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Equity Research
 
Barclays Capital does and seeks to do business with companies covered in its research reports. As a result, investors should beaware that the firm may have a conflict of interest that could affect the objectivity of this report.Investors should consider this report as only a single factor in making their investment decision.
PLEASE SEE ANALYST(S) CERTIFICATION(S) ON PAGE 22 AND IMPORTANT DISCLOSURES BEGINNINGON PAGE 23
1
We are initiating coverage of Mohawk with a 2-Equal Weight rating and $49 price target. While Mohawk should benefit from an improvementin residential new construction next year as well as from an eventual recovery in residential remodeling, our primary concern for Mohawkover the next 12 months is its large (~25%) exposure to the commercial construction market, which we expect could be a meaningfulheadwind for the company. And while we do expect residential remodeling to improve in the U.S., we are concerned that Mohawk’sexclusive focus on flooring could result in a slower-than-market recovery for the company. We believe that Mohawk’s balance sheet is solid,although several near to medium term maturities could limit investment opportunities if not termed out.October 12, 2009
Mohawk Industries, Inc.
(MHK - US$ 44.13) 2-Equal Weight
 
Initiation of Coverage
Initiating on Mohawk with 2-Equal Weight 
Investment Conclusion
We are initiating on Mohawk with an Equal Weightrating and $49 price target. With a solid balancesheet and strong market share in flooring, thecompany should benefit from a recovery in the
 
U.S. residential housing and remodeling markets,which we expect to occur in 2010. However, weare concerned with Mohawk's exposure to thecommercial construction market and expect that
 
declines in this market could limit near termearnings and stock upside. 
Summary
Mohawk is a niche remodeling player, focusedexclusively on flooring, with a roughly 23% shareof that market in the U.S.
We estimate MHK's exposure to the commercialconstruction and remodeling market at roughly25%. We are forecasting a 12% industry decline incommercial in 2010.
We are forecasting 2009 EPS of ($0.11) and 2010EPS of $2.17. We are expecting revenues todecline 22% in 2009 and to grow 4% in 2010.
United States of AmericaConsumer Homebuilders & Building Products
Reuters MHKBloomberg MHKADR
EPS (US$)
(FY Dec)
2008 2009 2010 % Change
ActualOld
 
New St. Est.Old New St. Est.2009 20101Q
0.95A -0.45A -1.55A -1.55A N/A 0.19E N/A -263% 112%
2Q
1.29A 0.79A 0.67A 0.46E N/A 0.66E N/A -48% -1%
3Q
1.10A N/A 0.24E 0.54E N/A 0.68E N/A -78% 183%
4Q
-1.87A N/A 0.50E 0.44E N/A 0.63E N/A 127% 26%
 Year 
1.47A N/A -0.11E 0.15E N/A 2.17E N/A -107% 2073%
P/E
N/M 20.3
Market Data
Market Cap (Mil.) 3068Dividend Yield N/A52 Week Range 58.51 - 16.97
Financial Summary
Revenue TTM (Mil.) 5862.6
Stock Overview
MOHAWK INDUSTRIES, INC. - 10/ 6/ 2009
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oc
Source: LehmanLive
1525354555Volume5M
Stock Rating Target Price
New: 2-Equal Weight New: US$ 49.00Old: 0-Not Rated Old: N/A
Sector View:
1-Positive
 
 
 
Equity Research
 
2
BRIEF COMPANY OVERVIEW
Mohawk is the world’s largest manufacturer of flooring products, with just under $7bn in 2008 sales. We estimate that the company has aroughly 23% market share in the $20bn U.S. flooring market. After achieving peak revenues of roughly $7.9 billion in 2006, we areestimating sales of $5.3bn in 2009. Approximately 85% of the company’s sales are currently in North America. The company’s exposureoutside of North America came entirely from its acquisition of Unilin in 2005.Mohawk has three major product lines, under which it reports its results, Mohawk , Dal-Tile, and Unilin. The Mohawk segment, 53% of sales,sells primarily carpet but offers most major types of flooring, which may be sourced through the company’s other divisions. Dal-Tile, 26% of sales, is primarily a ceramic tile brand which was purchased by Mohawk in 2002. Unilin was the company’s most recent large acquisition,and sells primarily laminate flooring, hardwood flooring, and some roofing products. By product type, “soft surface” products (primarilycarpets, rugs, and vinyl flooring) make up just under 50% of sales, wood products (including laminate) 23% and tile 28%. Hard surfaceproducts, such as wood and tile, tend to be more heavily exposed to the residential new construction market, and therefore have performedmore poorly than the soft surface products in the most recent quarters.
Mohawk Sales Breakout by Segment, 2008
Mohawk53%Dal-Tile26%Unilin21%
Mohawk Sales Breakout by Product Type, 2008
Soft surface49%Tile28%Wood/Laminate23%
 
