Mohawk Industries receives a hold rating due to significant near-term challenges in residential demand and pricing pressures. Commercial segment, especially US ceramics, shows resilience with premium product innovation and steady demand in hospitality, healthcare, and education. MHK faces weak remodeling activity, soft housing turnover, and aggressive pricing competition, limiting earnings growth and near-term upside.
Mohawk Industries stock (NYSE: MHK) has declined by 7% over the last five days, whereas the S&P 500 increased by 1.2%, following another challenging yet slowly improving quarter. The news stories highlighted weak volumes and margin pressures, but behind the scenes, various operational insights demonstrate how the flooring leader is repositioning for a recovery led by the housing sector.
Mohawk Industries, Inc. (NYSE:MHK ) Q3 2025 Earnings Call October 24, 2025 11:00 AM EDT Company Participants James Brunk - Chief Financial Officer Jeff Lorberbaum - Chairman & CEO Paul De Cock - President & COO Conference Call Participants John Lovallo - UBS Investment Bank, Research Division Matthew Bouley - Barclays Bank PLC, Research Division Collin Verron - Deutsche Bank AG, Research Division Rafe Jadrosich - BofA Securities, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Richard Reid - Wells Fargo Securities, LLC, Research Division Keith Hughes - Truist Securities, Inc., Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Adam Baumgarten - Vertical Research Partners, LLC Philip Ng - Jefferies LLC, Research Division Aatish Shah Trevor Allinson - Wolfe Research, LLC Christopher Kalata - RBC Capital Markets, Research Division Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Mohawk Industries Third Quarter 2025 Earnings Conference Call.
MHK's Q3 earnings narrowly miss estimates, while revenues top forecasts as cost cuts and new product launches help offset inflation and tariffs.
Mohawk Industries (MHK) came out with quarterly earnings of $2.67 per share, missing the Zacks Consensus Estimate of $2.68 per share. This compares to earnings of $2.9 per share a year ago.
Mohawk Industries, Inc. MHK is scheduled to report results for its third quarter of 2025 on Oct. 23, after market close. In the last reported quarter, the company's adjusted earnings per share (EPS) and net sales topped the Zacks Consensus Estimate by 5.7% and 0.4%, respectively.
I maintain a Hold rating on Mohawk Industries due to ongoing weak demand, pricing pressure, and uncertain consumer sentiment. Operational execution and cost-reduction initiatives are positive, with $100 million in expected savings and a potential tariff advantage supporting long-term margins. Persistent macro headwinds—soft housing demand, negative pricing trends, and accelerating input costs—continue to limit near-term upside for MHK stock.
Mohawk Industries, Inc. (NYSE:MHK ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants James F. Brunk - Chief Financial Officer Jeffrey S.
MHK's second-quarter 2025 results reflect gains from cost control and product mix, offset by margin pressure and weak volumes.
While the top- and bottom-line numbers for Mohawk Industries (MHK) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Mohawk Industries (MHK) came out with quarterly earnings of $2.77 per share, beating the Zacks Consensus Estimate of $2.62 per share. This compares to earnings of $3 per share a year ago.
Mohawk Industries, Inc. remains a Hold due to ongoing revenue declines, weak fundamentals, and macroeconomic headwinds despite attractive valuation. Management's restructuring and cost-cutting initiatives offer long-term savings, but near-term results are pressured by tariffs and global housing weakness. Recent quarterly results showed broad-based revenue and profit declines, with only modest positives from pricing and product mix improvements.