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MillerKnoll, Inc. 8-K Filings

MLKN NASDAQ

Every 8-K that MillerKnoll, Inc. (MLKN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MLKN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MLKN filings page.

Rhea-AI Summary

MillerKnoll, Inc. reports that its Board of Directors approved amendments to the company’s Amended and Restated Bylaws effective July 14, 2026. The change removes a provision that barred individuals from being elected to the Board after age 72 and required directors reaching 72 to resign by the next annual shareholder meeting.

Separately, the Board amended its Board Governance Guidelines, increasing the director retirement age from 72 to 75 and allowing the Board to temporarily waive the retirement-age provision for a specific, one-time action when it determines such a waiver is in the best interests of the company and its shareholders.

Rhea-AI Summary

MillerKnoll, Inc. reported higher sales and a return to profitability for the fourth quarter and full fiscal year 2026, ended May 30, 2026. Q4 net sales were $1,004.2 million, up 4.4% year-over-year, with gross margin at 39.4%. GAAP diluted EPS was $0.34, compared with a loss of $(0.84) a year earlier, while adjusted diluted EPS was $0.55 versus $0.60.

For fiscal 2026, net sales reached $3,841.7 million, up 4.7%, and operating margin improved to 5.2% from 1.4%. Full-year diluted EPS was $1.32 compared with a loss of $(0.54), though adjusted diluted EPS edged down to $1.86 from $1.95. Cash from operations was $199.9 million, liquidity was $571.7 million, and net debt-to-adjusted bank covenant EBITDA was 2.80x.

By segment, North America Contract delivered 4.9% full-year sales growth and a 9.0% operating margin, International Contract had modest sales growth but lower margins, and Global Retail grew sales 5.9% with operating margin improving to 2.3%. Orders declined slightly for the year and backlog ended Q4 at $678.8 million. The board declared a quarterly dividend of $0.1875 per share. For fiscal 2027, the company guides to net sales of $3.93–$4.13 billion and adjusted diluted EPS of $1.85–$2.15.

Rhea-AI Summary

MillerKnoll, Inc. announced a leadership transition as President and Chief Executive Officer Andi Owen will retire on June 30, 2026. She has resigned from the Board and begun a leave of absence, effective May 30, 2026.

Chief Operating Officer Jeff Stutz is performing CEO duties during the leave and will become Interim Chief Executive Officer on June 30, 2026, while the Board conducts a search for a permanent CEO. Stutz is a long‑tenured executive who previously served as Chief Financial Officer for over 10 years.

Owen will receive severance and retirement treatment for equity awards under existing arrangements. Stutz’s offer letter as interim CEO sets a $900,000 annual base salary plus performance‑based bonus and equity opportunities. The company reiterated that its fiscal 2026 fourth quarter results are expected to be in line with guidance announced on March 25, 2026.

Rhea-AI Summary

MillerKnoll, Inc. reported third quarter fiscal 2026 results showing a return to profitability and modest sales growth. Net sales were $926.6 million, up 5.8% year-over-year, with gross margin at 38.1%. GAAP diluted earnings per share were $0.34 compared to a loss of ($0.19) a year ago, while adjusted diluted EPS was $0.43 versus $0.44. Operating margin improved to 4.8% from a negative 9.4%, and adjusted operating margin was 5.7%. Orders reached $931.6 million, up 9.2%, with organic order growth of 7.2%. Liquidity was $594.0 million as of February 28, 2026, and cash flow from operations for the quarter was $61.1 million. The company declared a quarterly dividend of $0.1875 per share. For Q4 fiscal 2026, MillerKnoll expects net sales of $955 million to $995 million and adjusted diluted EPS of $0.49 to $0.55.

Rhea-AI Summary

MillerKnoll, Inc. amended its credit agreement to refinance its existing 2025 term loan B facility of $550,000,000 with a new 2026 term loan B facility. As of the closing, the new facility had outstanding borrowings of $548,625,000 and continues to mature on August 7, 2032.

The 2026 term loan B carries interest at Term SOFR or Daily Simple SOFR plus a 2.00% margin, or a base rate plus a 1.00% margin, each 0.25% lower than before. The company can generally prepay without penalty, except for a 1.00% premium on certain repricing-related prepayments within six months of closing.

Rhea-AI Summary

MillerKnoll, Inc. reported that its Board of Directors appointed Claire Spofford as a director, effective January 13, 2026, and named her to the Board’s Compensation Committee. The Board also increased its size from 10 to 11 members to accommodate her appointment.

The company highlights Ms. Spofford’s extensive retail and brand leadership background, including serving as Chief Executive Officer, President, and Director of J.Jill, Inc. until April 2025 and prior leadership roles at Cornerstone Brands, Garnet Hill, Orchard Brands, and Timberland. She currently serves on the Board of Directors of Leslie’s, Inc. and will receive MillerKnoll’s standard compensation for non-employee directors, with no related-party arrangements or transactions disclosed.

