Mohawk Industries, Inc.
MHK
Jodie read · what matters now
Management points to roughly $96M of foreign-exchange help, more shipping days and $56.5M of repurchases; revenue stayed $10.8B and margins slipped.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MHK, and whether its market group begins moving.
Earlier comparable assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 8.0% versus the comparable filing period.
- Net income increased 61.3% versus the comparable filing period.
- Operating cash flow covered net income at 0.94x, improving versus the comparable period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“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.
Who this business touches
The relationships behind MHK
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 1 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MHK is currently a Participant in the organic co-movement group Rental & Leasing Services. 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.
Theme membership history
No durable theme membership has been observed for this name yet.