Ferguson vs Copart
This page compares Ferguson and Copart, two distinct players in global markets, and examines their business models, financial performance, and the market context in which they operate. It presents neutral, accessible information to help readers understand how each company approaches growth, efficiency, and stakeholder value. Educational content, not financial advice.
This page compares Ferguson and Copart, two distinct players in global markets, and examines their business models, financial performance, and the market context in which they operate. It presents neu...
Why It's Moving
Copart Dives to 12-Month Low After Earnings Miss Signals Weak Auction Demand
- Q2 revenue of $1.12B missed $1.15B estimates, reflecting a 9% drop in insurance volumes that hampered overall auction activity.
- EPS declined 10% to $0.36 from $0.40 last year, highlighting pressures from reduced vehicle supply in a softening market.
- Management emphasized ongoing AI and land investments to boost efficiency, even as insider sales added to the post-earnings selloff.
Copart Dives to 12-Month Low After Earnings Miss Signals Weak Auction Demand
- Q2 revenue of $1.12B missed $1.15B estimates, reflecting a 9% drop in insurance volumes that hampered overall auction activity.
- EPS declined 10% to $0.36 from $0.40 last year, highlighting pressures from reduced vehicle supply in a softening market.
- Management emphasized ongoing AI and land investments to boost efficiency, even as insider sales added to the post-earnings selloff.
Investment Analysis
Ferguson
FERG
Pros
- Ferguson reported a Q4 2025 EPS of $3.48, beating forecasts by 5.78%, indicating strong profitability.
- The company demonstrated resilient net sales growth of 6.9% year-over-year in Q4 2025, supported by robust demand in HVAC and waterworks sectors.
- It maintains solid operational metrics including a 29% return on equity and a healthy current ratio of 1.64, reflecting strong liquidity.
Considerations
- Ferguson’s revenue of $8.5 billion in Q4 2025 fell short of estimates, suggesting some sales growth pressure.
- The company faces elevated input costs, with cost of goods sold increasing 3.6% year-over-year and rising operating expenses impacting margins.
- High long-term debt of $3.75 billion and rising interest expenses increase financial risk despite solid cash on hand.
Copart
CPRT
Pros
- Copart has become a global leader in online vehicle auctions, benefiting from network effects and scalable technology.
- The company’s business model generates strong recurring revenue with high margins from auction fees and ancillary services.
- Copart’s growth is supported by increasing vehicle sales in salvage, insurance, and wholesale markets as well as expansion into new geographic markets.
Considerations
- Copart faces regulatory uncertainties related to vehicle auction and disposal practices which could increase compliance costs.
- The company’s performance is sensitive to vehicle sales cycles and broader economic conditions that affect used car demand.
- Competition from emerging digital auction platforms and traditional salvage yards poses risks to market share and pricing power.
Related Market Insights
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Related Market Insights
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Copart (CPRT) Next Earnings Date
Copart (CPRT) is estimated to report its next earnings between May 18 and May 22, 2026, following the recent Q2 fiscal 2026 release on February 19, 2026. This upcoming report will cover Q3 fiscal 2026 results, aligning with the company's historical pattern of late-May announcements for that quarter. No official date has been confirmed yet, so investors should monitor for updates.
Copart (CPRT) Next Earnings Date
Copart (CPRT) is estimated to report its next earnings between May 18 and May 22, 2026, following the recent Q2 fiscal 2026 release on February 19, 2026. This upcoming report will cover Q3 fiscal 2026 results, aligning with the company's historical pattern of late-May announcements for that quarter. No official date has been confirmed yet, so investors should monitor for updates.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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