Mohawk Industries, Inc.
- Open
- 120.33
- Day high
- 122.82
- Day low
- 119.31
- Prev close
- 121.33
- Volume
- 228K
- Mkt cap
- $7.4B
- P/E (TTM)
- 18.2
- EPS (TTM)
- $6.68
- P/B
- 0.9
- P/S
- 0.7
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$4.2M over the last 3 months (0 open-market buys, 17 sales)
- 🏛Institutions mixed (13F)
Mohawk Industries, Inc. (MHK) is a Consumer Cyclical company listed on NYSE. The stock is up 11% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 17 sales (SEC Form 4).
Mohawk Industries, Inc. (MHK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
MHK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 1, 2026 | $1.80 | $1.90 | +5.6% | $2.7B | -0.2% |
| Feb 12, 2026 | $1.98 | $2.00 | +1.0% | $2.7B | -5.8% |
| Oct 23, 2025 | $2.68 | $2.67 | -0.4% | $2.8B | +2.9% |
| Jul 24, 2025 | $2.62 | $2.77 | +5.7% | $2.8B | +2.8% |
| May 1, 2025 | $1.41 | $1.52 | +7.8% | $2.5B | -1.3% |
| Feb 6, 2025 | $1.85 | $1.95 | +5.4% | $2.6B | +4.0% |
| Oct 24, 2024 | $2.89 | $2.90 | +0.3% | $2.7B | +7.0% |
| Jul 25, 2024 | $2.75 | $3.00 | +9.1% | $2.8B | +2.4% |
| Apr 25, 2024 | $1.68 | $1.86 | +10.7% | $2.7B | -4.7% |
| Feb 8, 2024 | $1.86 | $1.96 | +5.4% | $2.6B | -1.8% |
| Oct 26, 2023 | $2.65 | $2.72 | +2.6% | $2.8B | +0.8% |
| Jul 27, 2023 | $2.64 | $2.76 | +4.5% | $3.0B | +0.2% |
MHK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 18, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 3,000 | $111.17 |
| Jun 18, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 4,600 | $113.07 |
| Jun 18, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 2,000 | $113.04 |
| Jun 16, 2026 | LORBERBAUM JEFFREY Sdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | Sell | 500 | $110.00 |
| Jun 16, 2026 | LORBERBAUM JEFFREY Sdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | Sell | 1,750 | $113.37 |
| Jun 16, 2026 | LORBERBAUM JEFFREY Sdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | Sell | 2,750 | $111.26 |
| Jun 16, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 1,852 | $108.02 |
| Jun 16, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 890 | $112.20 |
| Jun 16, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 3,000 | $112.68 |
| Jun 11, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 1,870 | $107.01 |
| Jun 11, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 1,905 | $105.10 |
| Jun 11, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 2,800 | $106.01 |
| Jun 5, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 1,887 | $106.06 |
| Jun 5, 2026 | HELEN SUZANNE Lother: Possible Member of Group | Sell | 957 | $104.83 |
| May 28, 2026 | LORBERBAUM JEFFREY Sdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | Sell | 5,000 | $105.53 |
Source: MHK SEC Form 4 filings, latest Jun 18, 2026. For informational purposes only — not investment advice.
See the full MHK insider & 13F page →Mohawk Industries, Inc. company profile
Overview
Mohawk Industries, Inc. (NYSE:MHK) is a leading global flooring manufacturer founded in 1988 and headquartered in Calhoun, Georgia. The company went public in 1992 and has grown through strategic acquisitions and organic expansion to become one of the world's largest flooring companies. Mohawk operates manufacturing facilities across the United States, Europe, Russia, and other international markets, serving both residential and commercial customers with a comprehensive portfolio of flooring products including ceramic tile, carpet, hardwood, laminate, and luxury vinyl tile.
Business
Mohawk Industries operates in the global flooring industry, which encompasses the design, manufacture, and distribution of various floor covering products for both residential and commercial applications. The flooring industry serves the construction and remodeling markets, providing essential interior finishing materials for homes, offices, retail spaces, hospitality venues, and institutional buildings. The company operates through three primary business segments: Global Ceramic (approximately 38% of revenue) manufactures and distributes ceramic tile, porcelain tile, and natural stone products. Ceramic and porcelain tiles are durable, water-resistant flooring materials made from clay and other natural materials that are fired at high temperatures. This segment also sources and distributes tile-related products under brands including American Olean, Daltile, Marazzi, and Kerama Marazzi. These products are popular in bathrooms, kitchens, and commercial spaces due to their durability and aesthetic versatility. Flooring North America (approximately 34% of revenue) offers a comprehensive range of soft and hard surface flooring products. This includes traditional carpets and carpet tiles made from various fibers, hardwood flooring from different wood species, laminate flooring that mimics wood or stone appearance, and luxury vinyl tile (LVT) which provides the look of natural materials with enhanced durability and water resistance. The segment markets products under brands like Mohawk, Karastan, Pergo, and Quick-Step. Flooring Rest of World (approximately 28% of revenue) provides similar product categories to international markets, with additional offerings including insulation boards, medium-density fiberboards, and roofing elements. This segment operates primarily in Europe and other international markets under brands such as Quick-Step, Moduleo, IVC, and Unilin.
