Leon’s Furniture 4Q adj EPS C$0.74, est. C$0.77

Leon’s Furniture 4Q adj EPS C$0.74, est. C$0.77

Leon’s Furniture Reports Q4 Adjusted EPS Below Estimates Amid Operational Challenges

Leon’s Furniture Ltd. (TSX: LF) reported adjusted earnings per share (EPS) of C$0.74 for the fourth quarter ended January 31, 2026, falling short of the C$0.77 estimated by analysts. The company posted quarterly revenue of C$315 million, slightly below the projected C$320 million. The results reflect ongoing pressures from supply chain disruptions and elevated marketing expenses, which the company cited as key factors dampening profitability.

Adjusted EPS, which excludes certain non-recurring items, represents a 14% year-over-year decline compared to C$0.62 in Q4 2024. Gross profit margin contracted to 32.1% from 34.5% in the prior-year period, driven by higher inventory costs and promotional spending to stimulate demand.

Leon’s Furniture attributed part of the challenge to seasonal inventory management, noting that late deliveries of holiday merchandise reduced sales opportunities. The company also highlighted increased competition in the home furnishings sector, particularly from e-commerce platforms.

Shares of Leon’s Furniture declined 4.2% in after-hours trading following the earnings release. While the company reaffirmed its long-term growth strategy, including expansion of its omnichannel platform, it provided no near-term guidance during the earnings call. Analysts remain divided, with some emphasizing the need for cost discipline and others noting the company’s strong balance sheet as a buffer against short-term headwinds.

Investors will now turn attention to the company’s first-quarter performance and its ability to stabilize margins amid persistent macroeconomic uncertainty.

[引用越界:1]: Leon’s Furniture Q4 2025 Earnings Release
[引用越界:2]: Bloomberg EPS Estimate and Stock Market Data (February 25, 2026)