MillerKnoll, Inc. (MLKN)

In the past six months, MillerKnoll's stock has experienced volatility. The stock plunged after its Q3 fiscal year 2026 earnings report, missing analyst estimates for both non-GAAP earnings per share and revenue, leading to a sharp stock price decline. Additionally, MillerKnoll issued weaker-than-anticipated forward guidance for Q4 fiscal year 2026. Prior to this, the stock had rallied from lows of approximately $13 in November 2025 to around $23 in February 2026. MillerKnoll also reported its Q2 fiscal year 2026 results on December 17, 2025, exceeding expectations for sales and earnings per share, with consolidated orders growing 5.5%.

MillerKnoll's retail segment experiences seasonality, which can impact profitability. The company has expressed optimism about the retail outlook, anticipating a potential positive impact from recent developments. The Global Retail business achieved record performance during the Black Friday/Cyber Monday period in the second quarter of fiscal year 2026. The company acknowledges the influence of consumer spending levels on demand within its Global Retail segment.

MillerKnoll, Inc. is a global leader in the design and manufacturing of interior furnishings, operating within the Consumer Cyclical sector and the Furnishings, Fixtures & Appliances industry, specifically the Office Furniture Manufacturing industry. The company's extensive portfolio includes renowned brands such as Herman Miller, Knoll, and others. MillerKnoll produces a wide array of products, including seating, workstations, and accessories, catering to office, healthcare, and home environments. They also offer services like space planning and installation support.

Headquartered in Zeeland, Michigan, MillerKnoll maintains a significant global presence with facilities across North America, Europe, Asia-Pacific, and parts of Latin America. The Americas represent the largest portion of the company's revenue. Its brands are available in over 100 countries, supported by international showrooms and e-commerce platforms. MillerKnoll holds a strong influence in key design markets such as Germany, the United Kingdom, and China. In September 2024, the company opened new flagship locations in London and New York.

In the past year, MillerKnoll has garnered positive recognition for its brand reputation. In January 2026, the company was named to the Fortune World's Most Admired Companies™ 2026 list. Other recent accolades include being recognized by Fast Company's Best Workplaces for Innovators and receiving Great Place to Work® certification. In April 2026, MillerKnoll earned an EcoVadis Gold Medal Rating, placing it in the top five percent of companies assessed globally for sustainability. The company also expanded its global presence by opening new flagship locations in London and New York in September 2024 and debuting its first showroom in mainland China.

MillerKnoll's stock ownership is predominantly institutional, with 91.27% held by institutional shareholders. Individual insiders own 4.84%, and retail investors hold 3.89%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. The largest individual shareholder is Mark S. Nemschoff, who owns 1.99% of the company.