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← CockpitCompetitor Analysis › MHK Mohawk Industries, Inc.Open in the cockpit ↗

Mohawk Industries, Inc.MHKCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Building Products

World's largest flooring manufacturer, making carpet, tile, laminate, hardwood and vinyl flooring for residential and commercial customers.

Momentum leader 93
Mkt cap
$8.75B
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$200M
20-day average traded
Fwd P/E
16.5×
forward earnings
ROIC−WACC
-3.6 pp
WACC 9.7%
Hurdle
+4 pp
Req g minus delivered
Official | Implied
BBB+ / A-
agencies · bond market
Next earnings
97 days
11 Feb 2027
Close · USD$150.52
1D-0.2%
1W+8.0%
1M+26.0%
3M+11.0%
6M+45.0%
YTD+37.7%
1Y+36.2%
ATR %3.9%
Beta1.21
52w lowhigh3.4% off high

What Mohawk Industries does

World's largest flooring manufacturer, making carpet, tile, laminate, hardwood and vinyl flooring for residential and commercial customers.

Acquisitions, including Dal-Tile in 2002 and Unilin in 2005, turned a carpet maker into the broadest flooring producer, with large operations in Europe and Latin America as well as the US. Demand follows home remodeling and existing-home turnover more than new-home building.

Products and services

  • Carpet/rugs
  • Ceramic tile
  • Laminate/hardwood/vinyl flooring

Customers

  • Homebuilders/remodelers
  • Flooring retailers/distributors
  • Commercial building owners

Where it sits in the supply chain

  • Consumer discretionary
  • Flooring/building products
  • Flooring manufacturing and distribution

What could go right

  • Housing renovation/remodeling recovery
  • LVT category share gains

What could go wrong

  • Housing market/remodeling cyclicality
  • Raw material (energy-intensive ceramics, resin) cost volatility

Moat: narrow (scale, brand, distribution). The largest global flooring manufacturing scale and a broad brand portfolio, though flooring remains a commodity, cyclical category.

Headquarters: Calhoun, Georgia, US · Founded: 1878 · Employees: 40,500

Named competitors

  • Shaw Industries private or unlisted
  • Interface TILE
  • Tarkett private or unlisted
  • Forbo FORN.SW
  • Victoria private or unlisted
  • Dixie Group private or unlisted

Mohawk Industries at a glance

Size Mohawk Industries (MHK) is a United States Consumer Discretionary company (Building Products) with a market value of $8.75B, the 844th largest of 3,117 United States companies the cockpit tracks. Shares closed at $150.52 on 6 Nov 2026.

Performance Over six months the shares gained 45.0%, against -2.3% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue grew 4.5% over the last twelve months (peer median +4.9%); the operating margin is 6.6% (peer median 10.2%).

Valuation It trades at 16.5× forward earnings against a peer median of 17.0× (9th cheapest of 19).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.6 points below its cost of capital (9.7% WACC).

Credit Mohawk Industries has 3 bonds outstanding ($1.66B), rated BBB+ by the agencies and trading like A- at a weighted spread of 61 bp.

Short interest Short interest is 10.1% of the free float (15 Oct 2026).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026MHK 149Peer median 99
Six months, rebased to 100: Mohawk Industries against the median of its 20 peers (local-currency closes).

Mohawk Industries financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$11.2B$10.8B$10.8B$11.1B$11.7B
Revenue growth—0%-3%-5%—
Gross profit$2.88B$2.72B$2.77B$2.81B$3.01B
EBITDA$1.41B$1.53B$1.62B$1.62B$1.72B
Net income$518M$370M$515M-$440M$25.2M
Free cash flow$892M$616M$680M$711M$88.4M
Capital expenditure$466M$440M$454M$613M$581M
Total debt$2.21B$2.46B$2.63B$3.15B$3.22B

Quarterly statements and history in the cockpit →

Mohawk Industries competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-20%0%+20%LEVIVSXYALVAUREATWYNNCHWYOSKMGMDDSMUSAVFCAPTVALSNDCIBWAETSYSCIVFSMHK6-month return →1-month return →
Up and to the right = strong over both horizons. Mohawk Industries is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%10×20×LEVIVSXYALVEATWYNNCHWYNCLHOSKMGMDDSMUSAVFCAPTVALSNBWAETSYMHKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Mohawk Industries is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%LEVIVSXYALVEATWYNNCHWYMGMDDSMUSAVFCAPTVDCIBWAETSYSCIMHKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Mohawk Industries is the large dot.

