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.
Research analysts who have asked questions during MOHAWK INDUSTRIES earnings calls.
John Lovallo
UBS Group AG
5 questions for MHK
Keith Hughes
Truist Financial Corporation
5 questions for MHK
Philip Ng
Jefferies
5 questions for MHK
Susan Maklari
Goldman Sachs Group Inc.
5 questions for MHK
Timothy Wojs
Robert W. Baird & Co.
5 questions for MHK
Trevor Allinson
Wolfe Research, LLC
5 questions for MHK
Michael Rehaut
JPMorgan Chase & Co.
4 questions for MHK
Stephen Kim
Evercore ISI
4 questions for MHK
Adam Baumgarten
Zelman & Associates
3 questions for MHK
Eric Bosshard
Cleveland Research Company
3 questions for MHK
Laura Champine
Loop Capital Markets LLC
3 questions for MHK
Rafe Jadrosich
Bank of America
3 questions for MHK
Collin Verron
Deutsche Bank
2 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
Sam Reid
Wells Fargo
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
Matthew Bouley
Barclays
1 question for MHK
Mike Dahl
RBC Capital Markets
1 question for MHK
Recent press releases and 8-K filings for MHK.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for MOHAWK INDUSTRIES.