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MILLERKNOLL, INC.

For the period ended Feb 28, 2026. Filed Mar 30, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Feb 28, 2026 · Filed Mar 30, 2026

MLKN$21.49-2.3%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(Mark One)

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended February 28, 2026

or

☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from to

Commission file number:001-15141

(Exact name of registrant as specified in its charter)

Michigan38-0837640
(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.)

855 East Main Avenue

Zeeland, MI 49464

(Address of principal executive offices and zip code)

(616)654-3000

(Registrant's telephone number, including area code)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, par value $0.20 per shareMLKNNasdaq Global Select Market

Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports); and (2) has been subject to such filing requirements for the past 90 days. Yes x Noo

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted

pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the

registrant was required to submit such files). Yes x Noo

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act.

Large accelerated filerxAccelerated fileroNon-accelerated fileroSmaller reporting company☐Emerging growth company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes ☐ No☒

As of March 26, 2026, MillerKnoll, Inc. had 68,374,732 shares of common stock outstanding.

Form 10-Q

Table of Contents

Page No.
Part I — Financial Information
Item 1 Financial Statements (Unaudited)
Condensed Consolidated Statements of Comprehensive Income (Loss) — Three and Nine Months Ended February 28, 2026, and March 1, 20253
Condensed Consolidated Balance Sheets — February 28, 2026, and May 31, 20254
Condensed Consolidated Statements of Cash Flows — Nine Months Ended February 28, 2026, and March 1, 20255
Condensed Consolidated Statements of Stockholders' Equity — Nine Months Ended February 28, 2026, and March 1, 20256
Notes to Condensed Consolidated Financial Statements
Note 1 - Description of Business and Basis of Presentation8
Note 2 - Recently Issued Accounting Standards8
Note 3 - Revenue from Contracts with Customers9
Note 4 - Cash and Cash Equivalents11
Note 5 - Inventories11
Note 6 - Goodwill and Indefinite-Lived Intangibles12
Note 7 - Earnings Per Share14
Note 8 - Stock-Based Compensation15
Note 9 - Income Taxes15
Note 10 - Fair Value Measurements16
Note 11 - Commitments and Contingencies20
Note 12 - Short-Term Borrowings and Long-Term Debt21
Note 13 - Accumulated Other Comprehensive Loss23
Note 14 - Operating Segments23
Note 15 - Restructuring and Integration Expense25
Note 16 - Variable Interest Entities28
Item 2 Management's Discussion and Analysis of Financial Condition and Results of Operations29
Item 3 Quantitative and Qualitative Disclosures about Market Risk46
Item 4 Controls and Procedures47
Part II — Other Information
Item 1 Legal Proceedings48
Item 1A Risk Factors48
Item 2 Unregistered Sales of Equity Securities and Use of Proceeds48
Item 5 Other Information49
Item 6 Exhibits49
Signatures51
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.