Mohawk Industries Gestione
Criteri Gestione verificati 4/4
Mohawk Industries Il CEO è Jeff Lorberbaum, nominato in Jan2001, e ha un mandato di 25.33 anni. la retribuzione annua totale è $ 5.18M, composta da 28.4% di stipendio e 71.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 15.07% delle azioni della società, per un valore di $ 953.88M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 15 anni.
Informazioni chiave
Jeff Lorberbaum
Amministratore delegato
US$5.2m
Compenso totale
| Percentuale dello stipendio del CEO | 28.40% |
| Mandato del CEO | 25.3yrs |
| Proprietà del CEO | 15.1% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 15yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento dell'analisi • 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.
Nuova analisi • 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?Aggiornamento dell'analisi • 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.
Nuova analisi • 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?Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$744m |
Compensazione vs Mercato: La retribuzione totale di Jeff ($USD 5.18M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.40M ).
Compensazione vs guadagni: La retribuzione di Jeff è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jeff Lorberbaum (70 yo)
25.3yrs
Mandato
US$5,184,782
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | 0.033% $ 2.1m | |
| Senior Vice President | 1.2yrs | Nessun dato | 0.0016% $ 100.6k | |
| Chief Information Officer | 2.8yrs | Nessun dato | 0.0026% $ 166.4k | |
| VP of Business Strategy | 12.8yrs | Nessun dato | 0.035% $ 2.2m | |
| CFO of Global Ceramic Segment | 3.8yrs | Nessun dato | Nessun dato | |
| Chief Sustainability Officer | 3yrs | Nessun dato | 0.0029% $ 181.6k |
2.3yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di MHK è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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
Durata media
70yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di MHK è composto da personale esperto e esperto (durata media dell'incarico 15 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 20:53 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/04/04 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Mohawk Industries, Inc. è coperta da 29 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Timothy Wojs | Baird |
| Matthew Bouley | Barclays |
| Stephen Kim | Barclays |