Mohawk Industries Management
Management Kriterienprüfungen 4/4
Mohawk Industries CEO ist Jeff Lorberbaum , ernannt in Jan 2001, hat eine Amtszeit von 25.33 Jahren. Die jährliche Gesamtvergütung beträgt $5.18M , bestehend aus 28.4% Gehalt und 71.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 15.07% der Aktien des Unternehmens, im Wert von $953.88M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.3 Jahre bzw. 15 Jahre.
Wichtige Informationen
Jeff Lorberbaum
Geschäftsführender
US$5.2m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 28.40% |
| Amtszeit als Geschäftsführer | 25.3yrs |
| Eigentum des Geschäftsführers | 15.1% |
| Durchschnittliche Amtszeit des Managements | 2.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 15yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • May 06
Mohawk Industries: Still Not Enough Data Points To Turn Bullish
Summary Mohawk Industries remains a Hold as demand recovery in housing is still unclear despite improved execution. Q1 showed better margins—adj. gross margin at 24.8% and EBIT margin at 5.5%—driven by pricing and premium product mix. Premiumization and expanded distribution are supporting margins, but order trends may reflect demand pulled forward, not true growth. Valuation remains subdued at 11x forward PE; a clear residential demand rebound is needed for multiple expansion. Read the full article on Seeking Alpha
Analyse-Update • Apr 28
MHK: Future Rerating Will Depend On Margin Execution And Share Repurchases
Analysts have reduced the implied fair value estimate for Mohawk Industries by about $13 to roughly $127 after several firms trimmed price targets following recent downgrades and a reset of profit margin and P/E assumptions, while revenue growth expectations remained steady to slightly higher. Analyst Commentary Recent research on Mohawk Industries has turned more mixed, with several bullish analysts updating models after the Q4 report and a newer wave of bearish analysts trimming targets and downgrading the stock.
Neue Analyse • Apr 26
Higher Value Flooring Mix And Productivity Gains Will Support Stronger Long Term Earnings Power
Catalysts About Mohawk Industries Mohawk Industries is a global flooring manufacturer with operations across ceramic, laminate, vinyl, carpet, panels and insulation. What are the underlying business or industry changes driving this perspective?Analyse-Update • Apr 12
MHK: Future Rerating Will Depend On Sustained Share Repurchases Execution
Analysts have trimmed the blended price target on Mohawk Industries by about $4 to $139. This reflects modestly softer growth assumptions, a slightly higher discount rate, and updated post-earnings models that still point to mixed demand but relatively inexpensive valuation and potential for a changing narrative if buybacks and volume trends improve.
Neue Analyse • Apr 12
Cost Pressures And Remodeling Uncertainty Will Shape Future Benefits From Cost Savings Investments
Catalysts About Mohawk Industries Mohawk Industries is a global flooring manufacturer with operations across ceramic, carpet, laminate, vinyl, panels and insulation categories. What are the underlying business or industry changes driving this perspective?Analyse-Update • Mar 29
MHK: Future Rerating Will Rely On Share Repurchases After Multiple Compression
The updated analyst price target for Mohawk Industries now stands at $144, reflecting a modest uplift driven by broadly higher Street targets after mixed Q4 results, ongoing weak demand with relatively firmer remove and replace activity, expectations for earnings and sales focus ahead, slightly higher outer year EPS estimates, and a view from several analysts that prior multiple compression and potential share repurchases could support some rerating in the stock. Analyst Commentary Street research on Mohawk Industries reflects a split view, with several firms raising price targets after Q4 while others highlight ongoing demand challenges and execution risk around volume recovery.Analyse-Update • Mar 15
MHK: Future Upside Seen From Share Repurchases And Sector Multiple Normalization