Mohawk Industries competitors and peer comparison

Head to head with its named competitors (MHK vs TILE vs FORN.SW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Mohawk Industries MHK$8.75B+45%+4%7%16.5×6.4%
Interface TILE$1.78B+4%+7%12%14.5×11.4%
Forbo FORN.SW$1.51B+23%-1%8%16.7×0.2%

How Mohawk Industries compares with its peers

Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Mohawk Industries against its 20 peers (data as of 6 Nov 2026)
MeasureMHKPeer medianRank in peer set
1-month return+26.0%+7.4%2nd highest of 21
6-month return+45.0%-2.3%3rd highest of 21
Distance from 52-week high-3.4%-22.1%2nd highest of 21
Revenue growth (TTM)+4.5%+4.9%10th lowest of 21
Operating margin6.6%10.2%6th lowest of 21
Forward P/E16.5×17.0×9th cheapest of 19
Growth the price implies (Req g, 7 yrs)6.4%4.7%8th most demanding of 18
Growth delivered (Del g)+2.5%+8.2%2nd lowest of 18
Hurdle (Req g minus delivered)+3.9 pp-4.1 pp4th most demanding of 18
ROIC minus cost of capital-3.6 pp+5.1 pp3rd lowest of 19
EV / EBITDA7.2×9.7×4th cheapest of 18
Net debt / EBITDA1.0×1.9×4th least indebted of 19
Bond spread61 bp128 bptightest of 13

Peer table

Peer set: Sector in the same market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Mohawk Industries MHKUnited States$8.75B+45%+4%7%16.5×6.4%+2.5%
Levi Strauss & LEVIUnited States$8.77B+1%+5%13%14.6×5.2%+7.1%
Victoria's Secret & VSXYUnited States$8.62B+125%+10%8%21.4×20.0%+3.9%
Autoliv ALVUnited States$8.89B+2%+4%10%11.0×2.6%+7.7%
Aurora Innovation AURUnited States$8.91B-38%+250%-14,357%n/an/an/a
Brinker International EATUnited States$8.58B+49%+6%11%14.7×9.3%+11.7%
Wynn Resorts WYNNUnited States$8.56B-19%+6%16%20.8×1.7%+27.8%
Chewy CHWYUnited States$9.07B-2%+6%3%24.1×16.8%+12.0%
Norwegian Cruise Line NCLHUnited States$8.23B+5%+5%14%13.8×n/an/a
Oshkosh OSKUnited States$8.19B-3%+4%7%11.2×4.7%+8.7%
MGM Resorts MGMUnited States$8.18B-17%+3%6%24.0×16.0%+27.7%
Dillard's DDSUnited States$9.41B+7%0%11%17.4×1.6%+8.2%
Murphy USA MUSAUnited States$9.45B-10%+20%4%17.5×-9.4%+11.5%
V.F VFCUnited States$8.01B+7%-2%8%16.6×11.1%+0.8%
Aptiv APTVUnited States$7.98B-32%-5%10%6.8×-6.8%+9.3%
Allison Transmission ALSNUnited States$9.65B-6%+71%20%11.0×2.6%+7.7%
Donaldson DCIUnited States$9.77B-2%+5%16%19.5×8.3%+6.4%
BorgWarner BWAUnited States$9.80B-20%0%11%8.7×-3.2%+7.1%
Etsy ETSYUnited States$7.75B+40%+1%18%19.7×12.8%+10.8%
Service Corporation International SCIUnited States$10.0B-5%+3%22%17.5×3.4%+4.2%
VinFast Auto VFSUnited States$7.60B-25%+74%-86%n/an/an/a

Mohawk Industries bonds and credit

Mohawk Industries has 3 bonds outstanding with $1.66B face value. The agencies rate it BBB+; its bonds trade like A-. Weighted yield 5.10%, a spread of 61 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Mohawk Industries's main competitors?
Named competitors: Shaw Industries (private or unlisted), Interface (TILE), Tarkett (private or unlisted), Forbo (FORN.SW), Victoria (private or unlisted), Dixie Group (private or unlisted). The cockpit's measured peer set (sector in the same market, nearest in size) also includes Levi Strauss & (LEVI), Victoria's Secret & (VSXY), Autoliv (ALV), Aurora Innovation (AUR), Brinker International (EAT), Wynn Resorts (WYNN).
Is Mohawk Industries expensive compared with its peers?
On forward p/e it trades at 16.5× against a peer median of 17.0×, 9th cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Mohawk Industries stock performed?
Over six months to 6 Nov 2026 the shares returned +45.0% against -2.3% for the median peer; over one year +36.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.