scheduled for August 18, 2026, at 8:00 a.m. Central Time
- Analyst and investor question-and-answer session, enabling management guidance and clarification
Item 2.02: Results of Operations and Financial Condition
- Fourth-quarter and fiscal-year results for the period ended June 30, 2026
- Flexsteel’s earnings release is the primary source for revenue, profitability, and outlook details
Item 5.02: Departure/Appointment of Directors or Principal Officers
- F. Brooks Bertsch resigned as director effective April 28, 2026
- Departure required under the Stock Repurchase Agreement
Item 7.01: Regulation FD Disclosure
- April 27, 2026 press release disclosed matters involving a material agreement and management changes
- Exhibit 99.1 contains the substantive announcement investors should review
Item 1.01: Entry into a Material Definitive Agreement
- $60.2M repurchase of 1,279,870 shares at $47.00 per share, a 2.5% discount to April 24 closing price
- Shares represented approximately 24% of outstanding stock, materially reducing public equity float
Item EX-99.1: Item EX-99.1
- Repurchase of approximately 1.28 million shares, or 24% of outstanding stock, at $47 per share
- $60.2 million transaction price, representing a 2.5% discount to April 24 closing price
AI summaries of FLXS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FLXS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Creekmuir William S. | G | Sep 16, 2026 | 2,492 | - |
| Creekmuir William S. | A | Sep 16, 2026 | 321 | - |
| Calloway Terence P. | A | Sep 16, 2026 | 321 | - |
| Creekmuir William S. | G | Sep 16, 2026 | 2,492 | - |
| Dickson Kathryn P | A | Sep 16, 2026 | 321 | - |
| Culbreth Michael Scott | A | Sep 16, 2026 | 321 | - |
| Kangala Anand S | A | Sep 16, 2026 | 321 | - |
| McGovern Jeanne | A | Sep 16, 2026 | 321 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $441.1M | $459.2M |
| Gross Profit | - | $97.9M | $113.4M |
| Operating Income | - | $26.6M | $42.5M |
| Net Income | - | $20.2M | $33.1M |
| Gross Margin | - | 22.2% | 24.7% |
| Op. Margin | - | 6.0% | 9.3% |
| Net Margin | - | 4.6% | 7.2% |
| Balance Sheet | |||
| Total Assets | $274.5M | $282.5M | $254.0M |
| Equity | $150.4M | $167.9M | $133.5M |
| ROE | - | 12.0% | 24.8% |
| Per Share | |||
| EPS | - | $3.55 | $6.07 |
| Cash Flow | |||
| Operating CF | - | $37.0M | $51.5M |
| CapEx | - | $3.3M | $3.9M |
Source: XBRL data in FLEXSTEEL INDUSTRIES INC (FLXS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FLXS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $104.0M |
| Q1 2026 | 26 | $62.7M |
| Q4 2025 | 24 | $56.0M |
| Q3 2025 | 23 | $66.5M |
| Q2 2025 | 22 | $53.0M |
| Q1 2025 | 18 | $42.1M |
| Q4 2024 | 13 | $56.6M |
| Q3 2024 | 11 | $31.8M |
- Ameriprise Financial+35.3K (+288%)
- AQR Capital Management+20.5K (+218%)
- Goldman Sachs Group+12.1K (+42%)
- Dimensional Fund Advisors+8.2K (+2%)
- Prudential Financial+5.1K (+64%)
- Vanguard Capital Management LLC−31.9K (-17%)
- Millennium Management−13.1K (-81%)
- D.E. Shaw & Co−8.6K (-21%)
- Northern Trust−5.6K (-13%)
- Two Sigma Investments−4.1K (-43%)
- Franklin Resources+4.6K
- Bank of America Corp−27.5K
- Mangrove Partners−5.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 162 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FLXS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
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FLXS SEC filings: frequently asked questions
Are FLXS insiders buying or selling?
In the last 90 days, FLEXSTEEL INDUSTRIES INC (FLXS) officers, directors and 10% owners reported no open-market purchases and 50 open-market sales worth $3.0 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FLXS stock?
As of June 30, 2026, the largest FLEXSTEEL INDUSTRIES INC (FLXS) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($27.2 million), BlackRock ($20.6 million), Vanguard Capital Management LLC ($11.7 million), Renaissance Technologies LLC ($10.9 million), State Street Corp ($5.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FLXS's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), FLEXSTEEL INDUSTRIES INC (FLXS) reported revenue of $459.2 million (up 4.1% from FY2025) and net income of $33.1 million. Diluted EPS was $6.07. The figures come from the XBRL data in the 10-K.
What are the main risks in FLXS's latest 10-K?
In the 10-K filed August 19, 2026, FLEXSTEEL INDUSTRIES INC (FLXS) flagged: U.S. trade policy risk: tariffs on imports from Vietnam and Mexico increase costs and disrupt sourcing strategies, impacting net sales, profitability, and cash flows. Geopolitical exposure: $14.1M asset impairment from U.S.-Mexico trade policy changes, slowing foreign investment and subleasing interest at Mexicali facility. (AI summary of the Risk Factors section.)
What did FLXS report in its latest 8-K?
FLEXSTEEL INDUSTRIES INC (FLXS) filed an 8-K on September 11, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Dr. Anand Kangala appointed independent director effective September 10, 2026.
What are the latest FLXS SEC filings?
FLEXSTEEL INDUSTRIES INC (FLXS) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on April 22, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on October 2, 2026.
What is FLXS's SEC CIK number?
FLEXSTEEL INDUSTRIES INC (FLXS)'s SEC Central Index Key (CIK) is 37472. EDGAR lists every FLXS filing under that number.
Ask anything about FLXS
The research agent reads FLXS's filings, financials, insider trades and 13F holders, then answers with sources.