Mohawk Industries announced that it will release its fiscal fourth‑quarter 2025 earnings on Thursday, February 12, 2026, with a conference call scheduled for the following day. The company’s guidance for the quarter remains unchanged, with analysts expecting adjusted earnings per share of $1.98 and revenue of $2.71 billion.
The guidance aligns closely with the consensus estimates, and the company’s prior‑period performance provides context. In Q4 2024, Mohawk reported adjusted EPS of $1.95 and net sales of $2.60 billion, a 1.0 % increase in reported revenue but a 1.0 % decline on an adjusted basis. Full‑year 2024 results showed net sales of $10.8 billion and adjusted EPS of $9.70.
Management highlighted that the company’s 2024 results were driven by strong demand in core segments, offsetting headwinds in legacy products. CEO Jeff Lorberbaum noted, “Our fourth‑quarter results exceeded our expectations as sales actions, restructuring initiatives and productivity improvements benefited our performance.” The company also emphasized that soft residential demand and inflationary pressures continue to weigh on the flooring market.
Segment‑level drivers are expected to shape the upcoming quarter. Global Ceramic and Flooring North America are projected to maintain growth, while Flooring Rest of the World is likely to face margin compression due to competitive pricing and rising material costs. The company’s restructuring program, now projected to deliver $285 million in annualized savings by 2026, is expected to support profitability.
Looking ahead, Mohawk has guided for adjusted EPS of $1.34 to $1.44 in Q1 2026 and maintains a Q4 2025 EPS range of $1.90 to $2.00. The guidance signals management’s confidence in sustaining earnings momentum despite macro‑economic headwinds, while also reflecting the impact of system implementation issues that affected the Flooring North America segment in Q4 2024.
Analyst sentiment has been mixed in recent months. Several analysts have lowered price targets and downgraded the stock, citing valuation concerns and a narrowing outperformance outlook. Nevertheless, the consensus price target remains in the $130–$135 range, and the company’s earnings guidance continues to be viewed as a positive indicator of operational resilience.
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