Core Insights - Mohawk Industries reported revenue of $2.7 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.4% [1] - The company's EPS was $2.00, up from $1.95 in the same quarter last year, with an EPS surprise of +0.92% compared to the consensus estimate of $1.98 [1] Financial Performance - Revenue from Global Ceramic was $1.07 billion, matching analyst estimates and showing a year-over-year increase of 6.1% [4] - Revenue from Flooring ROW was $737.1 million, exceeding the average estimate of $717.58 million and representing a 6.6% increase year-over-year [4] - Revenue from Flooring NA was $892.5 million, below the average estimate of $931.18 million, indicating a decline of 4.8% year-over-year [4] Operating Income - Adjusted Operating Income for Global Ceramic was $62.7 million, surpassing the average estimate of $56.49 million [4] - Adjusted Operating Income for Flooring NA was $39.2 million, falling short of the average estimate of $49.53 million [4] - Adjusted Operating Income for Flooring ROW was $65.1 million, slightly above the average estimate of $64.63 million [4] - Adjusted Operating Income for Corporate and intersegment eliminations was -$14.9 million, compared to the average estimate of -$14.39 million [4] Stock Performance - Shares of Mohawk Industries have returned +12.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Key Takeaways Mohawk may see Q4 sales growth as it benefits from strength in Global Ceramic markets.The company's margins could improve, given that it offsets tariffs with pricing and productivity gains.Mohawk faces risk as its North America flooring segment's demand remains soft and seasonal.Mohawk Industries, Inc. (MHK) is scheduled to report results for its fourth quarter of 2025 on Feb. 12, after market close.In the last reported quarter, the company’s adjusted earnings per share (EPS) missed the Zacks ...

Core Insights - Mohawk Industries (MHK) is expected to report quarterly earnings of $2.66 per share, reflecting an 8.3% decline year over year, while revenues are forecasted to reach $2.72 billion, a slight increase of 0.1% compared to the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 1.2% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue and Sales Estimates - Analysts project 'Net Sales- Global Ceramic' to be $1.07 billion, an increase of 1.5% from the prior year [5] - 'Net Sales- Flooring ROW' is estimated at $697.70 million, reflecting a 1.6% increase year over year [5] - The consensus for 'Net Sales- Flooring NA' stands at $949.55 million, indicating a decline of 2.5% compared to the previous year [5] Operating Income Forecasts - 'Adjusted Operating Income- Global Ceramic' is expected to reach $85.02 million, down from $90.80 million in the same quarter last year [6] - 'Adjusted Operating Income- Flooring NA' is forecasted at $73.48 million, a decrease from $88.90 million in the prior year [6] - 'Adjusted Operating Income- Flooring ROW' is projected to be $69.47 million, compared to $71.80 million a year ago [7] Stock Performance - Over the past month, Mohawk Industries shares have increased by 2.9%, outperforming the Zacks S&P 500 composite, which rose by 1.1% [7] - The company holds a Zacks Rank of 3 (Hold), suggesting its performance is likely to align with the overall market in the near term [7]

Core Insights - Mohawk Industries reported $2.8 billion in revenue for Q2 2025, showing no change year over year, with an EPS of $2.77 compared to $3.00 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate of $2.79 billion, resulting in a surprise of +0.37%, while the EPS exceeded expectations by +5.73% against a consensus estimate of $2.62 [1] Financial Performance Metrics - Global Ceramic net sales were reported at $1.12 billion, matching analyst estimates and reflecting a +0.5% change year over year [4] - Flooring ROW net sales reached $734.4 million, surpassing the average estimate of $718.31 million, with a year-over-year increase of +1% [4] - Flooring NA net sales were $946.8 million, slightly below the average estimate of $947.28 million, indicating a -1.2% change year over year [4] - Adjusted Operating Income for Global Ceramic was $90.3 million, exceeding the average estimate of $80.12 million [4] - Adjusted Operating Income for Flooring NA was $69.2 million, below the average estimate of $72.17 million [4] - Adjusted Operating Income for Flooring ROW was $76.4 million, closely aligning with the average estimate of $76.45 million [4] - Corporate and intersegment eliminations reported an adjusted operating income of -$12.9 million, worse than the average estimate of -$10.13 million [4] Stock Performance - Mohawk Industries shares have returned +13.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a +5.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]