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Mohawk (MHK)
NYSE:MHK
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.82Last Year’s EPS
1.52Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: operational and financial strengths (strong free cash flow, disciplined balance sheet, segment-level wins in Global Ceramic, ongoing productivity and restructuring savings, and active tariff mitigation) partially offset persistent top-line and margin pressures from weak residential end markets, elevated input costs, tariffs, nonrecurring charges and pricing competition. Management expects 2026 to be a transitional year with modest volume recovery and improved earnings driven by pricing, mix and productivity, but results remain dependent on macro and housing-market inflection.Company Guidance
Q4 Net Sales and Reported Growth
Q4 net sales of approximately $2.7 billion, up 2.4% as reported versus prior year (approximately down 3.3% on a constant currency basis); performance in line with expectations.
Q4 Adjusted Earnings Per Share
Q4 adjusted EPS of $2.00, up ~3% year-over-year, driven by productivity, restructuring initiatives, improved product mix and lower interest expense.
Full-Year Revenue Stability
Full-year sales were approximately $10.8 billion, essentially flat versus prior year (reported).
Strong Free Cash Flow and Conservative Leverage
Generated full-year free cash flow of approximately $620 million (Q4 free cash flow ~$270 million); cash and equivalents $806 million; gross debt $2.0 billion and leverage ~0.9x adjusted EBITDA.
Share Repurchases
Repurchased approximately 1.3 million shares for $149 million during the year under the existing buyback authorization.
Segment Strength — Global Ceramic
Global Ceramic sales just under $1.1 billion, +6.1% as reported and ~flat on a constant basis; adjusted operating income $63 million (5.9% margin), up ~60 basis points year-over-year due to $22M productivity and $16M price/mix benefits.
Productivity and Restructuring Benefits
Delivered approximately $115 million of cumulative restructuring savings in 2025; expected carryover of ~$60+ million of restructuring benefit into 2026, plus additional productivity actions implemented (quarterly productivity benefits cited at ~$41–51 million).
Tariff and Supply-Chain Management
Managed U.S. tariff costs through pricing actions and supply-chain optimization; company expects to cover tariff-related costs through combined actions (management cited an annualized impact previously described around ~$100 million and active mitigation).
Capital Allocation Discipline and 2026 Investment Plan
Reduced 2025 CapEx to $435 million (about 30% below depreciation levels) to match market conditions; planning approximately $480 million of capital investment in 2026 focused on product innovation, cost reduction and maintenance.
Product Innovation and Commercial Momentum
Launched premium product collections, ramping new quartz production line and introducing advanced printing and hybrid (PVC-free) offerings; commercial channel outperformed residential with strength in health care, education and hospitality.
MHK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MHK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $133.48 | $132.60 | -0.66% |
Oct 23, 2025 | $128.90 | $119.90 | -6.98% |
Jul 24, 2025 | $116.00 | $120.90 | +4.22% |
May 01, 2025 | $106.45 | $104.69 | -1.65% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mohawk (MHK) report earnings?
Mohawk (MHK) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Mohawk (MHK) earnings time?
Mohawk (MHK) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MHK EPS forecast?
MHK EPS forecast for the fiscal quarter 2026 (Q1) is 1.82.