The earnings call highlighted significant positive metrics, including substantial EPS growth, record second quarter operating margins, and optimistic projections for the remainder of the year. Despite some challenges in the Residential Building Products segment and tariff-related issues in the hospitality business, the overall outlook remains strong with continued investments and growth initiatives.

Company Guidance

During the HNI Corporation's second quarter fiscal 2025 results conference call, the company reported a significant year-over-year growth, with non-GAAP earnings per share (EPS) increasing by over 40% to $1.11, surpassing internal expectations. Revenue growth was solid across both segments, with each exceeding an annual increase of 5%. The company's non-GAAP gross margin expanded by 90 basis points to 42.9%, while the operating margin improved by 200 basis points to 11%, marking a record high for the second quarter. In the Workplace Furnishings segment, organic net sales rose by more than 8%, while the Residential Building Products segment saw a revenue increase of over 5%. The company also reported a strong balance sheet, with gross debt leverage at 1.4x, and executed stock repurchases worth nearly $40 million during the quarter. HNI projects continued EPS growth, supported by operational efficiencies and strategic investments, with a modest increase in its full-year earnings outlook. The call highlighted the company's focus on expanding margins and driving revenue growth through investment strategies, maintaining a positive outlook for the remainder of 2025 and beyond.

Significant EPS Growth

Non-GAAP earnings per share increased more than 40% year-over-year, with an EPS of $1.11, driven by better-than-expected volume growth.

Record Second Quarter Operating Margin

Consolidated non-GAAP gross margin expanded by 90 basis points to 42.9%, while the non-GAAP operating margin expanded by 200 basis points to 11%, the highest on record for the second quarter.

Workplace Furnishings Performance

Organic net sales increased more than 8% year-over-year, with contract brands revenue up nearly 15%. Non-GAAP EBIT margin expanded by 120 basis points to 13.1%.

Residential Building Products Growth

Revenue increased more than 5% year-over-year, with new construction channel revenue up more than 4% and remodel-retrofit sales growing over 7%. Segment operating profit grew 20% year-over-year.

Positive Outlook for 2025

Full year revenue growth is expected in both segments, with double-digit EPS growth anticipated for the fourth consecutive year. The outlook for 2025 includes high visibility to significant profit growth driven by operational efficiencies.

HNI (HNI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HNI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	1.06 / -	1.03	―	―	―
Jul 24, 2025	2025 (Q2)	0.86 / 1.11	0.79	40.51% (+0.32)	―
May 07, 2025	2025 (Q1)	0.34 / 0.44	0.37	18.92% (+0.07)	―
Feb 20, 2025	2024 (Q4)	0.74 / 0.87	0.98	-11.22% (-0.11)	―
Oct 29, 2024	2024 (Q3)	0.98 / 1.03	0.93	10.75% (+0.10)	―
Jul 25, 2024	2024 (Q2)	0.61 / 0.79	0.55	43.64% (+0.24)	―
Apr 29, 2024	2024 (Q1)	0.18 / 0.37	0.13	184.62% (+0.24)	―
Feb 22, 2024	2023 (Q4)	0.82 / 0.98	0.63	55.56% (+0.35)	―
Oct 31, 2023	2023 (Q3)	0.63 / 0.93	0.71	30.99% (+0.22)	―
Aug 08, 2023	2023 (Q2)	0.21 / 0.55	0.52	5.77% (+0.03)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HNI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$52.09	$51.39	-1.34%
May 07, 2025	$42.78	$43.16	+0.89%
Feb 20, 2025	$47.94	$48.06	+0.25%
Oct 29, 2024	$50.38	$48.78	-3.18%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does HNI Corporation (HNI) report earnings?

HNI Corporation (HNI) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).

What is HNI Corporation (HNI) earnings time?

HNI Corporation (HNI) earnings time is at Oct 27, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HNI EPS forecast?

HNI EPS forecast for the fiscal quarter 2025 (Q3) is 1.06.

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