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MOHAWK INDUSTRIES (MHK)

Research analysts who have asked questions during MOHAWK INDUSTRIES earnings calls.

John Lovallo

UBS Group AG

5 questions for MHK

Also covers: AWI, AZEK, BLDR +14 more

Keith Hughes

Truist Financial Corporation

5 questions for MHK

Also covers: AMRZ, AWI, BLD +21 more

Philip Ng

Jefferies

5 questions for MHK

Also covers: AWI, AZEK, BALL +26 more

Susan Maklari

Goldman Sachs Group Inc.

5 questions for MHK

Also covers: ALH, AOS, AWI +24 more

Timothy Wojs

Robert W. Baird & Co.

5 questions for MHK

Also covers: AAON, ALLE, AMWD +13 more

Trevor Allinson

Wolfe Research, LLC

5 questions for MHK

Also covers: AMWD, AZEK, BECN +18 more

Michael Rehaut

JPMorgan Chase & Co.

4 questions for MHK

Also covers: AZEK, BECN, BLD +17 more

Stephen Kim

Evercore ISI

4 questions for MHK

Also covers: AWI, BLD, DHI +11 more

Adam Baumgarten

Zelman & Associates

3 questions for MHK

Also covers: AMWD, AWI, AZEK +12 more

Eric Bosshard

Cleveland Research Company

3 questions for MHK

Also covers: DHI, LOW, SHW +3 more

Laura Champine

Loop Capital Markets LLC

3 questions for MHK

Also covers: BMBL, CAL, COST +7 more

Rafe Jadrosich

Bank of America

3 questions for MHK

Also covers: AWI, BLD, BLDR +14 more

Collin Verron

Deutsche Bank

2 questions for MHK

Also covers: BLD, BLDR, CNM +7 more

Matthew Bouley

Barclays PLC

2 questions for MHK

Also covers: AZEK, BLDR, CNM +18 more

Michael Dahl

RBC Capital Markets

2 questions for MHK

Also covers: AHR, AZEK, BECN +20 more

Richard Reid

Wells Fargo & Company

2 questions for MHK

Also covers: CNM, DHI, FERG +5 more

Sam Reid

Wells Fargo

2 questions for MHK

Also covers: CNM, CSWI, DHI +8 more

Aatish Shah

Evercore ISI

1 question for MHK

Also covers: AWI, BLD, FBIN +1 more

Andrew Azzi

JPMorgan Chase & Co.

1 question for MHK

Also covers: AZEK, CCS, LGIH +2 more

Brian Biros

Stephens Inc.

1 question for MHK

Also covers: AWI, BECN, BLDR +7 more

Chris Dendrinos

RBC Capital Markets

1 question for MHK

Also covers: BE, CHPT, ENPH +8 more

Kathryn Thompson

Thompson Research Group

1 question for MHK

Also covers: AMWD, APG, AWI +13 more

Matthew Bouley

Barclays

1 question for MHK

Also covers: CNM, DHI, FERG +5 more

Mike Dahl

RBC Capital Markets

1 question for MHK

Also covers: BECN, BLDR, CNM +13 more

Recent press releases and 8-K filings for MHK.

Mohawk Industries reports Q3 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • Net sales were $2.758 billion, up 1.4% year-over-year, while adjusted EBITDA declined to $359 million from $392 million in Q3 2024.
  • Adjusted diluted EPS fell to $2.67 from $2.90 a year ago.
  • Generated approximately $310 million of free cash flow and repurchased about 315,000 shares for $40 million in the quarter.
  • Performance weighed by pricing headwinds, temporary plant shutdowns and higher input costs, partly offset by productivity gains and success of new premium collections.
  • Issued Q4 2025 EPS guidance of $1.90–$2.00 amid continued soft market conditions and housing turnover constraints.
Oct 24, 2025, 3:00 PM
Mohawk Industries reports Q3 2025 results
MHK
Earnings
Share Buyback
Guidance Update
  • Net sales of $2.8 billion, flat year-over-year on a constant currency basis, and adjusted EPS of $2.67 in Q3 2025.
  • Identified $110 million of cost savings this year and generated $310 million of free cash flow in the quarter; additional restructuring actions expected to deliver $60–70 million of savings in 2026.
  • Repurchased 315,000 shares for approximately $40 million in Q3 (YTD buybacks of $108 million).
  • Updated full-year CapEx target to $480 million and depreciation & amortization to $640 million; gross debt at $1.9 billion with leverage of 1.1x.
  • Ongoing demand weakening in residential remodeling and new construction due to consumer uncertainty, partially offset by strength in premium product mix and commercial channels.
Oct 24, 2025, 3:00 PM
Mohawk Industries reports Q3 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • Net sales of $2.8 billion, flat year-over-year, with adjusted EPS of $2.67 and $310 million in free cash flow; repurchased 315,000 shares (~$40 million) in Q3 and $108 million year-to-date.
  • Q4 EPS guidance of $1.90–$2.00, excluding one-time charges and reflecting one additional shipping day; markets remain soft in residential remodeling but commercial end-markets hold up.
  • Targeting $110 million of annualized savings (including $32 million of new actions) to offset higher input costs; facing an annual ~$110 million tariff headwind (≈20% on imports) with price increases and supply-chain optimizations underway.
Oct 24, 2025, 3:00 PM
Mohawk Industries reports Q3 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • Q3 net sales were $2.8 billion, up 1.4% as reported and flat on a constant-currency basis.
  • Q3 adjusted EPS was $2.67 (reported EPS $1.75); adjusted operating margin was 7.5%.
  • Generated $310 million of free cash flow in Q3 and repurchased 315,000 shares for $40 million (YTD buybacks $108 million).
  • Announced additional restructuring actions delivering $32 million of annualized savings, bringing total 2025 cost savings to $110 million.
  • Q4 EPS guidance of $1.90–$2.00, reflecting one extra shipping day and excluding one-time charges.
Oct 24, 2025, 3:00 PM
Mohawk Industries reports Q2 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • Reported net sales of $2.8 billion, unchanged year-over-year; net earnings of $147 million (EPS $2.34) and adjusted net earnings of $173 million (adjusted EPS $2.77).
  • Segment net sales: Global Ceramic up 0.5% (7.9% margin), Flooring North America down 1.2% (5.5% margin) and Flooring Rest of World up 1.0% (9.0% margin).
  • Generated approximately $125 million free cash flow and repurchased 393,000 shares for $42 million, with a new $500 million share buyback authorization.
  • Reaffirmed Q3 adjusted EPS guidance of $2.56 to $2.66, excluding restructuring and other extraordinary charges.
  • Ongoing cost-control and operational improvement initiatives expected to yield $100 million of restructuring savings in 2025, with emphasis on local manufacturing and tariff mitigation.
Jul 30, 2025, 1:39 PM
Mohawk Industries Reports Q1 2025 Results
MHK
Earnings
Demand Weakening
Share Buyback
  • Sales were approximately $2.5 billion in Q1 2025 with a 5.7% decline, while achieving an adjusted EPS of $1.52, reflecting cost productivity gains and restructuring activities.
  • The company is addressing tariff challenges—including a projected annual impact of around $50 million—through strategic price increases and supply chain adjustments.
  • Management expects ongoing restructuring efforts to yield about $100 million in savings for the year, helping to mitigate pricing pressures and inflationary impacts.
May 2, 2025, 3:01 PM

Recent SEC filings and earnings call transcripts for MHK.

No recent filings or transcripts found for MHK.