Mohawk Industries (NYSE:MHK) Beats Q4 Estimates with 2.4% Revenue Growth

Mohawk Industries (NYSE:MHK) reported Q4 CY2025 results exceeding expectations, with revenue up 2.4% year-on-year to $2.7B and non-GAAP profit of $2.00 per share, 1.1% ahead of estimates. Key context: The company cited productivity, restructuring, a favorable product mix, and lower interest expense as drivers, partially offset by pricing pressure and input cost increases. Free cash flow was $621M; $150M of a $1.3B share repurchase was completed under its buyback authorization. Geographies: ~55% U.S., 30% Europe, 15% other. The stock rose to $137.54 on the earnings report. Looking ahead: Sell-side analysts project 1.9% revenue growth over the next 12 months and 9.6% EPS expansion to $8.96, but Q1 EPS guidance missed and EBITDA lagged estimates. Mohawk’s 5-year CAGR of revenue is 2.5%, below average; operating margin averaged 5.5% over the last two years, down from 2.5% in Q4 CY2025. Long-term EPS growth has been flat, suggesting efficiency gains have not outpaced revenue expansion.