HNI (US:HNI) ZACKS·2025-10-28 13:40Core Insights - HNI reported quarterly earnings of $1.1 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, and showing an increase from $1.03 per share a year ago, resulting in an earnings surprise of +2.80% [1] - The company posted revenues of $683.8 million for the quarter ended September 2025, which was a slight miss against the Zacks Consensus Estimate by 0.76%, but an increase from $672.2 million year-over-year [2] - HNI has surpassed consensus EPS estimates in all four of the last quarters, while it has topped revenue estimates twice during the same period [2] Future Outlook - The immediate price movement of HNI's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.95 on revenues of $704.75 million, and for the current fiscal year, it is $3.55 on revenues of $2.66 billion [7] - HNI's stock has underperformed the market, losing about 10.8% since the beginning of the year, compared to the S&P 500's gain of 16.9% [3] Industry Context - The Business - Office Products industry, to which HNI belongs, is currently ranked in the top 7% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of ranked industries [8] - The correlation between near-term stock movements and trends in earnings estimate revisions suggests that investors should monitor these revisions closely [5][6]