Subtext

Mohawk Industries, Inc. MHK

SectorConsumer Discretionary
Transcripts49
Date range2013-05-03 – 2025-05-02
Calls charted49

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32013 Q1 · Overall: +8.62013 Q2 · Overall: +12.22013 Q3 · Overall: +17.12013 Q4 · Overall: +12.62014 Q1 · Overall: +15.22014 Q2 · Overall: +11.92014 Q3 · Overall: +8.42014 Q4 · Overall: +11.42015 Q1 · Overall: +17.82015 Q2 · Overall: +13.02015 Q3 · Overall: +13.92015 Q4 · Overall: +16.72016 Q1 · Overall: +11.72016 Q2 · Overall: +13.12016 Q3 · Overall: +9.22016 Q4 · Overall: +10.92017 Q1 · Overall: +7.52017 Q2 · Overall: +10.52017 Q3 · Overall: +12.52017 Q4 · Overall: +10.52018 Q1 · Overall: +7.12018 Q2 · Overall: +1.12018 Q3 · Overall: +2.32018 Q4 · Overall: +3.62019 Q1 · Overall: +8.02019 Q2 · Overall: +5.72019 Q3 · Overall: +8.62019 Q4 · Overall: +4.82020 Q1 · Overall: -13.32020 Q2 · Overall: -4.22020 Q3 · Overall: +0.72020 Q4 · Overall: +10.02021 Q1 · Overall: +14.12021 Q2 · Overall: +8.82021 Q3 · Overall: +4.82021 Q4 · Overall: +10.02022 Q1 · Overall: +8.62022 Q2 · Overall: +3.22022 Q3 · Overall: -2.02022 Q4 · Overall: -0.22023 Q1 · Overall: +2.02023 Q2 · Overall: -1.12023 Q3 · Overall: -2.52023 Q4 · Overall: +2.12024 Q1 · Overall: +1.02024 Q2 · Overall: +3.92024 Q3 · Overall: +1.02024 Q4 · Overall: +4.52025 Q1 · Overall: -0.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-35-17+0+17+352013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32013 Q1 · CEO: +21.02013 Q2 · CEO: +21.32013 Q3 · CEO: +26.22013 Q4 · CEO: +20.32014 Q1 · CEO: +24.82014 Q2 · CEO: +19.52014 Q3 · CEO: +15.02014 Q4 · CEO: +22.22015 Q1 · CEO: +28.22015 Q2 · CEO: +17.32015 Q3 · CEO: +22.22015 Q4 · CEO: +22.42016 Q1 · CEO: +19.62016 Q2 · CEO: +16.82016 Q3 · CEO: +15.72016 Q4 · CEO: +17.32017 Q1 · CEO: +12.82017 Q2 · CEO: +12.02017 Q3 · CEO: +30.32017 Q4 · CEO: +10.32018 Q1 · CEO: +6.22018 Q2 · CEO: +7.72018 Q3 · CEO: +2.62018 Q4 · CEO: +5.22019 Q1 · CEO: +8.92019 Q2 · CEO: +12.22019 Q3 · CEO: +14.22019 Q4 · CEO: +4.12021 Q1 · CEO: +11.42021 Q2 · CEO: +12.82021 Q3 · CEO: +4.22021 Q4 · CEO: +16.02022 Q1 · CEO: +11.42022 Q2 · CEO: +0.72022 Q3 · CEO: +1.22022 Q4 · CEO: +5.22023 Q1 · CEO: +2.72023 Q2 · CEO: +1.02023 Q3 · CEO: +3.42023 Q4 · CEO: +3.02024 Q1 · CEO: +4.72024 Q2 · CEO: +8.22024 Q3 · CEO: -1.62025 Q1 · CEO: -0.82013 Q1 · CFO: +3.92013 Q2 · CFO: +0.02013 Q3 · CFO: +11.22013 Q4 · CFO: +3.32014 Q1 · CFO: +5.22014 Q2 · CFO: +3.12014 Q3 · CFO: -0.72014 Q4 · CFO: -1.92015 Q1 · CFO: +7.92015 Q2 · CFO: +0.82015 Q3 · CFO: +5.12015 Q4 · CFO: +10.32016 Q2 · CFO: +13.72016 Q3 · CFO: +10.42016 Q4 · CFO: +8.12017 Q1 · CFO: +5.42017 Q2 · CFO: +5.92017 Q3 · CFO: +1.42017 Q4 · CFO: +10.42018 Q1 · CFO: +12.12018 Q3 · CFO: +0.02019 Q1 · CFO: +8.32019 Q2 · CFO: -6.72019 Q3 · CFO: -1.42019 Q4 · CFO: +2.52020 Q1 · CFO: -11.22024 Q4 · CFO: +5.92025 Q1 · CFO: +5.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-39-20+0+20+392013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32013 Q1 · Prepared remarks: +20.22013 Q2 · Prepared remarks: +23.32013 Q3 · Prepared remarks: +34.12013 Q4 · Prepared remarks: +29.42014 Q1 · Prepared remarks: +26.62014 Q2 · Prepared remarks: +27.82014 Q3 · Prepared remarks: +21.32014 Q4 · Prepared remarks: +25.02015 Q1 · Prepared remarks: +33.22015 Q2 · Prepared remarks: +20.42015 Q3 · Prepared remarks: +27.32015 Q4 · Prepared remarks: +28.72016 Q1 · Prepared remarks: +25.42016 Q2 · Prepared remarks: +23.62016 Q3 · Prepared remarks: +21.12016 Q4 · Prepared remarks: +25.02017 Q1 · Prepared remarks: +16.02017 Q2 · Prepared remarks: +25.62017 Q3 · Prepared remarks: +19.02017 Q4 · Prepared remarks: +26.72018 Q1 · Prepared remarks: +19.42018 Q2 · Prepared remarks: +18.02018 Q3 · Prepared remarks: +17.62018 Q4 · Prepared remarks: +19.22019 Q1 · Prepared remarks: +15.52019 Q2 · Prepared remarks: +11.62019 Q3 · Prepared remarks: +17.62019 Q4 · Prepared remarks: +17.02020 Q1 · Prepared remarks: -11.02020 Q2 · Prepared remarks: -1.42020 Q3 · Prepared remarks: +9.92020 Q4 · Prepared remarks: +22.32021 Q1 · Prepared remarks: +25.42021 Q2 · Prepared remarks: +18.62021 Q3 · Prepared remarks: +16.32021 Q4 · Prepared remarks: +19.42022 Q1 · Prepared remarks: +18.02022 Q2 · Prepared remarks: +18.52022 Q3 · Prepared remarks: +4.32022 Q4 · Prepared remarks: +3.02023 Q1 · Prepared remarks: +10.92023 Q2 · Prepared remarks: +7.82023 Q3 · Prepared remarks: +3.02023 Q4 · Prepared remarks: +7.32024 Q1 · Prepared remarks: +2.62024 Q2 · Prepared remarks: +6.52024 Q3 · Prepared remarks: +8.02024 Q4 · Prepared remarks: +12.42025 Q1 · Prepared remarks: +13.12013 Q1 · Q&A responses: +0.62013 Q2 · Q&A responses: +9.42013 Q3 · Q&A responses: +9.72013 Q4 · Q&A responses: +6.12014 Q1 · Q&A responses: +12.12014 Q2 · Q&A responses: +10.82014 Q3 · Q&A responses: +3.52014 Q4 · Q&A responses: +7.72015 Q1 · Q&A responses: +14.82015 Q2 · Q&A responses: +7.92015 Q3 · Q&A responses: +9.52015 Q4 · Q&A responses: +10.92016 Q1 · Q&A responses: +10.62016 Q2 · Q&A responses: +10.62016 Q3 · Q&A responses: +10.42016 Q4 · Q&A responses: +8.22017 Q1 · Q&A responses: +8.92017 Q2 · Q&A responses: +6.22017 Q3 · Q&A responses: +16.12017 Q4 · Q&A responses: +8.02018 Q1 · Q&A responses: +4.92018 Q2 · Q&A responses: +0.32018 Q3 · Q&A responses: +1.42018 Q4 · Q&A responses: -1.62019 Q1 · Q&A responses: +10.52019 Q2 · Q&A responses: +9.12019 Q3 · Q&A responses: +7.92019 Q4 · Q&A responses: -1.72020 Q1 · Q&A responses: -13.82020 Q2 · Q&A responses: +4.72020 Q3 · Q&A responses: -2.32020 Q4 · Q&A responses: +5.02021 Q1 · Q&A responses: +10.42021 Q2 · Q&A responses: +8.62021 Q3 · Q&A responses: +2.52021 Q4 · Q&A responses: +7.02022 Q1 · Q&A responses: +5.12022 Q2 · Q&A responses: -5.32022 Q3 · Q&A responses: +0.02022 Q4 · Q&A responses: +2.82023 Q1 · Q&A responses: -0.72023 Q2 · Q&A responses: -4.72023 Q3 · Q&A responses: -0.82023 Q4 · Q&A responses: +2.42024 Q1 · Q&A responses: +5.92024 Q2 · Q&A responses: +6.72024 Q3 · Q&A responses: -2.22024 Q4 · Q&A responses: +1.72025 Q1 · Q&A responses: +0.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.10$10.63$17.172013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32014 Q1: $8.632014 Q2: $9.002014 Q3: $9.342014 Q4: $9.302015 Q1: $9.922015 Q2: $10.552015 Q3: $11.452015 Q4: $11.852016 Q1: $12.182016 Q2: $12.712016 Q3: $13.222016 Q4: $13.252017 Q1: $13.552017 Q2: $13.912017 Q3: $14.482017 Q4: $14.672018 Q1: $16.062018 Q2: $16.272018 Q3: $14.782018 Q4: $11.852019 Q1: $11.572019 Q2: $11.302019 Q3: $10.732019 Q4: $10.662020 Q1: $10.402020 Q2: $5.002020 Q3: $7.622020 Q4: $9.992021 Q1: $12.102021 Q2: $14.062021 Q3: $15.822021 Q4: $15.632022 Q1: $15.632022 Q2: $16.162022 Q3: $14.092022 Q4: $10.342023 Q1: $9.462023 Q2: $10.542023 Q3: $10.932023 Q4: $9.982024 Q1: $9.972024 Q2: $10.402024 Q3: $11.24

