NASDAQ$MLKN

Millerknoll Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

MillerKnoll reported Q2 2026, revenue of $955.2M, net income of $25.2M, diluted EPS of $0.35.

For Q2 2026, MillerKnoll reported revenue of $955.2M, net income of $25.2M, diluted EPS was $0.35. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $955.2M.
  • Net income $25.2M.
  • Diluted EPS $0.35.

Headline financials

Total Revenue

$955M

Previous: $970M-1.6%
EPS (adj)

$0.35

Previous: $0.49-28.6%
Gross Margin

39.0%

Previous: 38.8%+0.5%
Adjusted Operating Margin

5.9%

Previous: 7.1%-16.9%
Operating Margin

5.1%

Previous: 6.4%-20.3%
Adjusted Operating Expenses

$316M

Previous: $308M+2.7%
Organic Sales Growth

-2.5%

No prior period
Organic Order Growth

4.5%

No prior period
Backlog

$708M

Previous: $709M-0.2%
Capital Expenditures

-$61.3M

Previous: -$44.9M-36.5%
Free Cash Flow

-$37.1M

Previous: -$10.8M-243.5%
Net Income

$24.2M

Previous: $34.1M-29.0%
Operating Income

$48.5M

Previous: $62.5M-22.4%
Gross Profit

$372M

Previous: $377M-1.3%
Cash & Equivalents

$180M

No prior period
Total Assets

$3.95B

Previous: $4.04B-2.2%

Revenue & EPS history

MillerKnoll · Revenue · Quarterly

$955M

Q2 2026-1.6%vs Q2 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

MillerKnoll · $357M total across 2 segments · Q4 2022

  • Global Retail
    $222M
  • International Contract
    $136M-25.2%

Forward guidance

The release discusses MillerKnoll's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • MillerKnoll cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+0.6%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+2.4%

Avg return

30 days after

45%

26 / 58 earnings

Positive

+38.9%

Q1 2021

Best reaction

-23.0%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-23.0%-8.8%
Q2 2026+7.7%+3.0%+10.1%
Q1 2026-11.0%-6.3%-8.3%
Q4 2025-0.3%-2.1%+7.7%
Q3 2025+10.7%+4.7%-10.4%
Q2 2025-9.1%-12.7%-13.6%
Q1 2025-15.1%-10.9%-8.8%
Q4 2024+3.0%+3.2%+16.4%
Q3 2024-17.4%-12.8%-14.2%
Q2 2024-2.9%-3.3%-12.1%
Q1 2024+24.1%+23.8%+16.4%
Q4 2023+9.8%+6.1%+26.2%
Q3 2023-5.2%-2.0%-16.7%
Q2 2023+14.8%+16.4%+24.1%
Q1 2023-11.3%-11.2%+8.9%
Q4 2022-7.5%-7.0%+6.0%
Q3 2022+10.7%+9.8%+5.2%
Q2 2022-5.3%-10.3%-6.2%
Q1 2022-4.4%-1.1%-1.2%
Q4 2021-7.6%-3.5%-11.3%
Q3 2021-0.2%-0.6%+6.5%
Q2 2021-12.7%-16.1%-11.6%
Q1 2021+38.9%+27.7%+33.8%
Q4 2020-4.8%-10.0%-4.3%
Q3 2020+5.2%+16.6%+21.7%
Q2 2020-9.5%-10.1%-13.3%
Q1 2020+1.3%+3.2%+2.7%
Q4 2019+18.8%+18.5%+23.1%
Q3 2019-0.4%-3.5%+5.3%
Q2 2019-0.9%-5.1%+12.1%
Q1 2019+7.4%+3.9%-9.7%
Q4 2018+12.4%+13.0%+11.9%
Q3 2018-14.1%-17.5%-14.9%
Q2 2018+7.2%+5.7%+13.0%
Q1 2018-3.3%-2.1%+2.3%
Q4 2017+9.3%+10.0%+10.6%
Q3 2017+8.0%+6.3%+9.4%
Q2 2017-4.2%-5.4%-13.5%
Q1 2017-4.8%-9.2%-12.5%
Q4 2016+3.2%-10.7%+3.3%
Q3 2016+8.3%
Q2 2016+1.9%
Q1 2016+3.6%
Q4 2015+1.8%
Q3 2015+0.7%
Q2 2015-0.5%
Q1 2015+2.5%
Q4 2014-5.0%
Q3 2014+9.4%
Q2 2014-1.4%
Q1 2014+3.8%
Q4 2013-2.0%
Q4 2012+9.1%
Q4 2009-6.1%
Q3 2011-1.4%
Q2 2011-3.4%
Q4 2010-0.7%
Q1 2011-0.7%

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