Rhea-AI Summary

MillerKnoll, Inc. filed a current report to note that it released a press release on December 17, 2025 announcing its financial results for the quarter ended November 29, 2025. The press release is provided as Exhibit 99.1 to the report so investors can review the detailed quarterly figures and commentary. The company also clarifies that this information is being furnished, not filed, which affects how it is treated under securities laws.

Rhea-AI Summary

MillerKnoll (MLKN) appointed Kevin Veltman as Chief Financial Officer, effective October 16, 2025. His compensation was set with an annual base salary of $520,000, a fiscal 2026 annual incentive plan target equal to 75% of base salary, and a long-term incentive target equal to 185% of base salary during the next grant cycle. He also received a one-time long-term equity award valued at $500,000, split evenly between performance share units and restricted stock units.

Veltman previously served as Interim CFO and has held senior finance and integration roles at the company since 2014. The company stated there are no family relationships or related party transactions related to his appointment.

Rhea-AI Summary

MillerKnoll, Inc. reported results from its annual meeting held on October 13, 2025, including shareholder approval of the 2025 Long‑Term Incentive Plan, which authorizes up to 21,164,945 shares for equity awards to employees and non‑employee directors. The plan replaces the 2023 program.

Shareholders elected three directors to three‑year terms: Lisa A. Kro (For 52,717,620; Withheld 6,532,464), John T. Maeda (For 54,078,851; Withheld 5,171,233), and Michael C. Smith (For 53,669,469; Withheld 5,580,615). The advisory vote approved compensation for named executive officers (For 56,495,979; Against 2,623,598; Abstain 130,507).

Auditors were ratified, with shareholders voting to appoint KPMG LLP for the fiscal year ending May 30, 2026 (For 63,261,543; Against 561,155; Abstain 91,603). The 2025 Long‑Term Incentive Plan passed with For 46,229,453, Against 12,799,105, and Abstain 221,526.

Rhea-AI Summary

MillerKnoll, Inc. furnished an 8-K to share that it issued a press release with its financial results for the quarter ended August 30, 2025. The press release, dated September 23, 2025, is provided as Exhibit 99.1. The company states this information is being furnished rather than filed under securities laws.

Rhea-AI Summary

MillerKnoll disclosed management changes and board leadership updates. Kevin Veltman will serve as Interim CFO beginning September 8, 2025, with an annual base salary of $480,000 and a fiscal 2026 annual incentive plan target equal to 50% of base salary. The filing states Mr. Veltman has been with the company since October 2014 in finance roles and most recently served as Senior Vice President, Finance – North America Contract since June 2023.

The Company also reported that Christopher Baldwin resigned on September 3, 2025, and his Group President duties will be absorbed by the new COO role. On September 5, 2025, the board appointed John R. Hoke III as non-executive Chair effective upon Michael Volkema's retirement at the 2025 Annual Meeting on October 13, 2025. Mr. Hoke has served on the board since 2005 and currently chairs the Governance and Corporate Responsibility Committee.

Rhea-AI Summary

MillerKnoll amended its credit agreement to refinance its Term Loan B and adjust its senior secured financing. The company replaced its existing Term Loan B with a $550.0 million Refinanced Term Loan B, used the proceeds to repay the prior Term Loan B, and reduced aggregate Senior Facilities to $1,675.0 million from the prior $1,750.0 million package. The Senior Facilities remain guaranteed by certain wholly owned domestic subsidiaries and secured by substantially all assets, subject to exceptions.

The Refinanced Term Loan B carries variable-rate options tied to RFRs or a base rate with initial margins of 2.25% (RFR Loans) and 1.25% (ABR Loans), matures on the seven-year anniversary of closing, and amortizes quarterly at 0.25% of initial principal beginning with the quarter ending December 31, 2025. A 1.00% prepayment premium applies for certain repricing events within six months.

Rhea-AI Summary

MillerKnoll (NASDAQ: MLKN) filed an 8-K report announcing the release of its financial results for the quarter ended May 31, 2025. The filing indicates the company has issued a press release detailing its quarterly performance, though specific financial metrics are not disclosed in the main filing.

Key aspects of the filing include:

  • The press release is furnished as Exhibit 99.1 and is not considered "filed" for Section 18 purposes of the Securities Exchange Act
  • The filing includes an Interactive Data File using Inline XBRL format
  • The document was signed by CFO Jeffrey M. Stutz

This filing represents a routine quarterly earnings announcement. The actual financial performance details would be contained in the attached press release (Exhibit 99.1) which was not included in this excerpt.