Jun 2026 (Q2 FY26) — Jul 30, 2026
HNI Corporation Q2 FY26 — Strong Earnings Growth and Increased Confidence in Outlook
Read the full callHNI (HNI) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
HNI earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,472 | +120.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 6.3 | −4.0 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 51.1 | +6.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$46.08 −1.66% · −$0.78
Performance +4.6% 1Y
1Y: $44.04 on 17 Oct 2025 → $46.08. High $52.55 (6 Feb 2026), low $29.25 (19 May 2026).
- Previous close
- $46.86
- 52-week range
- $29.25 – $52.55
- One year
- +3.27%
Overview
- Symbol
- HNI
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
HNI earnings calls (HNI)
Financials
What the filings say
Net profit, year on year: +6% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 672 | 643 | 600 | 667 | 684 | 888 | 1,348 | 1,472 |
| Operating profit | 69 | 55 | 24 | 68 | 65 | -31 | -36 | 92 |
| Operating margin | 10.3% | 8.5% | 4.1% | 10.2% | 9.4% | −3.5% | −2.7% | 6.3% |
| Profit before tax | 62 | 50 | 19 | 62 | 57 | -47 | -56 | 71 |
| Tax rate | 23.1% | 22.6% | 26.5% | 22.3% | 28.2% | −3.2% | 30.2% | 28.2% |
| Net profit | 48 | 38 | 14 | 48 | 41 | -49 | -39 | 51 |
| EPS ($ per share) | 1 | — | 0.30 | 1.04 | 0.90 | — | -0.55 | 0.70 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 44 | 43 | 43 | 43 | 41 | 47 | 47 | 71 |
| Reserves | 505 | 530 | 518 | 515 | 534 | 524 | 600 | 590 |
| Total liabilities | 839 | 868 | 827 | 908 | 798 | 1,167 | 1,035 | 3,050 |
| Fixed assets | 385 | 382 | 366 | 367 | 353 | 555 | 530 | 1,137 |
| Investments | 1 | 1 | 2 | 1 | 2 | 6 | 6 | 7 |
| Total assets | 1,402 | 1,453 | 1,418 | 1,498 | 1,415 | 1,929 | 1,875 | 4,885 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 186 | 219 | 215 | 132 | 81 | 268 | 227 | 276 |
| Cash from investing | -41 | -63 | -100 | -111 | -11 | -445 | -51 | -444 |
| Cash from financing | -92 | -181 | -50 | -84 | -105 | 189 | -182 | 363 |
| Net cash flow | 53 | -25 | 64 | -64 | -35 | 12 | -6 | 195 |
| Capital expenditure | -64 | -67 | -42 | -66 | -68 | -79 | -53 | -68 |
| Free cash flow | 123 | 152 | 173 | 65 | 13 | 188 | 174 | 209 |
Insider filings
113 filings between Nov 6, 2025 and Sep 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$4.75M
10 sales by 2 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 44
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 45
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lorenger Jeffrey D | — | $4.65M | Aug 28, 2026 |
| Smith Brian Scott | — | $104.4K | Feb 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 14, 2026 | Tasi Irene President, Steelcase | Award | 12,409 | $0 |
| Aug 28, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 1,504 | $58.2K |
| Aug 28, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 1,504 | $75.2K |
| Aug 27, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 12,445 | $481.4K |
| Aug 27, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 12,445 | $623.3K |
| Aug 27, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 27,131 | $1.36M |
| Aug 27, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 27,131 | $1.05M |
| Aug 26, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 4,671 | $233.8K |
| Aug 26, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 2,837 | $109.7K |
| Aug 26, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 4,671 | $180.7K |
| Aug 26, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 2,837 | $142.1K |
| Aug 24, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 400 | $15.5K |
| Aug 24, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 300 | $15.0K |
| Aug 24, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 300 | $11.6K |
| Aug 24, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 400 | $20.0K |
| Aug 18, 2026 | Brown Timothy C. E. Director | Award | 263 | $12.5K |
| Aug 3, 2026 | Lorenger Jeffrey D President & CEO | Option exercise 10b5-1 plan | 45,850 | $2.14M |
| Aug 3, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 35,232 | $1.67M |
| Aug 3, 2026 | Lorenger Jeffrey D President & CEO | Sale 10b5-1 plan | 10,618 | $507.3K |
| May 19, 2026 | Hartnett John R. Director | Award | 4,786 | $0 |
| May 19, 2026 | Hallinan Patrick D Director | Award | 4,786 | $0 |
| May 19, 2026 | Brown Timothy C. E. Director | Award | 427 | $12.5K |
| May 19, 2026 | Brown Timothy C. E. Director | Award | 4,786 | $0 |
| May 19, 2026 | Sivajee Dhanusha Director | Award | 4,786 | $0 |
| May 19, 2026 | Williams Linda K Director | Award | 4,786 | $0 |
| May 19, 2026 | Bell Mary A Director | Award | 4,786 | $0 |
| May 19, 2026 | ROBERTS DAVID MARTIN Director | Award | 427 | $12.5K |
| May 19, 2026 | ROBERTS DAVID MARTIN Director | Award | 4,786 | $0 |
| May 19, 2026 | Porcellato Larry B Director | Award | 4,786 | $0 |
| May 19, 2026 | Jones Mary K.W. Director | Award | 4,786 | $0 |
| Mar 17, 2026 | Lorenger Jeffrey D President & CEO | Gift 10b5-1 plan | 96,007 | $0 |
| Feb 25, 2026 | MEUNIER GREGORY A Ex VP GL Ops, Kimball Intl | Award | 5,322 | $0 |
| Feb 25, 2026 | Lorenger Jeffrey D President & CEO | Tax withheld | 48,739 | $2.44M |
| Feb 25, 2026 | Lorenger Jeffrey D President & CEO | Award | 112,952 | $0 |
| Feb 25, 2026 | Hagedorn Jason Dean Pres, Workplace Furnishings | Tax withheld | 5,643 | $282.9K |
| Feb 25, 2026 | Hagedorn Jason Dean Pres, Workplace Furnishings | Award | 13,076 | $0 |
| Feb 25, 2026 | Bullock Bishop Brandon III COO, HNI Corporation | Tax withheld | 6,075 | $304.6K |
| Feb 25, 2026 | Bradford Steven M Sr. VP, Gen. Counsel & Sec. | Tax withheld | 5,054 | $253.4K |
| Feb 25, 2026 | Bullock Bishop Brandon III COO, HNI Corporation | Award | 14,078 | $0 |
| Feb 25, 2026 | Berger Vincent P EVP & Chief Financial Officer | Award | 23,240 | $0 |
| Feb 25, 2026 | Berger Vincent P EVP & Chief Financial Officer | Tax withheld | 10,029 | $502.9K |
| Feb 25, 2026 | SMITH KOURTNEY L COO, Kimball International | Tax withheld | 2,468 | $123.7K |
| Feb 25, 2026 | Smith Brian Scott President, Hearth & Home Tech | Tax withheld | 3,505 | $175.7K |
| Feb 25, 2026 | SMITH KOURTNEY L COO, Kimball International | Award | 8,294 | $0 |
| Feb 25, 2026 | Bradford Steven M Sr. VP, Gen. Counsel & Sec. | Award | 11,514 | $0 |
| Feb 25, 2026 | Smith Brian Scott President, Hearth & Home Tech | Award | 7,686 | $0 |
| Feb 25, 2026 | Roch Michael J. CCO, WP & Health, Kimball Intl | Tax withheld | 1,661 | $83.3K |
| Feb 25, 2026 | Roch Michael J. CCO, WP & Health, Kimball Intl | Award | 5,392 | $0 |
| Feb 25, 2026 | Rao Radhakrishna S Chief Info and Digital Officer | Tax withheld | 2,937 | $147.3K |
| Feb 25, 2026 | Rao Radhakrishna S Chief Info and Digital Officer | Award | 6,942 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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