MillerKnoll, Inc.

NasdaqGS:MLKN 주식 리포트

시가총액: US$1.4b

MillerKnoll 경영진

경영진 기준 점검 4/4

MillerKnoll CEO는 Jeff Stutz, Sep2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.02M, 29.8% 급여 및 70.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.89M 가치에 해당하는 회사 주식의 0.14% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.5 년과 6.3 년입니다.

핵심 정보

Jeff Stutz

최고경영자

US$2.0m

총 보수

CEO 급여 비율29.80%
CEO 재임 기간less than a year
CEO 지분 보유율0.1%
경영진 평균 재임 기간6.5yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 03

MLKN: Retail Expansion And Cost Discipline Will Drive Future Share Price Upside

Analysts have lifted their price target on MillerKnoll stock from $32 to $35, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, which they view as better aligned with the company’s current outlook. What's in the News MillerKnoll reported fiscal Q4 2026 results with adjusted EPS of $0.55 on revenue of $1b, ahead of analyst estimates, and returned to net profit after prior losses, supported by North American contract, global retail, and Middle East sales performance.
Seeking Alpha Jun 25

MillerKnoll Q4 Review: Needs A Radical Change (Downgrade)

Summary MillerKnoll, Inc. delivered mixed Q4 and FY26 results, with modest revenue growth but declining adjusted EPS and operating margins. NA contracts and Global Retail drove sales growth, while International contracts lagged; operational efficiency improved, but top-line growth remains sluggish. MLKN's liquidity is adequate, but its interest coverage ratio of 2.8x and sizeable debt load raise concerns about resilience in a downturn. I downgrade MLKN to Hold, citing lackluster growth, CEO transition uncertainty, and the need for a transformative strategy to reverse long-term share price declines. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 19

MLKN: Retail Expansion And Leadership Transition Will Support Future Share Price Upside

Analysts have kept their $32 price target on MillerKnoll unchanged, citing small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining their view. What’s in the News for MillerKnoll Furniture industry coverage highlights MillerKnoll’s focus on digital tools, e-commerce, and multifunctional furniture, with the company cited as benefiting from expanding retail operations, improving contract demand, strong brand positioning, and plans to significantly grow its store footprint (source: “2 Furniture Stocks Showing Resilience Amid Industry Headwinds”).
분석 기사 Jun 16

MillerKnoll (MLKN) Stock Could Be 50.9% Undervalued After Design Days Refresh

MillerKnoll (MLKN) is back in the spotlight after using Fulton Market Design Days 2026 to showcase an extensive lineup of new and refreshed products, along with fresh creative leadership at Herman Miller. See our latest analysis for MillerKnoll. For investors watching MillerKnoll, the recent design launches and leadership appointments come after a period where the share price return has been mixed, with a 30 day gain of 8.64% and a 90 day decline of 12.48%, while the 3 year total shareholder...
내러티브 업데이트 Jun 04

MLKN: Leadership Transition And Capital Returns Will Support Future Upside Potential

Analysts have kept their MillerKnoll fair value estimate steady at $32.00, citing only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Leadership change: President and CEO Andi Owen plans to retire on 30 June 2026 following a mutual agreement with the Board.
내러티브 업데이트 May 20

MLKN: Design Partnerships And Share Retirements Will Support Future Upside Potential

Analysts have modestly raised their price target for MillerKnoll to $32.00, reflecting updated assumptions around discount rate, revenue growth, profit margin and forward P/E that remain broadly in line with previous views. What's in the News MillerKnoll presented "High-Touch," a design history exhibition in New York that reexamines minimalist interiors through the work of Joe D'Urso and Ward Bennett.
내러티브 업데이트 Apr 23

MLKN: Share Repurchases And Execution Discipline Will Support Future Upside Potential

Analysts have adjusted their MillerKnoll price target to $32.00, maintaining a neutral fair value view while highlighting a constructive long term outlook following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation as support for the current $32.00 fair value, suggesting the stock is reasonably aligned with their assessment of the company’s long term potential.
내러티브 업데이트 Apr 08

MLKN: Buybacks And Higher Assumed Future P/E Will Drive Upside Potential

Analysts have maintained their $32 price target for MillerKnoll, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors supporting their current view. Analyst Commentary Bullish Takeaways Bullish analysts view the initiation with a positive rating as consistent with the current $32 target, suggesting that the updated discount rate and future P/E assumptions are viewed as reasonable for MillerKnoll’s risk profile.
내러티브 업데이트 Mar 25

