MLKN · Millerknoll, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →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 BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Effective Tax Rate non-GAAP | 24.3% | Twelve Months Ended May 30, 2026 | — |
| Adjusted operating earnings non-GAAP | $238.4M | Twelve Months Ended May 30, 2026 | -4.1% |
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| DWR Stores | 45 | Q4 FY2026 | — |
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| Global Retail full year adjusted operating margin non-GAAP | 3% | Fiscal 2026 | — |
| Global Retail Q4 adjusted operating margin non-GAAP | 5.4% | Q4 FY2026 | — |
| Global Retail Q4 orders | $287.6M | Q4 FY2026 | — |
| Herman Miller U.S. Stores | 30 | Q4 FY2026 | — |
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| International Contract full year adjusted operating margin non-GAAP | 8.6% | Fiscal 2026 | — |
| International Contract Q4 adjusted operating margin non-GAAP | 8.2% | Q4 FY2026 | — |
| International Contract Q4 orders | $173M | Q4 FY2026 | — |
| Liquidity | $571.7M | Q4 FY2026 | — |
| MillerKnoll backlog | $678.8 | Q4 FY2026 | — |
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| Net sales, organic non-GAAP | $3.8B | Twelve Months Ended May 30, 2026 | — |
| North America Contract full year adjusted operating margin non-GAAP | 10.3% | Fiscal 2026 | — |
| North America Contract Q4 adjusted operating margin non-GAAP | 10.4% | Q4 FY2026 | — |
| North America Contract Q4 orders | $510.9M | Q4 FY2026 | — |
| Orders, organic non-GAAP | $965M | Three Months Ended May 30, 2026 | — |
| Organic (Decline) Growth non-GAAP | -0.7% | Twelve Months Ended May 30, 2026 | — |
| Organic Growth (Decline) non-GAAP | 3.6% | Twelve Months Ended May 30, 2026 | — |
| Quarterly cash dividend | $0.19 | Q4 FY2026 | — |
| Total Square Footage | 577.37M | Q4 FY2026 | — |
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| Total Store Locations | 93 | Q4 FY2026 | — |
| Adjusted bank covenant EBITDA non-GAAP | $387.3M | Trailing twelve months ended February 28, 2026 | — |
| Adjusted earnings per share - diluted non-GAAP | $0.43 | Three Months Ended February 28, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Earnings (loss) per share - diluted $0.34
+$0.09 Amortization of Knoll purchased intangibles
+$0 Integration charges
+$0.03 Restructuring charges
+$0 Impairment charges
+$0 Debt extinguishment charges
+$0 Knoll pension plan termination charges
-$0.03 Tax impact on adjustments
= Adjusted earnings per share - diluted $0.43
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| Adjusted gross margin non-GAAP | 38.1% | Three Months Ended February 28, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross margin 352.9M
+0.3M Restructuring charges
+0M Integration charges
= Adjusted gross margin 353.2M
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| Adjusted operating expenses non-GAAP | 32.4% | Three Months Ended February 28, 2026 | — |
| Adjusted operating margin non-GAAP | 5.7% | Q3 FY2026 | — |
| Cash flow from operations | $61.1M | Q3 FY2026 | — |
| DWR Outlets | 3 | Q3 FY2026 | — |
| Global Retail adjusted operating margin non-GAAP | 2.8% | Q3 FY2026 | — |
| Global Retail orders | $280.4M | Q3 FY2026 | — |
| Herman Miller Int'l Stores | 9 | Q3 FY2026 | — |
| International Contract adjusted operating margin non-GAAP | 8.2% | Q3 FY2026 | — |
| International Contract orders | $160.3M | Q3 FY2026 | — |
| Net debt to adjusted bank covenant EBITDA ratio non-GAAP | 2.75 | Trailing twelve months ended February 28, 2026 | — |
| North America Contract adjusted operating margin non-GAAP | 9.8% | Q3 FY2026 | — |
| North America Contract orders | $490.9M | Q3 FY2026 | — |
| Operating expense special charges | $8M | Q3 FY2026 | — |
| Organic Growth non-GAAP | 3.5% | Nine Months Ended February 28, 2026 | — |
| Organic Growth (Decline) (Total Orders) non-GAAP | 1.7% | Nine Months Ended February 28, 2026 | — |
| Organic Growth (Total) non-GAAP | 3.5% | Nine Months Ended February 28, 2026 | — |
| Other | 6 | Q3 FY2026 | — |
| Purchase accounting amortization | $6.1M | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Furnishings, Fixtures & Appliances — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MLKN
this stock
Millerknoll, Inc.
|
$1.60B | +28.5% | +4.7% | 17.8 | 5.7% |
|
MGCLY
Midea Group Co., Ltd./ADR
|
$95.82B | +15.2% | — | — | 0.0% |
|
SN
SharkNinja, Inc.
|
$26.56B | +72.4% | +15.7% | — | 4.6% |
|
SGI
Somnigroup International Inc.
|
$13.22B | -30.0% | -12.0% | — | 6.5% |
|
NCLTY
Nitori Holdings Co., Ltd.
|
$10.80B | +9.9% | — | — | 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 | |
|---|---|---|---|---|---|
| MLKN | +3.2% | +4.5% | +19.2% | +4.3% | +28.5% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +2.1% | +0.5% | +4.5% | +1.1% | +15.4% |
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.