The earnings call reflects a positive sentiment with strong financial performance and strategic growth initiatives outweighing challenges such as tariff impacts and pull-forward effects. Despite near-term pressures, the company shows confidence in its long-term growth strategy.

Company Guidance

During MillerKnoll's fiscal 2025 Q4 earnings call, the company reported robust financial performance with adjusted earnings of $0.60 per share, surpassing expectations, and consolidated net sales reaching $962 million, an 8.2% year-over-year increase. The North America Contract segment posted a 13% rise in net sales to $496 million, with new orders increasing by nearly 16%. International Contract sales grew by 6.9%, reaching $186 million, and Global Retail sales increased by 2.2% to $280 million. The company also noted a consolidated gross margin of 39.2% and a backlog increase of $78 million to $761 million. Looking forward, MillerKnoll projects Q1 fiscal 2026 net sales between $899 million and $939 million, with adjusted EPS expected to range from $0.32 to $0.38, while anticipating continued impact from tariffs.

Strong Financial Performance

Adjusted earnings of $0.60 per share significantly outperformed the midpoint of guidance. Consolidated net sales in the fourth quarter were $962 million, an 8.2% increase from the previous year.

Growth in North America Contract Segment

Net sales for the North America Contract segment were $496 million, up nearly 13% from the previous year, with new orders growing nearly 16%.

Successful Product Launches and Events

Introduced over 30 new products at Design Days 2025, with booked appointments increasing by 11% year-over-year.

Expansion in Global Retail

Opened four new stores in fiscal 2025 and plans to open an additional 10 to 15 new stores in fiscal 2026, expanding the retail footprint.

Cash Flow and Debt Management

Generated $71 million in cash flow from operations and reduced long-term debt by $5 million, ending the quarter with $576 million of liquidity.

MillerKnoll (MLKN) 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

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MLKN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 23, 2025	2026 (Q1)	0.34 / -	0.36	―	―	―
Jun 25, 2025	2025 (Q4)	0.44 / 0.60	0.67	-10.45% (-0.07)
Mar 26, 2025	2025 (Q3)	0.43 / 0.44	0.45	-2.22% (-0.01)
Dec 18, 2024	2025 (Q2)	0.53 / 0.55	0.59	-6.78% (-0.04)
Sep 19, 2024	2025 (Q1)	0.40 / 0.36	0.37	-2.70% (-0.01)
Jun 26, 2024	2024 (Q4)	0.54 / 0.67	0.41	63.41% (+0.26)
Mar 27, 2024	2024 (Q3)	0.44 / 0.45	0.54	-16.67% (-0.09)	―
Dec 20, 2023	2024 (Q2)	0.54 / 0.59	0.46	28.26% (+0.13)
Sep 26, 2023	2024 (Q1)	0.21 / 0.37	0.44	-15.91% (-0.07)
Jul 12, 2023	2023 (Q4)	0.39 / 0.41	0.58	-29.31% (-0.17)

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

MLKN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 25, 2025	$17.62	$19.82	+12.49%
Mar 26, 2025	$18.14	$20.08	+10.69%
Dec 18, 2024	$23.85	$22.55	-5.45%
Sep 19, 2024	$26.73	$22.86	-14.48%

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.