•
Feb 26, 2022

MillerKnoll Q3 2022 Earnings Report

Reported strong demand and sales growth across all segments, driven by leveraging a global infrastructure and collective of brands, and made progress on the Knoll acquisition integration.

Key Takeaways

MillerKnoll reported a 74.3% increase in net sales to $1.03 billion and a 93.6% increase in orders to $1.1 billion. The company is making progress on integrating the Knoll acquisition and expects to deliver $120 million in cost synergies within three years.

Quarterly orders increased by 93.6% over the prior year, up 31.5% organically.

Sales and order growth occurred across all segments by leveraging a global infrastructure and collective of brands.

Integration of the Knoll acquisition continues to progress as planned.

MillerKnoll remains confident in its ability to deliver $120 million of run rate cost synergies within three years of closing.

Total Revenue
$1.03B
Previous year: $591M
+74.3%
EPS
$0.28
Previous year: $0.65
-56.9%
Total Orders
$1.1B
Previous year: $566M
+93.6%
Backlog
$1.02B
Previous year: $379M
+169.3%
Gross Profit
$340M
Previous year: $231M
+47.0%
Cash and Equivalents
$246M
Previous year: $397M
-38.1%
Free Cash Flow
-$19.8M
Previous year: $27.1M
-173.1%
Total Assets
$4.52B
Previous year: $2.05B
+119.9%

MillerKnoll

MillerKnoll

MillerKnoll Revenue by Segment

Forward Guidance

The company expects sales in the fourth quarter of fiscal year 2022 to range between $1,075 million and $1,115 million, and earnings per share to be between $0.46 and $0.52.

Positive Outlook

  • Sales are expected to increase by 76% compared to the same quarter last fiscal year on a reported basis.
  • Sales are expected to increase by 23% on an organic basis, excluding the impact of the Knoll acquisition, dealer divestiture, and foreign currency translation.

Revenue & Expenses

Visualization of income flow from segment revenue to net income