MillerKnoll Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$4Bnext fiscal year
FY EPS (est.)
$2.02next fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Net Sales Quarterly926.6MTarget: 955 million to 995 million USD (Q4 FY2026 Guidance)
Consolidated Orders Quarterly931.6MTarget: Positive year-over-year growth
Consolidated Backlog Quarterly712MTarget: Maintain strong revenue visibility
Net Debt-to-EBITDA Ratio Quarterly275.0%Target: 2.0x to 2.5x
Adjusted Diluted Earnings Per Share (EPS) Quarterly0.4Target: 0.49 to 0.55 USD (Q4 FY2026 Guidance)
Watch Items
- CEO Succession and Search ProcessTrigger: Appointment of a permanent CEO to succeed Interim CEO Jeff StutzAction: Evaluate the strategic direction, background, and operational priorities of the newly appointed permanent executive.
- Middle East Conflict and Supply Chain DisruptionsTrigger: Direct impact exceeding $8M to $9M in sales or $0.09 to $0.10 per share in Q4 FY2026Action: Monitor logistics costs, shipping delays, and alternative routing strategies to mitigate margin pressure.
- Global Retail Segment Operating MarginsTrigger: Adjusted operating margin falling below 2.8% or continued high promotional activityAction: Assess the ROI of new store openings (targeting 14-15 net stores in FY2026) and freight cost stabilization.
Research as of 19 Jun 2026