Mohawk Industries (NYSE:MHK) Issues Q1 2026 Earnings Guidance

Mohawk Industries (NYSE:MHK) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.750-1.850 for the period, compared to the consensus EPS estimate of 1.990. The company issued revenue guidance of -.

Mohawk Industries Stock Down 0.9%

Shares of MHK stock traded down $1.14 during trading hours on Friday, reaching $132.34. 1,599,757 shares of the stock were exchanged, compared to its average volume of 745,844. The business’s fifty day moving average is $117.63 and its two-hundred day moving average is $120.86. The firm has a market capitalization of $8.18 billion, a P/E ratio of 22.35, a P/E/G ratio of 3.72 and a beta of 1.23. Mohawk Industries has a 12-month low of $96.24 and a 12-month high of $143.13. The company has a debt-to-equity ratio of 0.21, a current ratio of 2.25 and a quick ratio of 1.24.

Mohawk Industries (NYSE:MHK) last issued its quarterly earnings results on Thursday, February 12th. The company reported $2.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.98 by $0.02. Mohawk Industries had a net margin of 3.43% and a return on equity of 6.85%. The company had revenue of $2.70 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the previous year, the firm earned $1.95 earnings per share. The firm’s quarterly revenue was up 2.4% on a year-over-year basis. Mohawk Industries has set its Q1 2026 guidance at 1.750-1.850 EPS. As a group, research analysts expect that Mohawk Industries will post 9.8 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have issued reports on MHK. Raymond James Financial reaffirmed a “strong-buy” rating and set a $150.00 price target (up from $140.00) on shares of Mohawk Industries in a report on Tuesday, October 21st. Wolfe Research downgraded Mohawk Industries from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Evercore dropped their price target on shares of Mohawk Industries from $124.00 to $118.00 and set an “in-line” rating on the stock in a research note on Wednesday, November 19th. Weiss Ratings restated a “hold (c-)” rating on shares of Mohawk Industries in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group dropped their target price on shares of Mohawk Industries from $134.00 to $128.00 and set a “hold” rating on the stock in a research report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $129.78.

Insider Activity at Mohawk Industries

In related news, insider Suzanne L. Helen sold 3,500 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $110.36, for a total value of $386,260.00. Following the completion of the sale, the insider owned 70,593 shares in the company, valued at $7,790,643.48. This represents a 4.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Over the last 90 days, insiders have sold 14,485 shares of company stock valued at $1,604,006. Insiders own 17.40% of the company’s stock.

Trending Headlines about Mohawk Industries

Here are the key news stories impacting Mohawk Industries this week:

• Positive Sentiment: Q4 adjusted earnings topped estimates: adjusted EPS was $2.00, slightly above the consensus ~$1.98, showing modest beat on profitability versus expectations. Mohawk Industries (MHK) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Management highlights pricing actions and productivity initiatives that are helping offset industry pressures — a structural response that could protect margins if sustained. MHK Q4 Deep Dive: Pricing Actions and Productivity Initiatives Counter Industry Pressures
• Positive Sentiment: Market reaction earlier showed an initial positive spike as some outlets reported the results beat expectations, indicating investor relief on the headline EPS print. Mohawk Industries shares jump as Q4 results top estimates
• Neutral Sentiment: Revenue roughly $2.70B (up ~2.4% y/y) — generally in line with expectations though some outlets call it a slight miss; the top line showed modest growth but not a clear beat. Mohawk Industries Reports Q4 2025 Results
• Neutral Sentiment: Earnings call / transcript available — management color may influence guidance interpretation and near-term sentiment; investors should review for backlog, pricing pass-through timing, and working capital commentary. Mohawk Industries, Inc. (MHK) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near-term guidance missed street expectations: Q1 2026 EPS guide of $1.75–$1.85 is below the consensus (~$1.99), creating downward pressure on the stock as investors re-price near-term earnings.
• Negative Sentiment: Margins contracted year-over-year (net margin reported ~3.9%; commentary points to margin pressure despite initiatives), which raises questions about how quickly pricing/productivity will restore profitability. Mohawk’s Q4 Earnings Beat Estimates, Sales Miss, Margins Down Y/Y
• Negative Sentiment: Analysts cut near-term estimates (Q2/Q3) following the report and guidance, indicating lower analyst earnings trajectories that can weigh on multiple and sentiment. Q2 EPS Estimate for Mohawk Industries Decreased by Analyst

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Public Employees Retirement System of Ohio lifted its position in Mohawk Industries by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 17,254 shares of the company’s stock valued at $2,224,000 after purchasing an additional 100 shares during the period. Glenmede Investment Management LP lifted its holdings in shares of Mohawk Industries by 6.0% in the 3rd quarter. Glenmede Investment Management LP now owns 2,729 shares of the company’s stock valued at $352,000 after buying an additional 154 shares during the period. Parallel Advisors LLC boosted its stake in shares of Mohawk Industries by 56.5% in the fourth quarter. Parallel Advisors LLC now owns 507 shares of the company’s stock valued at $55,000 after buying an additional 183 shares in the last quarter. UMB Bank n.a. grew its holdings in Mohawk Industries by 1.6% during the fourth quarter. UMB Bank n.a. now owns 11,585 shares of the company’s stock worth $1,266,000 after acquiring an additional 186 shares during the period. Finally, Transamerica Financial Advisors LLC raised its position in Mohawk Industries by 216.1% in the fourth quarter. Transamerica Financial Advisors LLC now owns 275 shares of the company’s stock worth $30,000 after acquiring an additional 188 shares in the last quarter. 78.98% of the stock is currently owned by institutional investors and hedge funds.

Mohawk Industries Company Profile

Mohawk Industries, Inc is a global flooring manufacturer that designs, produces and distributes a broad range of floor covering products for both residential and commercial applications. Headquartered in Calhoun, Georgia, the company traces its roots to 1878 and has expanded through a series of strategic acquisitions and organic growth initiatives. Over the decades, Mohawk has built a vertically integrated platform encompassing yarn manufacturing, fiber production, wood and laminate finishing, and ceramic tile fabrication, enabling tight control over product quality and supply chain efficiency.

The company’s product portfolio includes residential and commercial carpet, ceramic and porcelain tile, laminate, wood and natural stone flooring, luxury vinyl, and innovative surface solutions.