Haverty Furniture Companies, Inc. (HVT) SEC Filings & Earnings Calls
EquiReason read 13 Haverty Furniture Companies, Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-08-04 — Havertys reported strong Q2 2026 results with 7.7% net sales growth and 60 bps gross margin improvement, despite housing market headwinds and tariff uncertainties..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 460.6M
- P/E TTM
- —
- Dividend yield
- 4.6%
- 52-week
- —
- Next earnings
- 4 Nov, in 11 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
4 Aug 202610-QHavertys reported strong Q2 2026 results with 7.7% net sales growth and 60 bps gross margin improvement, despite housing market headwinds and tariff uncertainties.open
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $195M | +8% y/y |
| Operating Cash Flow · H1-2026 | $21M | +60% y/y |
Risks flagged
Tariff Exposure
“Throughout 2025, the U.S. presidential administration announced new and modified tariffs on imported goods, including those sourced from China, Vietnam, and other key manufacturing regions.” · word for word
Housing Market Headwinds
“This growth was achieved despite continued pressure from a soft housing market which creates a challenging demand environment for the home furnishings industry.” · word for word
4 Aug 20268-K · 2.02Consolidated sales $195M (+8% y/y); Comparable store sales growth 8; Gross profit margin 61.4; Guidance: Gross margin guidance unchanged at 60.5%-61.0%; SG&A fixed expenses $307M-$309M; capex increased to $34Mearningsopen
Figures in the filing · each found in the filing text
| Consolidated sales · Q2-2026 | $195M | +8% y/y |
| Comparable store sales growth · Q2-2026 | 8.0% | |
| Gross profit margin · Q2-2026 | 61.4% | |
| Diluted EPS · Q2-2026 | $0.32 | +100% y/y |
| Net income · Q2-2026 | $5M | +97% y/y |
| Free cash flow · H1-2026 | $8M | +388% y/y |
| Average ticket · H1-2026 | $3786.00 | +13% y/y |
| Sales per square foot · H1-2026 | $170.00 | +6% y/y |
| Capital expenditures · H1-2026 | $13M | +12% y/y |
Guidance
Gross margin guidance unchanged at 60.5%-61.0%; SG&A fixed expenses $307M-$309M; capex increased to $34M
Havertys reaffirmed gross margin guidance, increased capex for store growth, and raised variable SG&A expectations.
Risks flagged
Tariff exposure remains a risk; guidance excludes future IEEPA tariff refunds.
“Our 2026 guidance includes tariffs currently in effect as of August 4, 2026 but excludes future IEEPA tariff refunds that may be received for indirectly sourced products.” · word for word
6 May 202610-QNet Sales $189M (+4% y/y); Net Income $4M (+13% y/y); Gross Profit Margin 61.5open
Figures in the filing · each found in the filing text
| Net Sales · Q1-2026 | $189M | +4% y/y |
| Net Income · Q1-2026 | $4M | +13% y/y |
| Gross Profit Margin · Q1-2026 | 61.5% | |
| Operating Cash Flow · Q1-2026 | $-3M | |
| Free Cash Flow · Q1-2026 | $-10M | |
| Comparable Store Sales Growth · Q1-2026 | 4.3% | |
| Written Sales Growth · Q1-2026 | 6.4% | |
| Capital Expenditures · Q1-2026 | $7M | +14% y/y |
Risks flagged
Tariff Exposure
“Throughout 2025, the U.S. presidential administration announced new and modified tariffs on imported goods, including those sourced from China, Vietnam, and other key manufacturing regions.” · word for word
Housing Market Weakness
“This growth was achieved despite continued pressure from a soft housing market which creates a challenging demand environment for the home furnishings industry.” · word for word
5 May 20268-K · 2.02Sales $189M (+4% y/y); Comparable store sales 4.3; Gross profit margin 61.5; Guidance: Gross margin 60.5%-61.0%; SG&A fixed $307M-$309M; capex $34Mearningsopen
Figures in the filing · each found in the filing text
| Sales · Q1-2026 | $189M | +4% y/y |
| Comparable store sales · Q1-2026 | 4.3% | |
| Gross profit margin · Q1-2026 | 61.5% | |
| Diluted earnings per share · Q1-2026 | $0.26 | +13% y/y |
| Net income · Q1-2026 | $4M | +13% y/y |
| EBITDA · Q1-2026 | $11M | +14% y/y |
| Average ticket · Q1-2026 | $3707.00 | +12% y/y |
| Sales per square foot · Q1-2026 | $169.00 | +4% y/y |
| Free cash flow · Q1-2026 | $-10M | |
| Capital expenditures · Q1-2026 | $7M | +15% y/y |
Guidance
Gross margin 60.5%-61.0%; SG&A fixed $307M-$309M; capex $34M
Full-year guidance maintained; gross margin range unchanged; capex increased for store growth; tariff exposure monitored.