Our analyst price target for Mohawk Industries remains essentially unchanged at $144, as Street analysts lift their targets into a roughly $135 to $156 range on mixed near term demand, modest model tweaks after Q4 earnings, and a focus on potential multiple normalization along with future earnings and sales growth. Analyst Commentary Street research on Mohawk Industries clusters around a similar narrative, with most firms lifting price targets following Q4 results while acknowledging that demand remains uneven and volume recovery expectations are pushed into the back half of the year.Analyse-Update • Mar 01
MHK: Share Repurchases And Sector Rerating Will Drive Future Upside
Mohawk Industries' fair value estimate has been raised from $138.33 to $144.00 as analysts reflect higher price targets across the Street, citing updated models after Q4 results; expectations for modestly better revenue growth; ongoing weak but stabilizing demand patterns; potential multiple expansion; and the possibility that share repurchases and sector wide rerating could support a higher future P/E. Analyst Commentary Recent research updates show a wide range of price targets on Mohawk Industries, but most are clustered around modest upside from current fair value estimates.Analyse-Update • Feb 15
MHK: Fair Value Outlook Balances Index Reclassification With Execution And Demand Risks
Narrative Update The analyst price target for Mohawk Industries has shifted modestly higher to approximately $138.33. Analysts attribute this change to updated assumptions for revenue growth, discount rate, profit margin and future P/E.Analyseartikel • Feb 08
Does Mohawk Industries (NYSE:MHK) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Jan 25
Mohawk Industries, Inc. (NYSE:MHK) Shares Could Be 23% Below Their Intrinsic Value Estimate
Key Insights Mohawk Industries' estimated fair value is US$156 based on 2 Stage Free Cash Flow to Equity Mohawk...Analyse-Update • Nov 26
MHK: Future Buyback Activity And Executive Transition Will Drive Shares Higher
The analyst price target for Mohawk Industries has been modestly reduced from $138.50 to $138.13 as analysts factor in slightly lower expected earnings following recent Street research and quarterly outlook revisions. Analyst Commentary Recent Street research on Mohawk Industries reveals a mix of optimism and caution among analysts, with differing views on the company’s prospects driving price target revisions and ratings.Analyseartikel • Nov 06
Mohawk Industries' (NYSE:MHK) Soft Earnings Are Actually Better Than They Appear
Mohawk Industries, Inc.'s ( NYSE:MHK ) earnings announcement last week didn't impress shareholders. However, our...Analyse-Update • Nov 06
MHK: Global Scale And Buyback Program Will Drive Shareholder Value
Mohawk Industries' analyst price target has seen a slight decrease from $139.06 to $138.50, as analysts moderate profit margin and revenue growth expectations after a thorough sector review. Analyst Commentary Following the recent sector review, analyst opinions on Mohawk Industries offer insight into both upside opportunities and potential risks faced by the company.Analyse-Update • Oct 22
Analyst Sentiment Turns Positive as Mohawk Industries Sees Higher Price Targets and Buybacks
Analysts have raised their average price target for Mohawk Industries, increasing the fair value estimate from $135.94 to $139.06. This change is attributed to recent positive research initiation and ongoing improvement in industry multiples.Analyseartikel • Oct 15
Returns Are Gaining Momentum At Mohawk Industries (NYSE:MHK)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Analyseartikel • Sep 27
When Should You Buy Mohawk Industries, Inc. (NYSE:MHK)?
Mohawk Industries, Inc. ( NYSE:MHK ), might not be a large cap stock, but it led the NYSE gainers with a relatively...Analyseartikel • Jul 02
Is Mohawk Industries (NYSE:MHK) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Jun 11
Is It Too Late To Consider Buying Mohawk Industries, Inc. (NYSE:MHK)?
