Sign in

    MILLERKNOLL (MLKN)

    Q4 2025 Earnings Summary

    Reported on Jul 21, 2025 (After Market Close)
    Pre-Earnings Price$17.62Last close (Jun 25, 2025)
    Post-Earnings Price$19.21Open (Jun 26, 2025)
    Price Change
    $1.59(+9.02%)
    MetricYoY ChangeReason

    Total Revenue

    8% increase ( )

    The total revenue rose from $888.9 million in Q4 2024 to $961.8 million in Q4 2025, driven by strong performance in both the Americas Contract and Global Retail segments, which helped offset the steep decline in International Contract & Specialty. This improvement reflects a better sales mix and pricing strategy compared to prior periods ( ).

    Americas Contract Revenue

    29% increase ( )

    Americas Contract revenue surged from $416.6 million to $538.2 million, largely due to increased sales volume and effective price adjustments that reversed previous softness seen in earlier quarters, such as the declines in Q3 2024 ( ).

    International Contract & Specialty Revenue

    78% decrease ( )

    The segment dropped dramatically from $245 million to $54.7 million, indicating not only the continuation of the earlier weak demand and macroeconomic challenges seen in Q3 2024 but also pointing to possible divestitures or strategic shifts that compounded its underperformance over the period ( ).

    Global Retail Revenue

    62% increase ( )

    Global Retail revenue jumped from $227.3 million to $368.9 million, boosted by advantageous shifts in promotional timing (such as holiday/cyber events), improved customer engagement through new product launches and retail strategies, which marks a significant improvement over previous period performance ( ).

    MetricPeriodGuidanceActualPerformance
    Net Sales
    Q4 2025
    Between $910 million and $950 million
    961.8 million
    Beat

    Research analysts covering MILLERKNOLL.