NYSE$FND

Floor & Decor Holdings Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Floor & Decor reported solid revenue growth and improved operating income despite a decline in comparable store sales.

Floor & Decor Holdings, Inc. posted Q4 2024 net sales of $1,107.4 million, a 5.7% increase year-over-year. Despite a 0.8% decline in comparable store sales, operating income grew by 28.3% to $59.2 million. Net income rose 28.1% to $47.5 million, with EPS reaching $0.44. The company opened 10 new warehouse stores, ending the quarter with 251 stores across 38 states.

  • Net sales increased 5.7% year-over-year to $1,107.4 million.
  • Comparable store sales decreased by 0.8%.
  • Net income grew 28.1% to $47.5 million, with EPS at $0.44.
  • Opened 10 new warehouse stores, reaching 251 total locations.

Headline financials

Total Revenue

$1.11B

Previous: $1.05B+5.7%
EPS (adj)

$0.44

Previous: $0.34+29.4%
Operating Margin

5.4%

No prior period
Adjusted EBITDA

$120M

No prior period
Net Income

$47.5M

Previous: $37.1M+28.1%
Operating Income

$59.2M

Previous: $46.2M+28.3%
Gross Profit

$481M

Previous: $442M+8.9%

Revenue & EPS history

Floor & Decor · Revenue · Quarterly

$1.11B

Q4 2024+5.7%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Floor & Decor expects net sales to range between $4,740 million and $4,900 million for fiscal 2025, with comparable store sales projected between flat and 3.0%. The company plans to open 25 new warehouse stores.

Tailwinds

  • Net sales projected between $4,740 million and $4,900 million.
  • Comparable store sales expected to be flat to 3.0%.
  • Diluted EPS guidance in the range of $1.80 to $2.10.
  • Adjusted EBITDA guidance between $540 million and $575 million.
  • Plan to open 25 new warehouse stores in fiscal 2025.

Headwinds

  • Operating margin pressure due to higher operating expenses.
  • Comparable store sales may remain flat in 2025.
  • Macroeconomic headwinds could impact consumer spending.
  • Depreciation and amortization expense expected at approximately $245 million.
  • Capital expenditures projected between $330 million and $400 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.0%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.8%

Avg return

30 days after

54%

22 / 41 earnings

Positive

+25.0%

Q3 2018

Best reaction

-21.4%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.6%+5.4%+6.2%
Q4 2025+4.9%+3.6%-24.2%
Q3 2025-8.5%-5.5%-2.1%
Q1 2025+2.5%+1.6%-0.8%
Q4 2024+1.5%+10.3%-9.3%
Q3 2024+2.9%+9.4%+12.1%
Q2 2024-0.1%-0.7%+14.7%
Q1 2024+3.4%+7.0%+6.9%
Q4 2023+7.2%+10.3%+19.1%
Q3 2023-2.6%-4.2%+17.7%
Q2 2023-8.1%-5.4%-10.3%
Q1 2023-5.2%-6.0%-3.5%
Q4 2022+2.1%+3.0%+4.5%
Q3 2022+6.0%+8.4%+17.6%
Q2 2022+11.0%+3.3%-4.4%
Q1 2022-13.7%-16.2%-11.5%
Q4 2021+9.5%+5.2%-2.4%
Q3 2021-5.2%-4.4%-9.2%
Q2 2021-4.7%-3.6%+0.2%
Q1 2021+0.8%-6.1%-13.7%
Q4 2020-2.3%-4.7%+0.4%
Q3 2020-6.2%+1.5%+4.9%
Q2 2020-6.7%-3.2%+3.7%
Q1 2020-2.0%-0.5%+21.6%
Q4 2019+7.8%+6.2%-46.6%
Q3 2019-3.0%-5.8%+4.8%
Q2 2019+12.3%+7.3%+25.7%
Q1 2019-7.5%-10.6%-25.4%
Q4 2018+3.3%+2.9%+8.3%
Q3 2018+25.0%+27.3%+29.5%
Q2 2018-21.4%-20.4%-23.0%
Q1 2018-13.2%-15.6%-10.2%
Q4 2015+4.3%+5.5%+27.4%
Q4 2017-1.9%+2.3%+15.6%
Q3 2017+6.4%+3.2%+6.7%
Q3 2016+6.4%+3.2%+6.7%
Q2 2016-5.5%-7.0%-9.1%
Q2 2017-5.5%-7.0%-9.1%
Q1 2017+13.8%+5.3%+11.5%
Q1 2016+13.8%+5.3%+11.5%
Q4 2016+13.8%+5.3%+11.5%
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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