What is the 13F Pro Quality Score for FLXS?

13F Pro ranks FLEXSTEEL INDUSTRIES INC (FLXS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FLXS's current score at https://13fpro.ai/company/FLXS (free sign-up required for the full ranking).

Where does 13F Pro source FLXS data?

All FLEXSTEEL INDUSTRIES INC fundamentals and ownership data come directly from SEC EDGAR. FLEXSTEEL INDUSTRIES INC files with the SEC under CIK 37472. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FLXS in?

FLEXSTEEL INDUSTRIES INC (FLXS) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives FLXS's revenue?

Per FLEXSTEEL INDUSTRIES INC's latest 10-K filed with the SEC on 2026-08-19, the biggest revenue drivers are: Soft seating products (+$28.0M YoY); Homestyles branded ready-to-assemble (-$9.0M YoY); Flexsteel branded casegoods (-$0.9M YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FLXS.

What are FLXS's largest expenses?

FLEXSTEEL INDUSTRIES INC's latest 10-K reports these as the largest expense items: Cost of goods sold ($345.7M, 75.3% of net sales, down from 77.8%); Selling, general and administrative expenses ($70.9M, +$4.2M YoY (15.4% of net sales)). Sourced directly from SEC EDGAR filing text for FY2026 (year ended June 30, 2026).

How often is FLXS research updated on 13F Pro?

FLXS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

FLEXSTEEL INDUSTRIES INC(FLXS)Stock Analysis

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Consumer Discretionary →Nasdaqsmall

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SEC EDGAR: CIK 37472 FLXS stock profile & AI dashboard →

13F Pro Quality Score

58.4/100

Rank #1,022 of 2,962 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

44.6/100

Profitability

62.9/100

Balance Sheet

88.9/100

Earnings Quality

51.0/100

Free Cash Flow

56.4/100

Institutional Flow

95.7/100

Revenue Scale

35.8/100

Dilution Risk

57.2/100

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Why FLXS Scores 58/100

exact factor attribution · 2026-09-11

FLXS's composite is driven by capital efficiency and institutional flow, held back by scale and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+3.9 pts

89th pct

Institutional flow

+2.3 pts

96th pct

Earnings growth

+2.1 pts

92th pct

Profitability

+1.9 pts

63th pct

Free cash flow

+1.0 pts

56th pct

Shareholder dilution

+0.4 pts

57th pct

Earnings quality

+0.1 pts

51th pct

Revenue growth

-1.1 pts

45th pct

Scale

-2.1 pts

36th pct

Latest change (2026-08-19): 58 → 57 · ↓ earnings_quality 46→28; despite ↑ Institutional flow 58→96

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FLXS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for FLEXSTEEL INDUSTRIES INC (FLXS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores FLXS at 58.4/100 on a 32-signal composite quality model, placing it at rank #1,022 of 2,962 stocks — the top half of the AI-ranked universe. FLXS scores in the top quartile across institutional flow (95.7), balance sheet strength (88.9). Areas of concern include revenue scale (35.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), FLEXSTEEL INDUSTRIES INC reports quarterly revenue of $115.4M, net income of $12.7M, free cash flow of $23.9M. Top institutional holders of FLXS by reported 13-F value include DIMENSIONAL FUND ADVISORS, BlackRock, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. FLXS trades on the Nasdaq exchange and files with the SEC under CIK 37472. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FLXS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FLEXSTEEL INDUSTRIES INC directly from SEC EDGAR. FLEXSTEEL INDUSTRIES INC's 13F Pro composite quality score has ranged between 40 and 61 since 2024, currently 58.4 — an improving long-term trajectory across 55 quarterly and live scoring snapshots.

