MillerKnoll (MLKN)
Market Price (3/15/2026): $18.955 | Market Cap: $1.3 BilSector: Industrials | Industry: Office Services & Supplies
MillerKnoll (MLKN)
Market Price (3/15/2026): $18.955Market Cap: $1.3 BilSector: IndustrialsIndustry: Office Services & Supplies
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldDividend Yield is 3.9%, FCF Yield is 6.4% | Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -79% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 126% |
| Low stock price volatilityVol 12M is 43% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.1%, Rev Chg QQuarterly Revenue Change % is -1.6% | |
| Megatrend and thematic driversMegatrends include Future of Work & Living Spaces, and Sustainable Design & Manufacturing. Themes include Flexible Workspaces, Ergonomics & Wellness Design, Show more. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.1% |
| Attractive yieldDividend Yield is 3.9%, FCF Yield is 6.4% |
| Low stock price volatilityVol 12M is 43% |
| Megatrend and thematic driversMegatrends include Future of Work & Living Spaces, and Sustainable Design & Manufacturing. Themes include Flexible Workspaces, Ergonomics & Wellness Design, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -79% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 126% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.1%, Rev Chg QQuarterly Revenue Change % is -1.6% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.1% |
Qualitative Assessment
AI Analysis | Feedback
MillerKnoll (MLKN) stock has gained about 20% since 11/30/2025 because of the following key factors:
1. MillerKnoll's fiscal Q2 2026 results, reported on December 17, 2025, surpassed analyst expectations and included an upbeat outlook for the subsequent quarter. The company posted adjusted earnings per share (EPS) of $0.43, exceeding the analyst consensus of $0.40 by 7.5%. Despite a slight revenue miss, consolidated orders grew by 5.5% year-over-year to $972.5 million, with growth across all segments. Furthermore, MillerKnoll projected third-quarter revenue between $923 million and $963 million, surpassing the consensus estimate of $909.6 million, and anticipated adjusted EPS of $0.42 to $0.48, higher than the $0.41 consensus. These positive financial results and forward-looking guidance contributed significantly to the stock's upward trend.
2. Upgraded analyst sentiment and ratings following the positive earnings report buoyed investor confidence. On December 18, 2025, MillerKnoll received a rating upgrade to "Buy," with analysts citing rising demand and operational improvements poised for a turnaround in 2026. Additionally, William Blair initiated coverage with an "outperform" rating on February 10, 2026. Zacks Research also improved MillerKnoll's average brokerage recommendation to 2.50 (on a scale of 1 to 5, with 1 being Strong Buy) from 3.00 the previous month, and one analyst set a short-term price target of $32.00, suggesting a 60.24% increase from the then-current price of $19.97.
Show more
1. MillerKnoll's fiscal Q2 2026 results, reported on December 17, 2025, surpassed analyst expectations and included an upbeat outlook for the subsequent quarter. The company posted adjusted earnings per share (EPS) of $0.43, exceeding the analyst consensus of $0.40 by 7.5%. Despite a slight revenue miss, consolidated orders grew by 5.5% year-over-year to $972.5 million, with growth across all segments. Furthermore, MillerKnoll projected third-quarter revenue between $923 million and $963 million, surpassing the consensus estimate of $909.6 million, and anticipated adjusted EPS of $0.42 to $0.48, higher than the $0.41 consensus. These positive financial results and forward-looking guidance contributed significantly to the stock's upward trend.
2. Upgraded analyst sentiment and ratings following the positive earnings report buoyed investor confidence. On December 18, 2025, MillerKnoll received a rating upgrade to "Buy," with analysts citing rising demand and operational improvements poised for a turnaround in 2026. Additionally, William Blair initiated coverage with an "outperform" rating on February 10, 2026. Zacks Research also improved MillerKnoll's average brokerage recommendation to 2.50 (on a scale of 1 to 5, with 1 being Strong Buy) from 3.00 the previous month, and one analyst set a short-term price target of $32.00, suggesting a 60.24% increase from the then-current price of $19.97.
