BuildDirect.com (OTCPK:BDCT.F) 2025 Conference October 22, 2025 05:00 PM ET Company ParticipantsShawn Wilson - CEOConference Call ParticipantsNone - AnalystNone - Analyst 2Shawn WilsonAlright guys, hey, we're North America's consolidator for the flooring industry. At a glance, it's a roughly $90 billion TAM. I love the flooring industry. It's a huge, massive, beautiful business that, in good times and bad, really just chugs along. With that, we're around $65 million in size and $2.4 billion. We're primarily ...

Core Insights - Mohawk Industries, Inc. is one of the largest flooring manufacturers globally, offering a diverse range of products for residential and commercial use [1][2] - The company operates with a vertically integrated model, covering design, manufacturing, distribution, and sales, and has a market capitalization of $8.03 billion [2] Financial Performance - Mohawk is expected to report a profit decline of 8.3% year-over-year for Q3 2025, with an anticipated profit of $2.66 per diluted share [3] - For the fiscal year 2025, the profit is projected to decrease by 6.2% annually to $9.10 per diluted share [4] - The company reported net sales of $2.80 billion for Q2, slightly exceeding analyst expectations of $2.79 billion, despite a 7.7% drop in adjusted EPS to $2.77 [7] Stock Performance - Over the past 52 weeks, Mohawk's stock has decreased by 18.3%, while it has increased by 5.9% year-to-date [5] - In comparison, the S&P 500 Index has risen by 17.2% over the same 52-week period [5] - The company has underperformed within the consumer cyclical sector, where the Consumer Discretionary Select Sector SPDR Fund has gained 21.1% over the past year [6]