Every material Form 8-K Mohawk Industries has filed with the SEC since February 06, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mohawk Industries reported third-quarter 2026 net sales of $2.8 billion, up about 1%, with adjusted EPS of $2.72, up about 2%, while adjusted volumes fell about 4%. The Board also approved a new $500 million share repurchase program, and the company guided to Q4 2026 adjusted EPS of $1.35 to $1.45.
Q3 2026 net sales were $2.8 billion, up about 1%, and about flat on an adjusted basis; adjusted volumes declined about 4%.
Diluted EPS was $2.72 versus $1.75 a year earlier; adjusted EPS was $2.72, up about 2% from $2.67.
The Board approved a new share repurchase program of up to $500 million on October 26, 2026, following the prior $500 million authorization approved in July 2025.
Q4 2026 adjusted EPS is expected in the range of $1.35 to $1.45, with low single-digit growth in adjusted net sales.
Mohawk Industries said on September 1, 2026 that An Nuyttens, a former Solvay executive, will become president of its Flooring Rest of the World segment effective mid-October, succeeding Paul De Cock, who has led the segment on an interim basis. The filing also says De Cock becomes chief executive officer effective September 30, 2026. The filing contains no financial results or guidance.
Nuyttens has more than 30 years of international leadership experience at Solvay, including senior executive roles in Europe and the United States.
Nuyttens takes over the segment effective mid-October 2026, replacing De Cock as interim leader.
Paul De Cock, Chief Operating Officer, becomes Chief Executive Officer effective September 30, 2026.
The segment serves customers in Europe, Asia-Pacific, Latin America and other international markets, including the Unilin business.
Mohawk Industries reported second-quarter 2026 net earnings of $196 million, or $3.22 per diluted share, up from $2.34 a year earlier, on net sales of $3.0 billion, up 6.8%. The results included about $0.63 per share from tariff refunds that were not in the company's second-quarter guidance, and the company expects third-quarter adjusted EPS of $2.50 to $2.60, including about $0.12 from additional tariff refunds.
Q2 2026 net earnings were $196 million and diluted EPS was $3.22, versus $147 million and $2.34 in Q2 2025; adjusted diluted EPS was $3.67 versus $2.77.
Q2 net sales were $3.0 billion, up 6.8% as reported and up 5.0% adjusted for constant days and exchange rates.
Q3 2026 adjusted EPS is expected to be $2.50 to $2.60, or $2.38 to $2.48 excluding tariff refunds and one-time charges.
Paul De Cock will succeed Jeff Lorberbaum as CEO effective September 30, 2026, as previously announced on June 11, 2026.
Mohawk Industries announced that President and Chief Operating Officer Paul F. De Cock will succeed Jeffrey S. Lorberbaum as chief executive officer effective September 30, 2026. Lorberbaum, who has been CEO since January 2001, will retire from that role and remain Chairman of the Board. The filing reports no financial results or guidance changes.
Paul F. De Cock, age 53, becomes CEO and a director effective September 30, 2026
Jeffrey S. Lorberbaum retires as CEO and continues as Chairman of the Board
De Cock's annualized base salary is $1,267,000, with a target annual bonus of 125% of salary
De Cock receives a sign-on award of 30,000 restricted stock units vesting over three years
At its May 21, 2026 annual meeting, Mohawk Industries shareholders approved the company's 2026 Incentive Plan, which took effect that day and replaces the 2017 Incentive Plan for new awards. The meeting also reported vote results for three director nominees, the ratification of KPMG LLP as auditor for 2026, and an advisory say-on-pay vote, all of which passed.
The 2026 Plan reserves up to 3,500,000 shares of common stock, reduced by one share for each share subject to an award granted under the 2017 plan after December 31, 2025 and before May 21, 2026.
The 2026 Plan approval received 51,757,386 votes for and 840,558 against.
The advisory say-on-pay vote received 48,793,836 votes for and 3,732,023 against; the plan terminates on May 21, 2036 unless extended.
Mohawk Industries entered a new $1.5 billion unsecured revolving credit facility on May 12, 2026, and used it to repay and terminate its existing credit agreement with Wells Fargo as administrative agent. The new facility matures May 12, 2031, with options to extend, and includes a $600 million accordion feature that is subject to conditions. For shareholders, the filing shows a refinancing of the company's bank credit line on the terms stated, with no revenue, profit or guidance figures included.