Show more
Stock Movement Drivers
Fundamental Drivers
The 20.9% change in MLKN stock from 11/30/2025 to 3/13/2026 was primarily driven by a 21.7% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.69 | 18.96 | 20.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,764 | 3,749 | -0.4% |
| P/S Multiple | 0.3 | 0.3 | 21.7% |
| Shares Outstanding (Mil) | 69 | 69 | -0.3% |
| Cumulative Contribution | 20.9% |
Market Drivers
11/30/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| MLKN | 20.9% | |
| Market (SPY) | -3.1% | 24.0% |
| Sector (XLI) | 7.1% | 31.3% |
Fundamental Drivers
The -8.3% change in MLKN stock from 8/31/2025 to 3/13/2026 was primarily driven by a -9.4% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.67 | 18.96 | -8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,670 | 3,749 | 2.2% |
| P/S Multiple | 0.4 | 0.3 | -9.4% |
| Shares Outstanding (Mil) | 68 | 69 | -0.9% |
| Cumulative Contribution | -8.3% |
Market Drivers
8/31/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| MLKN | -8.3% | |
| Market (SPY) | 3.0% | 24.5% |
| Sector (XLI) | 8.8% | 31.9% |
Fundamental Drivers
The -8.1% change in MLKN stock from 2/28/2025 to 3/13/2026 was primarily driven by a -12.7% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.64 | 18.96 | -8.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,593 | 3,749 | 4.3% |
| P/S Multiple | 0.4 | 0.3 | -12.7% |
| Shares Outstanding (Mil) | 69 | 69 | 0.9% |
| Cumulative Contribution | -8.1% |
Market Drivers
2/28/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| MLKN | -8.1% | |
| Market (SPY) | 12.4% | 48.2% |
| Sector (XLI) | 22.0% | 49.7% |
Fundamental Drivers
The -10.9% change in MLKN stock from 2/28/2023 to 3/13/2026 was primarily driven by a -12.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.27 | 18.96 | -10.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,276 | 3,749 | -12.3% |
| P/S Multiple | 0.4 | 0.3 | -7.3% |
| Shares Outstanding (Mil) | 75 | 69 | 9.7% |
| Cumulative Contribution | -10.9% |
Market Drivers
2/28/2023 to 3/13/2026| Return | Correlation | |
|---|---|---|
| MLKN | -10.9% | |
| Market (SPY) | 73.4% | 39.6% |
| Sector (XLI) | 70.2% | 45.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MLKN Return | 18% | -45% | 32% | -13% | -16% | 6% | -33% |
| Peers Return | 4% | -11% | 39% | -3% | -5% | -3% | 14% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 80% |
Monthly Win Rates [3] | |||||||
| MLKN Win Rate | 58% | 33% | 50% | 42% | 42% | 67% | |
| Peers Win Rate | 48% | 42% | 60% | 47% | 50% | 33% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| MLKN Max Drawdown | -2% | -59% | -35% | -15% | -37% | -0% | |
| Peers Max Drawdown | -16% | -31% | -11% | -20% | -23% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HNI, LZB, ETD, HOFT, BSET. See MLKN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/13/2026 (YTD)
How Low Can It Go
| Event | MLKN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -73.3% | -25.4% |
| % Gain to Breakeven | 274.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -63.9% | -33.9% |
| % Gain to Breakeven | 177.0% | 51.3% |
| Time to Breakeven | 357 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.8% | -19.8% |
| % Gain to Breakeven | 42.4% | 24.7% |
| Time to Breakeven | 185 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -80.2% | -56.8% |
| % Gain to Breakeven | 404.5% | 131.3% |
| Time to Breakeven | 3,225 days | 1,480 days |
Compare to HNI, LZB, ETD, HOFT, BSET
In The Past
MillerKnoll's stock fell -73.3% during the 2022 Inflation Shock from a high on 6/7/2021. A -73.3% loss requires a 274.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About MillerKnoll (MLKN)
