NYSE$LZB

La-Z-Boy Incorporated · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

La-Z-Boy reported record sales for the first quarter of fiscal year 2022, driven by strong demand across all business units.

La-Z-Boy Incorporated reported record sales for the fiscal 2022 first quarter, with consolidated sales increasing 84% to $524.8 million. The company's operating margin improved, and EPS increased to $0.54. Strong written order trends were observed in both the Retail and Joybird segments. The Board of Directors increased the company's share repurchase authorization.

  • Consolidated sales increased 84% to $524.8 million.
  • Written same-store sales in the company-owned Retail segment increased 22%.
  • Written sales for Joybird increased 31%.
  • GAAP diluted EPS was $0.54 versus $0.10 in the prior-year quarter.

Headline financials

Total Revenue

$525M

Previous: $285M+83.8%
EPS (adj)

$0.55

Previous: $0.18+205.6%
Capital Expenditures

-$19.3M

Previous: -$9.81M-97.2%
Free Cash Flow

-$13.2M

Previous: $96.5M-113.7%
Net Income

$24.6M

Previous: $4.8M+412.0%
Operating Income

$34.4M

Previous: $4.33M+694.7%
Gross Profit

$202M

Previous: $116M+73.7%
Cash & Equivalents

$333M

Previous: $334M-0.4%
Total Assets

$1.81B

Previous: $1.5B+20.3%
Stock-Based Comp

$2.46M

Previous: $2.05M+20.2%

Revenue & EPS history

La-Z-Boy · Revenue · Quarterly

$525M

Q1 2022+83.8%vs Q1 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

La-Z-Boy · $619M total across 3 segments · Q1 2022

  • Wholesale Segment
    $393M+76.0%
  • Retail Segment
    $182M+99.5%
  • Corporate and Other
    $43.6M+160.6%

Forward guidance

The company expects margin performance to begin to improve in the second quarter, finishing the full fiscal year with a consolidated non-GAAP operating margin at or near double digits.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+2.0%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.1%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+21.8%

Q2 2012

Best reaction

-19.9%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+15.3%+13.4%
Q3 2026-6.8%-7.0%-16.8%
Q2 2026+20.2%+24.7%+33.1%
Q1 2026-12.1%-6.4%-13.8%
Q4 2025-2.3%-5.6%-4.9%
Q3 2025+4.0%-0.7%-15.2%
Q2 2025+0.0%+2.1%-0.6%
Q1 2025-5.8%-4.0%+2.4%
Q4 2024+20.7%+12.4%+26.5%
Q3 2024-5.1%-2.9%-2.2%
Q2 2024+11.9%+15.4%+17.4%
Q1 2024-2.8%-4.1%+3.1%
Q4 2023+0.0%+1.1%+15.4%
Q3 2023+9.7%+13.8%-2.1%
Q2 2023-6.3%-8.2%-14.2%
Q1 2023+3.1%-3.9%-16.6%
Q4 2022+5.7%+8.5%+17.1%
Q3 2022-15.0%-18.8%-17.5%
Q2 2022-6.8%-2.9%-2.8%
Q1 2022-5.8%-1.6%-7.0%
Q4 2021-12.1%-13.4%-18.8%
Q3 2021-7.7%-4.6%+8.5%
Q2 2021+5.1%+4.6%+7.1%
Q1 2021+1.0%-0.9%-0.4%
Q4 2020-1.3%-5.4%+3.1%
Q3 2020+2.1%+4.1%-44.2%
Q2 2020-15.3%-11.0%-14.4%
Q1 2020-5.8%-0.8%+2.2%
Q4 2019+7.3%-10.2%-6.7%
Q3 2019+14.6%+14.3%+4.1%
Q2 2019+5.9%+5.5%-2.6%
Q1 2019+15.6%+2.8%-0.6%
Q4 2018-4.2%-10.1%-2.3%
Q3 2018+9.1%+10.7%+1.4%
Q2 2018+12.7%+14.9%+6.8%
Q1 2018-19.9%-22.6%-18.9%
Q4 2017+17.4%+18.5%+19.4%
Q3 2017-2.4%-7.9%-5.0%
Q2 2017+3.1%+11.4%+13.9%
Q1 2017-9.6%-10.0%-13.2%
Q4 2016+5.2%+5.0%+14.0%
Q3 2016+17.0%
Q2 2016-0.1%
Q1 2016+2.1%
Q4 2015-1.8%
Q3 2015-5.5%
Q2 2015+5.5%
Q1 2015-3.8%
Q4 2014-3.3%
Q3 2014-3.5%
Q2 2014+10.1%
Q1 2014+7.6%
Q4 2013+3.7%
Q3 2013+11.7%
Q2 2013-10.9%
Q1 2013-1.7%
Q4 2010-11.8%
Q4 2012-11.8%
Q3 2011-0.9%
Q3 2012-0.9%
Q2 2011+21.8%
Q2 2012+21.8%
Q1 2012+8.5%
Q4 2011+8.5%
Q1 2011+7.0%
Q3 2010+18.8%

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