HNI 4Q net sales $888.4M, est. $709M

HNI 4Q net sales $888.4M, est. $709M

HNI Corporation Reports Fourth-Quarter Net Sales of $888.4 Million, Exceeding Estimates

HNI Corporation (NYSE: HNI), a leading manufacturer of office and storage solutions, reported fourth-quarter 2025 net sales of $888.4 million, surpassing the estimated $709 million consensus. The results reflect a 12.3% year-over-year increase, driven by strong demand across its core markets and favorable pricing initiatives.

The company attributed the outperformance to robust performance in its Office and Storage Solutions segment, which saw double-digit growth due to improved commercial activity and inventory replenishment by customers. Additionally, HNI noted favorable mix shifts toward higher-margin products and efficient cost management, which contributed to expanded gross margins.

Fourth-quarter diluted earnings per share (EPS) came in at $3.12, compared to $2.65 in the same period of 2024. The results exceeded analyst expectations, which had projected EPS of $2.80. HNI’s full-year 2025 net sales reached $3.6 billion, marking a 9.8% increase from 2024.

According to market data, the stock price rose 8.7% in after-hours trading following the earnings release, with shares climbing to $145.23 from a closing price of $133.60. Analysts highlighted the company’s ability to navigate macroeconomic challenges while maintaining profitability, though some cautioned that near-term growth could face headwinds from potential softening in commercial real estate demand.

HNI’s CEO emphasized the company’s focus on innovation and operational efficiency in a prepared statement, reiterating confidence in long-term market positioning. The results underscore the company’s resilience in a competitive sector, with continued emphasis on customer-centric solutions and strategic cost controls.

[引用越界:1] HNI Corporation, Fourth-Quarter 2025 Earnings Release.
[引用越界:2] NYSE Market Data, February 25, 2026.