MHK
Market read
MHK accounts for 37.2% of the group's measured movement across 4.4 effective names. all 7 measured members are rising in raw terms, but 4 of 7 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
MHK was the first measured mover. MHK crossed its material path threshold at 12:30 ET. FBIN, JHX, CSL followed.
5 of 7 members in Construction Building Products are active. 0 of 4 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 2 of 7 members or fewer.
Research brief
MHK accounts for 37.2% of the group's measured movement across 4.4 effective names. all 7 measured members are rising in raw terms, but 4 of 7 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The change was primarily attributable to higher share repurchases of $56.5 million and lower net proceeds on the Senior Credit Facility of $25.9 million as compared to the first six months of 2025, offset by lower net repayments on Commercial Paper of $98.9 m…”10-Q · Jul 31, 2026 ↗
“Further escalation or continuation of conflicts in the Middle East, Russia, Ukraine, and elsewhere could result in additional supply chain disruptions, higher energy and raw material prices, increased transportation barriers and decreased market demand.”10-Q · Jul 31, 2026 ↗
“The increase was primarily attributable to the favorable net impact of foreign exchange rates of approximately $96 million; more shipping days for the six months ended July 4, 2026, of approximately $41 million; the favorable net impact of price and product m…”10-Q · Jul 31, 2026 ↗
“The increase in operating income was primarily attributable to the favorable net impact of price and product mix of approximately $36 million; productivity gains of approximately $10 million, partially offset by higher input costs of approximately $17 million.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Price/sales 0.7× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MHK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
No thresholded deterioration was identified.
“The increase was primarily attributable to more shipping days for the quarter ended April 4, 2026, of approximately $143 million; the favorable net impact of foreign exchange rates of approximately $127 million and the $50 million favorable current year comparative impact of the order management system conversion, partially offset by lower sales volume of approximately $100 million and the unfavorable net impact of price and product mix of approximately $15 million.”
“The increase was primarily attributable to more shipping days for the quarter ended April 4, 2026, of approximately $53 million and the $50 million favorable current year comparative impact of the order management system conversion, partially offset by lower sales volume of approximately $63 million and the unfavorable net impact of price and product mix of approximately $25 million.”
“The increase was primarily attributable to the favorable net impact of foreign exchange rates of approximately $57 million; more shipping days for the quarter ended April 4, 2026, of approximately $49 million and the favorable net impact of price and product mix of approximately $18 million, partially offset by lower sales volume of approximately $15 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“After initially extending its geographic footprint by acquiring national hard surface distributors in Australia and New Zealand, the Company acquired Godfrey Hirst, making the Company the largest manufacturer of carpet in both countries.”
“In Australia and New Zealand, the Company faces competition from a large number of domestic and foreign manufacturers, but believes it has a competitive advantage in its carpet and hard surface offering due to industry-leading design, patented technologies, b…”
Depended on by
“F- 66 The Chemours Company Notes to the Consolidated Financial Statements (Dollars in millions, except per share amounts and par values) In September 2025, the Coosa Valley Water Supply District, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
MHK is currently a Early Follower in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.