{"filings":[{"id":98173,"accession_number":"0000048287-26-000098","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HNI Q1: GAAP loss $0.55/sh; adj EPS $0.34; sales $1.35B; organic sales -3.2%; guides FY mid-teens adj EPS growth","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $38.8M ($0.55 diluted EPS); non-GAAP diluted EPS $0.34 modestly above internal expectations.","Net sales $1.35B, up 125% YoY on Steelcase acquisition; organic net sales down 3.2% YoY.","Workplace Furnishings organic sales -5.2% YoY; Residential Building Products +2.1% with 190bps margin expansion to 17.6%.","Guides full-year 2026 mid-teens non-GAAP EPS growth; Q2 non-GAAP EPS expected to decline modestly YoY.","Steelcase integration on track; $120M total synergies expected; terminated Steelcase ERP to cut costs and focus on profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1347500000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113474,"accession_number":"0000048287-26-000059","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HNI FY25 non-GAAP EPS $3.74 (+22%); completed Steelcase acquisition, $120M synergies targeted","event_type":"earnings","confidence":"high","bullets":["FY25 GAAP diluted EPS $1.11; non-GAAP diluted EPS $3.74 (+22% YoY), fourth straight year of double-digit non-GAAP EPS growth.","Q4 net loss $49.2M ($0.94 GAAP diluted loss); Q4 non-GAAP EPS $0.83 vs $0.87 prior year.","Completed acquisition of Steelcase in Q4; expected synergies of $120M with $1.20 non-GAAP EPS accretion when fully mature.","FY25 net sales $2.84B (+12% YoY); organic net sales +5.6%; Residential Building Products operating margin 18.0% (+60bps).","FY2026 outlook: expects fifth consecutive year of double-digit non-GAAP EPS growth; modest organic revenue growth; leverage to return to pre-acquisition levels in 18-24 months."],"consensus_eps_estimate":null,"consensus_eps_actual":1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":2839000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113472,"accession_number":"0001140361-26-006800","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K/A","filed_at":"2026-02-25T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"HNI closes $1.92B acquisition of Steelcase; pro forma net sales $5.69B in FY2024","event_type":"m_and_a","confidence":"high","bullets":["Total purchase consideration $1.92B; Steelcase shareholders got $7.20 cash + 0.2192 HNI shares per share.","Pro forma combined net sales $5.69B (FY2024) and $4.41B (nine months ended Sep 27, 2025).","Pro forma net income $75.5M (FY2024 diluted EPS $1.00) and $143.0M (nine-month diluted EPS $1.93).","Recorded $497.7M goodwill and $590M fair value of identifiable intangible assets.","HNI issued $935.9M in 5.125% Notes due 2029 to finance the deal; transaction costs $124.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113473,"accession_number":"0001140361-26-000697","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["2.05","2.06","9.01"],"status":"ready","headline":"HNI Corp to exit Wayland NY plant, consolidate production; expects $7.5-8M annual savings","event_type":"other_material","confidence":"high","bullets":["Closing Wayland, NY facility in 2027; production shifted to other North American plants.","Estimated pre-tax charges of $14.9M in 2026-2027, including $5.7M non-cash.","Annual cost savings of $7.5-8.0M once fully mature.","Total KII integration cost synergies now expected to reach $68M by end of 2028.","Approximately 135 employees affected; support and resources promised for transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129868,"accession_number":"0000950103-25-015967","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["1.01","2.01","2.03","5.02","8.01","9.01"],"status":"ready","headline":"HNI completes acquisition of Steelcase; combined revenue $5.8B","event_type":"m_and_a","confidence":"high","bullets":["HNI completes acquisition of Steelcase; combined pro forma annual revenues of $5.8B.","Steelcase shareholders received $7.20 cash and 0.2192 HNI shares (or alternative mix) per share.","HNI issued $350.979M in 5.125% Senior Secured Notes due 2029 for Steelcase’s notes.","HNI added $500M TLB facility and reduced Term Loan A from $500M to $350M to fund merger.","HNI board expanded to 12; added former Steelcase directors Timothy C.E. Brown and Linda K. Williams."