What changed
$MHK — BUY 📊
Mohawk Industries, Inc.
🎯 Q1 FY26 | Rev $3B | EPS $1.90 vs $1.81 🟢
💡 Consensus had modeled a gradual recovery, anchored to pre-release estimates ($1.81 Q1). Our variant view, based on the magnitude of the beat and management's $2.50-$2.60 Q2 guide (implying ~32% sequential growth), is that FY2026 EPS will reach $10+ vs. pre-report consensus ~$8.50.
📉 Reward/Risk: 2.46:1
🏢 Business Quality: 5/10 - #1 or #2 in global flooring; significant scale and distribution advantage, but business is cyclical, capital-intensive, and faces commodity margin pressure.
📊 Valuation: cheap - relative to revised forward earnings and peers; using P/E principal method: at $114.4 and our FY2026 EPS estimate of $10, P/E is 11.4x, below...
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/MHK0618