Mohawk Industries Q4 revenue slightly beats estimates

Mohawk Industries

12/02/2026 21:23

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$2.70 bln
$2.68 bln (17 Analysts)
Q4 Adjusted EPS
Beat
$2
$1.98 (17 Analysts)
Q4 EPS
$0.68


*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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)