Mohawk Industries, Inc. ( NYSE:MHK ), might not be a large cap stock, but it saw significant share price movement...Seeking Alpha • Apr 28
Mohawk Industries: Cheap, But Not Cheap Enough Today
Summary Mohawk Industries has seen significant stock decline and operational deterioration, despite restructuring efforts, making it a 'hold' candidate for now. Revenue dropped from $11.74 billion in 2022 to $10.84 billion in 2024, driven by lower legacy sales volume and pricing changes. Cost-cutting initiatives have improved adjusted net income and operating cash flow, but trade wars and tariffs pose significant risks. Analysts expect further revenue and earnings declines in Q1 2025; I recommend waiting for tariff resolution or fundamental improvements before upgrading. Read the full article on Seeking Alpha
Neue Analyse • Feb 15
New Premium Product Launches And Cost Reductions Will Strengthen Future Prospects
Innovative product launches and marketing initiatives aim to stimulate sales and improve revenue as market conditions rebound.Seeking Alpha • Feb 13
Mohawk Industries: Downgrade To Hold Due To Stubbornly High Mortgage Rates
Summary I have downgraded Mohawk Industries to a hold rating due to persistently high mortgage rates and weaker-than-expected housing activity. Trump's administration introduces additional risks, including currency and tariff uncertainties, impacting MHK's earnings and cost structure. Until there are clearer signs of a housing market recovery, I recommend a hold rating due to limited near-term upside and valuation concerns. Read the full article on Seeking AlphaSeeking Alpha • Oct 26
Mohawk Industries: Looking For A Floor
Summary Shares of Mohawk Industries found a floor around $100 in 2023 as the largest interest rate scares ended during the year. Mohawk, the world's largest flooring company, has returned to earnings growth this year, but might end the year on a softer note. Long-term fundamentals remain strong, with potential for earnings to surpass $10 per share and further growth anticipated in 2025, making current prices appealing. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Mohawk Industries: Stay Buy Rated Due To Positive Growth And Margin Expansion Outlook
Summary I stay buy-rated with a new price target of $198. 2Q24 earnings showed strong margin expansion despite revenue decline, management efforts to drive adj. EBIT margins to >10% are working. Growth outlook for MHK is positive with potential rate cuts, expansion of relationships with homebuilders, and cost savings initiatives on track. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
Mohawk Industries: Still Comfortable With A 'Hold' Rating As Earnings Near
Summary Shares of Mohawk Industries have done quite well over the past year or so, but they have underperformed the broader market. Revenue for the company has declined, but bottom-line results are finally showing signs of improving. Cost-cutting initiatives have helped improve net income for the company, but revenue continues to decline, leading to a neutral stance as earnings near. Read the full article on Seeking AlphaSeeking Alpha • May 13
Mohawk Industries: Upgrade To Buy On Clearer View Of Recovery
Summary I upgraded my recommendation on Mohawk Industries to buy due to a clearer picture of recovery. Recent earnings showed improvement in sales decline and volume growth, with cost-cutting efforts leading to margin expansion. As Mohawk delivers growth, the market is likely to adjust its valuation upwards. Read the full article on Seeking AlphaSeeking Alpha • May 06
Mohawk Industries: Housing Market Still Suppressing The Flooring Industry
Summary MHK is addressing concerns about macro-weaknesses and focusing on restructuring and productivity initiatives to improve margins. Revenue growth and margins have been weaker year-over-year, primarily due to lower sales volume, a weaker price and product mix, and unfavorable foreign exchange rates. Inflationary pressure has led to rising interest rates and decreased discretionary spending, which has impacted home construction and residential remodeling. As inflation cools, the ECB signals its intention to cut rates in June, potentially driving up demand in Europe. MHK is underperforming against its peers in terms of growth outlook and net margin. For now, I will recommend a hold rating. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$414m |
| Dec 31 2025 | US$5m | US$1m | US$370m |
| Sep 27 2025 | n/a | n/a | US$421m |
| Jun 28 2025 | n/a | n/a | US$474m |
| Mar 29 2025 | n/a | n/a | US$482m |
| Dec 31 2024 | US$5m | US$1m | US$515m |
| Sep 28 2024 | n/a | n/a | US$564m |
| Jun 29 2024 | n/a | n/a | -US$358m |
| Mar 30 2024 | n/a | n/a | -US$415m |
| Dec 31 2023 | US$4m | US$1m | -US$449m |
| Sep 30 2023 | n/a | n/a | -US$546m |
| Jul 01 2023 | n/a | n/a | -US$319m |
| Apr 01 2023 | n/a | n/a | -US$140m |
| Dec 31 2022 | US$4m | US$1m | US$25m |
| Oct 01 2022 | n/a | n/a | US$181m |
| Jul 02 2022 | n/a | n/a | US$986m |
| Apr 02 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$5m | US$1m | US$1b |
| Oct 02 2021 | n/a | n/a | US$1b |
| Jul 03 2021 | n/a | n/a | US$1b |
| Apr 03 2021 | n/a | n/a | US$642m |
| Dec 31 2020 | US$4m | US$1m | US$516m |
| Sep 26 2020 | n/a | n/a | US$532m |
| Jun 27 2020 | n/a | n/a | US$482m |
| Mar 28 2020 | n/a | n/a | US$733m |
| Dec 31 2019 | US$3m | US$1m | US$744m |
Vergütung im Vergleich zum Markt: JeffDie Gesamtvergütung ($USD5.18M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.41M).
