Company profiles · Lumber, Paper & Furniture

Ethan Allen (ETD): US–Canada Tariff Exposure, Government Contracts, and Risk

MIXEDWATCH TIER
Price · Aug 28, 2026 close$23.58
Market cap$600M
52-wk range18.28–30.80

Why it’s on the map

~75% US/Mexico-made furniture; participant in US State Department Worldwide Residential Furniture Program.

Government money & contracts

State Dept furniture program (since 2016; current value unverified).

Customers & commercial

Retail + State Dept.

Catalysts

$3.00 special dividend; activist involvement.

Risk

Disclosed $15–20M annual tariff exposure; FY26 revenue -5.7%.

Tariff durability

Mixed.