Jun. 30 at 4:28 PM
MillerKnoll (MLKN) reported strong 4QFY25 results with upside in both EPS and demand across key segments.
🔹 Adjusted EPS of
$0.60 exceeded expectations, driven by strength in North American Contract
🔹 NAC organic sales grew 12.6% with orders up 15.9%, including ~
$55–60M in tariff-related demand pull-forward
🔹 Gross margins impacted by
$7M in tariffs; expected
$9–11M hit in 1QFY26 with recovery in 2H
🔹 Global Retail sales up 1.4%, orders up 6.7% despite ongoing volatility
🔹 10–15 new retail stores expected in FY26; long-term goal to double store count
Strong demand, effective execution, and RTO tailwinds continue to support MLKN’s growth outlook. Continue to follow along at our website with Brian Gordon!
$MLKN #FurnitureIndustry #ReturnToOffice #RetailExpansion #Earnings #Tariffs #SmallCap #Stocks #Investing #WaterTowerResearch @millerknoll
