MLKN at a glance
MILLERKNOLL, INC. (MLKN, SEC CIK 66382) filed its latest 10-K annual report on July 20, 2026, a 10-Q quarterly report on September 28, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 30, 2026 (FY2026), MILLERKNOLL, INC. (MLKN) reported revenue of $3.8 billion (up 4.7% from FY2025) and net income of $91.5 million. Diluted EPS was $1.32.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding MILLERKNOLL, INC. (MLKN) shares worth $731.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.8B
- +4.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $731.6M · −1 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 30, 2026
Management Discussion & Analysis
- Revenue $3.84B, up 4.7% YoY; organic growth 3.6% driven by pricing, volume, and favorable FX
- Operating margin 5.2% vs 1.4%; operating earnings $198.3M vs $50.5M; gross margin stable at 38.8%
- Best: North America Contract $2.06B sales (+4.9%), margin 9.0% vs 6.2%; worst: International Contract $674M sales (+2.1%), margin 8.1% vs 9.6%
- Operating cash flow $199.9M; capex $122.3M; share buybacks $16.3M; dividends $0.75/share unchanged
- Management highlights growth focus on retail expansion and showroom enhancements; key risks include global economic instability, tariffs, supply chain, and geopolitical conflicts
Risk Factors
- Tariff refund uncertainty under International Emergency Economic Powers Act (IEEPA), legal proceedings ongoing, final refund amount and timing unclear
- Geopolitical instability (Middle East, Russia-Ukraine) risks indirect supply chain disruption, increased costs, and foreign currency volatility
- Supply chain vulnerable to tariff-driven cost increases on steel, plastic, aluminum, particleboard; gross margin impacted in H1 fiscal 2026
- Competitive threat from AI and agentic commerce technologies altering customer expectations and sales channels, risks to margins and relationships
- Indebtedness $1.26 billion with restrictive covenants could limit financial flexibility and trigger accelerated repayments if breached
Business Overview
- Core business: Research, design, manufacture, and distribution of interior furnishings globally for residential, office, healthcare, educational markets
- New emphasis on sustainability and increased costs from environmental regulation compliance in 2026 year
- Strategic focus on integrating customer-centered technologies and proprietary tools to enhance customer operations and competitiveness
- Employee count approximately 10,544 with about 2% covered by collective bargaining agreements across UK, Italy, Brazil
- Backlog of unfilled orders declined to $678.8 million in fiscal 2026 from $761.3 million in 2025, expected to fill next fiscal year
AI summary of the MLKN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 29, 2026
Management Discussion & Analysis
- Revenue $923.4M, down 3.4% YoY from $955.7M, driven by lower contract volumes
- Gross margin 41.7% vs 38.5%; operating margin 5.6% vs 5.6%
- Global Retail strongest: sales $261.0M, up 2.6%; operating margin 6.1% vs 0.6%
- International Contract weakest: sales $156.8M, down 6.4%; operating margin 2.4% vs 8.1%
- Operating cash flow $49.1M vs $9.4M; cash $178.6M, up from $167.7M; planned capital purchases $125.0M-$135.0M
- Outlook headwinds: tariffs, inflation, geopolitical instability, consumer spending, foreign exchange; full-year capital purchases $125.0M-$135.0M
Risk Factors
- No material risk-factor changes from May 30, 2026 Form 10-K
- Carried-forward risks remain the company’s principal regulatory, operational, competitive, and market exposures
- Share-repurchase liquidity allocation: $155.3 million remaining under authorized plans at August 29, 2026
- Repurchase-program flexibility risk: management may suspend or discontinue purchases at any time
AI summary of the MLKN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q1 2026 results covered quarter ended August 29, 2026
- Full financial results and management commentary in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 FY2027 sales fell 3.4% to $923.4M, while orders rose 3.2% to $913.9M, signaling softer current demand but improving bookings
- Adjusted EPS increased 17.8% to $0.53, including a $0.11 tariff-refund benefit and $10M operating-income impact
