Sign in

You're signed outSign in or to get full access.

MOHAWK INDUSTRIES (MHK)

--

Earnings summaries and quarterly performance for MOHAWK INDUSTRIES.

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

KH

Keith Hughes

Truist Financial Corporation

7 questions for MHK

Also covers: AMRZ, AWI, BLD +21 more
Philip Ng

Philip Ng

Jefferies

7 questions for MHK

Also covers: AWI, AZEK, BALL +26 more
SM

Susan Maklari

Goldman Sachs Group Inc.

7 questions for MHK

Also covers: ALH, AOS, AWI +25 more
JL

John Lovallo

UBS Group AG

6 questions for MHK

Also covers: AWI, AZEK, BLDR +14 more
MR

Michael Rehaut

JPMorgan Chase & Co.

6 questions for MHK

Also covers: AZEK, BECN, BLD +17 more
SK

Stephen Kim

Evercore ISI

6 questions for MHK

Also covers: AWI, BLD, DHI +11 more
Eric Bosshard

Eric Bosshard

Cleveland Research Company

5 questions for MHK

Also covers: DHI, LOW, SHW +4 more
Rafe Jadrosich

Rafe Jadrosich

Bank of America

5 questions for MHK

Also covers: AWI, BLD, BLDR +14 more
TW

Timothy Wojs

Robert W. Baird & Co.

5 questions for MHK

Also covers: AAON, ALLE, AMWD +13 more
Trevor Allinson

Trevor Allinson

Wolfe Research, LLC

5 questions for MHK

Also covers: AMWD, AZEK, BECN +18 more
SR

Sam Reid

Wells Fargo

4 questions for MHK

Also covers: BLD, BLDR, CNM +10 more
AB

Adam Baumgarten

Zelman & Associates

3 questions for MHK

Also covers: AMWD, AWI, AZEK +12 more
Collin Verron

Collin Verron

Deutsche Bank

3 questions for MHK

Also covers: BLD, BLDR, CNM +7 more
LC

Laura Champine

Loop Capital Markets LLC

3 questions for MHK

Also covers: BMBL, CAL, COST +7 more
Matthew Bouley

Matthew Bouley

Barclays

3 questions for MHK

Also covers: CNM, DHI, FBIN +10 more
Mike Dahl

Mike Dahl

RBC Capital Markets

3 questions for MHK

Also covers: BECN, BLDR, CNM +14 more
Matthew Bouley

Matthew Bouley

Barclays PLC

2 questions for MHK

Also covers: AZEK, BLDR, CNM +18 more
Michael Dahl

Michael Dahl

RBC Capital Markets

2 questions for MHK

Also covers: AHR, AZEK, BECN +21 more
RR

Richard Reid

Wells Fargo & Company

2 questions for MHK

Also covers: CNM, DHI, FERG +5 more
Aatish Shah

Aatish Shah

Evercore ISI

1 question for MHK

Also covers: AWI, BLD, FBIN +2 more
Andrew Azzi

Andrew Azzi

JPMorgan Chase & Co.

1 question for MHK

Also covers: AZEK, CCS, LGIH +2 more
BB

Brian Biros

Stephens Inc.

1 question for MHK

Also covers: AWI, BECN, BLDR +7 more
CD

Chris Dendrinos

RBC Capital Markets

1 question for MHK

Also covers: ARRY, BE, CHPT +11 more
KT

Kathryn Thompson

Thompson Research Group

1 question for MHK

Also covers: AMWD, APG, AWI +13 more

Recent press releases and 8-K filings for MHK.

Mohawk Industries announces Q4 2025 results
MHK
Earnings
Share Buyback
  • 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.
Feb 14, 2026, 3:25 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
Share Buyback
  • 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.
Feb 14, 2026, 3:25 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
Share Buyback
Guidance Update
  • 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.
Feb 13, 2026, 5:28 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
CFO Change
Guidance Update
  • 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
Feb 13, 2026, 4:00 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
CFO Change
Share Buyback
  • 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
Feb 13, 2026, 4:00 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
Demand Weakening
Guidance Update
  • 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.
Feb 13, 2026, 4:00 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • 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).
Feb 12, 2026, 9:22 PM
Mohawk Industries reports Q4 2025 results
MHK
Earnings
Guidance Update
Share Buyback
  • 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.
Feb 12, 2026, 9:15 PM
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