Earnings Call Summary | MillerKnoll(MLKN.US) Q2 2025 Earnings Conference
Earnings Call Summary | MillerKnoll(MLKN.US) Q2 2025 Earnings Conference
The following is a summary of the MillerKnoll, Inc. (MLKN) Q2 2025 Earnings Call Transcript:
以下是MillerKnoll, Inc. (MLKN) 2025年第二季度業績會會議記錄的總結:
Financial Performance:
財務表現:
MillerKnoll reported Q2 fiscal 2025 consolidated net sales of $970 million, a 2.2% year-over-year increase.
Gross margin for the quarter was reported at 38.8%.
Operating margin in the Americas segment improved to 10.2% from 9.4% in the previous year.
Net debt to EBITDA ratio stood at 2.94 turns.
MillerKnoll報告了2025財年第二季度合併淨銷售額爲97000萬,較去年同比增長2.2%。
本季度的毛利率爲38.8%。
美洲部門的營業利潤率從去年的9.4%提升至10.2%。
淨債務與EBITDA比率爲2.94倍。
Business Progress:
業務進展:
Americas Contract segment showed a 6.2% organic net sales increase, marking the third consecutive quarter of order growth.
Introduced a refreshed Mirra 2 Chair with enhanced sustainability features.
Planned opening of new Design Within Reach Studios and a Herman Miller store, expanding retail presence.
Launched a new Fulfillment Center in Belgium to enhance supply chain efficiency in Europe.
美洲合同部門的有機淨銷售額增長了6.2%,標誌着連續第三個季度訂單增長。
推出了更新版的Mirra 2椅子,具有更高的可持續性特點。
計劃開設新的Design Within Reach工作室和Herman Miller商店,拓展零售業務。
在比利時新開設了一個履行中心,以提高在歐洲的供應鏈效率。
Opportunities:
機會:
Continued expansion in the Middle East and parts of Asia signals opportunities for growth in these regions.
Strong order growth and customer engagement during promotional periods indicate positive market receptivity to new product launches and marketing strategies.
在中東和部分亞洲地區的持續擴張預示着這些地區的增長機會。
訂單強勁增長以及在促銷期間客戶參與度高,表明市場對新產品推出和營銷策略的積極反應。
Risks:
風險:
The potential implementation of new tariffs could impact costs and supply chain strategies, requiring adjustments in sourcing and pricing.
Decreased order rates experienced in Q2 may affect near-term growth expectations, despite optimism for a pickup in later quarters.
新關稅的潛在實施可能會影響成本和供應鏈策略,要求在採購和定價上進行調整。
儘管對後續季度的復甦持樂觀態度,但第二季度訂單減少可能會影響短期增長預期。
More details: MillerKnoll IR
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Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。
譯文內容由第三人軟體翻譯。