$HNI

HNI CORP

1
0
0
$2.2M
Lorenger Jeffrey D
100%
Med

HNI (HNI) Q2 2026 Earnings Call Transcript

HNI Corporation (HNI) reported Q2 FY2026 non-GAAP EPS of $1.27, up 14% y/y, and net sales of $1.5 billion, up 121% y/y, citing Steelcase acquisition contributions and cost benefits. Organic net sales rose 0.1%. Guidance calls for FY2026 non-GAAP EPS growth of 20% to 25% and Q3 revenue growth of 175% to 180% in Workplace Furnishings.

Lorenger Jeffrey D sold $2.2M of HNI

Lorenger Jeffrey D (President & CEO) sold 45,850 shares of HNI CORP (HNI) at an average of $47.55 ($47.48–$47.78, $2.18M total) across 2 trades on 2026-08-03 under a Rule 10b5-1 trading plan.

HNI (NYSE:HNI) Reports Q2 CY2026 In Line With Expectations, Stock Soars

HNI Corporation (NYSE:HNI) reported Q2 CY2026 results in line with expectations. Revenue rose 121% year on year to $1.47 billion, while non-GAAP EPS was $1.27, up from $1.11 and 22.4% above consensus. The stock rose about 7% to $45.78 after the report. Analysts project full-year EPS growth to $4.50 from $3.54.

HNI sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning HNI (HNI CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent HNI coverage spans financial news, earnings and insider activity.

In the last 30 days, HNI insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($2.2M). The most active reporter was Lorenger Jeffrey D, President & CEO, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.

What's driving HNI

  • Guidance and integration metrics (EPS, sales, synergies, leverage) create a near-term repricing window for HNI tied to execution on Steelcase accretion and margin targets.

    fool.com · Aug 8, 2026

  • This is a routine insider sale under a 10b5-1 plan, so it is more a positioning signal than a fundamental catalyst.

    SEC EDGAR · Aug 5, 2026

  • Beat on EPS with in-line revenue and margin contraction suggests near-term earnings support but less operating leverage than last year.

    financialcontent.com · Jul 30, 2026

  • The 8-K provides fresh earnings datapoints plus an updated 2026 EPS growth range and synergy expectations, which can reprice near-term valuation and guidance credibility.

    SEC EDGAR 8-K · Jul 30, 2026

  • Trading impact is primarily macro-driven; without new HNI fundamentals, conviction for a sustained move is limited.

    financialcontent.com · Jul 8, 2026

alphai scores every news story that mentions HNI with an AI model for sentiment and relevance, and aggregates insider trades from HNI CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $HNI

Score
$HNIMedAI 8/10

HNI (HNI) Q2 2026 Earnings Call Transcript

HNI Corporation (HNI) reported Q2 FY2026 non-GAAP EPS of $1.27, up 14% y/y, and net sales of $1.5 billion, up 121% y/y, citing Steelcase acquisition contributions and cost benefits. Organic net sales rose 0.1%. Guidance calls for FY2026 non-GAAP EPS growth of 20% to 25% and Q3 revenue growth of 175% to 180% in Workplace Furnishings.

$HNIMed

HNI CORP (HNI): Results of Operations and Financial Condition

HNI CORP (HNI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 hni-ex991q22026.htm EX-99.1 Document HNI Corporation 600 East Second Street, Muscatine, Iowa 52761, Tel 563 272 7400, Fax 563 272 7347, hnicorp.com News Release HNI CORPORATION REPORTS SECOND QUARTER 2026 RESULTS Order Acceleration, Cost Actions, Net Tariff Impacts Supp

Arlo Technologies, HNI, and PAR Technology Shares Plummet, What You Need To Know

Stocks including Arlo Technologies (ARLO), HNI (HNI), and PAR Technology (PAR) fell in the morning after President Trump said an Iran ceasefire was over and threatened strikes, lifting oil prices and pushing markets into risk-off. Higher bond yields and uncertainty hurt business services spending. PAR also cited recent partnerships and a JPMorgan upgrade; it was $17.19, down 51.9% YTD.

HNI Archives

This article provides an archive of news and articles related to HNI Corp (HNI), a company specializing in office furniture and residential building products. It includes current stock data for HNI and highlights one article from January 6, 2026, discussing office product stocks in the context of remote work. The content also features other trending finance articles from May 9, 2026.

$HNILow

FMR LLC holds 7.84M shares of HNI Corp (NYSE: HNI) in Schedule 13G

FMR LLC has filed a Schedule 13G, disclosing beneficial ownership of 7,836,294.42 shares of HNI Corp common stock, representing a 10.9% stake as of March 31, 2026. The filing indicates that FMR LLC, along with Abigail P. Johnson, holds sole dispositive power over these shares, signifying a significant passive investment in HNI Corp. This disclosure is a standard regulatory filing for large passive investments, not an active takeover bid.

$HRIMed

Top 3 Industrials Stocks That Are Set To Fly In Q1

This article identifies three industrial stocks—Herc Holdings Inc (HRI), HNI Corp (HNI), and Interface Inc (TILE)—as oversold, presenting potential buying opportunities for investors. Despite recent price drops of 18-28% for these companies, their Relative Strength Index (RSI) values are near or below 30, traditionally indicating an oversold condition. Analyst ratings and company statements suggest underlying strength and future growth potential for these stocks.

$HRIMed

Top 3 Industrials Stocks That Are Set To Fly In Q1

This article identifies three industrial stocks—Herc Holdings (HRI), HNI Corp (HNI), and Interface Inc (TILE)—that are considered oversold, with their Relative Strength Index (RSI) near or below 30, suggesting they may be undervalued. It details recent price target adjustments, stock performance over the past month, and brief financial highlights for each company. The author suggests these stocks present a buying opportunity in Q1 for investors looking at undervalued companies in the industrial sector.

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