✦

Fun facts about FLEXSTEEL INDUSTRIES INC

Quirks, history, and lore behind FLXS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · small-cap · listed on Nasdaq · headquartered in Iowa.
2
The Numbers
Annual revenue in the range of $200–250 million — not a giant, but it has been publicly traded for decades and pays a regular dividend.
3
The History
Founded in the early 20th century in the American Midwest, it has spent over a century making products designed to make living rooms more comfortable.
4
The Secret
It sells primarily through independent dealers and furniture retailers, keeping a low consumer profile while quietly supplying showrooms across the country.
5
The Lore
Its products are built around steel seating frames — a construction detail so central to the company that it's essentially part of the name.
6
The Giveaway
When your brand is literally flex + steel, you've committed to making sofas and recliners that are both sturdy and comfortable — out of Dubuque, Iowa, since 1919.

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What's Driving FLXS's Business? Latest 10-K Breakdown

✓ 39/39 datapoints verified

AI-extracted from FLEXSTEEL INDUSTRIES INC's 10-K filed 2026-08-19 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales grew 4.1% to $459.2M and gross margin expanded 250bps to 24.7% (aided by IEEPA tariff refunds), lifting net income to $33.1M ($6.07 diluted EPS) even as new Section 232/301 tariffs on Vietnam- and Mexico-sourced products threaten future margins.

Biggest Revenue Drivers

Soft seating products+$28.0M YoY

Primary driver of the $18.1M net sales increase, per unit volume/mix growth in soft seating.

Homestyles branded ready-to-assemble-$9.0M YoY

Decline in homestyles branded ready-to-assemble product sales partially offset soft seating growth.

Biggest Revenue Drivers

Total revenue: $459.2M+4.1% YoY

Soft seating products+$28.0M YoY

Primary driver of the $18.1M net sales increase, per unit volume/mix growth in soft seating.

Homestyles branded ready-to-assemble-$9.0M YoY

Decline in homestyles branded ready-to-assemble product sales partially offset soft seating growth.

Flexsteel branded casegoods-$0.9M YoY

Modest decline in Flexsteel branded casegoods sales.

Largest Expense Items

Cost of goods sold$345.7M75.3% of net sales, down from 77.8%

Gross margin rose 250bps to 24.7%, driven by a 200bps benefit from IEEPA tariff refunds and favorable product/customer mix from portfolio optimization.

Selling, general and administrative expenses$70.9M+$4.2M YoY (15.4% of net sales)

70bps fixed-cost leverage benefit from higher sales was offset by a 70bps increase in consumer insights, new product and marketing investment and a 30bps rise in incentive compensation.

Margins: Gross margin increased 250bps to 24.7%, primarily from a 200bps IEEPA tariff refund benefit and favorable mix from product/customer portfolio optimization. SG&A ticked up 30bps to 15.4% of sales as growth investments and higher incentive compensation outpaced fixed-cost leverage.

Watch Items from the Filing

Section 232 tariffs of 25% on seating products sourced from Vietnam/manufactured in Mexico are scheduled to rise to 30% effective January 1, 2027, and new Section 301 tariffs of 10-12.5% now apply to Vietnam-sourced casegoods.
Retail partners, suppliers or distributors may assert claims seeking reimbursement of some or all of the IEEPA tariff refunds the Company has received, which contributed 200bps to FY2026 gross margin.
The Company's Central States SE and SW Areas multi-employer pension fund remains in 'Red Zone' status (implemented rehabilitation plan) as of the December 31, 2025 measurement date.
On April 26, 2026 the Company repurchased 1,279,870 shares for $60.2 million ($47.00/share) directly from a board member and immediate family in a privately negotiated related-party transaction.
The new August 2026 credit facility cuts maximum borrowing capacity from $55M to $30M and adds covenants requiring a 2.00:1 Asset Coverage Ratio and minimum $15.0M trailing four-quarter EBITDA.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$115.4M

Net Income

Q2 2026

$12.7M

Free Cash Flow

Q2 2026

$23.9M

ROIC

Q2 2026

49.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.1% YoY

$459.2MFY 2026

FY23 $393.7MFY24 $412.8MFY25 $441.1MFY26 $459.2M

Net Income

+64.4% YoY

$33.1MFY 2026

FY23 $14.8MFY24 $10.5MFY25 $20.2MFY26 $33.1M

Operating Income

+59.9% YoY

$42.5MFY 2026

FY23 $10.5MFY24 $17.1MFY25 $26.6MFY26 $42.5M

EPS (Diluted)