Revenue model
Mohawk Industries generates revenue primarily through direct product sales to distributors, retailers, contractors, and end consumers. The company operates a traditional manufacturing business model where it sources raw materials, manufactures finished flooring products, and sells them through various distribution channels including home improvement retailers, specialty flooring stores, commercial contractors, and direct-to-consumer channels. The company's customers include large home improvement retailers like Home Depot and Lowe's, independent flooring dealers, commercial contractors, builders, and international distributors. Revenue is generated through wholesale pricing to these channel partners, who then sell to end consumers or install products in commercial projects. Several factors significantly impact Mohawk's margins and profitability. Raw material costs represent a major expense, including petroleum-based products for synthetic materials, natural gas for manufacturing processes, wood, clay, and other natural materials. Energy costs, particularly natural gas prices in Europe, directly affect manufacturing expenses. Housing market conditions drive demand, with new home construction and residential remodeling activity being key demand drivers influenced by interest rates, consumer confidence, and economic conditions. Competitive pricing pressure affects margins, particularly during periods of industry overcapacity when manufacturers compete aggressively for market share. The company's ability to implement price increases to offset inflation depends on market conditions and competitive dynamics. Currency fluctuations impact international operations, with a strong U.S. dollar negatively affecting translated foreign earnings. Tariffs and trade policies can significantly impact costs, as evidenced by recent 45% tariffs on Chinese imports affecting approximately $500 million of the company's imported products.
Competitive moat
Mohawk Industries operates in a moderately competitive industry with limited sustainable competitive advantages. The company's primary moats include scale advantages through its position as one of the world's largest flooring manufacturers, providing cost efficiencies in raw material procurement, manufacturing, and distribution. The company benefits from brand recognition across multiple well-established brands like Mohawk, Karastan, Pergo, and Daltile, which command premium pricing in certain market segments. Manufacturing expertise and vertical integration provide some competitive advantages, particularly in ceramic tile production where the company has developed proprietary technologies and processes. The company's broad geographic presence and diverse product portfolio offer some protection against regional market downturns and allow for cross-selling opportunities. However, these moats are relatively weak. The flooring industry faces significant competitive pressure from numerous regional and global manufacturers, with products often viewed as commoditized. Low switching costs for customers mean that price competition is intense, limiting pricing power during market downturns. Technological disruption threats include new manufacturing processes, alternative flooring materials, and direct-to-consumer business models that could bypass traditional distribution channels. Import competition remains a persistent challenge, with lower-cost manufacturers in Asia and other regions able to compete effectively on price, despite recent tariff implementations. The industry's cyclical nature tied to housing and construction markets creates periods of overcapacity that pressure margins across all participants.
Risks & safety
Mohawk Industries presents a moderate margin of safety with some financial strength but facing cyclical headwinds. • Liquidity and Debt: Strong balance sheet with $702 million in cash and short-term investments, $1.6 billion in available liquidity, and manageable debt-to-equity ratio of 0.14. Low net debt of approximately 1.3x EBITDA provides financial flexibility. • Valuation Metrics: Trading at reasonable multiples with P/E ratio of 24.5x (Q1 2025), EV/EBITDA of 19.6x, and price-to-book ratio of 0.91x. Graham number suggests potential undervaluation. • Cash Generation: Positive but volatile free cash flow generation, with $679.5 million in FY 2024 but only $3.7 million in Q1 2025, indicating sensitivity to market cycles. • Other Considerations: Current ratio of 2.0x indicates adequate short-term liquidity. However, cyclical earnings volatility and exposure to housing market downturns create uncertainty around sustainable earnings power.
Recent development
Over the past few years, Mohawk has focused on strategic restructuring and cost management in response to challenging market conditions. The company has implemented multiple restructuring initiatives, most recently targeting $285 million in annualized savings through optimizing manufacturing operations, reducing overhead, and streamlining product complexity. Product innovation and premiumization has been a key strategic focus, with investments in high-growth categories including luxury vinyl tile (LVT), laminate flooring, ceramic slabs, and quartz countertops. The company has enhanced its product differentiation through advanced printing technologies, improved styling, and sustainability features to command higher average selling prices. Geographic expansion through strategic acquisitions has strengthened market positions, particularly in ceramic tiles in Latin American markets including Brazil and Mexico. The company has also expanded its commercial channel presence, targeting hospitality, education, and healthcare sectors which typically offer higher margins than residential markets. Recent challenges include managing tariff impacts, with new 45% tariffs on Chinese imports expected to cost approximately $50 million annually. The company is responding through selective price increases, focusing on domestic manufacturing advantages, and optimizing its supply chain. Additionally, Mohawk faced operational disruptions from order management system implementation issues in Q1 2025, impacting sales and operating income by an estimated $25-50 million.
MHK company profile · for informational purposes only — not investment advice.
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