New unsecured revolving credit commitments of up to $1.5 billion, with a $125 million letter of credit sublimit and $150 million swingline sublimit
Scheduled maturity on May 12, 2031, with options to extend twice for periods up to five years each
Interest priced at Term SOFR plus 0.750% to 1.250%, and the company must keep a Consolidated Interest Coverage Ratio of at least 3.50 to 1.00
JPMorgan Chase Bank, N.A. and J.P. Morgan SE named as administrative agents, replacing Wells Fargo Bank, National Association
Mohawk Industries reported first-quarter 2026 net earnings of $117 million, or $1.90 per diluted share, up from $73 million, or $1.15, a year earlier. Net sales rose 8.0% as reported to $2.7 billion but fell 2.6% on an adjusted basis, and the company expects second-quarter adjusted EPS of $2.50 to $2.60, citing the Middle East conflict, higher input costs and one less shipping day.
Q1 2026 net earnings $117 million; diluted EPS $1.90 versus $1.15 in Q1 2025 (net earnings $73 million)
Adjusted EPS $1.90 versus $1.52 a year earlier
Net sales $2.7 billion, up 8.0% as reported but down 2.6% adjusted for constant days and exchange rates
Q2 2026 adjusted EPS guided to $2.50 to $2.60, excluding restructuring or other one-time charges
Mohawk Industries reported fourth-quarter 2025 net earnings of $42 million, or $0.68 per diluted share, down from $90 million, or $1.43, a year earlier, as restructuring costs rose to $51.4 million. Adjusted diluted EPS was $2.00 versus $1.95, and net sales rose 2.4% to $2.7 billion as reported but fell 3.3% on an adjusted basis. The company expects first-quarter 2026 adjusted EPS of $1.75 to $1.85 and disclosed an immaterial correction to prior-period accounts receivable.
Q4 2025 net earnings $42 million, diluted EPS $0.68, versus $90 million and $1.43 in Q4 2024
Q4 adjusted diluted EPS $2.00 versus $1.95; net sales $2.7 billion, up 2.4% as reported and down 3.3% adjusted
Full-year 2025 net earnings $370 million and diluted EPS $5.93, versus $515 million and $8.09 in 2024
Q1 2026 adjusted EPS guidance of $1.75 to $1.85, excluding restructuring or other one-time charges
Mohawk Industries said Paul De Cock, its Chief Operating Officer, will also serve as interim president of the Flooring Rest of World segment, succeeding Wim Messiaen, who resigned on February 5, 2026 to pursue other interests. The filing says there will be no material change to De Cock's compensation, and it does not report any financial results or guidance, so the change is administrative in scope until a permanent successor is named.
Paul De Cock named interim president of Flooring Rest of World, effective immediately, until a permanent successor is found
Wim Messiaen resigned as segment president on February 5, 2026 to pursue other interests
De Cock, age 52, remains Chief Operating Officer, a role he has held since February 1, 2025
No material change to De Cock's compensation tied to the interim appointment
Mohawk Industries said CFO James F. Brunk will retire effective April 1, 2026, and will continue in a senior advisory role. Nicholas P. Manthey, currently Vice President of Corporate Finance and Investor Relations, will succeed him as chief financial officer. The filing does not report any financial results, and the change is a planned leadership transition.
Brunk retires as CFO effective April 1, 2026, and will serve in a senior advisory role afterward
Manthey, age 44, joined the company in 2020 as CFO of Flooring North America and has been Vice President of Corporate Finance and Investor Relations since 2024
Brunk will receive a $1,200,000 annual base salary as senior advisor and a $1,000,000 grant of common stock that vests in equal amounts over two years
Mohawk Industries reported third-quarter 2025 net earnings of $109 million, or $1.75 per diluted share, down from $162 million, or $2.55 per share, a year earlier, while net sales rose 1.4% as reported to $2.8 billion. The company expects fourth-quarter 2025 adjusted EPS of $1.90 to $2.00, which means shareholders face lower profit per share than in the prior-year quarter even though revenue grew.
Q3 2025 diluted EPS was $1.75 versus $2.55 in Q3 2024; adjusted EPS was $2.67 versus $2.90.
Net sales were $2.8 billion, up 1.4% as reported and essentially flat on an adjusted basis.