MillerKnoll, Inc. manufactures and distributes interior furnishings worldwide. It operates through North America Contract, International Contract, and Retail segments. The company offers seating products under the Embody, Aeron, Mirra2, Setu, Sayl, Verus, Cosm, Lino, Verus, Celle, Equa, Taper, and Ergon names; and modular systems under the Canvas Office Landscape, Locale, Public Office Landscape, Layout Studio, Action Office, Ethospace, Arras, Prospect, Overlay, Resolve, and OE1 names. It also provides storage products; wood case goods; freestanding furniture products under the Abak, Intent, Sense, and Envelop names; healthcare products under the Palisade, Compass, Nala, Ava, and Nemschoff names; Thrive portfolio of ergonomic solutions and technology support products under the Colebrook Bosson Saunders name; textiles under the Maharam name; and Live Platform system of cloud-connected furnishings, applications, and dashboards. In addition, the company offers products for residential settings under the Eames, Eames Soft Pad, HAY, Nelson, Bubble Lamps, Airia, Ardea, Bumper, Burdick Group, Everywhere, Claw, Caper, Distil, Envelope, Formwork, Full Round, H Frame, I Beam, Landmark, Logic Mini, Logic Power Access Solutions, Renew, Rolled Arm, Scissor, Sled, Soft Pad, Swoop, Tone, Twist, Ward Bennett, and Wireframe names; and residential and ancillary products under the Line, Storage Collection, Lina, Matera, Emmy, Story, Sømmer, Reach, the Always, Polly, Viv, Hush, Mags, and About A names. Its products are used in institutional, health/science, and residential and other environments; transportation terminals; and industrial and educational settings. The company markets its products through its sales staff, and independent dealers and retailers; and e-commerce websites. The company was formerly known as Herman Miller, Inc. and changed its name to MillerKnoll, Inc. in November 2021. MillerKnoll, Inc. was incorporated in 1905 and is headquartered in Zeeland, Michigan.
AI Analysis | Feedback
The Apple of office and designer furniture.
Like LVMH, but for high-end office and home furnishings.
AI Analysis | Feedback
- Seating Solutions: MillerKnoll offers a diverse range of ergonomic chairs for various professional and residential settings.
- Modular Systems: The company provides flexible and reconfigurable office furniture systems designed for collaborative and dynamic workspaces.
- Storage & Case Goods: This includes various storage units, cabinets, and wood case goods for organizational and aesthetic purposes.
- Freestanding Furniture: MillerKnoll manufactures independent furniture pieces like desks and tables, designed for versatile use.
- Healthcare Furnishings: Specialized products for institutional and health/science environments, focusing on patient comfort and clinical efficiency.
- Ergonomic & Technology Support Products: This category includes solutions that enhance comfort and integrate technology into the workspace.
- Textiles: MillerKnoll offers high-quality textiles for furnishings and interior applications under the Maharam brand.
- Live Platform System: A cloud-connected system of furnishings, applications, and dashboards designed to optimize work environments.
- Residential & Ancillary Furnishings: A broad selection of furniture and decorative items designed for residential settings and supplementary spaces.
AI Analysis | Feedback
MillerKnoll (MLKN) primarily sells its products to a diverse range of businesses and institutions globally, as well as to individual consumers.
The company does not publicly identify specific major customer companies by name. Instead, its products are utilized across various sectors and environments, indicating that its major customers fall into broad categories of organizations. These categories include:
- Institutional Clients: This broad category encompasses a wide array of non-corporate organizations and public sector entities that purchase furnishings for various needs.
- Healthcare and Science Facilities: Including hospitals, clinics, laboratories, and other health/science environments requiring specialized furnishings.
- Educational Institutions: Such as schools, colleges, and universities, outfitting classrooms, libraries, dormitories, and administrative spaces.
- Commercial Businesses: Companies of various sizes furnishing their offices, corporate spaces, and other business environments.
- Transportation and Industrial Settings: Including transportation terminals (e.g., airports, train stations) and industrial facilities.
