The earnings call reflects strong financial performance with significant EPS growth and improved margins across segments. However, challenges remain in the Residential Building Products orders and the hospitality segment due to external factors. The company is investing in growth and maintaining a strong balance sheet, indicating a positive outlook.

Company Guidance -

Q3 2025

During the HNI Corporation Second Quarter Fiscal 2025 Results Conference Call, the company reported a robust financial performance with several key metrics highlighted. Non-GAAP earnings per share (EPS) saw a remarkable increase of 41% year-over-year, driven by higher-than-expected volume growth and solid revenue growth across both the Workplace Furnishings and Residential Building Products segments. The Workplace Furnishings segment experienced an 8% increase in organic net sales, while the Residential Building Products segment saw a revenue increase of over 5%, with new construction channel sales up more than 4% and remodel-retrofit sales growing by over 7% year-over-year. Consolidated non-GAAP gross margin expanded by 90 basis points to 42.9%, and the non-GAAP operating margin expanded by 200 basis points to 11%, marking the highest EBIT margin on record for the second quarter. The company maintained a strong balance sheet with gross debt leverage at 1.4x and executed stock repurchases totaling nearly $40 million. Looking forward, HNI Corporation expects continued revenue growth and margin expansion, with full-year EPS expected to grow for the fourth consecutive year.

Significant EPS Growth

Non-GAAP earnings per share increased more than 40% year-over-year, with expectations for a fourth consecutive year of double-digit non-GAAP earnings improvement.

Strong Profitability

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

Workplace Furnishings Segment Expansion

Organic net sales increased more than 8% year-over-year, with strong growth in contract brands (nearly 15%) and improved margins (120 basis points expansion to 13.1%).

Residential Building Products Growth

Second quarter revenue increased more than 5% year-over-year, with operating profit growing 20% and operating margin expanding 190 basis points to 15.7%.

Balance Sheet and Cash Flow

Gross debt leverage was at 1.4x with stock repurchases of nearly $40 million, demonstrating confidence in future earnings and cash flow generation.

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	$52.50	$51.80	-1.33%
May 07, 2025	$43.12	$43.50	+0.88%
Feb 20, 2025	$48.32	$48.44	+0.25%
Oct 29, 2024	$50.78	$49.16	-3.19%

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 Corp (HNI) report earnings?

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

What is Hni Corp (HNI) earnings time?

Hni Corp (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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