Following the 1.6% revenue gain in F2025, we still estimate revenue growth of 2.8% in F2026 ahead of the expected 3.9% revenue advance in F2027.
However, with BSET set to open three new stores (including one relocation) in F2026 versus none in F2025, we increase our SG&A expense assumptions, which previously underestimated the cost of pre-opening expenses.
Hence, we now estimate EPS of $1.10 in F2026 versus $1.23 previously.
Otherwise, we maintain our F2027 EPS estimate of $1.58, which assumes revenue growth of 3.9% and an operating margin of 4.5%.
Our moderate risk rating factors in our expectation of Bassett's earnings gains, solid balance sheet and anticipated free cash flow generation.
06 Feb 2026
Revised Estimates After Yesterday's Conference Call Still Imply Sales, EPS Gains, With BSET Likely To Benefit From Its Largely Domestic Manufacturing Platform; Maintain $21 Price Target
Sign up for free to access
Get access to the latest equity research in real-time from 12 commissioned providers.
Get access to the latest equity research in real-time from 12 commissioned providers.
Revised Estimates After Yesterday's Conference Call Still Imply Sales, EPS Gains, With BSET Likely To Benefit From Its Largely Domestic Manufacturing Platform; Maintain $21 Price Target
BASSETT FURNITURE INDS (BSET:NYSE) | 0 0 0.0%
- Published:
06 Feb 2026 -
Author:
Anthony C. Lebiedzinski -
Pages:
10 -
Following the 1.6% revenue gain in F2025, we still estimate revenue growth of 2.8% in F2026 ahead of the expected 3.9% revenue advance in F2027.
However, with BSET set to open three new stores (including one relocation) in F2026 versus none in F2025, we increase our SG&A expense assumptions, which previously underestimated the cost of pre-opening expenses.
Hence, we now estimate EPS of $1.10 in F2026 versus $1.23 previously.
Otherwise, we maintain our F2027 EPS estimate of $1.58, which assumes revenue growth of 3.9% and an operating margin of 4.5%.
Our moderate risk rating factors in our expectation of Bassett's earnings gains, solid balance sheet and anticipated free cash flow generation.