In addition to these organizational customers, MillerKnoll also serves:
- Residential Consumers: Individuals purchasing furnishings for their homes through its Retail segment, independent retailers, and e-commerce websites.
AI Analysis | Feedback
null
AI Analysis | Feedback
nullAI Analysis | Feedback
nullAI Analysis | Feedback
nullAI Analysis | Feedback
nullAI Analysis | Feedback
nullAI Analysis | Feedback
nullLatest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to MLKN.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 02202026 | LZ | LegalZoom.com | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.2% | 7.2% | -5.0% |
| 02132026 | ADP | Automatic Data Processing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.1% | 1.1% | -3.0% |
| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
| 11142025 | MLKN | MillerKnoll | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 39.3% | 39.3% | -6.0% |
| 03312020 | MLKN | MillerKnoll | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 37.1% | 87.1% | -19.9% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 20.55 |
| Mkt Cap | 0.9 |
| Rev LTM | 1,364 |
| Op Inc LTM | 94 |
| FCF LTM | 62 |
| FCF 3Y Avg | 98 |
| CFO LTM | 128 |
| CFO 3Y Avg | 136 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.0% |
| Rev Chg 3Y Avg | -7.6% |
| Rev Chg Q | 1.1% |
| QoQ Delta Rev Chg LTM | 0.3% |
| Op Mgn LTM | 6.2% |
| Op Mgn 3Y Avg | 6.3% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 6.9% |
| CFO/Rev 3Y Avg | 8.4% |
| FCF/Rev LTM | 4.7% |
| FCF/Rev 3Y Avg | 5.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 0.5 |
| P/EBIT | 11.8 |
| P/E | 14.7 |
| P/CFO | 8.3 |
| Total Yield | 5.9% |
| Dividend Yield | 2.2% |
| FCF Yield 3Y Avg | 8.5% |
| D/E | 0.6 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -12.7% |
| 3M Rtn | -6.0% |
| 6M Rtn | -7.1% |
| 12M Rtn | -6.0% |
| 3Y Rtn | -1.3% |
| 1M Excs Rtn | -10.3% |
| 3M Excs Rtn | -4.8% |
| 6M Excs Rtn | -12.2% |
| 12M Excs Rtn | -27.5% |
| 3Y Excs Rtn | -78.8% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| North America Contract | 1,922 | 2,026 | 1,929 | 1,301 | |
| Global Retail | 1,060 | 1,044 | 1,088 | 764 | |
| International Contract | 646 | 1,017 | 928 | 400 | 503 |
| North Americas Contract | 1,598 | ||||
| Retail | 386 | ||||
| Total | 3,628 | 4,087 | 3,946 | 2,465 | 2,487 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| North America Contract | 177 | 100 | -24 | 94 | |
| International Contract | 72 | 99 | 70 | 48 | 18 |
| Global Retail | 65 | -16 | 134 | 143 | |
| Other expense (income), net | -3 | ||||
| Impairment charges | -17 | ||||
| Corporate Adjusted operating loss | -52 | -60 | -141 | -53 | -39 |
| Interest expense | -76 | ||||
| North Americas Contract | 131 | ||||
| Retail | -148 | ||||
| Total | 167 | 122 | 40 | 232 | -38 |
Price Behavior
Price Behavior
| Market Price | $18.96 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -16.3% | |
| 50 Days | 200 Days | |
| DMA Price | $20.07 | $18.32 |
| DMA Trend | up | up |
| Distance from DMA | -5.5% | 3.5% |
| 3M | 1YR | |
| Volatility | 35.4% | 43.2% |
