Millerknoll, Inc. · Brief

Next report

46 days

Dec 16 · after closeest.Q2 FY27

Expected move

No implied move.

8 reportsHistory

3 of 7≥ implied

Dec 18 '24±10.6%▼−5.47%×0.52

Mar 26 '25±12.7%▲+10.69%×0.84

Jun 25 '25±11.7%▲+12.49%×1.07

Sep 23 '25±13.1%▼−10.83%×0.82

Q2 FY26±9.5%▲+7.93%×0.84

Q3 FY26±9.9%▼−22.37%×2.26

Q4 FY26±11.9%▲+12.01%×1.01

Q1 FY27—▼−0.15%—

quarterimplied−25%0+25%realized×

Q1 FY27—▼−0.15%—

Q4 FY26±11.9%▲+12.01%×1.01

Q3 FY26±9.9%▼−22.37%×2.26

Q2 FY26±9.5%▲+7.93%×0.84

Sep '25±13.1%▼−10.83%×0.82

Jun '25±11.7%▲+12.49%×1.07

2 older reports

Mar '25±12.7%▲+10.69%×0.84

Dec '24±10.6%▼−5.47%×0.52

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 16 report · est.

Bull2 of 3

237managers reporting a position in the latest quarterly filings13F · Jun 30 '26

4tracked funds holding MLKNN-PORT · Aug 31 '26

Bear2 of 3

16.00%of revenue from the largest disclosed customer among the ten largest customersSEC filings

11 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

MLKN report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.