Floor & Decor (NYSE:FND) Shares Gap Up on Better-Than-Expected Earnings

Floor & Decor Holdings, Inc. (NYSE:FND)’s stock price gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $66.12, but opened at $68.58. Floor & Decor shares last traded at $72.8670, with a volume of 473,419 shares trading hands.

The company reported $0.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.35 by $0.01. The company had revenue of $1.13 billion during the quarter, compared to analyst estimates of $1.13 billion. Floor & Decor had a return on equity of 9.10% and a net margin of 4.45%.The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.44 earnings per share. Floor & Decor has set its FY 2026 guidance at 1.980-2.180 EPS.

Floor & Decor News Summary

Here are the key news stories impacting Floor & Decor this week:

• Positive Sentiment: Q4 results: FND beat consensus EPS (reported $0.36 vs $0.35) and delivered +2% revenue growth year‑over‑year, showing pricing discipline and store expansion helped offset a tough comparison. Floor & Decor Q4 Earnings Beat Estimates, Sales Increase 2% Y/Y
• Positive Sentiment: Strategic growth drivers: Management reiterated a 4%–7% sales-growth target for 2026 and is pushing its Pro loyalty program and continued store expansion, which supports medium‑term comp and footprint growth expectations. Floor & Decor outlines 4%-7% sales growth target for 2026
• Neutral Sentiment: Analyst confirmation: Telsey reaffirmed an outperform/buy stance with an $80 price target, signaling continued buy-side support despite mixed signals from guidance. Telsey Advisory Sticks to Their Buy Rating for FND
• Neutral Sentiment: Company materials and call: The official press release and earnings call transcript provide management’s view on margins, inventory and rollout cadence—useful for parsing whether guidance conservatism is temporary. Business Wire: Q4 and FY2025 Financial Results
• Negative Sentiment: FY2026 guidance slightly below consensus: FND set FY26 EPS guidance of $1.98–$2.18 vs. a ~$2.13 consensus midpoint and issued revenue guidance of $4.9–$5.0B vs. consensus ~$5.0B, which tempered upside and raised near‑term uncertainty. Floor & Decor FY2026 Guidance
• Negative Sentiment: Analyst downgrade/price‑target cut: JPMorgan lowered its price target from $85 to $78 and moved to a neutral rating, reducing an optimistic voice on the stock and likely weighing on investor sentiment. Benzinga: JPMorgan lowers FND price target
• Negative Sentiment: Year-over-year EPS decline: Reported EPS of $0.36 vs. $0.44 a year ago highlights margin pressure and shows that near-term profitability recovery is still a work in progress. Zacks: Q4 Earnings Top Estimates

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Stifel Nicolaus reduced their price target on shares of Floor & Decor from $92.00 to $90.00 and set a “buy” rating for the company in a research report on Tuesday, December 16th. TD Cowen dropped their price objective on shares of Floor & Decor from $80.00 to $75.00 and set a “hold” rating on the stock in a research note on Friday. JPMorgan Chase & Co. decreased their target price on shares of Floor & Decor from $85.00 to $78.00 and set a “neutral” rating for the company in a research note on Friday. Zacks Research raised shares of Floor & Decor from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 25th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Floor & Decor in a report on Wednesday, January 28th. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $78.24.

Institutional Investors Weigh In On Floor & Decor

Institutional investors and hedge funds have recently modified their holdings of the business. Advisory Services Network LLC acquired a new position in Floor & Decor during the third quarter worth $26,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Floor & Decor by 207.6% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 366 shares of the company’s stock worth $27,000 after buying an additional 247 shares during the last quarter. Clearstead Advisors LLC boosted its stake in shares of Floor & Decor by 215.7% during the 4th quarter. Clearstead Advisors LLC now owns 562 shares of the company’s stock worth $34,000 after acquiring an additional 384 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of Floor & Decor during the 4th quarter valued at about $34,000. Finally, eCIO Inc. acquired a new position in shares of Floor & Decor during the 4th quarter valued at about $41,000.

Floor & Decor Price Performance

The stock has a 50 day moving average of $67.91 and a two-hundred day moving average of $71.27. The company has a debt-to-equity ratio of 0.08, a quick ratio of 0.34 and a current ratio of 1.27. The firm has a market capitalization of $7.43 billion, a P/E ratio of 35.92, a P/E/G ratio of 2.58 and a beta of 1.74.

About Floor & Decor

Founded in 2000 and headquartered in Atlanta, Floor & Decor Holdings Inc is a specialty retailer focused on hard surface flooring and related accessories in the United States. The company serves both professional installers and do-it-yourself customers through a growing network of warehouse-format stores and a comprehensive e-commerce platform.

Floor & Decor’s product offering spans ceramic and porcelain tile, engineered and solid hardwood, laminate, luxury vinyl plank and tile, natural stone and a full suite of installation materials such as grout, mortars and underlayment.