Source: Company reports
MAIN MACRO DRIVERS OF MOHAWK SALES
Mohawk’s sales are driven by four main macro end markets, in our view: U.S. residential remodeling (45% of sales), U.S. new residentialconstruction (10%-15% of sales), U.S. commercial construction and remodeling (25%-30% of sales) and International housing andremodeling trends (roughly 15% of sales). We see the relatively high exposure to the commercial market as the biggest risk to Mohawk’sability to see a recovery in the next 6-12 months, as we expect this market to continue to decline throughout most of 2010. In terms of repair and remodeling expenses, trends in this market tend to lag trends in home sales, and as such, we are forecasting only a 5% increase inspending next year. We expect the International housing and remodeling markets to show similar trends to the U.S. remodeling market in2010, perhaps lagging the U.S. residential construction market slightly. Combining these factors, we are expecting organic revenue declinesfor Mohawk of roughly 18%-22% in 2009, returning to slight growth of 1%-3% in 2010.
Mohawk End Market Exposure
Rev Growth Contribution% of sales200920102009E2010E
US New Residential Construction10-15%(38)%15.0%(5)%1.9%US Repair / Remodel45%(15)%5.0%(7)%2.3%US Commercial / Industrial25-30%(16)%(12)%(4)%(3)%International (Construction + Remodeling)15%(22)%5.0%(3)%0.8%
Total Rev Growth(18%)-(22%)1%-3%
Source: Company reports and Barclays Capital estimatesNotes: U.S. new residential construction estimates include multi-family.Revenue growth excludes currency impact
Company ExposureEstimated Y-O-Y Change
 
 
 
Equity Research
 
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POSITIVES/OPPORTUNITIES
Cost-Cutting Measures Create Leverage with a Recovery.
Like many others in the industry, Mohawk has undertaken several differenttypes of cost-cutting initiatives over the past several years. From a manufacturing standpoint, Mohawk has consolidated or temporarily shutdown several plants, both in the U.S. and Europe. In addition, the company has rationalized some manufacturing assets that were older andless efficient, such as older extrusion technologies and spinning mills. On the distribution side, where Mohawk had expanded during thehousing upturn, the company has closed some warehousing and distribution facilities and is in the process of combining distribution for itsMohawk and Dal-Tile businesses.As a result of these actions, Mohawk has reduced staffing levels by over 7,000 since early 2008, or roughly 20% of its workforce. In the firstquarter of 2009 alone, Mohawk lowered employment by 2,000 workers, shut down four operations, closed two plants, and reduced itswarehousing space by 1 million square feet.Although difficult to measure while manufacturing capacity continues to be underutilized, the company should benefit from these cost cuttinginitiatives once an upturn begins. Mohawk management indicated on a recent conference call that it believes its cost-cutting initiatives willhave a roughly 1-year payback (the company has taken roughly $46m in charges from 4Q08-2Q09).We can look at the potential for a return to profitability in several ways. First, one way to measure efficiency of cost-cutting measures over time and the potential for future improvements is by examining operating profit per employee. While this may not capture any gains or losses from items such as changing commodity costs, we think over time it can provide a solid picture of the company’s ongoing ability tomanage its workforce and manufacturing capacity.This metric for Mohawk rose fairly steadily from 2001 to 2006, peaking at $23,000 per employee. During the downturn it has dropped downto $13,000 per employee in 2008, a level not experienced since 2000. We expect this to fall further in 2009, to roughly $9,000 per employee.
Incorporating the further 2,000 employee cuts that occurred in 1Q09 – if we assume that Mohawk can return to its peakoperating profit per employee level of $23,000 without expanding its employee base, this would imply operating profits of roughly$660m,
up from $419m reported in 2008 and our $73m estimate ($257m adjusted for one time charges) in 2009. All other costs held equal,this would imply earnings per share of $5.90. Returning to the historical average of $15,000 per employee would imply earnings per share of  just under $3.50. We are forecasting 2011 EPS of $2.91 per share.
Operating Profit per Employee($000s)
$0$5$10$15$20$251995 1998 2000 2003 2005 2008
   O  p  e  r  a   t   i  n  g  p  r  o   f   i   t  p  e  r  e  m  p   l  o  y  e  e
Op. profit/ employee
 
Source: Company reports and Barclays Capital estimates
Another way to think about potential operating leverage upside in a recovery is to assign a contribution margin to Mohawk’s business, thusproviding an estimate for the level of operating profit recovery that is likely when revenue growth returns. We estimate that for the Mohawksegment fixed costs represent roughly 14-18% of COGS, 17%-19% in the Dal-Tile business and 23%-26% for the Unilin business. Weestimate that roughly 45-50% of the company’s SG&A is fixed. We estimate that this would give the company somewhere between a 25-30% contribution margin. The chart below shows a sensitivity analysis on different revenue growth scenarios assuming a 28% contributionmargin.
We estimate that if revenue growth next year is between 3 and 10%, the company should be able to earn between $2.13and $3.35 per share.
In contrast, if revenues fall by 5% we expect that earnings could be reduced to roughly $0.73 per share. We arecurrently forecasting roughly 4% topline growth and EPS of $2.17 in 2010.
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