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Director retirement age removed from bylaws, eliminating mandatory resignation at age 72
- Governance Guidelines raise retirement age from 72 to 75
Item EX-99.1: Item EX-99.1
- Q4 sales rose 4.4% to $1.004B, but orders fell 6.3% to $971.5M, signaling weaker forward demand despite reported growth
- FY2026 operating margin improved to 5.2% from 1.4%, while adjusted margin declined to 6.2% from 6.8%
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 2026 results covered quarter ended May 30, 2026
- Press release issued June 24, 2026; detailed financial results in Exhibit 99.1
AI summaries of MLKN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MLKN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Michael John P | F | Aug 1, 2026 | 933.071 | $22.52 |
| Michael John P | M | Aug 1, 2026 | 10,783 | - |
| Michael John P | A | Aug 1, 2026 | 5,355 | - |
| Michael John P | A | Aug 1, 2026 | 2,148 | - |
| Michael John P | A | Aug 1, 2026 | 4,592 | - |
| Michael John P | F | Aug 1, 2026 | 1,994.785 | $22.52 |
| Michael John P | M | Aug 1, 2026 | 10,783 | - |
| Michael John P | F | Aug 1, 2026 | 5,213.522 | $22.52 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.7B | $3.8B |
| Gross Profit | - | $1.4B | $1.5B |
| Operating Income | - | $50.5M | $198.3M |
| Net Income | - | -$36.9M | $91.5M |
| Gross Margin | - | 38.8% | 38.8% |
| Op. Margin | - | 1.4% | 5.2% |
| Net Margin | - | -1.0% | 2.4% |
| Balance Sheet | |||
| Total Assets | $4.0B | $4.0B | $4.0B |
| Equity | - | $1.3B | $1.3B |
| ROE | - | -2.9% | 6.8% |
| Per Share | |||
| EPS | - | $-0.54 | $1.32 |
| Cash Flow | |||
| Operating CF | - | $209.3M | $199.9M |
| CapEx | $78.4M | $107.6M | $122.3M |
Source: XBRL data in MILLERKNOLL, INC. (MLKN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MLKN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $731.6M |
| Q1 2026 | 31 | $535.0M |
| Q4 2025 | 28 | $654.5M |
| Q3 2025 | 31 | $623.2M |
| Q2 2025 | 27 | $694.8M |
| Q1 2025 | 24 | $495.6M |
| Q4 2024 | 20 | $504.8M |
| Q3 2024 | 19 | $299.7M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MLKN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Sep 28, 2026 | Aug 29, 2026 | Analysis | |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 10-K | Jul 20, 2026 | May 30, 2026 | Analysis | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| SC 13G | May 6, 2026 | - | - |
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MLKN SEC filings: frequently asked questions
Which institutions hold MLKN stock?
As of June 30, 2026, the largest MILLERKNOLL, INC. (MLKN) holders among the 13F filers tracked by SignalX were BlackRock ($213.1 million), Vanguard Portfolio Management LLC ($105.6 million), Dimensional Fund Advisors ($73.2 million), Vanguard Capital Management LLC ($62.8 million), State Street Corp ($57.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MLKN's revenue in fiscal year 2026?
For the fiscal year ended May 30, 2026 (FY2026), MILLERKNOLL, INC. (MLKN) reported revenue of $3.8 billion (up 4.7% from FY2025) and net income of $91.5 million. Diluted EPS was $1.32. The figures come from the XBRL data in the 10-K.
What are the main risks in MLKN's latest 10-K?
In the 10-K filed July 20, 2026, MILLERKNOLL, INC. (MLKN) flagged: Tariff refund uncertainty under International Emergency Economic Powers Act (IEEPA), legal proceedings ongoing, final refund amount and timing unclear. Geopolitical instability (Middle East, Russia-Ukraine) risks indirect supply chain disruption, increased costs, and foreign currency volatility. (AI summary of the Risk Factors section.)
What did MLKN report in its latest 8-K?
MILLERKNOLL, INC. (MLKN) filed an 8-K on September 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q1 2026 results covered quarter ended August 29, 2026.
What are the latest MLKN SEC filings?
MILLERKNOLL, INC. (MLKN) filed its latest 10-K annual report on July 20, 2026, a 10-Q quarterly report on September 28, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on August 3, 2026.
What is MLKN's SEC CIK number?
MILLERKNOLL, INC. (MLKN)'s SEC Central Index Key (CIK) is 66382. EDGAR lists every MLKN filing under that number.
Ask anything about MLKN
The research agent reads MLKN's filings, financials, insider trades and 13F holders, then answers with sources.