What changed
$MHK — BUY 📊
Mohawk Industries, Inc.
🎯 Q2 2026 | Rev $3B | EPS $1.90 vs $1.81 🟢
💡 Consensus prices in a housing/remodeling slowdown that will pressure earnings; the variant view is that Mohawk's cost savings, mix shift, and resilient replacement demand sustain 2025-level earnings, leading to upward revisions. Provided $100B market cap is erroneous; actual ~$6.1B implies a beaten-down valuation not reflecting EPS potential.
📉 Reward/Risk: 2.2:1
🏢 Business Quality: 6/10 - Leading flooring manufacturer with scale and brand, but highly cyclical and exposed to housing, input costs, and competitive pricing.
📊 Valuation: cheap - Trailing P/E ~9.5x (2025 EPS ~$11.8), forward P/E ~10x (2026E $11.25), EV/EBITDA ~6.5x vs 10-year median 9x. FCF yield >8%.
🔮 Catalyst: Post-earnings analyst estimate revisions and potential guidance raise
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/MHK0622