Forward P/E

5.2412.6620.092013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32014 Q1: 16.432014 Q2: 14.792014 Q3: 15.302014 Q4: 16.312015 Q1: 18.222015 Q2: 18.232015 Q3: 17.972015 Q4: 16.862016 Q1: 15.062016 Q2: 15.162016 Q3: 15.422016 Q4: 15.072017 Q1: 17.042017 Q2: 17.532017 Q3: 17.712017 Q4: 18.782018 Q1: 15.502018 Q2: 12.892018 Q3: 12.672018 Q4: 9.872019 Q1: 11.502019 Q2: 13.192019 Q3: 11.462019 Q4: 12.762020 Q1: 6.262020 Q2: 19.072020 Q3: 13.152020 Q4: 13.272021 Q1: 15.372021 Q2: 13.272021 Q3: 11.882021 Q4: 11.302022 Q1: 9.292022 Q2: 7.762022 Q3: 7.142022 Q4: 9.862023 Q1: 9.992023 Q2: 9.392023 Q3: 8.442023 Q4: 9.782024 Q1: 12.202024 Q2: 10.722024 Q3: 13.93

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -3.3 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q3 tone ↓ -3.4 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -4.8 fwd EPS ↑ +0.64 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -5.0 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -3.8 fwd EPS ↑ +0.50 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.5 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.4 fwd EPS ↑ +1.39 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -6.0 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↑ +4.4 fwd EPS ↓ -0.28 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↑ +2.9 fwd EPS ↓ -0.57 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +9.1 fwd EPS ↓ -5.40 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -5.4 fwd EPS ↑ +1.96 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -3.9 fwd EPS ↑ +1.76 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +5.2 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2022 Q2 tone ↓ -5.5 fwd EPS ↑ +0.53 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +2.2 fwd EPS ↓ -0.88 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -3.1 fwd EPS ↑ +1.07 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +4.6 fwd EPS ↓ -0.95 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -2.9 fwd EPS ↑ +0.84 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02-0.1——View →
2024 Q42025-02-07+4.5——View →
2024 Q32024-10-26+1.0$11.2413.9View →
2024 Q22024-07-26+3.9$10.4010.7View →
2024 Q12024-04-26+1.0$9.9712.2View →
2023 Q42024-02-09+2.1$9.989.8View →
2023 Q32023-10-27-2.5$10.938.4View →
2023 Q22023-07-28-1.1$10.549.4View →