The earnings call reflects a challenging market environment with flat sales and market pressures, yet operational improvements, strong free cash flow, and commercial segment outperformance provide positive indicators. The company is strategically positioning for future growth despite current headwinds.

Company Guidance -

Q3 2025

During the Mohawk Industries Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter of 2025, projecting earnings per share (EPS) between $2.56 and $2.66, excluding any restructuring or one-time charges. The company reported second quarter net sales of $2.8 billion, with an adjusted EPS of $2.77. Despite challenging market conditions, Mohawk Industries highlighted the impact of operational improvements, cost containment, and new product introductions. The call detailed several financial metrics, including a gross margin of 25.5%, an operating income of 6.7% as reported, and approximately $125 million in free cash flow. The company also discussed ongoing restructuring efforts targeting $100 million in annual cost savings, alongside productivity initiatives that contributed $57 million in benefits. Mohawk Industries addressed the impact of tariffs and evolving trade policies, emphasizing their predominantly North American production base, which constitutes about 85% of U.S. operations.

Solid Free Cash Flow and Stock Repurchase

Generated approximately $125 million in free cash flow and repurchased about 393,000 shares of stock for approximately $42 million. A new authorization to acquire $500 million of the company's outstanding stock was approved by the Board.

Operational Improvements and Cost Containment

Achieved strong productivity gains and restructuring actions, resulting in anticipated annual cost savings of approximately $100 million in 2025.

Commercial Segment Outperformance

Commercial channels continue to outperform residential, with strong order backlogs in sectors like education and hospitality.

Restructuring Actions on Schedule

Restructuring actions are delivering expected savings by closing high-cost operations, eliminating inefficient assets, and streamlining distribution.

Positive FX Impact

Favorable foreign exchange (FX) impact of $15 million contributed positively to the financial results.

Mohawk (MHK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MHK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.65 / -	2.9	―	―	―
Jul 24, 2025	2025 (Q2)	2.61 / 2.77	3	-7.67% (-0.23)
May 01, 2025	2025 (Q1)	1.41 / 1.52	1.86	-18.28% (-0.34)
Feb 06, 2025	2024 (Q4)	1.85 / 1.95	1.96	-0.51% (-0.01)
Oct 24, 2024	2024 (Q3)	2.89 / 2.90	2.72	6.62% (+0.18)
Jul 25, 2024	2024 (Q2)	2.75 / 3.00	2.76	8.70% (+0.24)
Apr 25, 2024	2024 (Q1)	1.68 / 1.86	1.75	6.29% (+0.11)
Feb 08, 2024	2023 (Q4)	1.85 / 1.96	1.32	48.48% (+0.64)
Oct 26, 2023	2023 (Q3)	2.65 / 2.72	3.34	-18.56% (-0.62)
Jul 27, 2023	2023 (Q2)	2.65 / 2.76	4.41	-37.41% (-1.65)

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
Jul 24, 2025	$116.00	$120.90	+4.22%
May 01, 2025	$106.45	$104.69	-1.65%
Feb 06, 2025	$121.97	$120.33	-1.34%
Oct 24, 2024	$151.87	$130.88	-13.82%

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 Oct 23, 2025, After Close (Confirmed).

What is Mohawk (MHK) earnings time?

Mohawk (MHK) earnings time is at Oct 23, 2025, 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 2025 (Q3) is 2.65.

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