MLKN: Bullish Initiation And Ongoing Buybacks Will Support Higher Future P E Multiple

Analysts maintained their fair value estimate for MillerKnoll at $32.00. The updated price target reflects small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, supported by fresh bullish initiation commentary from recent Street research.
내러티브 업데이트 Mar 10

MLKN: Bullish Initiation And Completed Buybacks Will Support Higher Future P E Multiple

Analysts have reaffirmed a $32.00 price target for MillerKnoll, supported by recent bullish research that highlights a constructive long term setup based on steady assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research takes a constructive view on MillerKnoll, with the $32.00 price target framed around what analysts see as a balanced mix of execution, growth potential, and valuation support.
내러티브 업데이트 Feb 23

MLKN: Bullish Coverage And Buybacks Will Support Higher Future P E Multiple

Analysts have raised their price target on MillerKnoll to $32.00 per share, citing updated expectations for revenue growth, profit margins, and a higher future P/E multiple following recent bullish Street research coverage. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent initiation with a positive view as a signal that MillerKnoll's business model and brand portfolio are seen as supportive of the higher P/E multiple now being used in valuation work.
내러티브 업데이트 Feb 09

MLKN: Share Repurchase Progress Will Support Future Upside Potential

Analysts have maintained their fair value estimate for MillerKnoll at $32.0. They cited updated assumptions involving a slightly lower discount rate and marginal adjustments to long-term revenue growth, profit margin, and future P/E inputs that, taken together, leave their overall price target effectively unchanged. What's in the News MillerKnoll repurchased 316,562 shares between August 31, 2025 and November 29, 2025 for US$5 million, representing 0.46% of the company.
분석 기사 Jan 27

MillerKnoll (NASDAQ:MLKN) Has Announced A Dividend Of $0.1875

The board of MillerKnoll, Inc. ( NASDAQ:MLKN ) has announced that it will pay a dividend of $0.1875 per share on the...
내러티브 업데이트 Jan 25

MLKN: Saudi Expansion And Ongoing Buybacks Will Support Future Upside

Analysts have made only a modest adjustment to their price target for MillerKnoll, keeping it broadly aligned with earlier fair value estimates around $32.00, supported by largely unchanged assumptions on growth, margins and expected future P/E multiples. What's in the News MillerKnoll reported that between August 31, 2025 and November 29, 2025 it repurchased 316,562 shares, representing 0.46% of shares, for US$5 million under its existing buyback program.
내러티브 업데이트 Jan 10

MLKN: Saudi Expansion And New CFO Will Support Future Upside

Analysts have kept their fair value estimate for MillerKnoll steady at $32.00. The maintained target is mainly tied to unchanged views on revenue growth, profit margins, and future P/E expectations.
분석 기사 Jan 09

MillerKnoll (NASDAQ:MLKN) Will Be Hoping To Turn Its Returns On Capital Around

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
내러티브 업데이트 Dec 24

MLKN: Saudi Expansion And New CFO Will Support Long-Term Upside

Narrative Update on MillerKnoll Analysts have modestly raised their price expectations for MillerKnoll, citing improved revenue growth forecasts, higher projected profit margins, and a lower future price to earnings multiple. Taken together, these factors support a valuation closer to fair value around $32.00 per share.
분석 기사 Dec 20

The Market Lifts MillerKnoll, Inc. (NASDAQ:MLKN) Shares 30% But It Can Do More

MillerKnoll, Inc. ( NASDAQ:MLKN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...
내러티브 업데이트 Dec 10

MLKN: Expanded Saudi Presence Will Drive Long Term Retail Upside

Analysts have trimmed their price target on MillerKnoll from 35 dollars to 32 dollars, citing a slightly higher discount rate and modest pressure on long term profit margins that more than offset marginally stronger revenue growth and future valuation multiples. What's in the News MillerKnoll formally established its legal presence in the Kingdom of Saudi Arabia, enhancing local decision making and service capabilities to support major Vision 2030 and Expo 2030 related projects across workplace, hospitality, education and healthcare markets (Key Developments).
분석 기사 Nov 20

MillerKnoll (NASDAQ:MLKN) Is Due To Pay A Dividend Of $0.1875

The board of MillerKnoll, Inc. ( NASDAQ:MLKN ) has announced that it will pay a dividend on the 15th of January, with...
분석 기사 Oct 28