+71.0% YoY

$6.07FY 2026

FY23 $2.74FY24 $1.91FY25 $3.55FY26 $6.07

Total Assets

-10.1% YoY

$254.0MFY 2026

FY23 $290.6MFY24 $274.5MFY25 $282.5MFY26 $254.0M

Op. Cash Flow

+39.3% YoY

$51.5MFY 2026

FY23 $23.0MFY24 $31.9MFY25 $37.0MFY26 $51.5M

Free Cash Flow

+41.1% YoY

$47.6MFY 2026

FY23 $18.2MFY24 $27.1MFY25 $33.7MFY26 $47.6M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$459.2M +4.1%	$441.1M +6.9%	$412.8M +4.8%	$393.7M -27.7%	$544.3M +13.6%	$478.9M
Net Income	$33.1M +64.4%	$20.2M +91.4%	$10.5M -28.8%	$14.8M +697.5%	$1.9M -92.0%	$23.0M
Operating Income	$42.5M +59.9%	$26.6M +55.8%	$17.1M +62.0%	$10.5M +59.3%	$6.6M -78.8%	$31.2M
EPS (Diluted)	$6.07 +71.0%	$3.55 +85.9%	$1.91 -30.3%	$2.74 +878.6%	$0.28 -90.9%	$3.09
Total Assets	$254.0M -10.1%	$282.5M +2.9%	$274.5M -5.5%	$290.6M +8.1%	$268.7M -9.4%	$296.8M
Operating Cash Flow	$51.5M +39.3%	$37.0M +16.0%	$31.9M +38.7%	$23.0M +187.6%	$8.0M +124.4%	$-32.7M
Free Cash Flow	$47.6M +41.1%	$33.7M +24.4%	$27.1M +49.0%	$18.2M +339.6%	$4.1M +111.7%	$-35.3M

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Available Research

13F Pro tracks comprehensive data for FLEXSTEEL INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FLXS

DIMENSIONAL FUND ADVISORS LP
$27.2M365,518 sh
BlackRock, Inc.
$20.6M276,437 sh
AMERICAN CENTURY COMPANIES INC
$12.6M168,615 sh
VANGUARD CAPITAL MANAGEMENT LLC
$11.7M156,470 sh
RENAISSANCE TECHNOLOGIES LLC
$10.9M146,955 sh
GEODE CAPITAL MANAGEMENT, LLC
$7.1M94,894 sh
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$6.8M91,525 sh
STATE STREET CORP
$5.9M78,384 sh
ACADIAN ASSET MANAGEMENT LLC
$5.7M76,816 sh
JACOBS LEVY EQUITY MANAGEMENT, INC
$5.6M75,796 sh

Fund	Value	Shares
DIMENSIONAL FUND ADVISORS LP	$27.2M	365,518
BlackRock, Inc.	$20.6M	276,437
AMERICAN CENTURY COMPANIES INC	$12.6M	168,615
VANGUARD CAPITAL MANAGEMENT LLC	$11.7M	156,470
RENAISSANCE TECHNOLOGIES LLC	$10.9M	146,955
GEODE CAPITAL MANAGEMENT, LLC	$7.1M	94,894
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$6.8M	91,525
STATE STREET CORP	$5.9M	78,384
ACADIAN ASSET MANAGEMENT LLC	$5.7M	76,816
JACOBS LEVY EQUITY MANAGEMENT, INC	$5.6M	75,796

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Is FLXS a good stock to buy?

13F Pro's AI-powered analysis of FLEXSTEEL INDUSTRIES INC (FLXS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FLXS are available on the FLXS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FLXS is classified as a small company.

Which hedge funds own FLXS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FLXS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FLEXSTEEL INDUSTRIES INC's investment landscape.