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

MillerKnoll Q1 FY2027 sales fell 3.4%, EPS rose 31% to $0.38 on tariff refunds

Mixed Impact 4 of 5 earnings Written later

MillerKnoll reported first-quarter fiscal 2027 net sales of $923.4 million, down 3.4% from a year earlier, while diluted earnings per share rose to $0.38 from $0.29. The company said the quarter included about $10 million in net operating income from U.S. tariff refunds, worth $0.11 per diluted share, and it cut its full-year net sales outlook to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion, while keeping its adjusted EPS outlook of $1.85 to $2.15 unchanged.

Key points

  • Net sales were $923.4 million, down 3.4% as reported and down 3.3% organically; orders were $913.9 million, up 3.2%.
  • Diluted EPS was $0.38 versus $0.29; adjusted diluted EPS was $0.53 versus $0.45, both including the $0.11 tariff refund benefit.
  • Full-year fiscal 2027 net sales outlook was lowered to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion; adjusted EPS outlook stayed at $1.85 to $2.15.
  • Interim CEO Jeff Stutz was named in the release; the board declared a $0.1875 quarterly dividend payable October 15, 2026.

The filing

CompanyMillerKnoll (MLKN)
Form8-K, current report
Filed with the SECSep 22, 2026, 7:05 AM ET
Accession number0000066382-26-000150

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:58 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 22, 2026.

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