Key Highlights

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

Which Apparel, Home and Housing Companies Booked the Highest Revenue This Season?

Five companies from apparel, flooring, housing and auto access Supply released 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 most recent quarter each company reported.

Mohawk Industries (NYSE:MHK) leads 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 Stay at $2.72 With Volumes Down 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 compared with $1.75, and adjusted EPS was $2.72 compared with $2.67.

Adjusted EBITDA came in at approximately $353 million, a 12.7% margin. Free Cash Flow reached $390 million in the quarter, and the company bought back 2.0 million shares for $261 million. The board authorized a new program of up to $500 million, and net Debt to adjusted EBITDA was 0.7 times. Flooring North America sales totaled $950 million, while Flooring Rest of the World sales reached $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 Rise From $0.95 to $1.66?

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

Net income was $84.7 million compared with $52.0 million. Gross Margin reached 49.8%, and inventories increased 11% to $889.2 million from $800.4 million, mainly due to in-transit goods tied to delayed Fall 2026 receipts. The company repurchased $200.0 million of shares over the nine months. Cash, cash equivalents and short-term investments totaled $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 that figure.

3. Cavco: Does Record Revenue Mask a Narrower Margin?

Net revenue grew 17.9% from $556.5 million, with home sales Volume up 15.3% to 5,972 homes. Factory-built housing gross margin came in at 21.1% versus 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 stood at $348 million, equal to 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 increased 12.4% to $69.9 million.

4. Strattec: Why Does Adjusted EPS of $1.85 Sit Above $1.19 Reported?

Net sales declined 3% from $152.4 million, as a $6.2 million volume impact outweighed $1.0 million of pricing. Diluted EPS was $1.19 compared with $2.07, and adjusted EPS was $1.85 compared with $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 reached 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 Yield $1.3 million of annualized savings and that the company has an active acquisition pipeline.

5. Unifi: How Did Gross Margin Climb to 9.8% on Lower Sales?

Net sales declined 5.7% from $135.7 million, yet Gross Profit increased 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 compared with 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 grew 14.4% to $32.9 million, while Americas net sales declined 9.7% to $77.0 million.

How Do the Five Companies Stack Up on Scale and Profitability?

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

Dividing Net Income 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: Outlook, Payouts 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 shareholders of record on November 19, 2026. Operating cash flow guidance was lowered 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, along with Unifi's second quarter outlook, which expects Asia to stay under pressure, are the other markers the 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.