Mohawk Industries 過去の業績
過去 基準チェック /06
Mohawk Industriesの収益は年間平均-22.3%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間1.2% 0.7%割合で 減少しています。 Mohawk Industriesの自己資本利益率は4.9%であり、純利益率は3.8%です。
主要情報
-22.28%
収益成長率
-19.34%
EPS成長率
| Consumer Durables 業界の成長 | 24.52% |
| 収益成長率 | -0.67% |
| 株主資本利益率 | 4.95% |
| ネット・マージン | 3.77% |
| 前回の決算情報 | 04 Apr 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 17
MHK: Future Rerating Will Depend On Margin Execution And Buybacks
Analysts have lowered their average price target for Mohawk Industries to about $120 from roughly $127. This reflects updated assumptions for slower revenue growth, slightly lower profit margins and a modestly reduced future P/E multiple following a series of recent target cuts across the Street.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ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha収支内訳
収支内訳
Mohawk Industries の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 04 Apr 26 | 10,988 | 414 | 2,043 | 0 |
| 31 Dec 25 | 10,785 | 370 | 2,003 | 0 |
| 27 Sep 25 | 10,723 | 421 | 2,004 | 0 |
| 28 Jun 25 | 10,684 | 474 | 1,966 | 0 |
| 29 Mar 25 | 10,683 | 482 | 1,947 | 0 |
| 31 Dec 24 | 10,837 | 515 | 1,961 | 0 |
| 28 Sep 24 | 10,812 | 564 | 1,859 | 0 |
| 29 Jun 24 | 10,859 | -358 | 1,926 | 0 |
| 30 Mar 24 | 11,008 | -415 | 1,991 | 0 |
| 31 Dec 23 | 11,135 | -449 | 2,005 | 0 |
| 30 Sep 23 | 11,173 | -546 | 2,059 | 0 |
| 01 Jul 23 | 11,325 | -319 | 2,033 | 0 |
| 01 Apr 23 | 11,528 | -140 | 1,970 | 0 |
| 31 Dec 22 | 11,737 | 25 | 1,990 | 0 |
| 01 Oct 22 | 11,847 | 181 | 1,986 | 0 |
| 02 Jul 22 | 11,747 | 986 | 1,943 | 0 |
| 02 Apr 22 | 11,547 | 1,042 | 1,936 | 0 |
| 31 Dec 21 | 11,201 | 1,033 | 1,928 | 0 |
| 02 Oct 21 | 11,082 | 1,092 | 1,898 | 0 |
| 03 Jul 21 | 10,839 | 1,026 | 1,856 | 0 |
| 03 Apr 21 | 9,935 | 642 | 1,777 | 0 |
| 31 Dec 20 | 9,552 | 516 | 1,768 | 0 |
| 26 Sep 20 | 9,335 | 532 | 1,780 | 0 |
| 27 Jun 20 | 9,279 | 482 | 1,794 | 0 |
| 28 Mar 20 | 9,814 | 733 | 1,844 | 0 |
| 31 Dec 19 | 9,971 | 744 | 1,836 | 0 |
| 28 Sep 19 | 9,995 | 706 | 1,795 | 0 |
| 29 Jun 19 | 10,021 | 777 | 1,769 | 0 |
| 30 Mar 19 | 10,014 | 771 | 1,739 | 0 |
| 31 Dec 18 | 9,984 | 858 | 1,711 | 0 |
| 29 Sep 18 | 9,904 | 872 | 1,695 | 0 |
| 30 Jun 18 | 9,807 | 915 | 1,669 | 0 |
| 31 Mar 18 | 9,683 | 979 | 1,654 | 0 |
| 31 Dec 17 | 9,491 | 972 | 1,629 | 0 |
| 30 Sep 17 | 9,305 | 965 | 1,605 | 0 |
| 01 Jul 17 | 9,150 | 965 | 1,593 | 0 |
| 01 Apr 17 | 9,008 | 959 | 1,574 | 0 |
| 31 Dec 16 | 8,959 | 930 | 1,563 | 0 |
| 01 Oct 16 | 8,775 | 888 | 1,542 | 0 |
| 02 Jul 16 | 8,631 | 833 | 1,522 | 0 |
| 02 Apr 16 | 8,362 | 764 | 1,474 | 0 |
| 31 Dec 15 | 8,072 | 615 | 1,422 | 0 |
| 03 Oct 15 | 8,025 | 570 | 1,393 | 0 |
| 04 Jul 15 | 7,865 | 507 | 1,362 | 0 |
質の高い収益: MHKには$236.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が4th April, 2026に影響を及ぼしています。
利益率の向上: MHKの現在の純利益率 (3.8%)は、昨年(4.5%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: MHKの収益は過去 5 年間で年間22.3%減少しました。
成長の加速: MHKは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: MHKは過去 1 年間で収益成長率がマイナス ( -14% ) となったため、 Consumer Durables業界平均 ( -16.4% ) と比較することが困難です。
株主資本利益率
高いROE: MHKの 自己資本利益率 ( 4.9% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 05:17 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/04/04 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Mohawk Industries, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Timothy Wojs | Baird |
| Matthew Bouley | Barclays |
| Stephen Kim | Barclays |