Earnings summaries and quarterly performance for MOHAWK INDUSTRIES.
Executive leadership at MOHAWK INDUSTRIES.
Jeffrey Lorberbaum
Chief Executive Officer
Claudio Coni
Chief Information Officer
David Patton
Vice President — Business Strategy, General Counsel and Secretary
David Repp
Senior Vice President — Chief Accounting Officer and Corporate Controller
James Brunk
Chief Financial Officer
Ken Walma
President — Flooring North America
Malisa Maynard
Chief Sustainability Officer
Mauro Vandini
President — Global Ceramic
Nicholas Manthey
Chief Financial Officer
Paul De Cock
President and Chief Operating Officer
Wim Messiaen
President — Flooring Rest of the World
Board of directors at MOHAWK INDUSTRIES.
Bernard Thiers
Director
Bruce Bruckmann
Director
Christopher Wellborn
Vice Chairman of the Board
Jerry Burris
Director
John Engquist
Lead Independent Director
Joseph Onorato
Director
Karen Smith Bogart
Director
William Runge III
Director
Research analysts who have asked questions during MOHAWK INDUSTRIES earnings calls.
Keith Hughes
Truist Financial Corporation
7 questions for MHK
Philip Ng
Jefferies
7 questions for MHK
Susan Maklari
Goldman Sachs Group Inc.
7 questions for MHK
John Lovallo
UBS Group AG
6 questions for MHK
Michael Rehaut
JPMorgan Chase & Co.
6 questions for MHK
Stephen Kim
Evercore ISI
6 questions for MHK
Eric Bosshard
Cleveland Research Company
5 questions for MHK
Rafe Jadrosich
Bank of America
5 questions for MHK
Timothy Wojs
Robert W. Baird & Co.
5 questions for MHK
Trevor Allinson
Wolfe Research, LLC
5 questions for MHK
Sam Reid
Wells Fargo
4 questions for MHK
Adam Baumgarten
Zelman & Associates
3 questions for MHK
Collin Verron
Deutsche Bank
3 questions for MHK
Laura Champine
Loop Capital Markets LLC
3 questions for MHK
Matthew Bouley
Barclays
3 questions for MHK
Mike Dahl
RBC Capital Markets
3 questions for MHK
Matthew Bouley
Barclays PLC
2 questions for MHK
Michael Dahl
RBC Capital Markets
2 questions for MHK
Richard Reid
Wells Fargo & Company
2 questions for MHK
Aatish Shah
Evercore ISI
1 question for MHK
Andrew Azzi
JPMorgan Chase & Co.
1 question for MHK
Brian Biros
Stephens Inc.
1 question for MHK
Chris Dendrinos
RBC Capital Markets
1 question for MHK
Kathryn Thompson
Thompson Research Group
1 question for MHK
Recent press releases and 8-K filings for MHK.
- Q4 net sales of $2.7 billion, up 2.4% year-over-year; net income of $42 million (EPS $0.68) and adjusted EPS of $2.00.
- Full-year 2025 net sales of $10.8 billion (down 0.5% year-over-year); net income of $370 million (EPS $5.93) and adjusted EPS of $8.96.
- Free cash flow of $621 million for 2025 and repurchase of 1.3 million shares for approximately $150 million under the current buyback authorization.
- Sales mix: 55% in the US, 30% in Europe and 15% in other regions, with stable commercial demand offset by US housing headwinds and tariff management.
- Net sales of $2.7 billion, up 2.4% year-over-year; adjusted net sales down 3.3%.
- Net earnings of $42 million (EPS $0.68); adjusted net earnings $124 million (adjusted EPS $2.00).
- FY 2025 net sales of $10.8 billion (−0.5%), net earnings $370 million (EPS $5.93), and adjusted net earnings $559 million (adjusted EPS $8.96).
- Generated $621 million of free cash flow and repurchased 1.3 million shares for approximately $150 million.
- Net sales of $2.7 billion in Q4 2025, up 2.4% reported; GAAP net earnings of $42 million (EPS $0.68) and adjusted net earnings of $124 million (adjusted EPS $2.00) versus Q4 2024.
