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HNI Corporation

HNI

Consumer Cyclical · 45.06 +3.4% today

Jodie read · what matters now

Revenue increased 124.7% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to HNI, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections2 verified linksBuilt from company filings
Organic co-movement groupResidential Construction & Building Products · LeaderDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.

cautious
OperationsmixedEvidence score 0
liquiditycautiousEvidence score -1
valuationmixed

What improved

  • Revenue increased 124.7% versus the comparable filing period.

What weakened

  • Operating income moved from a profit to a loss in the comparable period.
  • Operating cash flow remained negative at -171.8M.
  • Gross margin fell 2.6 percentage points.

Filing receipts

This decrease was driven by impacts from the acquisition of Steelcase, including $64.2 million of incremental purchase accounting adjustments with respect to inventory step-up, and intangible amortization and depreciation related to the preliminary valuation of Steelcase, $20.5 million of restructuring and impairment charges, and lower net sales in the legacy HNI business, the effect of which were partially offset by improved net productivity and favorable price-cost.

The decrease was driven by impacts from the acquisition of Steelcase, including $64.2 million of incremental purchase accounting adjustments related to inventory step-up, intangible amortization and depreciation related to the preliminary valuation of Steelcase, $20.5 million of restructuring and impairment costs, and $6.6 million of acquisition costs, as well as lower net sales in the legacy HNI business, partially offset by improved net productivity.

The increase was driven by higher working capital usage, including settlement of certain acquisition related expense accruals in the current period.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind HNI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MLKNMillerKnoll, Inc.competitorFull receipt with Pro →
JPMJP Morgan Chase & Co.lenderFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

HNI is currently a Leader in the organic co-movement group Residential Construction & Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.