MHK — what changed in the latest 10-Q
A section-by-section comparison of MHK's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-30 vs the prior 10-Q · 2026-07-31
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +17 | −15 | ~32 | 9 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 1 |
| Controls & procedures | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-30
The Company continued to experience soft demand during the third quarter of 2026, particularly in residential end markets. Elevated interest rates, housing affordability constraints, inflationary pressures and broader economic uncertainty contributed to continued softness in the U.S. and European ho…
The Company continues to implement productivity initiatives, restructuring actions and other operational improvements designed to improve its cost structure, enhance operational performance and strengthen its long-term competitiveness. Cumulatively, restructuring actions initiated since 2022 are exp…
Because of the uncertainty regarding the nature, timing, and extent of potential IEEPA tariff refunds, the Company elected to account for such refunds as gain contingencies, grounded in the original tariff cost recognition in accordance with ASC 450, Contingencies ("ASC 450"). As of October 3, 2026,…
refunds. During the three and nine months ended October 3, 2026, the Company reduced cost of sales by $12.8 million and $62.0 million, respectively, effectively reversing the IEEPA tariff expense previously recognized in connection with inventory sold to customers since the tariffs were enacted in t…
Since the invalidation of the IEEPA tariffs, the U.S. presidential administration has imposed additional tariffs affecting the Company, including temporary tariffs under Section 122 of the Trade Act of 1974 (“Section 122 tariffs”), which expired on July 24, 2026 and longer-term tariffs under Section…
Text removed vs the prior filing · source: 10-Q · 2026-07-31
While commercial demand remained stable through the second quarter of 2026, continued softness in the U.S. and European housing markets, sluggish new home construction and a cautious consumer outlook negatively affected the Company’s markets. Housing turnover in the Company’s major regions remained …
The Company has implemented a number of restructuring actions and operational improvements intended to support sales performance, improve product mix, reduce its cost structure and enhance long‑term competitiveness. Cumulatively, restructuring actions initiated since 2022 are expected to deliver ann…
As the nature, timing, and extent of any such refunds were uncertain, the Company elected to account for refunds as gain contingencies, based on the original tariff cost recognition in accordance with ASC 450, Contingencies (“ASC 450”). As of July 4, 2026, the Company has received $65.5 million in r…
Notwithstanding the foregoing, uncertainty remains regarding the ultimate outcome and timing of recovery of these refunds, and any anticipated refunds may be delayed, reduced, or denied. The CIT order has been appealed by the U.S. government, and a successful appeal could delay, reduce or deny the f…
Due to its global footprint, Mohawk’s business is sensitive to geopolitical conflicts. The ongoing conflicts in the Middle East region have resulted in fluctuating energy prices, including for fuel, oil and natural gas, and have resulted in supply chain disruptions and increased transportation barri…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice