Owner Scorecard


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An industry chapter · Household Durables

Household Durables

16 members, 6752 to XMAX, A to Z by ticker.

Gross profitability
median 32% — gross profit as a share of total assets, each member's median across its readable years; read on 15 of 16 members
Capital intensity
median 2.5% — capital expenditure as a share of revenue, each member's median across its readable years; read on 16 of 16 members
Net cash
7 of the 16 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

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6752 Panasonic Holdings

Revenue is led by Connect (17%) and Smart Life (17%), with 4 more segments behind.

Owner earnings 2018–2026 ¥28.7B(¥112.4B)¥156.4B¥272.9B¥18.7B¥231.4B¥319.4B¥23.8B¥1.3B

Retained capital Retained ¥1.76T of earnings over 2018–2026; annual owner earnings grew ¥90.6B, ¥0.05 per ¥1 retained.

Balance sheet Net cash, +¥515.4B · dividend paid 9 of 9 yrs, cut at least once

6753 Sharp

A capital-intensive business, run on heavy physical assets that must be kept working and earn a return above what they cost to maintain.

Owner earnings 2017–2026 ¥49.8B¥3.2B(¥48.0B)(¥5.0B)¥169.0B¥27.6B(¥28.8B)¥83.6B(¥28.4B)(¥22.0B)

Retained capital Paid out ¥379.1B more than it earned over 2017–2026; annual owner earnings grew ¥9.4B.

Balance sheet Heavy net debt, ¥207.5B · dividend paid 6 of 10 yrs, cut at least once

ETD Ethan Allen Interiors Inc.

Ethan Allen is a leading interior design company, manufacturer and retailer in the home furnishings marketplace.

Owner earnings 2016–2025 $35M$61M$30M$46M$37M$118M$56M$87M$71M$50M

Retained capital Retained $98M of earnings over 2016–2025; annual owner earnings grew $27M, $0.28 per $1 retained.

Balance sheet Modest net debt, $64M · buybacks at an average near $21.74 · dividend paid 10 of 10 yrs, cut at least once

FLXS Flexsteel Industries Inc.

Flexsteel Industries, Inc., and Subsidiaries is one of the largest manufacturers, importers, and marketers of residential furniture products in the United States.

Owner earnings 2017–2025 $13M($2M)($15M)$15M($35M)$4M$18M$27M$34M

Retained capital Retained $9M of earnings over 2017–2025; annual owner earnings grew $28M, $3.05 per $1 retained.

Balance sheet Net cash, +$35M · dividend paid 9 of 9 yrs, cut at least once

HELE Helen of Troy

We are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of brands.

Owner earnings 2017–2026 $213M$211M$169M$254M$276M$105M$164M$269M$83M$132M

Retained capital Paid out $426M more than it earned over 2017–2026; annual owner earnings fell $36M.

Balance sheet Net debt against an operating loss, $762M

LEG Leggett & Platt Incorporated

Leggett & Platt, Incorporated is an international diversified manufacturer that conceives, designs, and produces a wide range of engineered components and products found in many homes and automobiles.

Owner earnings 2016–2025 $429M$284M$281M$525M$536M$165M$341M$383M$224M$281M

Retained capital Paid out $551M more than it earned over 2016–2025; annual owner earnings fell $35M.

Balance sheet Meaningful net debt, $1.3B · dividend paid 10 of 10 yrs, cut at least once

LZB La-Z-Boy Incorporated

Boy brand is one of the most recognized brands in the furniture industry.

Owner earnings 2017–2026 $128M$79M$120M$133M$272M$39M$165M$105M$141M$157M

Retained capital Retained $313M of earnings over 2017–2026; annual owner earnings grew $25M, $0.08 per $1 retained.

Balance sheet Net cash, +$295M · dividend paid 9 of 10 yrs, never cut

MHK Mohawk Industries Inc.

Mohawk is a leading global flooring manufacturer that creates products to enhance residential and commercial spaces around the world.

Owner earnings 2016–2025 $936M$747M$660M$873M$1.3B$633M$89M$716M$680M$616M

Retained capital Retained $3.4B of earnings over 2016–2025; annual owner earnings fell $110M, $-0.03 per $1 retained.

