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Dec 31, 2025
Mohawk Q4 2025 Earnings Report
Mohawk Industries reported mixed results for the fourth quarter of 2025, with net sales increasing but net earnings and EPS showing a decline compared to the prior year, while adjusted metrics showed slight improvements.
Key Takeaways
Mohawk Industries announced fourth quarter 2025 net earnings of $42 million and EPS of $0.68. Adjusted net earnings were $124 million, and adjusted EPS was $2.00. Net sales for the fourth quarter of 2025 were $2.7 billion, up 2.4% as reported but down 3.3% on an adjusted basis versus the prior year. The company's performance was influenced by productivity gains, restructuring initiatives, and lower interest expense, partially offset by market pricing pressures and increased input costs.
Net sales for Q4 2025 increased by 2.4% as reported to $2.7 billion, but decreased by 3.3% on an adjusted basis compared to Q4 2024.
Reported net earnings for Q4 2025 were $42 million, with reported EPS at $0.68, a decrease from $90 million and $1.43 respectively in Q4 2024.
Adjusted net earnings for Q4 2025 were $124 million, and adjusted EPS was $2.00, showing a slight increase from $123 million and $1.95 in Q4 2024.
The company generated approximately $621 million in free cash flow for the full year 2025 and repurchased about 1.3 million shares for $150 million.
Revenue by Segment
Forward Guidance
Mohawk Industries anticipates improved economic conditions in most regions, benefiting housing markets from lower mortgage rates and greater availability. The company expects some increases in industry volume throughout the year, but pricing pressures are likely to persist. They plan to execute restructuring actions and productivity initiatives to lower costs, expecting sales and earnings to improve in 2026, with growth dependent on economic conditions and residential remodeling recovery.
Positive Outlook
- Anticipated improvement in economies across most regions.
- Housing markets expected to benefit from lower mortgage rates and greater availability.
- Some increases in industry volume expected as the year progresses.
- Execution of announced restructuring actions and productivity initiatives to lower cost position.
- New 2026 product introductions are entering the market with positive initial feedback.
Challenges Ahead
- Pricing pressures are likely to remain in the industry.
- Continued softness in home renovation markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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