Mohawk Industries: Driving price, productivity and innovation to offset inflation & volume headwinds

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Mohawk Industries: Driving price, productivity and innovation to offset inflation & volume headwinds

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Mohawk Industries

Driving price, productivity and innovation

to offset inflation & volume headwinds

Maintain Rating: NEUTRAL | PO: 110.00 USD | Price: 104.88 USD

Key takeaways from investor meetings with MHK 03 June 2026

We hosted investor meetings with Mohawk Industries (MHK) CFO Nick Manthey and VP Equity

of Finance and Investor Relations Joe Ahlersmeyer at our Housing Symposium in NYC.

Rafe Jadrosich

See our key takeaways below: Research Analyst

BofAS

Price announcements across regions/products, but realization and timing +1 646 855 5815

uncertain: Mohawk announced price increases in the mid-single digit to high single digit rafe.jadrosich@bofa.com

range across products and geographies to offset inflation. MHK expects some price Shaun Calnan, CFA Research Analyst

benefit in 2Q from increases in March and April, but the timing of when we see the full BofAS

impact is still uncertain. Given the magnitude of inflation, MHK believes the industry will +1shaun.calnan@bofa.com646 855 1362

pass along price increases. Products with longer supply chains, like luxury vinyl tile (LVT), Victoria Piskarev

will likely lag other products. Research Analyst

Inflation to ramp throughout the year: Management framed the expected raw +1 646 855 0657

victoria.piskarev@bofa.com

material inflation by saying they are raising price ~6-7% to offset raw material inflation

on a dollar basis. Inflation (and price) is expected to ramp throughout the year, so 2Q will

not be peak inflation. The full impact of inflation will depend on how long oil and gas and

oil and gas-derivative prices remain at elevated levels. Higher freight is also weighing Stock Data