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Floor & Decor Holdings (MX:FND)
:FND
Mexico Market
EarningsQ2 2026 Earnings Report

Floor & Decor Holdings (FND) Q2 2026 Earnings Report

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MX:FND Q2 2026 EPS Results

Actual EPS$9.79
Consensus EPS$9.54
Beat/MissBeat by +$0.25
One Year Ago EPS$9.79

MX:FND Q2 2026 Revenue Results

Actual Revenue$21.11B
Expected Revenue$20.80B
Beat/MissBeat by +$308.95M
YoY Revenue Growth+2.97%

Earnings Announcement Details

QuarterQ2 2026
Date07/30/2026
TimeAfter Close
Conference CallThursday, July 30, 2026
MX:FND Upcoming Earnings
Floor & Decor Holdings's next earnings date is estimated for October 29, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:FND Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 30, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
Overall the call conveyed cautious optimism. Management delivered stable adjusted EPS, healthy cash generation, a meaningful share repurchase, expanding store and digital initiatives, and an upgraded EPS outlook while noting sequential improvement in comps. However, comparables remain negative, laminate/vinyl faces ongoing category weakness, SG&A deleverage (largely one-time) and macro headwinds in the housing market present risks. The one-time tariff refunds provided meaningful near-term flexibility but also complicate the underlying performance picture.
Company Guidance
For fiscal 2026 the company guided sales of $4,770M–$4,990M (up 1.8%–6.5% vs. FY2025) with the 53rd week contributing ~ $65M to sales; comparable store sales are expected to be flat to down 4% (comp average ticket flat to up low‑single digits; comp transactions down low‑ to mid‑single digits). Adjusted gross margin is forecast at ~43.6%–43.8% (Q1’s 44.0% noted as the year high), SG&A about 38% of sales (Q1 and Q4 most pressured by new stores, excluding the one‑time tariff item), net interest income/expense ~ $0 (including ~ $2.8M statutory interest benefit), an effective tax rate of ~23%, and depreciation & amortization of ~ $250M. Adjusted EBITDA is expected to be ~$550M–$585M (53rd week ≈ $11M); diluted EPS $2.20–$2.45 and adjusted diluted EPS $1.88–$2.13 (53rd week ≈ $0.08, implying 52‑week adjusted EPS of $1.80–$2.05); diluted weighted average shares ≈ 107M, and capex $240M–$275M.
Maintained Adjusted EPS and GAAP EPS Benefit
Adjusted diluted EPS of $0.58, unchanged year-over-year; GAAP diluted EPS of $0.89 included a $32.9 million net after-tax benefit (approximately $0.31 per share) related to IEEPA tariff refunds and statutory interest.
Revenue Growth and Pro Outperformance
Total sales increased 3.0% to $1,250.3 million (from $1,214.2 million prior year). Sales to pros grew approximately 4% year-over-year and accounted for ~55% of sales, supporting outperformance versus the company comp.
Sequential Improvement in Comparable Store Sales
Comparable store sales declined 2.1% in Q2 (improved from a 3.7% decline in Q1) with monthly cadence of April -5.1%, May -1.3%, and June -0.3%; third-quarter-to-date comps were -2.2% with late-July/early-August improvement noted.
Strong Free Cash Flow, Liquidity and Share Repurchases
Generated $278.4 million cash from operating activities in the 26 weeks (vs. $155.3 million prior year). Ended Q2 with $942.4 million unrestricted liquidity (cash $320.6M + $621.8M ABL capacity). Repurchased $65.7 million of common stock in the quarter (1.3M shares) and have $334.3 million remaining under a $400M authorization.
Gross Profit and Margin Resilience (Excluding One-Time Tariff Benefit)
Gross profit increased $70.4 million (13.2%), driven primarily by a $56 million one-time IEEPA tariff refund benefit. Excluding the one-time benefit, adjusted gross profit increased $14.3 million (2.7%) and adjusted gross margin was 43.7% (down 20 bps year-over-year).
Operational Expansion and Store Growth
Opened 11 new warehouse-format stores in H1 2026 (5 in Q2); ~55% of planned 2026 locations now open vs. 35% prior year. 2026 new stores are averaging ~55,000 sq ft enabling entry to higher-density markets.
Digital and Omnichannel Progress
Online sales penetration increased to 20.3% of total sales (from 18.6% prior year and +110 bps vs Q1). Company launched an 18–24 month digital transformation and plans a new Pro app next year to better serve pro customers.
Product and Commercial Momentum
Launched NatureMatch private-label collection (~100 SKUs across tile, LVP and waterproof laminate). Spartan Surfaces sales improved 2% year-over-year with June being one of the strongest months for written sales. Regional Account Managers expanded to 80 to drive commercial growth.

MX:FND Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 29, 2026
2026 (Q3)
9.78 / -
8.95
2026 (Q2)
9.54 / 9.79
9.7950.00% (0.00)
2026 (Q1)
6.96 / 6.25
7.599-17.78% (-1.35)
2025 (Q4)
5.81 / 6.08
7.43-18.18% (-1.35)
2025 (Q3)
7.90 / 8.95
8.10610.42% (+0.84)
2025 (Q2)
9.47 / 9.79
8.78111.54% (+1.01)
2025 (Q1)
7.57 / 7.60
7.768-2.17% (-0.17)
2024 (Q4)
4.29 / 7.43
5.74229.41% (+1.69)
2024 (Q3)
7.53 / 8.11
10.301-21.31% (-2.20)
2024 (Q2)
8.63 / 8.78
11.146-21.21% (-2.36)
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