Risks flagged
Tariff exposure could impact margins; guidance includes tariffs in effect as of May 5, 2026.
“Our 2026 guidance includes tariffs currently in effect as of May 5, 2026. We are closely monitoring the tariff developments to manage our exposure and minimize the effects on our business.” · word for word
Negative free cash flow in Q1 2026 due to capex and working capital; operating cash flow negative $2.9M.
“Free cash flow $(9.9) million vs $0.1 million.”
27 Mar 2026DEF 14AProxy statement for 2026 annual meeting, including executive compensation disclosure and proposal to approve 2026 Long-Term Incentive Plan.open
Figures in the filing · each found in the filing text
| Net Sales · FY2025 | $759M | +5% y/y |
| Pre-Tax Income · FY2025 | $27M | +3% y/y |
| Comparable Store Sales Change · FY2025 | 2.1% | |
| Gross Profit Margin · FY2025 | 60.7% | |
| Average Ticket · FY2025 | $3530.00 | +5% y/y |
| Design Consultant Average Ticket · FY2025 | $7781.00 | +10% y/y |
| Number of Stores · FY2025 | 129 | |
| Cash and Cash Equivalents · FY2025 | $125M | |
| Dividends Paid · FY2025 | $21M | |
| Share Repurchases · FY2025 | $5M |
Risks flagged
Housing Market Slowdown
“Elevated mortgage rates, a prolonged housing market slowdown” · word for word
Tariff Policy Volatility
“significant disruption and volatility due to changes to tariff policy” · word for word
Cautious Consumer Spending
“continued cautious consumer spending on big-ticket items” · word for word
26 Feb 202610-KNet sales $759M (+5% y/y); Comparable store sales increase (decrease) % 2.1; Gross profit margin 60.7; Guidance: Capex guided to ~$33.5M for 2026; no revenue or margin guidance providedopen
Figures in the filing · each found in the filing text
| Net sales · FY2025 | $759M | +5% y/y |
| Comparable store sales increase (decrease) % · FY2025 | 2.1% | |
| Gross profit margin · FY2025 | 60.7% | |
| Net income · FY2025 | $20M | -1% y/y |
| Diluted earnings per Common share · FY2025 | $1.19 | 0% y/y |
| Operating cash flow · FY2025 | $53M | -11% y/y |
| Capital expenditures · FY2025 | $20M | -39% y/y |
| Average ticket · FY2025 | $3530.00 | +5% y/y |
| Number of stores · FY2025 | 129 | 0% y/y |
| Employees · FY2025 | 2,392 | +3% y/y |
Guidance
Capex guided to ~$33.5M for 2026; no revenue or margin guidance provided
No explicit revenue or margin guidance. Capex guided higher to $33.5M for 2026, reflecting investment in store growth. Management tone is cautiously positive, citing sales growth and margin stability despite headwinds.
