AI brief of an SEC Form 8-K · HNI (HNI)

HNI Q3 GAAP EPS rose 39.8% to $1.23; non-GAAP EPS $1.62, up 47.3% year over year

Positive Impact 3 of 5 earnings

HNI reported third-quarter 2026 net sales of $1.6 billion, up from $683.8 million a year earlier, driven by the December 2025 Steelcase acquisition. GAAP diluted EPS was $1.23 versus $0.88, and non-GAAP diluted EPS was $1.62 versus $1.10. The company expects 2026 non-GAAP diluted EPS growth of 20-25% and non-GAAP diluted EPS growth in the mid-20 percent range for the fourth quarter.

Key points

  • Q3 net sales $1,592.9 million vs. $683.8 million; net income $90.0 million vs. $41.2 million
  • GAAP diluted EPS $1.23 vs. $0.88; non-GAAP diluted EPS $1.62 vs. $1.10
  • Expects 2026 non-GAAP diluted EPS growth of 20-25%; Steelcase synergies of at least $130 million when fully mature

The filing

CompanyHNI (HNI)
Form8-K, current report
Filed with the SECNov 3, 2026, 8:10 AM ET
Accession number0000048287-26-000145

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.