NYSE$SCS

Steelcase Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported second quarter revenue with increased net income and adjusted earnings per share.

Steelcase reported second quarter revenue of $855.8 million, a slight increase from the prior year. Net income increased significantly to $63.1 million, or $0.53 per share, and adjusted earnings per share grew to $0.39. The Americas saw revenue and order growth, driven by education and government customers, while International experienced a decline due to weakness in China.

  • Revenue was approximately flat compared to the prior year, with growth in the Americas offset by a decline in International.
  • Adjusted earnings per share increased by 26% driven by the seasonal strength of our education business and the continued progress of our profitability improvement initiatives.
  • Operating income increased significantly due to a gain on the sale of land and lower restructuring costs.
  • The company expects order patterns from our largest corporate customers to return to growth in the second half of the year.

Headline financials

Total Revenue

$856M

Previous: $855M+0.1%
EPS (adj)

$0.39

Previous: $0.31+25.8%
Gross Margin

34.5%

No prior period
Operating Margin

10.5%

No prior period
Adj. Operating Margin

8.0%

No prior period
Capital Expenditures

-$12.5M

Previous: $12.6M-199.2%
Net Income

$63.1M

Previous: $27.5M+129.5%
Operating Income

$90M

Previous: $41M+119.5%
Gross Profit

$295M

Previous: $284M+4.1%
Stock-Based Comp

$3.2M

Previous: $4.5M-28.9%

Revenue & EPS history

Steelcase · Revenue · Quarterly

$856M

Q2 2025+0.1%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

The company expects third quarter fiscal 2025 revenue to be in the range of $785 to $810 million and earnings per share of between $0.18 to $0.22 for the third quarter of fiscal 2025 and adjusted earnings per share of between $0.21 to $0.25.

Tailwinds

  • Revenue growth of 1 to 4 percent compared to the prior year.
  • Organic revenue growth of 1 to 5 percent.
  • Confidence of potentially achieving the higher end of the range of our fiscal 2025 target for adjusted earnings per share of between $0.85 to $1.00.
  • Continued focus on developing innovative solutions to help our customers transform their workplaces
  • Diversifying the customer and market segments we serve.

Headwinds

  • Third quarter estimates include a $0.09 benefit in the prior year related to the reversal of an accrued earnout liability and gains from the sale of fixed assets.
  • Backlog was approximately flat compared to the prior year
  • Third quarter fiscal 2025 revenue to be in the range of $785 to $810 million
  • Company expects to report earnings per share of between $0.18 to $0.22 for the third quarter of fiscal 2025
  • Adjusted earnings per share of between $0.21 to $0.25

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.7%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.6%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+24.1%

Q2 2019

Best reaction

-20.6%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.2%+3.2%+0.5%
Q1 2026+0.0%+0.0%+0.0%
Q4 2025+6.6%+0.0%+0.0%
Q3 2026-0.4%+0.0%+0.0%
Q3 2025-5.6%+0.0%+0.0%
Q2 2025-5.0%+0.0%+0.0%
Q1 2025+5.6%+0.0%+0.0%
Q4 2024-4.4%+0.0%+0.0%
Q3 2024+12.6%+0.0%+0.0%
Q2 2024+20.3%+0.0%+0.0%
Q1 2024+6.1%+0.0%+0.0%
Q4 2023+4.1%+0.0%+0.0%
Q3 2023+3.8%+0.0%+0.0%
Q2 2023-11.2%+0.0%+0.0%
Q1 2023+1.7%+0.0%+0.0%
Q4 2022-7.8%+0.0%+0.0%
Q3 2022-3.8%+0.0%+0.0%
Q2 2022-3.2%+0.0%+0.0%
Q1 2022+5.2%+0.0%+0.0%
Q4 2021-4.7%-4.3%-9.8%
Q3 2021-0.4%-8.3%-2.8%
Q2 2021-16.8%
Q1 2021-15.1%
Q4 2020+22.1%
Q3 2020+16.2%
Q2 2020+12.2%
Q1 2020-10.0%
Q4 2019-14.1%
Q3 2019+2.0%
Q2 2019+24.1%
Q1 2019-8.5%
Q4 2018+4.9%
Q3 2018+2.1%
Q2 2018+6.3%
Q1 2018-14.5%
Q4 2017+1.9%
Q3 2017+8.9%
Q2 2017+12.8%
Q1 2017-2.7%
Q4 2016+2.4%
Q3 2016-20.6%
Q2 2016+2.1%
Q1 2016+1.7%
Q4 2015-2.8%
Q3 2015+1.5%
Q2 2015+7.4%
Q1 2015-12.1%
Q4 2014+11.1%
Q3 2014+5.6%
Q2 2013+1.9%
Q2 2014+0.9%
Q1 2014-6.4%
Q4 2013-2.3%
Q3 2013+12.4%
Q2 2012-1.2%
Q1 2012+6.9%
Q1 2013+1.5%
Q4 2010+0.7%
Q4 2012+0.7%
Q3 2011-0.8%
Q3 2012-4.4%
Q2 2011-5.8%
Q4 2011-5.8%
Q1 2011-0.6%

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