Mohawk Industries, Inc.

NYSE:MHK Stok Raporu

Piyasa değeri: US$6.3b

Mohawk Industries Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Mohawk Industries kazanç ve gelirin sırasıyla yıllık 17.9% ve 2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 19.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 6.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

17.9%

Kazanç büyüme oranı

19.30%

EPS büyüme oranı

Consumer Durables kazanç büyümesi7.7%
Gelir büyüme oranı2.0%
Gelecekteki özkaynak getirisi6.87%
Analist kapsamı

Good

Son güncelleme06 May 2026

Gelecekteki son büyüme güncellemeleri

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
Analiz Güncellemesi • 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.
Yeni Analiz • 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?
Analiz Güncellemesi • 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.
Yeni Analiz • 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?
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
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Yeni Analiz • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:MHK - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202811,6666936181,1494
12/31/202711,2995936771,13816
12/31/202610,9565227211,11416
4/4/202610,9884147091,163N/A
12/31/202510,7853706161,056N/A
9/27/202510,723421587994N/A
6/28/202510,684474481927N/A
3/29/202510,683482497954N/A
12/31/202410,8375156801,134N/A
9/28/202410,8125644991,033N/A
6/29/202410,859-3586801,226N/A
3/30/202411,008-4156841,256N/A
12/31/202311,135-4497161,329N/A
9/30/202311,173-5467511,275N/A
7/1/202311,325-319441987N/A
4/1/202311,528-140292871N/A
12/31/202211,7372589669N/A
10/1/202211,847181-91640N/A
7/2/202211,747986185914N/A
4/2/202211,5471,0424141,104N/A
12/31/202111,2011,0336331,309N/A
10/2/202111,0821,0929691,505N/A
7/3/202110,8391,0261,1481,604N/A
4/3/20219,9356421,4101,834N/A
12/31/20209,5525161,3441,770N/A
9/26/20209,3355321,3971,803N/A
6/27/20209,2794821,1551,616N/A
3/28/20209,814733N/A1,444N/A
12/31/20199,971744N/A1,419N/A
9/28/20199,995706N/A1,265N/A
6/29/201910,021777N/A1,127N/A
3/30/201910,014771N/A1,168N/A
12/31/20189,984858N/A1,181N/A
9/29/20189,904872N/A1,214N/A
6/30/20189,807915N/A1,401N/A
3/31/20189,683979N/A1,211N/A
12/31/20179,491972N/A1,194N/A
9/30/20179,305965N/A1,219N/A
7/1/20179,150965N/A1,194N/A
4/1/20179,008959N/A1,359N/A
12/31/20168,959930N/A1,345N/A
10/1/20168,775888N/A1,255N/A
7/2/20168,631833N/A1,209N/A
4/2/20168,362764N/A1,113N/A
12/31/20158,072615N/A929N/A
10/3/20158,025570N/A996N/A
7/4/20157,865507N/A832N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MHK 'nin tahmini kazanç büyümesi (yıllık 17.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: MHK şirketinin kazançlarının (yıllık 17.9% ) US pazarından (yıllık 16.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MHK şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: MHK şirketinin gelirinin (yıllık 2% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MHK şirketinin gelirinin (yıllık 2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MHK 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 6.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 18:29
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2026/04/04
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Mohawk Industries, Inc. 29 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Timothy WojsBaird
Matthew BouleyBarclays
Stephen KimBarclays