Mohawk Industries Q4 revenue slightly beats estimates

Overview

• Flooring company's Q4 revenue slightly beat analyst expectations

• Adjusted EPS for Q4 exceeded analyst estimates

• Company repurchased 1.3 mln shares for $150 mln in 2025

• Mohawk implementing price increases across regions and product categories

Outlook

• Mohawk expects first-quarter adjusted EPS between $1.75 and $1.85, excluding any restructuring or other one-time charges.

• Company anticipates 2026 sales and earnings to improve with economic recovery

Result Drivers

• PRODUCTIVITY AND RESTRUCTURING - Co said productivity and restructuring initiatives positively impacted earnings, partially offset by market pricing pressures and increased input costs

• WEAK CONSUMER CONFIDENCE - Co noted weak consumer confidence led to postponed home renovations and low housing turnover due to affordability issues

• COMMERCIAL DEMAND STABILITY - Co reported stable commercial demand despite challenges in residential markets

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the home furnishings peer group is "buy"

• Wall Street's median 12-month price target for Mohawk Industries Inc is $136.00, about 0.8% above its February 11 closing price of $134.90

• The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNX8k9dym

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