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Jun 28, 2025
Mohawk Q2 2025 Earnings Report
Mohawk reported stable Q2 2025 results with flat revenue and improved margins in key segments.
Key Takeaways
Mohawk delivered Q2 2025 results with $2.8 billion in revenue and $147 million net income, driven by operational efficiencies and cost containment, despite pricing pressures and soft demand.
Net sales were $2.8 billion, flat year-over-year
GAAP EPS was $2.34; adjusted EPS was $2.77
Global Ceramic and Flooring ROW showed margin improvements
Generated $126 million in free cash flow during the quarter
Revenue by Segment
Forward Guidance
Mohawk expects Q3 2025 adjusted EPS to be between $2.56 and $2.66, driven by productivity initiatives and restructuring benefits, while tariffs and input cost pressures remain headwinds.
Positive Outlook
- Productivity initiatives expected to deliver $100 million in benefits this year
- Restructuring actions are on schedule and generating savings
- Strong North American manufacturing footprint supports pricing adjustments
- Premium product mix improving margins
- New $500 million share repurchase authorization approved
Challenges Ahead
- Ongoing pricing pressure due to lower market volumes
- Input costs expected to peak in Q3 2025
- Uncertain timing of market recovery due to low consumer confidence
- Tariff impacts remain unpredictable
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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