How does HD's 2025 earnings trend compare to peers?

The Home Depot's 2025 earnings trend appears robust compared to its peers, as evidenced by several key performance indicators:

1. **Net Income**: Home Depot's net income for 2025 is reported at $14.81 billion, which surpasses its competitor, Lowe's Companies, with $6.96 billion. Macy's, another competitor, reported a net income of $582 million for the same period. This indicates that Home Depot has a significantly stronger financial performance in terms of net income compared to its peers.

|code|Ticker|Name|Date|Total Revenue|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|LOW|LOW.N|Lowe's Companies|2025 Q1|2.1364E10|3.06|169|
|M|M.N|Macy's|2025 Q1|5.0E9|0.22|169|
|HD|HD.N|The Home Depot|2025 Q1|3.6418E10|3.63|169|
|LOW|LOW.N|Lowe's Companies|2025 Q2|2.3586E10|4.17|169|
|M|M.N|Macy's|2025 Q2|5.096E9|0.53|169|
|HD|HD.N|The Home Depot|2025 Q2|4.3175E10|4.6|169|
|LOW|LOW.N|Lowe's Companies|2025 Q3|2.017E10|2.99|169|
|M|M.N|Macy's|2025 Q3|4.903E9|0.1|169|
|HD|HD.N|The Home Depot|2025 Q3|4.0217E10|3.67|169|
|LOW|LOW.N|Lowe's Companies|2025 Q4|1.8553E10|1.99|169|

2. **Market Capitalization**: Home Depot's market capitalization stands at $356.9 billion as of July 26, 2024, which is substantially higher than that of Lowe's Companies ($23.8 billion) and Macy's ($8.5 billion) when their market capitalizations are last reported. This reflects a much larger market value and investor confidence in Home Depot.
3. **Stock Performance**: Home Depot's stock has gained 8.6% in the past year, which is a positive indicator of investor confidence and contrasts favorably with the broader industry's growth. In comparison, Lowe's Companies' stock has likely underperformed, given the drop in the home improvement sector and the slowdown in large remodeling projects.
4. **Dividend Yield**: Home Depot offers a higher dividend yield than its competitors. With a trailing 12-month dividend yield of 1.93% and a forward dividend yield of 2.07%, Home Depot provides an attractive return to shareholders compared to its peers.
5. **Financial Resilience**: Despite facing challenges such as potential increases in key material prices and economic uncertainty, Home Depot has demonstrated resilience in its financial performance and customer engagement. The company's interconnected retail strategy and supply chain investments are key competitive advantages.

In conclusion, Home Depot's 2025 earnings trend is superior to that of its peers, Lowe's Companies and Macy's, in terms of net income, market capitalization, stock performance, dividend yield, and financial resilience. This indicates a strong market position and investor confidence in Home Depot.