异动解读 | MillerKnoll盘前大涨10.67%,Q4业绩超预期且订单增长强劲

异动解读
Jun 26, 2025

办公家具制造商MillerKnoll(MLKN)今日盘前股价大涨10.67%,主要受益于公司发布的2025财年第四季度财报优于预期,以及对未来业务前景的乐观展望。

根据公司发布的财报,MillerKnoll第四季度调整后每股收益为0.60美元,显著超出分析师预期的0.44美元。公司实现合并净销售额9.62亿美元,同比增长8.2%,同样高于分析师预期的9.14亿美元。新订单总额达到10.4亿美元,同比增长11.1%,合并积压订单增加7800万美元至7.61亿美元,显示出强劲的市场需求。

MillerKnoll管理层对2025财年第四季度的业绩表示满意,并对2026财年第一季度持乐观态度。公司预计2026财年第一季度的销售和收益将同比增长,尽管关税和新店投资可能会对毛利率造成一定压力。此外,公司在北美和国际市场均取得了显著进展,并通过新旗舰店提升了品牌和产品的展示质量,这些因素都为未来的持续增长奠定了基础。

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