Key Highlights

  • Mohawk Industries reported net sales of $2,786.0 million and adjusted EPS of $2.72, with a new $500 million repurchase program.
  • Columbia Sportswear reported diluted EPS of $1.66 and set full year EPS guidance of $4.65 to $4.90.
  • Cavco reported record net Revenue of $656.4 million, up 17.9%.
  • Strattec reported adjusted EPS of $1.85 and held $111.8 million of cash with no debt.
  • Unifi cut its quarterly net loss to $2.0 million and repaid a $55.5 million term loan.

Which apparel, home and housing companies reported the most revenue this Earnings season?

Five companies from apparel, flooring, housing and auto access Supply reported results on October 29, 2026, and this list ranks them by the quarterly net sales or net revenue each reported. The periods are not identical. Mohawk, Columbia Sportswear and Cavco reported third quarter or fiscal second quarter figures, while Strattec and Unifi reported fiscal first quarters, so the ranking compares the latest quarter each company reported.

Mohawk Industries (NYSE:MHK) ranks first with net sales of $2,786.0 million, followed by Columbia Sportswear (NASDAQ:COLM) at $962.6 million and Cavco (NASDAQ:CVCO) at $656.4 million. Strattec (NASDAQ:STRT) reported $147.2 million, and Unifi (NYSE:UFI) reported $127.9 million.

1. Mohawk Industries: Can adjusted EPS hold at $2.72 while volumes fall 4%?

Mohawk reported net sales up about 1% from $2,757.9 million, with adjusted volumes down about 4% and price and mix adding about 4%. Diluted EPS was $2.72 versus $1.75, and adjusted EPS was $2.72 versus $2.67.

Adjusted EBITDA was approximately $353 million, a 12.7% margin. Free Cash Flow was $390 million in the quarter, and the company repurchased 2.0 million shares for $261 million. The board approved a new program of up to $500 million, and net Debt to adjusted EBITDA was 0.7 times. Flooring North America sales were $950 million, while Flooring Rest of the World sales were $707 million with adjusted volumes down about 10%. Fourth quarter adjusted EPS is guided to $1.35 to $1.45.

2. Columbia Sportswear: How did EPS climb from $0.95 to $1.66?

Net sales rose 2% from $943.4 million, while United States sales slipped 1% to $540.9 million and Latin America and Asia Pacific rose 11%. Operating Income was $109.6 million, or 11.4% of sales, against $67.4 million, a year that included $29.0 million of Impairment charges.

Net income was $84.7 million versus $52.0 million. Gross Margin was 49.8%, and inventories rose 11% to $889.2 million from $800.4 million, mainly on in-transit goods from delayed Fall 2026 receipts. The company repurchased $200.0 million of shares in the nine months. Cash, cash equivalents and short-term investments were $229.6 million with no borrowings. For the nine months, diluted EPS was $2.82 versus $1.53, and the company said IEEPA Tariff refunds added $0.85 to it.

3. Cavco: Is record revenue hiding a margin squeeze?

Net revenue rose 17.9% from $556.5 million, with home sales Volume up 15.3% to 5,972 homes. Factory-built housing gross margin was 21.1% against 22.9%.

EPS was $7.17 versus $6.55, and a one-time $7 million insurance premium return added $0.70, so EPS excluding it would have been about $6.47 on a calculated basis. Backlogs were $348 million, representing eight to ten weeks of production and up $50 million sequentially, and the company repurchased about $30 million of stock, leaving $158 million of authorization. Consolidated gross margin was 22.5% versus 24.2%, and operating income rose 12.4% to $69.9 million.

4. Strattec: Why is adjusted EPS $1.85 against $1.19 reported?

Net sales fell 3% from $152.4 million, as a $6.2 million volume impact outweighed $1.0 million of pricing. Diluted EPS was $1.19 versus $2.07, and adjusted EPS was $1.85 versus $2.22.

The gap reflects $2.4 million of Business development expenses tied to Acquisition opportunities, along with transformation and executive transition costs. Gross margin was 16.5%, up from 15.6% in the prior quarter. Cash was $111.8 million, and $35.0 million of repurchase authorization remains. The CEO said Mexico actions should generate $1.3 million of annualized savings and that the company has an active acquisition funnel.

5. Unifi: How did gross margin reach 9.8% on lower sales?

Net sales fell 5.7% from $135.7 million, yet Gross Profit rose to $12.5 million from $3.4 million. The net loss narrowed to $2.0 million, or $0.11 per share, from $11.4 million, or $0.62.

Adjusted EBITDA was $6.1 million against a loss of $2.5 million, and Operating Cash Flow was $3.7 million. A $60.0 million real estate sale closed on October 28, 2026 and repaid the $55.5 million term loan, leaving about $35.4 million of debt principal on a calculated basis. Brazil net sales rose 14.4% to $32.9 million, while Americas net sales fell 9.7% to $77.0 million.

How do the five companies compare on scale and profitability?

On a calculated basis, the five companies reported combined net sales of about $4.68 billion, and Mohawk accounted for roughly 59.5% of that total. Mohawk's net sales were about 21.8 times Unifi's on a calculated basis.

Net income divided by net sales gives a calculated margin of about 8.8% for Columbia Sportswear, 5.9% for Mohawk as reported, and 3.3% for Strattec. Unifi's calculated net margin was about negative 1.6%. Cavco grew revenue 17.9% while Columbia Sportswear grew 2%, Mohawk about 1%, Strattec fell 3% and Unifi fell 5.7%, so only Cavco expanded at a double digit pace.

What to Watch Next: Guidance, Dividends and Backlogs

Columbia Sportswear now expects 2026 diluted EPS of $4.65 to $4.90, with the low end raised from $4.45, and fourth quarter net sales of $1,108 million to $1,145 million. Its $0.30 Dividend is payable on December 3, 2026 to holders of record on November 19, 2026. Operating cash flow guidance was cut to $230 million to $250 million.

Mohawk guided fourth quarter adjusted EPS to $1.35 to $1.45 and scheduled a conference call on October 30, 2026 to discuss its Capital allocation framework. Cavco's Backlog and winter production, and Unifi's second quarter outlook, which expects Asia to remain pressured, are the other markers the company reports point to. Unifi also expects fiscal 2027 sales and profitability to improve from fiscal 2026, and Strattec scheduled its conference call for October 30, 2026 as well.