| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 82 | 16.8x | 17.8x | Top tier | |
Growth | 34 | 4.6% | 7.1% | Bottom tier | |
Quality | 51 | 4.4% | 4.5% | Around median | |
Safety | 80 | 1.2x | 2.6x | Top tier | |
Capital Return | 69 | — | 2.12% | Top tier | |
Momentum | 61 | 1.0% | 2.9% | Around median | |
Sentiment | 43 | 11 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Mohawk Industries is a global flooring products manufacturer operating in 19 countries, with a portfolio spanning tile and ceramic, countertops, carpet, laminate, LVT, WPC, and hybrid products, along with panels and insulation materials. It generates revenue through three segments: Global Ceramic, Flooring North America, and Flooring Rest of the World, with exposure to residential and commercial channels, retail, and new home construction; commercial activity remained stronger than residential activity in Q2 fiscal 2026.
In Q2 fiscal 2026, revenue reached $3.0 billion, up 6.8% as reported and 5% on a constant-currency basis, while gross profit was $795.1 million, with a reported margin of 26.6%. Net income was $196.1 million and reported earnings per share were $3.22, while adjusted earnings per share were $3.67, including a benefit of approximately $0.63 from tariff refunds.
Q2 fiscal 2026 sales were distributed across Global Ceramic at $1.2 billion, Flooring North America at $976 million, and Flooring Rest of the World at $806 million. Reported operating income was $254 million, while adjusted operating income reached $290 million, or 9.7% of sales, up approximately 170 basis points from the comparable period; price and mix also supported results by $54 million, restructuring and productivity by $43 million, and higher volumes by $13 million.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on MHK is “Neutral,” with an average price target of $123.83 within a wide range of $110 to $135; the average target is approximately 13.5% below the 52-week range high of $143.13, while the highest target is close to that high. The dispersion of targets relative to the 52-week range of $92.99 to $143.13 reflects the market's balancing of improving market share and productivity on one hand against housing weakness, rising input costs, and the lower Q3 fiscal 2026 earnings outlook on the other.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Sales increased to $3.0 billion, representing growth of 6.8% as reported and 5% on a constant-currency basis, driven by higher volumes, price increases, and an improved product mix. The company benefited from initial stocking for new customer display placements and limited purchases ahead of price increases, but management said the pull-forward effect was limited. Supporting products included premium LVT and laminate collections and allergen-resistant carpet, with growth across all three segments.
Global Ceramic sales were approximately $1.2 billion, up 7.9% as reported, with an adjusted operating margin of 8.2%. Flooring North America recorded sales of $976 million and an adjusted operating margin of 11.4%. Flooring Rest of the World generated $806 million in sales and an adjusted operating margin of 12%, as the $41 million price and mix impact exceeded the $23 million increase in input costs.
Management expects adjusted earnings per share of between $2.50 and $2.60, including approximately $0.12 from tariff refunds received. After excluding the refunds, restructuring items, and nonrecurring items, the underlying range is $2.38 to $2.48. The company also expects a seasonal decline in sales from Q2 that may be greater than usual, amid continued weak demand and higher input costs.
Underlying inflation reached $77 million in Q2 fiscal 2026, while the net impact declined to $28 million after tariff refunds. Management expects a sequential increase of approximately $35 million in costs from Q2 to Q3, with elevated levels continuing in Q4. The company believes price, mix, and productivity can offset inflation in Q3 and across fiscal 2026, but it may need additional price increases if costs rise further.
Mohawk launched new premium LVT and laminate collections and expanded its presence in retail and new home construction channels. Allergen-resistant carpet had a strong start, while the Hero rubber product made from recycled Nike materials won three Best of NeoCon awards. The company also expanded a second line for manufacturing countertops domestically in the United States and said during the July 31, 2026 call that it expects its ramp-up to accelerate.
The company generated free cash flow of $236 million from the beginning of fiscal 2026 through the end of Q2. Net debt was slightly below $1.1 billion, with a net debt-to-EBITDA ratio of 0.8 times. Mohawk plans to spend approximately $460 million on capital expenditures during fiscal 2026 and repurchased more than 600 thousand shares for approximately $60 million in Q2.
