Shares of MillerKnoll (NASDAQ: MLKN) are soaring 13.63% in intraday trading on Thursday, building on pre-market gains following the release of the company's fourth-quarter fiscal 2025 results that significantly exceeded market expectations. The office furniture and design company demonstrated robust performance across all business segments, despite challenging market conditions and tariff-related headwinds.

For the quarter ended May 31, MillerKnoll reported adjusted earnings per share of $0.60, handily beating the analyst consensus estimate of $0.44 by 36.4%. While this represents a slight decrease from the $0.67 per share earned in the same period last year, the strong beat showcases the company's resilience. Revenue also impressed, coming in at $961.8 million, surpassing the consensus estimate of $913.8 million by 5.26% and marking an 8.2% increase year-over-year.

Looking ahead, MillerKnoll provided an optimistic outlook for the first quarter of fiscal 2026, projecting net sales between $899 million and $939 million, exceeding the current analyst consensus of $890.7 million. The company also plans to open 10 to 15 new stores in the U.S. over the fiscal year, part of its strategy to double its Design Within Reach and Herman Miller store footprint. Despite near-term challenges from tariffs, which are expected to impact Q1 earnings by $9 million to $11 million before tax, MillerKnoll remains confident in its ability to mitigate these costs through pricing actions and operational efficiencies. The strong results and positive outlook suggest that MillerKnoll is successfully navigating market challenges and capitalizing on opportunities in both the contract and retail segments of the furniture industry.