Free cash flow was $310.3 million in the quarter, and the company repurchased about $40 million of shares.
Fourth-quarter 2025 adjusted EPS is expected between $1.90 and $2.00, excluding restructuring or other one-time charges.
Mohawk Industries reported second-quarter 2025 net earnings of $147 million, or $2.34 per diluted share, down from $157 million and $2.46 a year earlier, with net sales flat at $2.8 billion. The Board approved a new $500 million share repurchase program on July 24, 2025, and the company expects third-quarter adjusted EPS of $2.56 to $2.66.
Q2 2025 net earnings were $147 million and diluted EPS was $2.34, versus $157 million and $2.46 in Q2 2024
Adjusted EPS was $2.77, versus $3.00 a year earlier; net sales were $2.8 billion, essentially flat as reported
Board approved a new $500 million share repurchase program on July 24, 2025; $0.2 million remains under the 2022 program
Third-quarter adjusted EPS is expected to be $2.56 to $2.66, excluding restructuring or other one-time charges
Mohawk Industries reported first quarter 2025 net earnings of $73 million, or $1.15 per diluted share, down from $105 million, or $1.64 per share, a year earlier. Net sales fell 5.7% as reported to $2.5 billion, and the company said conditions weakened sequentially and tariffs add uncertainty. The company also guided second quarter adjusted EPS to between $2.52 and $2.62.
Q1 2025 net earnings were $73 million and diluted EPS was $1.15, versus $105 million and $1.64 in Q1 2024
Q1 2025 net sales were $2.5 billion, down 5.7% as reported and down 0.7% adjusted for constant days and exchange rates
Second quarter 2025 adjusted EPS is expected to be between $2.52 and $2.62
At current 10% tariff rates, Mohawk estimates an annualized cost of approximately $50 million
Mohawk Industries appointed David L. Repp as Senior Vice President - Chief Accounting Officer and Corporate Controller, effective March 31, 2025, filling a role James F. Brunk had held on an interim basis since March 14, 2025. Repp is an internal promotion with more than 19 years at the company, and the change is administrative with no stated effect on financial results.
David L. Repp, 50, most recently served as Vice President - Corporate Segment Controller, a role he took in March 2024.
Repp will receive an annualized base salary of $350,000 and will participate in the annual cash bonus and equity incentive plans.
James F. Brunk, who served as interim Chief Accounting Officer since March 14, 2025, will remain Chief Financial Officer.
Mohawk Industries' Chief Financial Officer William W. Harkins will resign effective March 14, 2025, to pursue another opportunity. James F. Brunk, who already serves as CFO, will also act as interim Chief Accounting Officer and Corporate Controller while the company searches for a permanent replacement. The filing does not report any financial results or guidance, and the leadership change affects the finance function.
William W. Harkins informed the company on February 25, 2025, that he will resign effective March 14, 2025, to pursue another opportunity.
James F. Brunk (age 59) will serve as Chief Accounting Officer and Corporate Controller on an interim basis, in addition to his CFO duties, effective March 14, 2025.
Brunk joined Mohawk in October 2006 and was previously Chief Accounting Officer and Corporate Controller from May 2009 until becoming CFO in April 2021.
The company is conducting a search for a permanent Chief Accounting Officer and Corporate Controller.
Mohawk Industries reported fourth-quarter 2024 net sales of $2.6 billion, up 1.0% as reported but down 1.0% on an adjusted basis, and diluted EPS of $1.48 versus $2.18 a year earlier. Adjusted EPS was $1.95 versus $1.96, and the company expects first-quarter 2025 adjusted EPS of $1.34 to $1.44, including a $0.35 impact from order management system problems in its Flooring North America segment.
Q4 2024 net earnings were $93 million, or $1.48 per diluted share, compared with $140 million, or $2.18, in Q4 2023; adjusted diluted EPS was $1.95 versus $1.96.
Full-year 2024 diluted EPS was $8.14 versus a loss of $6.90 in 2023, which included $878 million of impairment charges; full-year adjusted EPS of $9.70 rose about 6%.
First-quarter 2025 adjusted EPS is expected between $1.34 and $1.44, with the company citing ongoing softness in all markets and a $0.35 EPS impact from system issues.
Free cash flow for 2024 was $680 million and the company repurchased 1.3 million shares for $161 million.
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