Jun 2026 (Q2 FY26) — Jul 31, 2026
Mohawk Industries Q2 FY26 — Strong Performance Exceeds Expectations with Tariff Refunds and Productivity Gains
Read the full callMohawk Industries earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,991 | +6.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 8.5 | +1.8 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 196 | +33.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
1Y: $127.36 on 17 Oct 2025 → $115.78. High $140.1 (14 Aug 2026), low $94.33 (19 May 2026).
Overview
Call summaries
Mohawk Industries Q2 FY26 — Strong Performance Exceeds Expectations with Tariff Refunds and Productivity Gains
Read the full callEvery analysed call
Financials
Net profit, year on year: +34% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,719 | 2,637 | 2,526 | 2,802 | 2,758 | 2,700 | 2,729 | 2,991 |
| Expenses | — | — | 14 | 18 | — | — | 14 | 17 |
| Operating profit | 212 | 122 | 96 | 189 | 137 | 68 | 112 | 254 |
| Operating margin | 7.8% | 4.6% | 3.8% | 6.7% | 5.0% | 2.5% | 4.1% | 8.5% |
| Other income | 1 | -0 | 1 | -3 | 0 | -1 | -1 | -0 |
| Interest | 11 | 10 | 6 | 5 | 5 | 1 | 2 | 5 |
| Profit before tax | 202 | 112 | 90 | 181 | 132 | 66 | 108 | 249 |
| Tax rate | 19.7% | 16.4% | 19.4% | 18.8% | 17.6% | 36.4% | −8.2% | 21.1% |
| Net profit | 162 | 93 | 73 | 147 | 109 | 42 | 117 | 196 |
| EPS ($ per share) | 2.57 | — | 1.16 | 2.35 | 1.75 | — | 1.91 | 3.23 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 6,588 | 7,232 | 7,559 | 7,692 | 7,410 | 6,970 | 7,283 | 7,503 |
| Total liabilities | 5,659 | 5,260 | 5,787 | 5,796 | 6,103 | 5,931 | 5,222 | 5,309 |
| Fixed assets | 4,700 | 4,699 | 4,591 | 4,637 | 4,661 | 4,993 | 4,580 | 4,772 |
| Investments | — | 43 | 572 | 323 | 158 | 0 | 0 | 0 |
| Total assets | 13,099 | 13,387 | 14,328 | 14,225 | 14,120 | 13,521 | 12,737 | 13,687 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,181 | 1,419 | 1,770 | 1,309 | 669 | 1,329 | 1,134 | 1,056 |
| Cash from investing | -1,332 | -616 | -955 | -557 | -625 | -970 | -454 | -442 |
| Cash from financing | 198 | -790 | -188 | -1,232 | 194 | -211 | -629 | -470 |
| Net cash flow | 34 | 16 | 634 | -500 | 241 | 133 | 24 | 190 |
| Capital expenditure | -794 | -545 | -426 | -676 | -581 | -613 | -454 | -440 |
| Free cash flow | 387 | 873 | 1,344 | 633 | 89 | 716 | 680 | 616 |
Flooring NA shrank from 36% to 33% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Global Ceramic | 39% | 38% | 39% | 40% | 40% | 40% | 40% | 40% | +7.9% |
| Flooring NA | 36% | 36% | 34% | 34% | 34% | 33% | 32% | 33% | +3.1% |
| Flooring ROW | 25% | 26% | 27% | 26% | 26% | 27% | 28% | 27% | +9.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q2 FY2026 · share of revenue
As MHK cuts its regions in its filings; they can nest, so they need not add to 100%.
154 filings between Oct 29, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$32.18M
93 sales by 5 insiders
Also filed: 8 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LORBERBAUM JEFFREY S | — | $20.90M | Sep 16, 2026 |
| HELEN SUZANNE L | — | $8.92M | Sep 18, 2026 |
| Thiers Bernard | — | $1.81M | Aug 5, 2026 |
| Brunk James | — | $524.3K | Feb 27, 2026 |
| Repp David Lee | — | $29.4K | Aug 3, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | De Cock Paul F CEO | Award | 30,000 | $0 |
| Sep 18, 2026 | HELEN SUZANNE L Insider | Sale | 800 | $100.5K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 2,172 | $276.4K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 380 | $49.3K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,304 | $426.8K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 75 | $9.7K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 427 | $54.3K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,670 | $468.8K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 650 | $84.0K |
| Sep 16, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 722 | $92.2K |
| Sep 15, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 785 | $101.5K |
| Sep 15, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 1,090 | $140.3K |
| Sep 15, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 5,581 | $718.3K |
| Sep 15, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 4,019 | $519.8K |
| Sep 14, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 38,250 | $4.86M |
| Sep 14, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 7,500 | $953.9K |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 19,041 | $2.42M |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 15 | $1.9K |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 1 | $128 |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 84 | $10.7K |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 315 | $40.0K |
| Sep 11, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,419 | $433.7K |
| Aug 14, 2026 | HELEN SUZANNE L Insider | Sale | 1,000 | $139.5K |
| Aug 10, 2026 | Coni Claudio Chief Information Officer | Tax withheld | 123 | $16.7K |
| Aug 5, 2026 | Thiers Bernard Director | Sale | 13,393 | $1.81M |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 1,918 | $251.2K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 8,179 | $1.07M |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 795 | $103.6K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 6,877 | $914.0K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,038 | $401.1K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,392 | $441.8K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 6,233 | $816.5K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 2,585 | $336.7K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 9,720 | $1.27M |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 9,024 | $1.20M |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 3,986 | $526.3K |
| Aug 3, 2026 | HELEN SUZANNE L Insider | Sale | 7,000 | $920.6K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 2,116 | $281.2K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 935 | $123.4K |
| Aug 3, 2026 | LORBERBAUM JEFFREY S CHIEF EXECUTIVE OFFICER | Sale | 280 | $36.8K |
| Aug 3, 2026 | Repp David Lee SVP-CAO & CORPORATE CONTROLLER | Sale | 225 | $29.4K |
| Jul 28, 2026 | De Cock Paul F PRESIDENT AND COO | Tax withheld | 1,565 | $183.3K |
| Jun 18, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $339.5K |
| Jun 18, 2026 | HELEN SUZANNE L Insider | Sale | 4,600 | $520.1K |
| Jun 18, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $341.9K |
| Jun 18, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $339.9K |
| Jun 18, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $333.8K |
| Jun 17, 2026 | HELEN SUZANNE L Insider | Sale | 2,000 | $226.1K |
| Jun 17, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $333.5K |
| Jun 16, 2026 | HELEN SUZANNE L Insider | Sale | 3,000 | $338.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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