Скачать или смотреть MillerKnoll Q2 2026 Earnings: Return-to-Office Boost & Retail Expansion

MillerKnoll's Q2 2026 earnings report reveals a pivotal moment for the office furniture giant, with adjusted EPS beating expectations at $0.43 and revenues slightly up at $955.2 million. Despite a minor year-over-year revenue dip, the real highlight is the 5.5% growth in orders, signaling strong forward momentum fueled by the accelerating return-to-office trend and robust contract demand. CEO Andi Owen emphasized the significant uptick in office upgrades and the record performance during the holiday retail period, driving optimism for sustained growth.

The company's strategic push includes an aggressive retail expansion plan, aiming to open 1416 new stores in FY26, which, while causing near-term operating cost pressures, is expected to become accretive as stores ramp up. MillerKnoll is also managing tariff impacts effectively and targeting $10 million in annual savings through operational consolidation. The launch of the Skyline product and showroom expansions in key markets like Shanghai underscore the innovation and global growth strategy.

Market reaction was strongly positive, with shares jumping over 8% in after-hours trading, reflecting investor confidence in MillerKnoll's ability to convert broad-based order momentum into durable earnings growth. Key future catalysts include hitting Q3 guidance, retail footprint profitability, and continued contract demand linked to office return trends. This earnings call positions MillerKnoll as a company navigating near-term challenges while capitalizing on long-term opportunities in office furniture and workplace design.

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