What Mohawk Industries, Inc. told the SEC could break it.

Mohawk's Russian operations were 5% of net sales and ~7% of total assets at year-end 2025, and sanctions plus capital controls and banking restrictions limit its ability to process payments or repatriate profits from Russia.

“As of December 31, 2025, the Company's Russian operations accounted for 5% of the Company's net sales and approximately 7% of the Company's total assets. Additionally, the Company's Russian operations are subject to capital controls and currency volatility, both of which have impacted, and may continue to impact, profitability and ability to repatriate cash. Further, sanctions and related banking restrictions have limited, and may continue to limit, the Company's ability to process payments or repatriate profits from Russia.”

Current US tariff policies have already impacted Mohawk's outside-the-U.S. sourcing, vendors, suppliers and customers, and increased tariffs may continue to raise cost of goods sold and dampen consumer discretionary spending.

“Increased tariffs may increase the Company's costs of goods sold and/or decrease consumer discretionary spending. Current U.S. tariff policies have impacted certain of the Company's sourcing and supply chain processes occurring outside the U.S. as well as certain vendors, suppliers, and customers located outside the U.S.”