Floor & Decor Holdings, Inc. (FND) Form 10-Q — Oct 29, 2026
Floor & Decor reported Q3 fiscal 2026 net sales of $1.215 billion, up 3.0% year over year, with net income of $64.8 million and diluted EPS of $0.61 versus $0.53 a year ago. Operating income grew 8.3% and gross margin expanded to 43.7%. Growth came entirely from 20 new warehouse-format stores opened since September 2025; comparable store sales fell 1.4% on a 2.9% drop in transactions amid weak existing home sales and low consumer sentiment. YTD results were also boosted by a one-time $56.2 million benefit from IEEPA tariff refunds following the Supreme Court ruling invalidating those tariffs.
Key figures
- Eps
- 0.61
- Revenue
- 1214561000
- Guidance
- Fiscal 2026 capital expenditures planned between approximately $235 million to $250 million
- Net Income
- 64823000
- Total Debt
- 200000000
- Revenue Yoy
- 3.0% (13 weeks); 1.8% (39 weeks)
- Total Assets
- 5716217000
- Cash Position
- 392484000
- Shares Outstanding
- 104234211
- Stores
- 282 warehouse-format stores, 5 design studios, 39 states
- Gross margin q3
- 43.7%
- Abl availability
- $641.3 million
- Adjusted ebitda q3
- 149067000
- Share repurchases ytd
- $157.1 million (3,095,734 shares at avg $50.75)
- Q3 yoy net income growth
- 13.2%
- Comparable store sales q3
- -1.4%
- Comparable store sales ytd
- -2.4%
- Ieepa tariff refund benefit ytd
- $56.2 million (160 bps gross margin)
- Remaining buyback authorization
- $242.9 million
AI analysis
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