- For the full year 2025, net sales of $10.8 billion, down 0.5% reported; GAAP net earnings of $370 million (EPS $5.93) and adjusted net earnings of $559 million (adjusted EPS $8.96).
- Generated $621 million of free cash flow and repurchased 1.3 million shares for $150 million; geographic sales mix was 55% U.S., 30% Europe and 15% other regions.
- Q1 2026 adjusted EPS outlook of $1.75–$1.85, excluding restructuring and other one-time items.
- Q4 net sales of $2.7 billion (up 2.4% as reported, down 3.3% constant) and adjusted EPS of $2.00 (+3%)
- FY 2025 sales of $10.8 billion (flat vs. prior year), adj EPS of $8.96 (–7.5%), generated $620 million free cash flow, and repurchased 1.3 million shares for $149 million
- CFO change: James Brunk to retire in April, succeeded by Nick Manthey as CFO
- 2026 outlook: Q1 adjusted EPS expected between $1.75 and $1.85, with sales and earnings growth anticipated as price/mix/productivity offset inflation and tariffs
- Mohawk’s Q4 net sales were $2.7 billion, up 2.4% reported (–3.3% constant), with Q4 adjusted EPS of $2.00, up ~3% YoY
- Full-year sales of $10.8 billion were flat vs. prior year, with adjusted EPS of $8.96, down ~7.5%
- Generated full-year free cash flow of $620 million and repurchased 1.3 million shares for $149 million
- CFO Jim Brunk will retire in April and be succeeded by Nick Manthey as CFO
- Q1 2026 adjusted EPS guidance of $1.75–$1.85; 2026 sales and earnings expected to improve as price, mix and productivity offset inflation
- Mohawk delivered Q4 sales of $2.7 billion, up 2.4% reported (down ~3% cc), with gross margin at 23% (24.3% excluding charges) and adjusted operating income of $152 million (5.6% margin).
- Reported EPS was $0.68, with an adjusted EPS of $2.00, aided by $41.5 million of productivity savings and $21 million favorable FX, offsetting weaker volumes and higher input costs.
- The company generated $270 million of free cash flow in Q4 ( $620 million YTD), ending with $856 million cash, inventories of $2.7 billion, and gross debt of $2 billion (0.9x leverage).
- CapEx for 2025 was $435 million (≈30% below depreciation). For 2026, Mohawk plans ~$480 million of investments with total CapEx up to $626 million, focused on innovation and cost reduction.
- With residential demand muted, Mohawk is executing targeted price, mix, and productivity actions, and forecasts a 2026 tax rate of 18.5–19.5%, aiming to improve earnings through ongoing restructuring and pricing initiatives.
- Q4 2025 net sales of $2.7 billion, net earnings of $42 million (EPS $0.68), and adjusted net earnings of $124 million (adjusted EPS $2.00).
- FY 2025 net sales $10.8 billion, net earnings $370 million (EPS $5.93), and adjusted net earnings $559 million (adjusted EPS $8.96).
- Generated free cash flow of ~$621 million and repurchased ~1.3 million shares for ~$150 million in 2025.
- Issued Q1 2026 adjusted EPS guidance of $1.75–$1.85 (excludes one-time items).
- In Q4 2025, Mohawk posted net earnings of $42 million (EPS $0.68) and adjusted net earnings of $124 million (adjusted EPS $2.00) on net sales of $2.7 billion, up 2.4% reported, down 3.3% adjusted year-over-year.
- For FY 2025, it delivered net earnings of $370 million (EPS $5.93) and adjusted net earnings of $559 million (adjusted EPS $8.96) on net sales of $10.8 billion, down 0.5% reported and 1.3% adjusted.
- The company generated free cash flow of $621 million and repurchased 1.3 million shares for $150 million during 2025.
- It expects Q1 2026 adjusted EPS of $1.75 to $1.85, excluding restructuring or other one-time charges.
- 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.
- 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.
Quarterly earnings call transcripts for MOHAWK INDUSTRIES.
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