Mohawk Industries
About: Mohawk Industries Inc manufactures a wide range of flooring products, including carpets, rugs, ceramic tile, laminate, wood, luxury vinyl tile, and vinyl flooring. Its operating segments include Global Ceramic, Flooring North America, and Flooring Rest of the World. The company generates maximum revenue from the Global Ceramic segment. Geographically, it derives a majority of its revenue from the United States, while it also operates in Latin America, Europe and Others.
Employees: 41,900
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
21% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 145
20% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $17M
11% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 10 (+1) [Q1 2025]
1.53% more ownership
Funds ownership: 77.52% [Q4 2024] → 79.05% (+1.53%) [Q1 2025]
3% less capital invested
Capital invested by funds: $5.83B [Q4 2024] → $5.64B (-$189M) [Q1 2025]
6% less funds holding
Funds holding: 476 [Q4 2024] → 449 (-27) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 86
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
4%
upside
Avg. target
$119
17%
upside
High target
$139
37%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
JP Morgan Michael Rehaut | 37%upside $139 | Overweight Maintained | 6 May 2025 |
Barclays Matthew Bouley | 9%upside $111 | Equal-Weight Maintained | 5 May 2025 |
RBC Capital Mike Dahl | 17%upside $119 | Sector Perform Maintained | 5 May 2025 |
Wells Fargo Sam Reid | 4%upside $105 | Equal-Weight Maintained | 14 Apr 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
1 week ago
Here's Why Investors Should Hold on to Mohawk Stock Right Now
MHK stock faces margin pressure and softer demand, but restructuring gains, global reach and stable cash position support a hold strategy.
Negative
Seeking Alpha
1 month ago
Mohawk Industries: Reiterate Hold Rating As Demand Outlook Remains Poor
I maintain a hold rating on Mohawk Industries due to market softness, pricing pressure, and declining consumer confidence impacting demand. MHK reported a 5.7% y/y decrease in net sales, with mixed segment performance and a consolidated adj. EBIT margin drop to 4.8%. Persistent pricing pressure and competitive market conditions constrain MHK's margin expansion, despite potential tariff-related price hikes.
Neutral
Seeking Alpha
1 month ago
Mohawk Industries, Inc. (MHK) Q1 2025 Earnings Call Transcript
Mohawk Industries, Inc. (NYSE:MHK ) Q1 2025 Earnings Conference Call May 2, 2025 11:00 AM ET Company Participants James Brunk - Chief Financial Officer Jeff Lorberbaum - Chairman and Chief Executive Officer Paul De Cock - President and Chief Operating Officer Conference Call Participants John Lovallo - UBS Matthew Bouley - Barclays Investment Bank Rafe Jadrosich - Bank of America Susan Maklari - Goldman Sachs Collin Verron - Deutsche Bank Keith Hughes - Truist Tim Wojs - Baird Adam Baumgarten - Zelman Brian Biros - Thompson Research Group Michael Rehaut - JPMorgan Stephen Kim - Evercore Trevor Allinson - Wolfe Research Phil Ng - Jefferies Laura Champine - Loop Capital Mike Dahl - RBC Capital Markets Operator Good morning, everyone, and welcome to the Mohawk Industries First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Mohawk's Q1 Earnings Beat Estimates, Revenues Lag, Both Down Y/Y
MHK's first-quarter 2025 results reflect productivity gains and cost control efforts, offset by weaker market conditions.
Positive
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About Mohawk Industries (MHK) Q1 Earnings
The headline numbers for Mohawk Industries (MHK) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Mohawk Industries (MHK) Tops Q1 Earnings Estimates
Mohawk Industries (MHK) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.86 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Mohawk Industries Reports Q1 Results
CALHOUN, Georgia, May 01, 2025 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) today announced first quarter 2025 net earnings of $73 million and earnings per share (“EPS”) of $1.15; adjusted net earnings were $96 million, and adjusted EPS was $1.52. Net sales for the first quarter of 2025 were $2.5 billion, a decrease of 5.7% as reported and a decrease of 0.7% adjusted for constant days and exchange rates versus the prior year. During the first quarter of 2024, the Company reported net sales of $2.7 billion, net earnings of $105 million and earnings per share of $1.64; adjusted net earnings were $119 million, and adjusted EPS was $1.86.
Positive
Zacks Investment Research
1 month ago
Mohawk to Report Q1 Earnings: What's in the Cards for the Stock?
MHK's first-quarter 2025 results are likely to reflect a declining sales trend due to a softer residential market. That said, restructuring actions and cost-saving efforts bode well.
Negative
Seeking Alpha
1 month ago
Mohawk Industries: Cheap, But Not Cheap Enough Today
Mohawk Industries has seen significant stock decline and operational deterioration, despite restructuring efforts, making it a 'hold' candidate for now. Revenue dropped from $11.74 billion in 2022 to $10.84 billion in 2024, driven by lower legacy sales volume and pricing changes. Cost-cutting initiatives have improved adjusted net income and operating cash flow, but trade wars and tariffs pose significant risks.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: Mohawk Industries (MHK) Q1 Earnings Expected to Decline
Mohawk Industries (MHK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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