Mohawk Industries (MHK) Earnings: Q3 2026 Results

The quarter ended October 3, 2026 and Mohawk Industries published the results on October 29, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Mohawk Industries reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Mohawk's fiscal Q3 2026 ended October 3, 2026 and had one more shipping day than Q3 2025, which ended September 27, 2025. Mohawk says the extra day added about 1% to net sales; its adjusted net sales strip out shipping days and currency.
• Mohawk's Q3 2026 GAAP and adjusted diluted EPS were both $2.72. Restructuring costs and an indemnification asset adjustment were offset by tax items, including a one-time U.S. tax benefit from a legal entity restructuring and Brazilian tax credits for prior years.

Source: Mohawk Industries Q3 2026 results, October 29, 2026. Also in the Form 10-Q for the quarter ended October 3, 2026. Figures as reported; checked against the release on November 10, 2026.

How Mohawk Industries splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Mohawk Industries's Global Ceramic revenue was $1.1 billion in Q3 2026, up 2% from $1.1 billion in Q3 2025, 41% of total revenue.
• Mohawk Industries's Flooring North America revenue was $950 million in Q3 2026, up 1% from $937 million in Q3 2025, 34% of total revenue.
• Mohawk Industries's Flooring Rest of the World revenue was $708 million in Q3 2026, down 1% from $716 million in Q3 2025, 25% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Mohawk Industries said:

“For the fourth quarter of 2026, the Company expects adjusted EPS in the range of $1.35 to $1.45.”

“Looking ahead to the fourth quarter, which has four fewer shipping days versus the prior year and three fewer shipping days versus the third quarter of the current year, the Company assumes flooring market conditions will be softer relative to the third quarter and expects low single-digit growth in adjusted net sales versus the prior year.”

“Adjusted Tax Rate of approximately 23.5%”

“Weighted Average Diluted Share Count of approximately 58.5 million”

Source: Mohawk Industries Q3 2026 release, Oct 29, 2026.

This is the company's own guidance as of Oct 29, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the MHK forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales and GAAP diluted EPS attributable to Mohawk Industries, each as first reported in that quarter's release.

We do not hold a confirmed date for Mohawk Industries's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 29, 2026

Mohawk Industries had Q3 2026 net sales of $2,786.0 million, up 1.0% from $2,757.9 million. The 10-Q breaks the $28.1 million increase into about $103 million from price and product mix and about $38 million from more shipping days, against about $105 million lost to lower sales volume. On an adjusted basis, which removes shipping days and currency, net sales were $2,746.4 million and roughly flat. (Mohawk Industries Q3 2026 release, Oct 29, 2026; Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026)

Global Ceramic is Mohawk's largest segment at $1,128.6 million, up 2.2%. It makes ceramic, porcelain and natural stone tile under brands including Daltile, Marazzi and American Olean, along with porcelain slabs and quartz countertops. Excluding the extra shipping day, its volumes fell about 1% and price and mix added about 2%. (Mohawk Industries Q3 2026 release, Oct 29, 2026; Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026; Mohawk Industries Form 10-K, 2025, Feb 24, 2026)

Flooring North America sold $949.9 million, up 1.4%, of carpet, rugs, laminate, wood and vinyl under brands including Karastan and Pergo. Flooring Rest of the World, mostly Europe, fell to $707.5 million from $716.4 million: adjusted volumes dropped about 10% on soft demand across categories, while price and mix rose about 7% from price increases made earlier in the year. (Mohawk Industries Q3 2026 release, Oct 29, 2026; Mohawk Industries Form 10-K, 2025, Feb 24, 2026)

By product category, Ceramic & Stone brought in $1,109.6 million, Carpet & Resilient $958.7 million, Laminate & Wood $441.7 million and Other $276.0 million. By customer location, the United States accounted for $1,528.4 million, Europe $829.1 million, Latin America $201.3 million and other markets $227.2 million. (Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026)

Mohawk's customer base is spread out. In 2025 no single customer accounted for more than 10% of net sales and the top 10 customers were less than 20%. The 10-Q describes continued soft demand in Q3 2026, particularly in residential end markets, with sluggish new home construction and cautious consumer spending in the U.S. and Europe. (Mohawk Industries Form 10-K, 2025, Feb 24, 2026; Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026)

Mohawk Industries' GAAP diluted EPS of $2.72 matched its adjusted EPS in Q3 2026, up from $1.75 GAAP and $2.67 adjusted a year earlier. Adjusted EPS excludes $12.4 million of restructuring, acquisition and integration-related and other costs and a $6.6 million indemnification asset adjustment, but also removes $7.5 million of other tax-related items and $4.9 million of tax effect, so the adjustments net to zero. In Q3 2025 the gap came from $47.2 million of restructuring costs and $21.6 million of legal settlements, reserves and fees. (Mohawk Industries Q3 2026 release, Oct 29, 2026)

The effective tax rate fell to 11.0% from 17.6%, which the 10-Q puts down mainly to a decrease in unrecognized tax benefits and a non-recurring benefit from a U.S. tax election. Operating income rose to $187.7 million from $136.7 million, while adjusted operating income slipped to $200.1 million from $205.5 million because of lower volume and higher inflation. (Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026; Mohawk Industries Q3 2026 release, Oct 29, 2026)

Buybacks cut the share count. Diluted weighted average shares were 60.0 million, against 62.3 million a year earlier. Mohawk repurchased 2.0 million shares for $261.3 million in the quarter and $34 million more in October, which exhausted its 2025 authorization, and the board approved a new $500 million program on October 26, 2026. (Mohawk Industries Q3 2026 release, Oct 29, 2026; Mohawk Industries Form 10-Q, Q3 2026, Oct 30, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Mohawk Industries guided Q4 2026 adjusted EPS of $1.35 to $1.45. The quarter has four fewer shipping days than Q4 2025, and Mohawk expects softer flooring markets than in Q3 with low single-digit growth in adjusted net sales. Its assumptions include an adjusted tax rate of about 23.5% and about 58.5 million diluted shares. (Mohawk Industries Q3 2026 release, Oct 29, 2026)

Mohawk expects full-year 2026 capital expenditures of about $445 million, down from its earlier $460 million. In a separate release the same day it set baseline capital spending of about $375 million a year for at least the next several years and a long-term net debt to adjusted EBITDA target of up to 2.0x, with leftover cash going to share repurchases. (Mohawk Industries Q3 2026 release, Oct 29, 2026; Mohawk strategic and capital allocation framework release, Oct 29, 2026)

A consensus figure is the average of the models published by the analysts who cover Mohawk Industries, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Mohawk Industries's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning MHK is on is MHK a buy or a sell?, what analysts expect next is on the MHK forecast, and what the company does is on the Mohawk Industries (MHK) stock page.

Every number on this page can be traced to a document Mohawk Industries published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.