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Earnings Call Summary | MillerKnoll(MLKN.US) Q2 2025 Earnings Conference

Earnings Call Summary | MillerKnoll(MLKN.US) Q2 2025 Earnings Conference

業績會總結 | MillerKnoll(MLKN.US) 2025年第二季度業績會
富途資訊 ·  12/19 08:53  · 電話會議

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

更多詳情:MillerKnoll 投資者關係

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。


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