MillerKnoll, Inc. filings document material events for a public company that designs, manufactures, sells, and distributes interior furnishings. Form 8-K disclosures record quarterly results releases, amendments to the company’s credit agreement and term loan B facility, director appointments, compensation arrangements, shareholder voting results, and approval of the MillerKnoll, Inc. 2025 Long-Term Incentive Plan.
The filing record also frames MLKN’s governance and capital-structure disclosures, including board composition, executive and director equity-award authority, debt refinancing terms, and financial statement exhibits attached to results announcements.
MillerKnoll, Inc. Chief Executive Officer Jeffrey M. Stutz acquired 20,744 restricted stock units on October 22, 2026. Each unit represents a contingent right to receive one share of common stock. The units vest in three equal annual installments, with each tranche vesting on October 22 of its respective year. Stutz's reported direct holdings after the transaction were 129,193 restricted stock units.
MillerKnoll, Inc. Chief Financial Officer Kevin J. Veltman had 4,887 restricted stock units vest on October 22, 2026, and acquired 4,887 common shares.
Separately, 2,214 shares were delivered or withheld for payment of exercise price or tax liability, at a reported $21.68 per share; no Rule 10b5-1 plan is reported. After the transaction, Veltman beneficially owned 44,350 RSUs, including dividend equivalent units reinvested in corresponding vesting RSUs, and indirectly held 692 common shares through a profit share plan.
MillerKnoll, Inc. (MLKN) appointed Jeffrey M. Stutz Chief Executive Officer and a member of its Board, effective October 21, 2026; he had served as interim CEO since June 2026. The Board expanded from 10 to 11 members.
Under his offer letter, Stutz will receive a $1,000,000 annual base salary and target annual incentive and long-term incentive opportunities of 125% and 400% of base salary. A one-time step-up equity grant has an aggregate target grant-date value of $1,075,000, allocated 60% to performance stock units and 40% to restricted stock units, to be granted as soon as administratively practicable after the Start Date. If the company terminates his employment without cause or he leaves for good reason, other than within two years following a change in control, he is entitled to 18 months of salary and benefits continuation, subject to executing and not revoking a release. The amended Management Continuity Agreement provides a three-times cash severance multiple and 36 months of benefits continuation for a qualifying termination within two years following a change in control.
MillerKnoll, Inc. (MLKN) officer Robert Thomas Woodbridge, listed as Pres. International Contract, reported direct holdings as of October 13, 2026, including 3,340.149 common shares, 17,620 restricted stock units and three non-qualified stock option positions covering 4,007, 741 and 7,500 shares. The options are currently exercisable, with exercise prices of $20.00, $21.38 and $23.52, respectively; the first expires July 18, 2033, and the other two expire July 14, 2030.
The RSUs comprise awards from July 2024, July 2025 and July 2026, with vesting schedules described for each award.
MillerKnoll, Inc. shareholders approved a new 2026 Long-Term Incentive Plan at the October 12, 2026 annual meeting, replacing the plan approved in 2025. Subject to certain adjustments, the plan allows a maximum of 23,964,945 shares to be issued for awards to non-employee directors and employees of the company and its subsidiaries, including named executive officers. Permitted awards include stock options, stock appreciation rights, restricted stock and units, performance stock units, and other stock-based awards.
Shareholders elected Jeanne K. Gang, Michael R. Smith, and Claire F. Spofford to three-year board terms, approved named executive officer compensation on an advisory basis, and ratified KPMG LLP for the fiscal year ending May 29, 2027. The plan received 50,343,262 votes for and 8,653,283 against.
MillerKnoll (MLKN) reported first-quarter fiscal 2027 results for the quarter ended August 29, 2026: net sales were $923.4 million, down 3.4% year over year, while orders rose 3.2% to $913.9 million. Gross margin was 41.7%, up from 38.5%, with approximately $16.5 million contributed by received IEEPA tariff refunds. Sales fell in North America Contract and International Contract, while Global Retail sales rose 2.6%.
Net earnings attributable to MillerKnoll were $26.6 million, up 31.7% from $20.2 million; diluted EPS was $0.38 versus $0.29. Adjusted diluted EPS, a non-GAAP measure, was $0.53, up 17.8%, including a $0.11 impact from net IEEPA tariff refunds. Operating expenses increased 6.0% to $333.5 million, and operating earnings were $51.8 million versus $53.5 million.
Cash provided by operating activities was $49.1 million versus $9.4 million; management attributed the increase mainly to higher net earnings and lower working-capital cash use. Global Retail operating earnings rose to $16.0 million from $1.4 million, while North America Contract and International Contract operating earnings declined. At August 29, 2026, $155.3 million remained available under the share repurchase plan.
MillerKnoll, Inc. (MLKN) reported first quarter fiscal 2027 results with net sales of $923.4 million, down 3.4% year-over-year, while maintaining an operating margin of 5.6%. Gross margin expanded to 41.7% from 38.5%, helped by tariff refunds and pricing, partly offset by inflation.
Diluted EPS rose to $0.38 from $0.29, and adjusted diluted EPS increased to $0.53 from $0.45, including a $0.11 net per-share benefit from approximately $10 million of U.S. tariff refunds, which added 110 basis points to operating margin. Operating cash flow improved sharply to $49.1 million from $9.4 million, and liquidity stood at $580.4 million, with net debt-to-EBITDA at 2.75x.
By segment, Global Retail delivered net sales growth of 2.6% and adjusted operating margin of 7.0%, up 580 basis points, while North America Contract and International Contract saw sales declines and margin pressure. For Q2 FY2027, the company guides net sales of $972 million–$1.012 billion and adjusted diluted EPS of $0.43–$0.49. Full-year FY2027 net sales guidance was narrowed and lowered to $3.88–$4.03 billion, but full-year adjusted diluted EPS guidance was reaffirmed at $1.85–$2.15.
MillerKnoll, Inc. (MLKN) is asking shareholders to vote at its October 12, 2026 virtual annual meeting on four items: elect three directors for three-year terms, approve on an advisory basis named executive officer (NEO) pay, ratify KPMG LLP as independent auditor for fiscal 2027, and approve the 2026 Long-Term Incentive Plan, which amends and restates the 2025 plan.
For fiscal 2026, net sales grew 4.7% on a reported basis, with segment growth in North America Contract, Global Retail, and modest growth in International Contract. Gross margin was 38.8%. Operating earnings rose to $198.3 million with a 5.2% margin versus $50.5 million and 1.4% a year earlier. Diluted EPS was $1.32 versus a prior-year diluted loss of $(0.54); adjusted diluted EPS was $1.86 versus $1.95. Operating cash flow was $199.9 million, capital expenditures $122.3 million, dividends paid $51.1 million, and year-end cash $167.7 million.
The Board, chaired by John R. Hoke III, is fully independent and organized into Audit, Compensation, and Governance and Corporate Responsibility Committees, all composed of independent directors. Jeff Stutz has become Interim CEO following the announced retirement of former CEO Andi R. Owen. The compensation program emphasizes pay-for-performance using annual incentives tied to adjusted operating earnings and equity awards in performance stock units and RSUs, supported by stock ownership guidelines, clawback policies, and prohibitions on hedging and pledging.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of MillerKnoll Inc. common stock. FMR and related parties report beneficial ownership of 2,092,428 shares of common stock, representing 3.1% of the class as of June 30, 2026.
FMR reports sole voting power over 2,092,146 shares and sole dispositive power over 2,092,428 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 2,092,428 shares and no voting power. One or more other persons may receive dividends or sale proceeds, but no other person has more than 5% of the class.