| Downside Capture | -23.08 | 115.43 |
| Upside Capture | 62.16 | 97.25 |
| Correlation (SPY) | 21.9% | 48.4% |
MLKN Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.70 | 1.01 | 0.81 | 0.87 | 1.09 | 1.16 |
| Up Beta | 1.58 | 2.38 | 2.71 | 2.11 | 1.21 | 1.13 |
| Down Beta | 2.85 | 1.44 | 0.73 | 0.42 | 0.94 | 0.82 |
| Up Capture | 24% | 85% | 115% | 59% | 97% | 168% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 20 | 32 | 62 | 115 | 361 |
| Down Capture | -65% | -4% | -54% | 87% | 111% | 109% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 21 | 29 | 62 | 132 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MLKN | |
|---|---|---|---|---|
| MLKN | 1.0% | 43.2% | 0.14 | - |
| Sector ETF (XLI) | 28.0% | 19.2% | 1.16 | 49.6% |
| Equity (SPY) | 19.6% | 18.9% | 0.81 | 48.4% |
| Gold (GLD) | 71.9% | 26.3% | 2.05 | -6.4% |
| Commodities (DBC) | 19.3% | 17.3% | 0.89 | 4.3% |
| Real Estate (VNQ) | 6.2% | 16.3% | 0.19 | 45.8% |
| Bitcoin (BTCUSD) | -15.3% | 44.2% | -0.25 | 15.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MLKN | |
|---|---|---|---|---|
| MLKN | -11.9% | 43.9% | -0.15 | - |
| Sector ETF (XLI) | 13.4% | 17.1% | 0.62 | 52.0% |
| Equity (SPY) | 13.1% | 17.0% | 0.61 | 47.9% |
| Gold (GLD) | 24.1% | 17.3% | 1.14 | 0.1% |
| Commodities (DBC) | 11.2% | 19.0% | 0.47 | 12.3% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 44.0% |
| Bitcoin (BTCUSD) | 6.3% | 56.7% | 0.33 | 16.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MLKN | |
|---|---|---|---|---|
| MLKN | -1.3% | 43.7% | 0.12 | - |
| Sector ETF (XLI) | 13.8% | 19.8% | 0.61 | 52.8% |
| Equity (SPY) | 14.5% | 17.9% | 0.70 | 46.7% |
| Gold (GLD) | 14.4% | 15.6% | 0.77 | -2.5% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 18.6% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 44.0% |
| Bitcoin (BTCUSD) | 67.4% | 66.8% | 1.07 | 12.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/17/2025 | 7.9% | 3.3% | 8.6% |
| 9/23/2025 | -10.8% | -6.7% | -10.3% |
| 6/25/2025 | 12.5% | 19.6% | 14.8% |
| 3/26/2025 | 10.7% | 4.8% | -10.4% |
| 12/18/2024 | -5.5% | -7.8% | -9.5% |
| 9/19/2024 | -14.5% | -9.6% | -8.0% |
| 6/26/2024 | 1.0% | 0.3% | 14.1% |
| 3/27/2024 | -18.9% | -11.9% | -15.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 9 | 10 |
| # Negative | 13 | 15 | 14 |
| Median Positive | 10.7% | 15.4% | 17.2% |
| Median Negative | -6.2% | -7.4% | -9.6% |
| Max Positive | 33.5% | 45.7% | 33.9% |
| Max Negative | -18.9% | -19.2% | -35.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 11/30/2025 | 01/05/2026 | 10-Q |
| 08/31/2025 | 09/29/2025 | 10-Q |
| 05/31/2025 | 07/21/2025 | 10-K |
| 02/28/2025 | 03/31/2025 | 10-Q |
| 11/30/2024 | 01/06/2025 | 10-Q |
| 08/31/2024 | 10/09/2024 | 10-Q |
| 05/31/2024 | 07/30/2024 | 10-K |
| 02/29/2024 | 04/10/2024 | 10-Q |
| 11/30/2023 | 01/10/2024 | 10-Q |
| 08/31/2023 | 10/11/2023 | 10-Q |
| 05/31/2023 | 07/26/2023 | 10-K |
| 02/28/2023 | 04/12/2023 | 10-Q |
| 11/30/2022 | 01/11/2023 | 10-Q |
| 08/31/2022 | 10/12/2022 | 10-Q |
| 05/31/2022 | 07/26/2022 | 10-K |
| 02/28/2022 | 04/06/2022 | 10-Q |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.