HNI Corporation (HNI) Stock

HNI Corporation (HNI) is a Materials stock trading at $49.27 (as of 2026-08-21), with a market capitalization of $3.56B and a trailing P/E of 808.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

HNI Corporation, together with its subsidiaries, manufactures and sells workplace furnishings and residential building products primarily in the United States. The company operates through two segments, Workplace Furnishings and Residential Building Products. The Workplace Furnishings segment offers a range of commercial and home office furniture, including panel-based and freestanding furniture systems, seating, storage, tables, and architectural products under the HON, Allsteel, Beyond, Gunlocke, Maxon, HBF, OFM, Respawn, Lamex, and HNI India brands. This segment sells its products through independent dealers, wholesalers, office product distributors, e-commerce retailers, and wholesalers, as well as directly to end-user customers; and federal, state, and local governments. The Residential Building Products segment provides various gas, wood, electric, and pellet-fueled fireplaces; inserts; stoves; facings; and accessories primarily for home use under the Heatilator, Heat & Glo, Majestic, Monessen, Quadra-Fire, Harman, Vermont Castings, PelPro, SimpliFire, The Outdoor GreatRoom Company, and Stellar brand names. This segment markets its products through independent dealers and distributors, and corporation-owned distribution and retail outlets. The company was incorporated in 1944 and is headquartered in Muscatine, Iowa.

Understand HNI Corporation: how it makes money

HNI Corporation manufactures and sells workplace furnishings for commercial and home offices, and residential building products, primarily in the United States. It makes money by selling these products through its Workplace Furnishings and Residential Building Products segments.

Profitability is most directly linked to how fast demand is moving for its two product lines, as shown by organic sales decline and building product order decline, because that demand then interacts with production constraints and efficiency efforts (staffing shortages and lean output improvement).

Revenue by segment (latest quarter)
Workplace Furnishings$1.2B
Residential Building Products$0.2B

Business quality (Mixed): The company’s gross margin is 37.1%, but its operating margin is negative at -2.7% in the latest reported period, suggesting near term operating pressure.

Valuation: At 129× earnings, HNI trades 620% above the Business Supplies average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Vertical integration in Residential Building Products: Residential Building Products shows a 25% vertically integrated revenue share, which can help support control over parts of the value chain.
  • Efficiency actions: Lean manufacturing output improvement is reported as 17% (with the same headcount), indicating progress on productivity.
  • Distribution footprint: The company reports 27 installing distributors owned, which may support reaching customers and executing installations.

Bear case

  • Broad demand softness: Organic sales decline is reported at 15%, and Workplace Furnishings organic sales decline is 11%, both pointing to weaker underlying demand.
  • Residential order pressure: Residential Building Products orders decline is reported at 2%, adding another potential headwind.
  • Operational constraints: A production staffing shortage (at least) is reported as 340, which can limit output and execution even when productivity initiatives are underway.
  • Currently loss at the operating level: Operating margin is -2.7% in the latest reported period, indicating profitability challenges beyond just revenue trends.
Valuation — source: SEC EDGAR (first-party)
Price$49.27
Market Cap$3.56B
P/E Ratio808.3
EV / EBITDA16.8
Price / Book1.97
Price / Sales0.81
FCF Yield0.9%
DCF Value (model)$61.35
DCF Upside vs Price24.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.84B
Net Margin1.9%
Revenue Growth (YoY)120.7%
EPS Growth (YoY)-32.7%
Financial Health — source: SEC EDGAR
Altman Z-Score1.59 (distress)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E808.3
Sector P/E (Materials)25.9
Industry P/E (Business Supplies)26.0
vs Sector3019.5%
vs Industry3013.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($345.42M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorMaterials
IndustryBusiness Supplies
CEOJeffrey D. Lorenger
Employees7,600
CountryUS
IPO Date1980-03-17

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HNI earnings history · HNI institutional & insider holders · HNI KPIs & operating metrics · HNI financials · HNI investor presentations & press releases · HNI SEC filings · HNI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.