MillerKnoll (NASDAQ:MLKN) Has Affirmed Its Dividend Of $0.1875

The board of MillerKnoll, Inc. ( NASDAQ:MLKN ) has announced that it will pay a dividend on the 15th of January, with...
내러티브 업데이트 Sep 25

Restructuring And Global Retail Expansion Will Build Future Momentum

Despite a sharp improvement in net profit margin and a much lower forward P/E, MillerKnoll’s consensus analyst price target has decreased from $38.00 to $35.00, indicating tempered market expectations despite stronger profitability and valuation. What's in the News Jeff Stutz promoted to Chief Operating Officer; Kevin Veltman appointed interim Chief Financial Officer as a search for a permanent CFO is underway.
분석 기사 Aug 21

MillerKnoll (NASDAQ:MLKN) Has Affirmed Its Dividend Of $0.1875

MillerKnoll, Inc.'s ( NASDAQ:MLKN ) investors are due to receive a payment of $0.1875 per share on 15th of October...
분석 기사 Aug 10

Calculating The Fair Value Of MillerKnoll, Inc. (NASDAQ:MLKN)

NasdaqGS:MLKN 1 Year Share Price vs Fair Value Explore MillerKnoll's Fair Values from the Community and select yours...
분석 기사 Jul 21

Returns On Capital Signal Tricky Times Ahead For MillerKnoll (NASDAQ:MLKN)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
분석 기사 Jul 03

MillerKnoll, Inc.'s (NASDAQ:MLKN) Price Is Right But Growth Is Lacking After Shares Rocket 28%

MillerKnoll, Inc. ( NASDAQ:MLKN ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Jun 18

Is It Time To Consider Buying MillerKnoll, Inc. (NASDAQ:MLKN)?

While MillerKnoll, Inc. ( NASDAQ:MLKN ) might not have the largest market cap around , it received a lot of attention...
분석 기사 May 29

MillerKnoll (NASDAQ:MLKN) Has Announced A Dividend Of $0.1875

MillerKnoll, Inc.'s ( NASDAQ:MLKN ) investors are due to receive a payment of $0.1875 per share on 15th of July. This...
분석 기사 Apr 25

MillerKnoll (NASDAQ:MLKN) Is Paying Out A Dividend Of $0.1875

The board of MillerKnoll, Inc. ( NASDAQ:MLKN ) has announced that it will pay a dividend on the 15th of July, with...
분석 기사 Apr 12

Getting In Cheap On MillerKnoll, Inc. (NASDAQ:MLKN) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 37x MillerKnoll, Inc. ( NASDAQ:MLKN ) may be sending very bearish signals...
Seeking Alpha Mar 27

MillerKnoll's Recovery Looks Promising, But I'm Holding The Line

Summary MillerKnoll shows promise with a strong brand lineup and improving cash flow, but faces challenges like thin margins, high debt, and inconsistent retail results. Q3 2025 highlights include a slight EPS beat, strong North American contract business, and notable retail growth, especially among higher-income consumers. Despite some positive signs, the company’s valuation reflects market concerns about revenue stability, profit consistency, and economic exposure, leading to a continued Hold rating. Encouraging signs include improved cash flow, debt reduction, and strategic retail expansion, but consistent execution is needed before upgrading MLKN stock to a Buy. Read the full article on Seeking Alpha
분석 기사 Mar 16

Does MillerKnoll (NASDAQ:MLKN) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Feb 28

At US$21.33, Is MillerKnoll, Inc. (NASDAQ:MLKN) Worth Looking At Closely?

While MillerKnoll, Inc. ( NASDAQ:MLKN ) might not have the largest market cap around , it received a lot of attention...
분석 기사 Feb 11

Is MillerKnoll, Inc. (NASDAQ:MLKN) Trading At A 28% Discount?

Key Insights MillerKnoll's estimated fair value is US$30.79 based on 2 Stage Free Cash Flow to Equity MillerKnoll's...
분석 기사 Jan 08

MillerKnoll (NASDAQ:MLKN) Is Reinvesting At Lower Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Dec 19

Why MillerKnoll's Quarter Hasn't Changed My Hold Rating

Summary MillerKnoll, Inc.'s fiscal Q2 earnings showed mixed results with a slight miss on EPS but a significant revenue beat, yet the stock remains under pressure. Despite a strong brand portfolio and cash flows, near-term issues like squeezed margins, rising costs, and uneven retail performance justify my hold rating. Financial health is decent with strong gross margins and improved cash flow, but high debt and low net income margins are concerning. The long-term potential is promising with undervalued stock and projected EPS growth, but revenue stabilization and margin improvements are crucial for a buy rating. Read the full article on Seeking Alpha

