Mohawk Industries Earnings Preview: What to Expect

Core Insights - Mohawk Industries, Inc. (MHK) is a leading flooring products company with a market cap of $7.3 billion, offering a diverse range of products for residential and commercial applications [1] Financial Performance - Analysts expect MHK to report a diluted EPS of $1.98 for Q4 2025, reflecting a 1.5% increase from $1.95 in the same quarter last year [2] - For the full fiscal year, MHK's EPS is projected to be $8.94, down 7.8% from $9.70 in fiscal 2024, but is expected to rise 14.9% year-over-year to $10.27 in fiscal 2026 [3] Stock Performance - MHK stock has underperformed the S&P 500 Index, which gained 17.7% over the past 52 weeks, with MHK shares showing only marginal increases during this period [4] - The stock also lagged behind the Consumer Discretionary Select Sector SPDR Fund, which rose by 11.6% in the same timeframe [4] Market Challenges - The company's recent quarter performance was impacted by weaker economic conditions and higher input costs, which offset gains from premium product sales and productivity initiatives [5] - Management highlighted ongoing challenges such as low consumer confidence, inflation, and the effects of hurricanes [5] Recent Earnings Report - On October 23, 2025, MHK reported Q3 results, with adjusted EPS of $2.67, slightly below Wall Street expectations of $2.68, while revenue reached $2.8 billion, exceeding forecasts of $2.7 billion [6] - For Q4, MHK anticipates adjusted EPS to range between $1.90 and $2.00 [6] Analyst Ratings - The consensus opinion on MHK stock is moderately bullish, with a "Moderate Buy" rating from analysts [7] - Out of 18 analysts, eight recommend a "Strong Buy" and ten suggest a "Hold," with an average price target of $136.27, indicating a potential upside of 14.8% from current levels [7]