Haverty Furniture Companies, Inc. reported operating results for the third quarter ended September 30, 2026, disclosing diluted EPS of $0.39, consolidated sales of $203.2 million, and gross profit margin of 62.3%, on November 4, 2026.

Key Highlights

  • Diluted EPS rose to $0.39 in Q3 2026, compared to $0.28 in Q3 2025.
  • Consolidated sales increased 4.5% to $203.2 million, with comparable store sales up 4.1%.
  • Gross profit margin was 62.3%, including approximately $3.2 million in IEEPA tariff refunds; excluding those refunds, the margin was 60.7%.
  • Cash, cash equivalents, and restricted cash equivalents totaled $127.0 million at September 30, 2026, with no debt outstanding.
  • Approximately 723,000 shares of common stock were repurchased for $16.6 million in the nine months ended September 30, 2026.
  • Five store openings are planned for Q4 2026, including an entry into Pittsburgh, Pennsylvania, described as the company's 18th state.
  • Full-year 2026 gross profit margin guidance was updated to between 61.3% and 61.5%, an increase from prior guidance due to the receipt of IEEPA tariff refunds.

Haverty Furniture Q3 2026 Results: Sales Growth, Tariff Refunds, and Store Expansion

Haverty Furniture Companies, Inc. (NYSE:HVT) and (NYSE:HVT.A) disclosed its third-quarter 2026 operating results on November 4, 2026. According to the filing, net sales reached $203,153 thousand for the three months ended September 30, 2026, up from $194,484 thousand in the same period of 2025. Comparable store sales increased 4.1%, while total written business increased 2.8% and comparable store written business increased 2.3% for the quarter. Design consultants accounted for 34.6% of written business in 2026, compared to 34.2% in 2025.

The filing reported that gross profit for the quarter was $126,585 thousand, with a gross profit margin of 62.3%, up from 60.3% in Q3 2025. The company disclosed that approximately $3.2 million in IEEPA tariff refunds were included in that figure, and that excluding those refunds, gross margin was 60.7%. SG&A expenses were 58.6% of sales versus 57.8% in the prior-year quarter, increasing $6.7 million. The filing identified the primary drivers as a $1.8 million increase in selling expense due to higher sales commissions and third-party credit costs, and a $4.1 million increase in administrative expenses driven primarily by stock-based compensation subject to accelerated recognition, along with higher performance-based incentive compensation and group insurance costs. Net income for the quarter was $6,336 thousand, compared to $4,729 thousand in Q3 2025.

For the nine months ended September 30, 2026, the filing reported operating cash flow of $52.4 million, capital expenditures of $23.0 million, and free cash flow of $29.4 million. The company paid $15.8 million in quarterly cash dividends during the period. For full-year 2026, the company disclosed that fixed and discretionary SG&A expenses are expected to be in the $307.0 to $309.0 million range, unchanged from prior guidance, and that planned capital expenditures remain approximately $34.0 million. The effective tax rate for 2026 is expected to be 26.0%, excluding discrete items and any new tax legislation. The filing noted that 2026 guidance includes tariffs currently in effect as of November 4, 2026, but excludes future IEEPA tariff refunds that may be received for indirectly sourced products.

What Was Disclosed

Haverty Furniture Companies reported its Q3 2026 earnings press release, covering quarterly and nine-month income statement results, balance sheet data as of September 30, 2026, cash flow figures, updated full-year 2026 guidance, and planned store expansion into a new state.