Floor & Decor Holdings (FND)
NYSE:FND
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: the company showed clear financial strength (healthy liquidity, authorized $400M buyback, improved gross margin, strong operating cash flow), strategic progress (digital/connected customer growth, new store expansion with lower per-store cost, ERP progress, Pro initiatives) and tactical wins (pricing tests in vinyl). However, near-term operating performance is challenged by weaker comparable-store sales, declines in EPS and operating income, pressure in laminate/vinyl and a softer commercial segment (Spartan). Management emphasized disciplined cost management, continued investment in higher-return initiatives and provided a wider guidance range to reflect uncertainty.Company Guidance
Share Repurchase Authorization and Strong Liquidity
Board authorized a share repurchase program up to $400 million; ended the quarter with $1,007.2 million in unrestricted liquidity ( $293.6M cash and $713.6M available under ABL ), providing flexibility to fund growth and return capital without incremental debt.
Connected Customer Growth
Connected customer sales grew 5.4% year-over-year and represented ~19% of total sales, highlighting progress in digital/channel strategy and investments in talent and technology.
Gross Margin Expansion
Reported gross margin expanded 20 basis points to 44.0% (from 43.8% a year ago), driven by timing benefits of strategic pricing initiatives, despite supply chain cost pressures.
Improved Operating Cash Flow
Cash from operating activities increased to $109.2 million in the quarter vs. $71.2 million year-ago, driven by changes in inventory and trade accounts payable, supporting liquidity and capital allocation plans.
New Store Growth and Lower New Store Cost
Opened 6 new warehouse-format stores in Q1 (vs. 4 last year) and remain on track for 20 openings in fiscal 2026; average 2026 new-store size ~55,000 sq ft and average store cost expected to be ~$7.5M–$8.0M (vs. ~$11.7M peak in 2023), improving returns on expansion.
Pro and Category Wins
Pro sales increased 1.4% year-over-year; strength noted in tile, installation materials, decorative accessories and wood. Insulation materials and tile continued to gain share, aided by supply-house merchandising strategies and Vetta tile collection.
ERP Implementation Progress
Completed portions of ERP implementation (financial systems and certain merchandising modules go-live) to enhance productivity and scalability, with additional modules to be implemented later in 2026/early 2027.
Tactical Pricing and Vinyl Test Results
Introduced value-driven vinyl offers (including >20 in-stock styles under $2/sqft) and price-band refinements; early results show positive elasticity and improving square-footage purchase trends, with plans to expand tests.
FND Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FND Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $48.40 | $50.57 | +4.48% |
Feb 19, 2026 | $66.12 | $68.99 | +4.34% |
Oct 30, 2025 | $65.01 | $62.48 | -3.89% |
Jul 31, 2025 | $76.64 | $78.31 | +2.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Floor & Decor Holdings (FND) report earnings?
Floor & Decor Holdings (FND) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Floor & Decor Holdings (FND) earnings time?
Floor & Decor Holdings (FND) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FND EPS forecast?
FND EPS forecast for the fiscal quarter 2026 (Q2) is 0.56.