Entschädigung vs. Einkommen: JeffDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jeff Lorberbaum (70 yo)
25.3yrs
Amtszeit
US$5,184,782
Vergütung
Mr. Jeffrey S. Lorberbaum, also known as Jeff, has been the Chief Executive Officer of Mohawk Industries, Inc. since January 1, 2001. Mr. Lorberbaum is a co-owner of Helm Management Corporation and Cuddy H...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 25.3yrs | US$5.18m | 15.07% $ 953.9m | |
| President | 1.3yrs | US$5.39m | 0.15% $ 9.5m | |
| President of Global Ceramic Segment | 1.7yrs | US$3.27m | 0.037% $ 2.3m | |
| President of Flooring North America segment | 1.3yrs | US$4.09m | 0.046% $ 2.9m | |
| Chief Financial Officer | less than a year | keine Daten | 0.033% $ 2.1m | |
| Senior Vice President | 1.2yrs | keine Daten | 0.0016% $ 100.6k | |
| Chief Information Officer | 2.8yrs | keine Daten | 0.0026% $ 166.4k | |
| VP of Business Strategy | 12.8yrs | keine Daten | 0.035% $ 2.2m | |
| CFO of Global Ceramic Segment | 3.8yrs | keine Daten | keine Daten | |
| Chief Sustainability Officer | 3yrs | keine Daten | 0.0029% $ 181.6k |
2.3yrs
Durchschnittliche Betriebszugehörigkeit
52.5yo
Durchschnittliches Alter
Erfahrenes Management: MHKDas Führungsteam des Unternehmens gilt als erfahren (2.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 32.2yrs | US$5.18m | 15.07% $ 953.9m | |
| Independent Director | 33.6yrs | US$247.57k | 0.48% $ 30.4m | |
| Vice Chair | 24.2yrs | US$2.92m | 0.31% $ 19.3m | |
| Independent Director | 11.8yrs | US$267.57k | 0.023% $ 1.5m | |
| Lead Independent Director | 6.3yrs | US$282.57k | 0.015% $ 962.6k | |
| Independent Director | 18.3yrs | US$272.57k | 0.043% $ 2.7m | |
| Independent Director | 4.3yrs | US$247.57k | 0.0044% $ 279.7k | |
| Independent Director | 15yrs | US$262.57k | 0.026% $ 1.6m | |
| Director | 2.3yrs | US$418.05k | 0.33% $ 20.9m |
15.0yrs
Durchschnittliche Betriebszugehörigkeit
70yo
Durchschnittliches Alter
Erfahrener Vorstand: MHKDie Vorstandsmitglieder sind sehr erfahren ( 15 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/11 18:56 |
| Aktienkurs zum Tagesende | 2026/05/11 00:00 |
| Gewinne | 2026/04/04 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Mohawk Industries, Inc. wird von 29 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Timothy Wojs | Baird |
| Matthew Bouley | Barclays |
| Stephen Kim | Barclays |