CEO 보수 분석

Jeff Stutz의 보수는 MillerKnoll의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
May 30 2026n/an/a

US$92m

Feb 28 2026n/an/a

US$11m

Nov 29 2025n/an/a

-US$25m

Aug 30 2025n/an/a

-US$15m

May 31 2025US$2mUS$602k

-US$37m

Mar 01 2025n/an/a

US$30m

Nov 30 2024n/an/a

US$65m

Aug 31 2024n/an/a

US$64m

Jun 01 2024US$3mUS$580k

US$82m

Mar 02 2024n/an/a

US$72m

Dec 02 2023n/an/a

US$51m

Sep 02 2023n/an/a

US$33m

Jun 03 2023US$1mUS$578k

US$42m

Mar 04 2023n/an/a

US$64m

Dec 03 2022n/an/a

US$78m

Sep 03 2022n/an/a

US$60m

May 28 2022US$2mUS$553k

-US$27m

Feb 26 2022n/an/a

-US$40m

Nov 27 2021n/an/a

-US$13m

Aug 28 2021n/an/a

US$40m

May 29 2021US$2mUS$504k

US$175m

Feb 27 2021n/an/a

-US$8m

Nov 28 2020n/an/a

-US$12m

Aug 29 2020n/an/a

US$16m

May 30 2020US$2mUS$511k

-US$9m

보상 대 시장: Jeff의 총 보수(USD2.02M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.19M)보다 낮습니다.

보상과 수익: Jeff의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jeff Stutz (55 yo)

less than a year
재임 기간
US$2,018,725
보수

Mr. Jeffrey M. Stutz, also known as Jeff, is Chief Operating Officer of MillerKnoll, Inc. (formerly known as Herman Miller, Inc.) from September 8, 2025 and serves as its Interim Chief Executive Officer si...


리더십 팀

이름직위재임 기간보수지분
Jeffrey Stutz
Interim CEO & COOless than a yearUS$2.02m0.14%
$ 1.9m
Debbie Propst
President of Global Retail6.5yrsUS$1.44m0.075%
$ 1.0m
John Michael
President of North America Contract7.1yrsUS$1.88m0.073%
$ 1.0m
Kevin Veltman
Chief Financial Officerless than a year데이터 없음0.028%
$ 376.5k
Megan Lyon
Chief Strategy & Technology Officerno dataUS$1.63m0.11%
$ 1.4m
Wendy Watson
Vice President of Investor Relationsno data데이터 없음데이터 없음
Jacqueline Rice
Chief Legal Officer & Corporate Secretary7.4yrs데이터 없음0.077%
$ 1.1m
Bruce Watson
Chief Creative & Product Officer9.4yrsUS$1.75m0.12%
$ 1.6m
Benjamin Groom
President of International Contractno data데이터 없음데이터 없음
Richard Scott
Chief Manufacturing & Operations Officerless than a year데이터 없음데이터 없음
Antonella Pilo
Vice President of Financeno data데이터 없음데이터 없음
6.5yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: MLKN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.5 년).


이사회 구성원

이름직위재임 기간보수지분
Douglas French
Independent Director24.5yrsUS$240.00k0.045%
$ 610.9k
John Hoke
Independent Chairman20.8yrsUS$260.00k0.10%
$ 1.4m
Lisa Kro
Independent Director14.5yrsUS$265.00k0.087%
$ 1.2m
John Maeda
Independent Director2yrsUS$335.83k데이터 없음
Tina Edmundson
Independent Director2yrsUS$335.83k0.0080%
$ 109.4k
Michael Smith
Independent Director5.1yrsUS$240.00k0.0045%
$ 61.9k
Heidi Manheimer
Independent Director12.5yrsUS$240.00k0.071%
$ 968.2k
Claire Spofford
Independent Directorless than a year데이터 없음0.0081%
$ 110.1k
Michael Smith
Independent Director7.5yrsUS$260.00k0.055%
$ 748.8k
Jeanne Gang
Independent Director2yrsUS$335.83k0.020%
$ 267.9k
6.3yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: MLKN의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 19:41
종가2026/07/10 00:00
수익2026/05/30
연간 수익2026/05/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

MillerKnoll, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Chen YangBerenberg
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