$FND

Home Depot (HD) reported a 25 bps gross margin increase in Q2 2026, aided by $730M in tariff refunds. However, rising fuel and energy costs may offset these benefits. Management expects a full-year gross margin of 33.1%. Lowe's (LOW) and Floor & Decor (FND) also face tariff pressures, with mixed Q2 margin results. HD shares are down 26.3% year-over-year, trading at a forward P/E of 19.87X.

RH, Floor & Decor, Lowe's, Home Depot, and Williams-Sonoma reported Q2 earnings. RH revenue grew 2.6% YoY, beating estimates. Floor & Decor revenue rose 3% YoY, outperforming expectations. Lowe's revenue increased 8.3% YoY but missed EPS and revenue guidance. Home Depot revenue grew 5.7% YoY, beating estimates. Williams-Sonoma revenue rose 6.7% YoY, surpassing expectations. Shares of these companies have declined since earnings reports.

Home Depot (HD) reported Q2 2026 sales of $47.9B, up 5.7%, with EPS of $4.92. Lowe’s (LOW) saw Q1 sales rise 0.2%, while Tractor Supply (TSCO) reported Q2 sales growth of 3.6%. Floor & Decor (FND) and Williams-Sonoma (WSM) also posted mixed results. All firms face housing market and consumer spending pressures.

TAYLOR THOMAS V (Executive Chair) sold 218,189 shares of Floor & Decor Holdings, Inc. (FND) at $62.30 ($13.59M total) on 2026-08-07.

Evercore raised its 2026 home improvement category growth estimate to 2% from 1%, citing stronger first-half results. It said the Home Improvement Lead Indicator fell to 2.8% in June, while first-half Census category sales rose 3.9%. Evercore kept its second-half view unchanged and prefers SHW and HD, with Wayfair as higher-beta.

Floor & Decor Holdings (FND) reported Q2 results with higher net income and year-over-year EPS, and raised full-year earnings guidance, according to Simply Wall St. The article cites a $57.08 share price and a fair value estimate near $56.95. It highlights store expansion plans and risks from weaker housing activity and price competition.

Floor & Decor Holdings (FND) reported Q2 FY2026 net sales of $1,250.3 million, up 3% year over year, and adjusted diluted EPS of $0.58. Comparable store sales fell 2.1% and pro sales rose about 4%. Online penetration increased to 20.3%. The company recognized a $45.2 million net pretax tariff refund benefit and reiterated FY2026 sales guidance of $4.77B to $4.99B.

Floor & Decor (NYSE: FND) shares rose about 3% after the company reported Q2 results that beat Wall Street and issued a strong full-year outlook. Revenue increased 3% to $1.25 billion, EPS was $0.89 versus $0.56 expected, and same-store sales grew 2.1% YoY. The stock later traded around $56.60, up 2.3% from the prior close.

Thursday, July 30, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Senior Vice President of Investor Relations - Wayne Hood Chief Executive Officer - Brad Paulsen Executive Vice President and Chief Financial Officer - Bryan Langley TAKEAWAYS Net Sales -- $1,250.3 million, representing a 3% increase from $1,214.2 million in the second quarter of fiscal 2025. Adjusted Diluted EPS -- $0.58, remaining unchanged compared to the prior year period.

ATLANTA (AP) — ATLANTA (AP) — Floor & Decor Holdings, Inc. (FND) on Thursday reported second-quarter net income of $95.9 million. The Atlanta-based company said it had profit of 89 cents per share. Earnings, adjusted for non-recurring gains, were 58 cents per share. The results beat Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 57 cents per share.