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129867,"accession_number":"0000950103-25-015834","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"HNI exchange offer expires with 78% of Steelcase notes tendered; acquisition approved, close Dec 10","event_type":"m_and_a","confidence":"high","bullets":["78% ($351M) of Steelcase's $450M 5.125% notes tendered in exchange for new HNI notes.","Shareholders of HNI and Steelcase voted to approve the acquisition on Dec 5.","Acquisition expected to close Dec 10; exchange offer settlement also Dec 10.","Consent solicitation to eliminate restrictive covenants effective on settlement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129866,"accession_number":"0000950103-25-015816","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"HNI and Steelcase shareholders approve acquisition; closing expected Dec 10, 2025","event_type":"m_and_a","confidence":"high","bullets":["HNI shareholders approved stock issuance for Steelcase acquisition (96.88% of votes cast; ~84.52% of outstanding).","Steelcase shareholders approved Merger Agreement adoption (99.60% of votes cast; ~69.93% of outstanding).","Transaction anticipated to close on December 10, 2025, subject to customary closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129865,"accession_number":"0000950103-25-015193","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HNI-Steelcase merger election deadline set for Dec. 4, 2025 at 5pm ET","event_type":"m_and_a","confidence":"high","bullets":["Deadline for Steelcase shareholders to elect cash/stock/mixed consideration is 5:00 p.m. ET on Dec. 4, 2025.","Election forms must be received by Equiniti Trust Company by deadline; street-name holders may have an earlier deadline.","Holders not electing properly receive Mixed Consideration: 0.2192 HNI shares + $7.20 cash per Steelcase share.","Reference price for cash/stock elections is VWAP of HNI common over 10 trading days ending 2 days before closing.","Transaction remains subject to HNI and Steelcase shareholder approvals and other customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129864,"accession_number":"0000950103-25-014337","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"HNI amends credit agreement; adds $105M springing maturity threshold, appoints Bank of America as issuer","event_type":"debt","confidence":"high","bullets":["Amendment No. 1 to Credit Agreement sets a $105,000,000 threshold for springing maturity dates on revolving, Term Loan A, and Term Loan B facilities.","Bank of America, N.A. appointed as an additional Issuing Lender and a Revolving Lender, Initial Tranche A Term Lender.","Amendment approved by all existing lenders; no new borrowing or change to total commitments disclosed.","Credit Agreement dated September 5, 2025 remains in effect as modified; no changes to interest rates or financial covenants evident."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129863,"accession_number":"0000950103-25-014111","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"HNI-Steelcase merger clears HSR waiting period; shareholder vote still required","event_type":"m_and_a","confidence":"high","bullets":["HSR waiting period expired at 11:59 p.m. ET on October 31, 2025.","Expiration satisfies a key condition to closing the merger with Steelcase.","Transaction remains subject to shareholder approvals and other customary conditions.","Merger Agreement was entered on August 3, 2025; registration statement on Form S-4 filed but not yet effective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129862,"accession_number":"0000950103-25-013681","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"HNI extends exchange offer for Steelcase notes to Dec 5; 77.95% tendered as of Oct 27","event_type":"m_and_a","confidence":"high","bullets":["HNI extended expiration of exchange offer for outstanding Steelcase 5.125% Notes due 2029 to Dec 5, 2025.","As of Oct 27, $350.8M of $450M principal (77.95%) validly tendered and not withdrawn.","Consents sufficient to amend indenture received Oct 9; supplemental indenture executed but only operative upon settlement.","Exchange offer remains conditioned on closing of HNI's acquisition of Steelcase; no financing condition.","Tenders previously submitted remain valid; all other offer terms unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129861,"accession_number":"0000048287-25-000134","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HNI Q3 non-GAAP EPS $1.10 (+7% YoY); guides double-digit EPS growth in 2025; Steelcase deal on track","event_type":"earnings","confidence":"high","bullets":["Non-GAAP diluted EPS $1.10 (+7% YoY); GAAP EPS $0.88 (-10% YoY). Net sales $683.8M (+1.7% YoY).","Non-GAAP operating margin 10.8% (highest Q3); Workplace segment margin up 40 bps to 12.3%.","Steelcase acquisition (NYSE: SCS) expected to close before end of 2025; debt reduced $120M during Q3.","Q4 outlook: high single-digit sales growth in both segments; double-digit non-GAAP EPS growth in 2025.","Adjusted Workplace orders +2% excluding hospitality/tariffs; Residential orders +2% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":2.