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MillerKnoll (MLKN) investor relations material
MillerKnoll AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order by Chair John Hoke; Jeff Stutz, Interim CEO, was scheduled to give a business overview followed by shareholder questions.
Shareholders of record as of August 14, 2026, received access to the meeting notice, proxy statement, proxy card, and annual report.
Forward-looking statements were subject to risks and uncertainties described in SEC filings; no obligation to update them was assumed.
Financial performance review
FY26 net sales were $3.84B, up 5% YoY; diluted EPS was $1.32 reported and $1.86 adjusted.
FY26 operating cash flow was $200M; capital expenditures were $122M, debt fell $41M, and approximately $67M was returned through dividends and share repurchases.
Board and executive committee updates
John Hoke chaired the meeting; Jeff Stutz presented the business overview as Interim CEO.
Jeanne Gang, Mike R. Smith, and Claire Spofford were elected directors for three-year terms through the 2029 AGM.
- Gross margin and EPS rose on tariff refunds and cost controls, despite a 3.4% sales decline.MLKN
Q1 2027 - Shareholders to vote on directors, executive pay, auditor, and new incentive plan amid strong 2026 results.MLKN
Proxy filing - Key votes include director elections, executive pay, auditor ratification, and incentive plan.MLKN
Proxy filing - Q4 net sales up 4.4% to $1.004B; FY27 guidance: $3.93B–$4.13B sales, $1.85–$2.15 EPS.MLKN
Q4 2026 - Q3 FY26 delivered higher sales, margin gains, and strong liquidity amid global uncertainties.MLKN
Q3 2026 - Orders rose 5.5% and gross margin hit 39.0%, offsetting a 1.6% sales decline.MLKN
Q2 2026 - Q2 net sales up 2.2% to $970.4M; Americas led growth, adjusted EPS fell, guidance narrowed.MLKN
Q2 2025 - Order and backlog growth offset lower sales; FY2025 adjusted EPS guidance reaffirmed.MLKN
Q1 2025 - Gross margin and adjusted EPS rose in Q4, with improving order trends and a positive FY2025 outlook.MLKN
Q4 2024
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