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FLXS Stock Analysis 2026 - FLEXSTEEL INDUSTRIES INC AI Rating

FLXS Nasdaq Household Furniture MN CIK: 0000037472
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 FLXS Key Takeaways

Revenue: $228.7M
Net Margin: 6.1%
Free Cash Flow: $2.0M
Current Ratio: 3.01x
Debt/Equity: 0.00x
EPS: $2.49
AI Rating: HOLD with 62% confidence

Is FLXS a Good Investment? Thesis Analysis

Claude

Flexsteel demonstrates solid revenue growth of 6.9% YoY and strong balance sheet health with 3.01x current ratio and zero long-term debt, but profitability remains modest with 6.1% net margins and significantly weak free cash flow generation of just 2.0M (0.9% FCF margin) relative to net income, raising concerns about cash conversion quality and operational efficiency.

Why Buy FLXS? Key Strengths

Claude
  • + Strong liquidity position with 3.01x current ratio and 1.49x quick ratio indicating robust short-term financial health
  • + Conservative capital structure with zero long-term debt and 36.8M cash providing financial flexibility
  • + Positive revenue growth of 6.9% YoY demonstrates market demand in furniture sector
  • + Double-digit EPS growth of 85.9% YoY shows earnings leverage, though from a low base

FLXS Investment Risks to Consider

Claude
  • ! Severely weak free cash flow of 2.0M (0.9% margin) despite 14.0M net income indicates poor cash conversion and potential working capital deterioration
  • ! Low profitability margins across all levels (23.1% gross, 7.9% operating, 6.1% net) constrain earnings power in cyclical furniture industry
  • ! Minimal free cash flow generation relative to CapEx suggests limited capital allocation flexibility and dividend sustainability concerns
  • ! Low ROE of 7.8% and ROA of 4.8% indicate suboptimal asset utilization and shareholder value creation

Key Metrics to Watch

Claude
  • * Free cash flow conversion rate and working capital management trends
  • * Operating margin expansion or contraction in coming quarters
  • * Gross margin sustainability amid raw material and labor cost pressures
  • * Capital expenditure levels and returns on invested capital

FLXS Financial Metrics

Revenue
$228.7M
Net Income
$14.0M
EPS (Diluted)
$2.49
Free Cash Flow
$2.0M
Total Assets
$290.2M
Cash Position
$36.8M

💡 AI Analyst Insight

The relatively thin 0.9% FCF margin may limit capital allocation flexibility. Strong liquidity with a 3.01x current ratio provides a solid financial cushion.

FLXS Profitability Ratios

Gross Margin 23.1%
Operating Margin 7.9%
Net Margin 6.1%
ROE 7.8%
ROA 4.8%
FCF Margin 0.9%

FLXS vs Default Sector

How FLEXSTEEL INDUSTRIES INC compares to Default sector averages

Net Margin
FLXS 6.1%
vs
Sector Avg 12.0%
FLXS Sector
ROE
FLXS 7.8%
vs
Sector Avg 15.0%
FLXS Sector
Current Ratio
FLXS 3.0x
vs
Sector Avg 1.8x
FLXS Sector
Debt/Equity
FLXS 0.0x
vs
Sector Avg 0.7x
FLXS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is FLXS Overvalued or Undervalued?

Based on fundamental analysis, FLEXSTEEL INDUSTRIES INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
7.8%
Sector avg: 15%
Net Profit Margin
6.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FLXS Balance Sheet & Liquidity

Current Ratio
3.01x
Quick Ratio
1.49x
Debt/Equity
0.00x
Debt/Assets
38.4%
Interest Coverage
N/A
Long-term Debt
N/A

FLXS 5-Year Financial Trend & Growth Analysis

FLXS 5-year financial data: Year 2021: Revenue $478.9M, Net Income -$32.6M, EPS $-4.13. Year 2022: Revenue $544.3M, Net Income -$26.8M, EPS $-3.37. Year 2023: Revenue $544.3M, Net Income $23.0M, EPS $3.09. Year 2024: Revenue $544.3M, Net Income $1.9M, EPS $0.28. Year 2025: Revenue $441.1M, Net Income $14.8M, EPS $2.74.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FLEXSTEEL INDUSTRIES INC's revenue has remained relatively flat over the 5-year period, with a 8% decline. The most recent EPS of $2.74 reflects profitable operations.

FLXS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
0.9%
Free cash flow / Revenue

FLXS Quarterly Performance

Quarterly financial performance data for FLEXSTEEL INDUSTRIES INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $107.2M $752.0K $0.33
Q2 2025 $100.1M $752.0K $0.57
Q1 2025 $104.0M $4.1M $0.74
Q3 2024 $99.1M $289.0K $0.28
Q2 2024 $93.1M $289.0K $0.53
Q1 2024 $94.6M $752.0K $0.14
Q3 2023 $99.1M $289.0K $0.28
Q2 2023 $93.1M $289.0K $-0.47

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

FLXS Capital Allocation

Operating Cash Flow
$5.1M
Cash generated from operations
Capital Expenditures
$3.1M
Investment in assets
Dividends Paid
$2.2M
Returned to shareholders

FLXS SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FLEXSTEEL INDUSTRIES INC (CIK: 0000037472)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 4 xslF345X05/form4.xml View →
Mar 13, 2026 4 xslF345X05/form4.xml View →
Mar 13, 2026 4 xslF345X05/form4.xml View →
Mar 13, 2026 4 xslF345X05/form4.xml View →
Mar 13, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FLXS

What is the AI rating for FLXS?

FLEXSTEEL INDUSTRIES INC (FLXS) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FLXS's key strengths?

Claude: Strong liquidity position with 3.01x current ratio and 1.49x quick ratio indicating robust short-term financial health. Conservative capital structure with zero long-term debt and 36.8M cash providing financial flexibility.

What are the risks of investing in FLXS?

Claude: Severely weak free cash flow of 2.0M (0.9% margin) despite 14.0M net income indicates poor cash conversion and potential working capital deterioration. Low profitability margins across all levels (23.1% gross, 7.9% operating, 6.1% net) constrain earnings power in cyclical furniture industry.

What is FLXS's revenue and growth?

FLEXSTEEL INDUSTRIES INC reported revenue of $228.7M.

Does FLXS pay dividends?

FLEXSTEEL INDUSTRIES INC pays dividends, with $2.2M distributed to shareholders in the trailing twelve months.

Where can I find FLXS SEC filings?

Official SEC filings for FLEXSTEEL INDUSTRIES INC (CIK: 0000037472) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FLXS's EPS?

FLEXSTEEL INDUSTRIES INC has a diluted EPS of $2.49.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FLXS a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FLEXSTEEL INDUSTRIES INC has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FLXS stock overvalued or undervalued?

Valuation metrics for FLXS: ROE of 7.8% (sector avg: 15%), net margin of 6.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FLXS stock in 2026?

Our dual AI analysis gives FLEXSTEEL INDUSTRIES INC a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FLXS's free cash flow?

FLEXSTEEL INDUSTRIES INC's operating cash flow is $5.1M, with capital expenditures of $3.1M. FCF margin is 0.9%.

How does FLXS compare to other Default stocks?

Vs Default sector averages: Net margin 6.1% (avg: 12%), ROE 7.8% (avg: 15%), current ratio 3.01 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI