Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Michael Rahat is recorded as Analyst at J.P. Morgan. Michael Rahat has spoken on 4 earnings calls across 2 companies, most recently for Mohawk Industries Inc on May 1, 2026. Those appearances were for Mohawk Industries Inc (MHK) and LGI Homes, Inc. (LGIH). The companies whose calls Michael Rahat spoke on are classified in the Consumer Cyclical sector.
“First question, I just wanted to circle back to the price increases relative to the cost inflation that you expect to see in the back half. Just wanted to be sure of two things.”
“Just also, obviously, going to be a lot of focus on the gross margin. So just to kind of revisit that, if I may. Eric, I think you cited cost relief, some pricing power, and some mix.”
“And then I guess secondly, you know, when you think about the closings outlook, you know, it seems like you're looking for maybe a similar pace, closings pace in 26 versus 25.”
“I just wanted to start off with maybe just going back to tariffs for a moment. And I wanted to better get a sense of, you know, I think it kind of started to quantify a little bit of the impact from a cost standpoint on your own business.”
J.P. Morgan
Analyst
Transcript header (unverified)
Furnishings, Fixtures & Appliances · Consumer Cyclical
LGIH
Residential Construction · Consumer Cyclical
