HNI · Hni Corp
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AI Brief
Q2 FY27 earnings call · Jul 30, 2026TL;DR. HNI raised its full-year 2026 non-GAAP EPS growth outlook to 20-25% (fifth straight year of double-digit growth) and now expects at least $120 million of fully-mature Steelcase synergies, while Q2 non-GAAP EPS rose 14% to $1.27 and Workplace Furnishings orders/backlog each grew 5% with accelerating momentum. New construction weakness pressured Residential Building Products revenue, which fell 1.6%, and GAAP EPS dropped 31% due to Steelcase purchase accounting and restructuring charges.
- + Raised 2026 full-year non-GAAP EPS growth outlook to 20-25%, fifth straight year of double-digit growth.
- + Q2 non-GAAP EPS rose 14% YoY to $1.27, ahead of internal expectations excluding tariff impacts.
- + Workplace Furnishings orders and backlog each grew 5% YoY in Q2, with order growth accelerating after quarter-end.
- + Q3 2026 non-GAAP EPS expected to grow mid-to-high 20% YoY, driven by Steelcase accretion, productivity, volume, and price-cost.
- + Company projects double-digit non-GAAP EPS growth again in 2027 with multiple years of elevated earnings visibility beyond 2027.
- − GAAP diluted EPS fell 31% YoY to $0.70 in Q2 due to Steelcase purchase accounting, acquisition, and restructuring charges.
- − Residential Building Products revenue declined 1.6% YoY to $148.7 million on continued new construction weakness.
- − Restructuring and impairment charges of $17.9 million were incurred in Q2, including a small Residential Building Products business impairment.
- − Housing market expected to remain soft through 2026 with ongoing new construction weakness and elevated rates/affordability concerns.
- − Workplace Furnishings segment GAAP operating margin contracted 510 bps YoY in Q2 driven by Steelcase mix, purchase accounting, restructuring, and acquisition costs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Furnishings, Fixtures & Appliances — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HNI
this stock
Hni Corp
|
$3.41B | +11.2% | +12.4% | — | 5.9% |
|
MGCLY
Midea Group Co., Ltd./ADR
|
$92.40B | +6.2% | — | — | 0.0% |
|
SN
SharkNinja, Inc.
|
$25.04B | +60.7% | +15.7% | — | 5.0% |
|
SGI
Somnigroup International Inc.
|
$13.45B | -29.7% | -12.0% | — | 8.6% |
|
NCLTY
Nitori Holdings Co., Ltd.
|
$11.03B | +8.5% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HNI | +0.1% | -3.4% | +33.8% | +3.1% | +11.2% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +0.5% | -3.2% | +21.4% | +2.9% | -0.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.