)
)
Company research7 May 2025
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
Floor & Decor
Floor & Decor (FND) investor relations material
Floor & Decor Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 net sales increased 3.0% YoY to $1,214.6 million; comparable store sales decreased 1.4%.
Diluted EPS rose 15.1% to $0.61, while net income increased 13.2% to $64.8 million.
9M net sales increased 1.8% to $3,617.1 million and net income rose 18.4% to $200.4 million; results included a $56.2 million IEEPA tariff-refund benefit.
Financial highlights
Q3 gross profit rose 3.8% to $531.3 million; operating income increased 8.3% to $78.0 million and net income rose 13.2% to $64.8 million.
Q3 Adjusted EBITDA increased to $149.1 million from $138.8 million; Adjusted EBITDA margin was 12.3% versus 11.8%.
9M gross profit rose 5.7% to $1.642 billion and operating income increased 16.6% to $254.4 million; Adjusted EBITDA was $422.5 million versus $418.7 million.
9M Adjusted net income decreased 1.1% to $167.5 million and Adjusted diluted EPS fell 0.6% to $1.55.
Outlook and guidance
FY26 net sales guidance is $4,765 million–$4,835 million, up 2%–3%; comparable sales are expected to decline 3.5%–2.0%.
FY26 Adjusted gross margin is expected at ~43.6%, SG&A at ~38.5% of sales, and Adjusted EBITDA at $535 million–$550 million; tax rate guidance is 21.5%–22.0%.
FY26 diluted EPS guidance is $2.19–$2.29 and Adjusted diluted EPS is $1.88–$1.98; 52-week Adjusted diluted EPS is $1.80–$1.90.
The 53rd week is expected to add $65 million in sales, $0.08 in diluted EPS and $11 million in Adjusted EBITDA.
FY26 CapEx is estimated at $235 million–$250 million, with 20 warehouse openings planned; 2027 plans call for 10–15 openings, paced to market conditions and returns.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Floor & Decor
- Q2 2026 delivered 3% sales growth, higher profit, and margin gains on a $56M tariff refund.FND
Q2 2026 - All proposals, including director elections and auditor ratification, were approved.FNDAGM 2026
- Sales and earnings fell, but liquidity and share buybacks support ongoing store growth.FNDQ1 2026
- Key votes include director elections, auditor ratification, and executive pay approval.FNDProxy filing
- Proxy seeks approval for directors, auditors, executive pay, and stock plan amid strong 2025 results.FNDProxy filing
- 2025 EPS and sales grew, with strong PRO/commercial gains and 2026 guidance for further growth.FNDQ4 2025
- Q3 2025 net sales up 5.5%, EPS up 10.4%, and 2025 guidance reaffirms growth and expansion.FNDQ3 2025
- Q3 net sales rose 0.9%, but comps fell 6.4% and EPS dropped 21% to $0.48.FNDQ3 2024
- Q4 net sales and EPS rose; FY25 targets 6.5%–10% sales growth and 25 new stores.FNDQ4 2024
Next Floor & Decor earnings date
Q4 202618 Feb, 2027
Floor & Decor
Next Floor & Decor earnings date
Q4 202618 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
Related articles
)
Company research8 Apr 2025
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
)
Edge4 Apr 2025
Floor & Decor: Scale, Selection, and Efficiency
Floor & Decor has successfully expanded into a nationwide specialist in hard-surface flooring, driven by its standout sourcing model and store format.
Frequently asked questions
Experts in Flooring
Floor & Decor is an American company specializing in the retail market of hard surface flooring, offering a broad range of tile, wood, laminate, and natural stone floors as well as decor items. Catering to both professionals and individual consumers, the company has established a niche for itself by providing a focused array of products at competitive prices. Its stores are located in massive buildings with a huge selection of products within said niche.
Laying the Groundwork
Established in 2000, Floor & Decor has its roots in Atlanta, Georgia. Over two decades, the company has experienced considerable growth, branching out from a single store to an expansive network spanning across the United States. The vision was clear from the beginning: to offer a one-stop shopping destination for customers looking for flooring regardless of whether they’re an architect, builder, designer, or simply a private individual conducting a DIY project. Throughout its journey, the brand has remained steadfast in its commitment to providing value, offering a wide selection, and maintaining an unwavering focus on hard surface flooring and decorative accessories. Floor & Decor is what is typically referred to as a “Big Box Retailer”, with other companies in the same category including names like Walmart, Target, Home Depot, and similar businesses.
Focused on Flooring
Floor & Decor’s strength lies in its comprehensive product range within its niche. Customers can choose from an impressive array of tiles - be it ceramic, porcelain, or decorative. For those inclined toward the classic look of wood, the store offers solid hardwood, engineered wood, and bamboo. The laminate options cater to those seeking durability combined with aesthetic appeal, while the natural stone products, encompassing granite, marble, travertine, and more, promise elegance and sturdiness. Each product category is complemented by a range of related accessories, ensuring that customers find everything they need under one roof.
The Stores
Today, Floor & Decor operates more than 200 retail stores across over half of the US’s 50 states. The company’s retail experience goes beyond just selling the products. Most stores feature dedicated design centers where customers can get expert advice on their projects. The company's operations are backed by its multiple distribution centers, ensuring efficient supply chain management and timely delivery. As the market dynamics evolve, Floor & Decor continues to innovate and adapt, ensuring that it remains at the forefront of specialty hard surface flooring retail, providing value and quality to its vast clientele.