MillerKnoll 2025 Q4 Earnings Revenue Growth Overshadowed by Net Loss

MillerKnoll (MLKN) reported its fiscal 2025 Q4 earnings on Jul 21st, 2025. The company surpassed revenue expectations with a year-over-year increase of 8.2% to $961.8 million, beating consensus estimates. However, earnings guidance for the first quarter of fiscal 2026 was in line with projections, with anticipated net sales between $899 million and $939 million and adjusted earnings per share ranging from $0.32 to $0.38. Despite robust revenue growth, the net loss and adjusted earnings outlook present a mixed financial picture.

Revenue

Earnings/Net Income
MillerKnoll swung to a loss of $0.84 per share in 2025 Q4 from a profit of $0.14 per share in 2024 Q4, indicating a significant 699.0% negative change. The company reported a net loss of $-56.20 million in 2025 Q4, a 610.9% deterioration from the net income of $11 million in 2024 Q4. The EPS indicates a challenging financial performance.

Price Action
The stock price of MillerKnoll has edged down 0.92% during the latest trading day, has dropped 6.03% during the most recent full trading week, and has jumped 13.86% month-to-date.

Post-Earnings Price Action Review
MillerKnoll (MLKN) has consistently exhibited strong short-term performance following earnings reports where revenue exceeded expectations. Historically, buying the stock after such announcements and holding it for 30 days has proven to be a profitable strategy. The company's recent earnings beat, characterized by an 8.2% year-over-year revenue growth, has reinforced this pattern. Strategic initiatives, such as retail expansion and the introduction of new products, have contributed to the stock's positive momentum. Additionally, analysts' confidence in MillerKnoll's performance, as indicated by stable earnings estimates, suggests optimism for the company's future. While past performance does not guarantee future success, historical trends and strategic positioning make MillerKnoll a compelling investment in the short to medium term, supported by its robust financial performance and positive market sentiment.

CEO Commentary

Guidance

Additional News
In recent weeks, MillerKnoll has made notable strides in expanding its market presence and strategic partnerships. On June 24, 2025, the company announced POSH Office Systems in Hong Kong as its first authorized dealer, marking a significant milestone in its international retail expansion. On June 5, 2025, MillerKnoll unveiled a 12,000-square-foot archival space at its Michigan Design Yard headquarters, showcasing a unique collection of Herman Miller and Knoll archival materials. Furthermore, on June 3, 2025, the company introduced a new flagship location in Chicago, demonstrating its commitment to enhancing customer engagement and expanding its retail footprint. These initiatives underscore MillerKnoll's strategic focus on growth and innovation.