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- Belgian Tax Dispute Expansion (worsened) — Assessment increased from €1.0B to €1.2B, now covering three subsidiaries instead of one, with some cases advancing to Belgian courts.
- Ieepa Tariff Refund Contingency (new) — Recovery of $65.5M in tariff refunds remains uncertain as the U.S. government has appealed the CIT order requiring refunds.
Mohawk Q2 revenue +6.8%, operating income +34% on tariff refund and restructuring
Filed July 31, 2026 · Period ending July 4, 2026 · Compared to 10-Q Jul 25, 2025 · ~1 min read
Key Changes
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Operating income rose 34% YoY to $253.7M in Q2 2026, driven by $49.3M tariff-refund reversal (IEEPA ruling), productivity gains, and improved price/mix, partially offset by input-cost inflation.
MD&A: Operating Income verify on EDGAR → -
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Received $65.5M in IEEPA tariff refunds following Supreme Court ruling; recovery remains uncertain as U.S. government has appealed the CIT order requiring refunds.
MD&A: IEEPA Tariff Refund verify on EDGAR → -
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Announced new $60M restructuring targeting operational and administrative realignments, incremental to prior 2022-2025 programs totaling $360M in annualized savings.
MD&A: Restructuring verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 3, 2026 · How we verify