Reported Q: Q3 2025 Rev YoY: +2.2% EPS YoY: -38.5% Move: +0.12%
Steelcase Inc
SCS
$16.14 0.12%
Exchange NYSE Sector Industrials Industry Business Equipment Supplies
Q3 2025
Published: Dec 20, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for SCS

Reported

Report Date

Dec 20, 2024

Quarter Q3 2025

Revenue

794.90M

YoY: +2.2%

EPS

0.16

YoY: -38.5%

Market Move

+0.12%

Previous quarter: Q2 2025

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Earnings Highlights

  • Revenue of $794.90M up 2.2% year-over-year
  • EPS of $0.16 decreased by 38.5% from previous year
  • Gross margin of 33.4%
  • Net income of 19.10M
  • "β€œwe expect our fiscal 2025 adjusted earnings per share to finish above the top end of the targets we communicated at the beginning of the year.”" - Sara Armbruster
SCS
Company SCS

Executive Summary

Steelcase reported QQ3 2025 results featuring 3% organic revenue growth driven by the Americas, with a solid gross margin expansion contributing to profitability despite International softness. Management highlighted ongoing transformation initiatives, including a Europe/Asia restructuring, a major ERP implementation targeted for go-live in fiscal 2026, and a strategic pivot toward growth levers such as healthcare diversification and circularity solutions. The quarter also showcased meaningful progress in order trends within the Americas and early positive indicators in China, while International markets continued to face headwinds from discounting and slower demand. Management remains confident in finishing fiscal 2025 above the top end of prior guidance and outlined a cautious, but constructive path toward mid-single-digit organic revenue growth in fiscal 2026, tempered by a lower initial margin profile as ERP costs normalize and as transformation investments transition from capitalization to expense. Key takeaways for investors include: (i) a resilient, margin-friendly Americas business and market share gains, (ii) continued investment in a multi-year ERP and process simplification program, (iii) growth opportunities in healthcare and circularity offerings, and (iv) ongoing international inflationary/discounting pressures and supply-chain risks to monitor.

Key Performance Indicators

Revenue
Increasing
794.90M
QoQ: -7.12% | YoY: 2.19%
Gross Profit
Increasing
265.40M
33.39% margin
QoQ: -10.16% | YoY: 5.19%
Operating Income
Decreasing
41.00M
QoQ: -54.44% | YoY: -6.39%
Net Income
Decreasing
19.10M
QoQ: -69.73% | YoY: -37.99%
EPS
Decreasing
0.16
QoQ: -68.63% | YoY: -38.46%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 897.10 0.29 +4.8% View
Q1 2026 779.00 0.11 +7.1% View
Q4 2025 788.00 0.24 +1.7% View
Q3 2025 794.90 0.16 +2.2% View
Q2 2025 855.80 0.51 +0.1% View