We estimate 4Q:F26 revenue grew 1.3% to $974 million, and project EPS declined 13.1% from a year ago at $0.52.
We expect positive demand trends in the North America Contract and Global Retail segments will continue in 4Q:F26, but that year ago tough comparisons and delayed Middle Eastern orders will limit revenue growth.
Profitability is also being curbed by retail store growth, along with higher logistics costs due to the recent increase in oil prices.
18 Jun 2026
Expect Positive Momentum In North American Contract And Global Retail Segments; Short-Term Headwinds Will Negatively Impact Revenue And EPS Growth In 4Q:F26; Maintain $32 Target
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Expect Positive Momentum In North American Contract And Global Retail Segments; Short-Term Headwinds Will Negatively Impact Revenue And EPS Growth In 4Q:F26; Maintain $32 Target
We estimate 4Q:F26 revenue grew 1.3% to $974 million, and project EPS declined 13.1% from a year ago at $0.52.
We expect positive demand trends in the North America Contract and Global Retail segments will continue in 4Q:F26, but that year ago tough comparisons and delayed Middle Eastern orders will limit revenue growth.
Profitability is also being curbed by retail store growth, along with higher logistics costs due to the recent increase in oil prices.