Risks flagged
Tariff escalation and policy uncertainty
“The evolving tariff landscape has led many home furnishing retailers to adjust sourcing strategies, reassess vendor relationships, and implement pricing actions in an effort to mitigate the impact of these policy changes.” · word for word
Soft housing market and consumer demand
“Sales growth was achieved despite ongoing pressure from a soft housing market, driven by elevated mortgage rates and heightened economic and geopolitical uncertainty, which creates a challenging demand environment for the home furnishings industry.” · word for word
LIFO reserve volatility
“Due to changes in tariff policy and higher costs of goods sold under LIFO, the 2025 change in LIFO reserve generated a negative impact of $4.7 million, compared to a positive impact of $0.8 million in 2024.” · word for word
24 Feb 20268-K · 2.02Diluted earnings per common share $0.51 (+4% y/y); Consolidated sales $202M (+10% y/y); Comparable store sales growth 8.2; Guidance: 2026 gross margin 60.5%-61.0%; SG&A fixed $307-309M; variable 18.6%-18.8%; tax rate 26.0%; capex $33.5Mearningsopen
Figures in the filing · each found in the filing text
| Diluted earnings per common share · Q4-2025 | $0.51 | +4% y/y |
| Consolidated sales · Q4-2025 | $202M | +10% y/y |
| Comparable store sales growth · Q4-2025 | 8.2% | |
| Gross profit margin · Q4-2025 | 60.4% | |
| Gross profit margin (ex-LIFO) · Q4-2025 | 62.4% | |
| FY consolidated sales · FY2025 | $759M | +5% y/y |
| FY diluted EPS · FY2025 | $1.19 | 0% y/y |
| FY gross profit margin · FY2025 | 60.7% | |
| FY pre-tax income · FY2025 | $27M | +2% y/y |
| Cash from operations · FY2025 | $53M |
Guidance
2026 gross margin 60.5%-61.0%; SG&A fixed $307-309M; variable 18.6%-18.8%; tax rate 26.0%; capex $33.5M
Guidance reflects continued investment in store growth and stable margins; management expresses confidence in momentum despite tariff headwinds.
31 Oct 202510-QHaverty's reported strong Q3 2025 sales growth of 10.6% with modest gross margin expansion, but SG&A deleverage and significant tariff risks ahead.earningsopen
Figures in the filing · each found in the filing text
| Comp-Store Sales Change · Q3-2025 | 7.1% | |
| Gross Profit Margin · Q3-2025 | 60.3% |
Risks flagged
Tariff exposure on imported furniture
“Effective October 14, 2025, tariffs on upholstered goods from China increased to 70%, and will increase to 75% on January 1, 2026.” · word for word
Soft housing market demand
“This growth was achieved despite continued pressure from a soft housing market which creates a challenging demand environment for the home furnishings industry.” · word for word
SG&A deleverage
“Our SG&A expenses as a percentage of sales for the third quarter of 2025 were 57.8% compared to 57.4% for the same period in 2024.” · word for word
29 Oct 20258-K · 2.02Sales $194M (+11% y/y); Comparable store sales 7.1; Gross profit margin 60.3; Guidance: Gross margin guidance raised to 60.4-60.7% from prior; SG&A guidance increased; capex unchangedearningsopen
Figures in the filing · each found in the filing text
| Sales · consolidated · Q3-2025 | $195M | +11% y/y |
| Comparable store sales · consolidated · Q3-2025 | 7.1% | |
| Gross profit margin · consolidated · Q3-2025 | 60.3% | |
| Net income · consolidated · Q3-2025 | $5M | -4% y/y |
| Diluted EPS · consolidated · Q3-2025 | $0.28 | -3% y/y |
| Cash and equivalents · consolidated · Q3-2025 | $137M | |
| Free cash flow · consolidated · 9M-2025 | $30M | +70% y/y |
| Operating cash flow · consolidated · 9M-2025 | $45M | +8% y/y |
Guidance
Gross margin guidance raised to 60.4-60.7% from prior; SG&A guidance increased; capex unchanged
Raised gross margin guidance reflecting improved pricing and cost management; demand positive; capex stable.
Risks flagged
Tariff exposure: guidance includes current tariffs but excludes proposed additional tariffs, creating uncertainty.
“Our 2025 guidance includes tariffs currently in effect as of October 29, 2025, but excludes the effects of additional proposed tariffs.” · word for word
SG&A cost pressure: increased advertising and administrative costs may pressure margins if sales growth slows.
“SG&A expenses were 57.8% of sales versus 57.4% and increased $11.4 million.” · word for word
Haverty Furniture Companies, Inc. — questions
- What did Haverty Furniture Companies, Inc. file recently?
- 13 SEC filings in the last 12 months. Latest: 10-Q on 2026-08-04 — Havertys reported strong Q2 2026 results with 7.7% net sales growth and 60 bps gross margin improvement, despite housing market headwinds and tariff uncertainties.
Every figure on this page comes from Haverty Furniture Companies, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.