LZB LA-Z-BOY INC

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $2.13B, up 0.8% YoY; Retail sales $950.7M (+5.8%), Wholesale sales flat at $1.04B (+0.2%)
• • Operating margin 6.1% vs 6.4% YoY; Retail margin 11.4% vs 11.7%, Wholesale margin 7.4% vs 5.6%
• • Best segment: Wholesale with 34% operating income growth and margin expansion of 1.8 pts to 7.4%; worst segment: Corporate and Other loss increased 72.7%
• • Operating cash flow $204.1M (+$16.8M); Capex $76.3M; Acquisitions $86.4M; Share repurchases $47.3M; Dividends $37.9M
• • 2027 Capex forecast $90-110M; new $300M no-expiration share repurchase authorized; UK manufacturing closed; goodwill impairment $20M Joybird

Risk Factors

• • Tariff risk from U.S. import duties on goods/materials from China and other countries impacting cost and margins
• • Supply chain exposure to three polyurethane foam suppliers, vulnerable to delays from weather, disasters, or health crises
• • Cybersecurity incidents, including AI-enhanced attacks, posing data breach risks with potential regulatory penalties under GDPR
• • Competitive risk from online and direct-to-consumer retailers, including Joybird, intensifying pressure on market share and pricing
• • Credit risk from wholesale customers with payment terms up to 60 days, facing cash flow issues, risking delayed or uncollectible receivables

Business Overview

• • Core business model: Leading global producer of reclining chairs and major U.S. manufacturer/distributor of residential furniture under multiple brand names
• • Strategic shift: Disposal of significant portion of Casegoods wholesale business completed in early fiscal 2027, including sale of Kincaid and American Drew wholesale assets
• • Supply chain transformation: Reduced U.S. distribution centers from 15 to 9 in 2026, ongoing multi-year project to create 3 centralized hubs with enhanced delivery efficiency
• • Workforce change: Employee count decreased from ~10,600 to ~10,200 due to Casegoods sale, UK manufacturing closure, and Mexico reductions, partially offset by retail growth
• • Noteworthy fact: Eligible for refund of certain tariffs following 2026 U.S. Supreme Court ruling, though no refund recorded yet due to legal uncertainties

What are the latest LZB SEC filings in 2026?

LA-Z-BOY INC (LZB) has filed a 10-K annual report on June 16, 2026, a 10-Q quarterly report on February 17, 2026, an 8-K current report on June 16, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did LZB file its most recent 10-K annual report?

LA-Z-BOY INC (LZB) filed its most recent 10-K annual report on June 16, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view LZB 10-Q quarterly reports?

LA-Z-BOY INC (LZB)'s most recent 10-Q quarterly report was filed on February 17, 2026. SignalX displays every LZB 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has LZB filed recently?

LA-Z-BOY INC (LZB)'s most recent 8-K was filed on June 16, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find LZB insider trading activity (Form 4)?

SignalX aggregates every LZB Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does LZB file with the SEC?

LA-Z-BOY INC (LZB) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new LZB filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for LA-Z-BOY INC (LZB).

What is LZB's SEC CIK number?

LA-Z-BOY INC (LZB)'s SEC CIK (Central Index Key) number is 57131. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 57131 to look up all LZB filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find LZB return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from LA-Z-BOY INC (LZB) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.