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":1950600000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129860,"accession_number":"0000950103-25-013056","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HNI receives 77.83% consent from Steelcase note holders for exchange offer related to pending acquisition","event_type":"m_and_a","confidence":"high","bullets":["Holders representing 77.83% ($350.2M) of Steelcase's 5.125% Notes due 2029 tendered and consented by early deadline.","Consents sufficient to amend Steelcase indenture to eliminate certain covenants; supplemental indenture executed.","Early tender consideration: $1,000 principal of new HNI notes per $1,000 old notes plus $2.50 cash consent payment.","Late tenders receive $970 principal of new HNI notes; expiration is Oct. 27, 2025; settlement within 5 business days.","Exchange offer is a condition to HNI's pending acquisition of Steelcase; HNI may extend expiration if acquisition not yet closable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146457,"accession_number":"0000950103-25-012282","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HNI launches $450M exchange offer for Steelcase notes; deal targeted for Q4 2025 close","event_type":"debt","confidence":"high","bullets":["Exchange offer for up to $450M principal of 5.125% Steelcase Notes due 2029 for new HNI secured notes with identical rate and maturity.","Consent solicitation to eliminate certain covenants in Steelcase indenture; $2.50 cash payment per $1,000 for tendering holders.","Early tender payment of $30 per $1,000 plus consent payment for holders tendering by Oct. 9, 2025; total consideration $1,000 principal plus $2.50 cash.","Exchange offer and solicitation conditioned on completion of HNI's acquisition of Steelcase, announced Aug. 4, 2025; combined pro forma net sales ~$5.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146456,"accession_number":"0000950103-25-011326","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"HNI signs $1.725B credit facility to fund Steelcase acquisition","event_type":"debt","confidence":"high","bullets":["Credit facility includes $425M revolver, $500M term loan A, and up to $800M term loan B.","Proceeds to finance a portion of the Steelcase merger consideration, refinance existing debt, and pay fees.","Revolver and TLA mature 5 years post-closing; TLB matures 7 years post-closing with quarterly amortization.","Interest on TLA/revolver priced at SOFR + 1.25%-1.875% or base rate + 0.25%-0.875%.","TLA requires quarterly amortization starting at 2.5% p.a. in year one, increasing to 10% in year five."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146455,"accession_number":"0000950103-25-009762","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["1.01","8.01","7.01","9.01"],"status":"ready","headline":"HNI Corp to acquire Steelcase Inc. for $7.20 cash plus 0.2192 shares per Steelcase share","event_type":"m_and_a","confidence":"high","bullets":["Merger consideration per Steelcase share: mixed of 0.2192 HNI shares + $7.20 cash, or all cash, or all stock.","HNI secured $1.1B bridge loan from JPMorgan and Wells Fargo to fund cash consideration and refinance debt.","Termination fees: Steelcase pays $67M; HNI pays $71M or $134M in specified termination scenarios.","Voting agreements with Pew, Taylor, Niemann cover ~5% of Steelcase shares post conversion of Class B to Class A.","Steelcase Class B common stock to be converted to Class A within 10 business days under Pew Voting Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146454,"accession_number":"0001628280-25-035838","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HNI reports Q2 2025 earnings beat: EPS $1.02 GAAP, $1.11 non-GAAP, revenue up 7% YoY","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.02 (+36% YoY); non-GAAP diluted EPS $1.11 (+41% YoY); net income $48.2M.","Net sales $667.1M (+7% YoY); organic net sales +7.7%; Workplace segment +7.4%, Residential +5.3%.","Non-GAAP operating margin 11.0% (record Q2); GAAP operating margin 10.2% (+160 bps YoY).","Full-year 2025: double-digit EPS growth, mid-single-digit revenue growth; Q3 EPS expected up slightly.","KII synergies and Mexico ramp contributed $0.24 EPS in H1; additional $0.50-$0.60 expected over 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1266800000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164827,"accession_number":"0001140361-25-023132","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"HNI appoints Brandon Bullock as COO; base salary raised to $526,900","event_type":"leadership","confidence":"high","bullets":["Brandon Bullock appointed COO effective June 16, 2025; previously President of HON Company subsidiary.","Base salary increased from $479,000 to $526,900 annually.","Long-term incentive target raised to 125% of base salary; prorated award of $113,430 in RSUs and PSUs.","Entered into standard Change in Control Agreement with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164826,"accession_number":"0001140361-25-019843","cik":48287,"company_name":"HNI CORP","ticker":"HNI","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"HNI Corp annual meeting: all proposals pass, directors reelected","event_type":"other","confidence":"high","bullets":["Directors Jeffrey D. Lorenger, Larry B. Porcellato, and David M. Roberts elected with strong support.","Ratification of KPMG LLP as independent auditor for fiscal 2025 passed with 40,420,044 votes for.","Advisory vote on named executive officer compensation approved with 35,589,749 votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}