MillerKnoll

MLKN

Market cap $1.15B

MillerKnoll (MLKN) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

President Donald Trump's latest tariffs have led to some early winners and losers among furniture stocks.

MillerKnoll, Inc. shares plunged post-earnings, returning to attractive levels near $17, presenting a potential buying opportunity with a compelling 4% dividend yield. Q1 2026 results were solid, with revenue up 10.9% and EPS of $0.45, but guidance and new store plans weighed on sentiment. MLKN's upside catalysts include possible tariff relief, successful new store openings, and further Fed rate cuts, though economic risks remain.

MillerKnoll, Inc. (NASDAQ:MLKN ) Q1 2026 Earnings Call September 23, 2025 5:00 PM EDT Company Participants Wendy Watson - Vice President of Investor Relations Andrea Owen - President, CEO & Director Kevin Veltman - Senior VP of Finance & Interim CFO John Michael - President of North America Contract Debbie Propst - President of Global Retail Conference Call Participants Reuben Garner - The Benchmark Company, LLC, Research Division Gregory Burns - Sidoti & Company, LLC Douglas Lane - Water Tower Research LLC Presentation Operator Good evening, and welcome to MillerKnoll's quarterly earnings conference call. As a reminder, this call is being recorded.

MillerKnoll (MLKN) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.36 per share a year ago.

ZEELAND, Mich. , Sept. 23, 2025 /PRNewswire/ -- MillerKnoll Inc. (NASDAQ: MLKN), a growth-oriented small-cap value company in the industrial and consumer sectors, today reported results for the first quarter fiscal 2026 ended August 30, 2025.

MillerKnoll's merger failed to deliver on promised growth, with stagnant sales and disappointing margins amid tough industry conditions. Despite cost synergies and share buybacks, leverage remains high and earnings are heavily adjusted, raising concerns about long-term sustainability. Valuation appears cheap at current levels, but the lack of clear growth, high debt, and a weak track record justify my continued caution.

ZEELAND, Mich. , Sept. 5, 2025 /PRNewswire/ -- MillerKnoll (NASDAQ: MLKN), a growth-oriented small-cap value company in the industrial and consumer sectors, today announced two significant leadership appointments that underscore the company's commitment to growth, design innovation, and operational excellence.

ZEELAND, Mich. , Aug. 20, 2025 /PRNewswire/ -- MillerKnoll, Inc. ("MillerKnoll" or the "Company") (NASDAQ: MLKN), a growth-oriented small-cap value company in the industrial and consumer sectors, will release its first quarter fiscal 2026 results on Tuesday, September 23, 2025, after market close.

I reiterate my Buy rating on MillerKnoll, Inc., supported by strong Q4 results, attractive valuation, and a 3.78% dividend yield. Revenue growth is driven by retail expansion, new product launches, and improving office utilization, with 10-15 new stores planned for FY26. Near-term tariff headwinds will pressure margins, but pricing actions and operating leverage should drive recovery in the back half of FY26.