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 Delivers EPS Beat but Revenue Miss Sparks Investor Caution After Q1 Earnings.
- Net income climbed 11.5% to $404 million, highlighting Copart's sharp cost controls and profitability even as volumes softened.
- Fee revenue per unit surged over 7%, driven by 8.5% higher average selling prices, boosting gross profit 4.9% to $537 million.
- US unit sales fell 7.9%, tied to timing in rental sales and lower inventory, though management eyes growth in high-value fleet and finance channels.
Copart Delivers EPS Beat but Revenue Miss Sparks Investor Caution After Q1 Earnings.
- Net income climbed 11.5% to $404 million, highlighting Copart's sharp cost controls and profitability even as volumes softened.
- Fee revenue per unit surged over 7%, driven by 8.5% higher average selling prices, boosting gross profit 4.9% to $537 million.
- US unit sales fell 7.9%, tied to timing in rental sales and lower inventory, though management eyes growth in high-value fleet and finance channels.
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.
Copart (CPRT) Next Earnings Date
Copart, Inc. (CPRT) is scheduled to report its next earnings on February 19, 2026. This earnings release will cover the second quarter of fiscal 2026, ending January 31, 2026. The company typically releases earnings after market close, followed by a conference call with management to discuss the quarterly results. Based on historical patterns, this aligns with Copart's standard earnings calendar schedule.
Copart (CPRT) Next Earnings Date
Copart, Inc. (CPRT) is scheduled to report its next earnings on February 19, 2026. This earnings release will cover the second quarter of fiscal 2026, ending January 31, 2026. The company typically releases earnings after market close, followed by a conference call with management to discuss the quarterly results. Based on historical patterns, this aligns with Copart's standard earnings calendar schedule.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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