Balance sheet Meaningful net debt, $1.2B

SGI Somnigroup International Inc.

Somnigroup is the world's largest bedding company, dedicated to enriching people's lives through the power of a good night's sleep and transforming how the world sleeps.

Owner earnings 2016–2025 $104M$156M$134M$227M$543M$600M$199M$385M$569M$633M

Retained capital Retained $2.8B of earnings over 2016–2025; annual owner earnings grew $398M, $0.14 per $1 retained.

Balance sheet Heavy net debt, $4.6B · dividend paid 5 of 10 yrs, never cut

SN SharkNinja Inc.

SharkNinja, our mission is to positively impact people's lives every day in every home in our global markets .

Owner earnings 2023–2025 $158M$309M$488M

Retained capital not read

Balance sheet Net cash, +$41M

SONO Sonos Inc.

Sonos is a leading audio company dedicated to elevating life through sound.

Owner earnings 2016–2025 $9M$30M($5M)$97M$129M$219M($74M)$50M$135M$108M

Retained capital Paid out $550M more than it earned over 2016–2025; annual owner earnings grew $86M.

Balance sheet Net cash, debt-free, +$175M · buybacks at an average near $18.35

SONY Sony Group Corporation

Sony is a Japanese group that sells entertainment and the hardware that carries it. Its pieces include the PlayStation business — consoles, the games that run on them, and the online network around the platform — alongside recorded music and music publishing, films and television, image sensors and other electronics, and a financial-services arm in Japan. It earns from selling devices and content, from royalties and subscriptions on catalogs it owns, and from fees on insurance and banking.

Owner earnings 2016–2025 ¥373.7B¥474.0B¥991.0B¥946.1B¥910.0B¥662.3B¥792.5B(¥298.9B)¥749.3B¥1.67T

Retained capital Retained ¥5.93T of earnings over 2016–2025; annual owner earnings grew ¥95.3B, ¥0.02 per ¥1 retained.

Balance sheet Modest net debt, ¥784.7B · dividend paid 10 of 10 yrs, never cut

TILE Interface Inc.

We are a global sustainability leader and offer an extensive range of low carbon and cradle-to-gate carbon negative products that prioritize our sustainability goals.

Owner earnings 2017–2025 $73M$53M$97M$73M$59M$116M$115M$122M

Retained capital Retained $202M of earnings over 2017–2025; annual owner earnings grew $43M, $0.21 per $1 retained.

Balance sheet Modest net debt, $110M · dividend paid 8 of 8 yrs, cut at least once

VIOT Viomi Technology Co. Ltd

Revenue is Sale of Home Water Solutions (69%), Sale of Kitchen Appliances and Others (20%) and Sale of Consumables (10%).

Owner earnings 2016–2025 CN¥14MCN¥123MCN¥220MCN¥222MCN¥138MCN¥237M(CN¥324M)(CN¥140M)CN¥687MCN¥113M

Retained capital Retained CN¥415M of earnings over 2016–2025; annual owner earnings grew CN¥101M, CN¥0.24 per CN¥1 retained.

Balance sheet Net cash, +CN¥812M · dividend paid 1 of 10 yrs, cut at least once

WHR Whirlpool

Whirlpool manufactures products in four countries and markets products in nearly every country around the world.

Owner earnings 2016–2025 $543M$580M$639M$698M$1.1B$1.7B$820M$366M$384M$81M

Retained capital Paid out $4.0B more than it earned over 2016–2025; annual owner earnings fell $310M.

Balance sheet Heavy net debt, $5.5B · dividend paid 10 of 10 yrs, cut at least once

XMAX XMAX Inc.

XMAX Inc. is a U.S.-headquartered innovative designer and distributor of contemporary styled residential and commercial furniture incorporated into a dynamic marketing and sales platform offering retail as well as online selection and global purchase fulfillment.

Owner earnings 2017–2024 ($1M)($7M)$15M($2M)($5M)($5M)($1M)

Retained capital not read

Balance sheet Net cash, +$2M

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.