HD
The Home Depot·NYSE
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HD fundamentals
The Home Depot (HD) released its earnings on Feb 24, 2026: revenue was 38.20B (YoY -3.79%), beat estimates; EPS was 2.72 (YoY -13.10%), beat estimates.
Revenue / YoY
38.20B
-3.79%
EPS / YoY
2.72
-13.10%
Report date
Feb 24, 2026
HD Earnings Call Summary for Q4,2026
- Topline Growth: FY2025 sales +3.2% to $164.7B, driven by GMS acquisition and SRS share gains. Q4 comps +0.4%, in line with expectations.
- Pro Momentum: Pro sales growth accelerated with AI tools, delivery reliability at 2 Sigma, and Pro Xtra loyalty expansion.
- 2026 Outlook: Sales +2.5-4.5%, comps flat to +2%, EPS flat to +4%. Q1 EPS expected -mid-single digits YoY due to GMS integration.
- Strategic Moves: $9.2B in dividends, 15 new stores, and 40-50 SRS locations planned for 2026.
- Risks: Consumer uncertainty, housing turnover at 30-year lows, and macroeconomic headwinds.
EPS
Actual | 2.28 | 2.08 | 4.02 | 3.18 | 2.65 | 3.86 | 4.53 | 3.92 | 3.21 | 4.09 | 5.05 | 4.24 | 3.3 | 3.82 | 4.65 | 3.81 | 2.82 | 3.63 | 4.67 | 3.78 | 3.13 | 3.56 | 4.68 | 3.74 | 2.72 | |||||||||||||||
Forecast | 2.1066 | 2.2741 | 3.6814 | 3.0523 | 2.6346 | 3.083 | 4.4502 | 3.4167 | 3.1847 | 3.6868 | 4.9476 | 4.1206 | 3.2816 | 3.8021 | 4.4545 | 3.7549 | 2.7684 | 3.6013 | 4.5295 | 3.6513 | 3.0389 | 3.5957 | 4.7172 | 3.8343 | 2.527 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +8.23% | -8.54% | +9.20% | +4.18% | +0.58% | +25.20% | +1.79% | +14.73% | +0.79% | +10.94% | +2.07% | +2.90% | +0.56% | +0.47% | +4.39% | +1.47% | +1.86% | +0.80% | +3.10% | +3.52% | +3.00% | -0.99% | -0.79% | -2.46% | +7.64% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 25.78B | 28.26B | 38.05B | 33.54B | 32.26B | 37.50B | 41.12B | 36.82B | 35.72B | 38.91B | 43.79B | 38.87B | 35.83B | 37.26B | 42.92B | 37.71B | 34.79B | 36.42B | 43.17B | 40.22B | 39.70B | 39.86B | 45.28B | 41.35B | 38.20B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 25.76B | 27.56B | 34.53B | 31.83B | 30.63B | 34.82B | 40.80B | 34.95B | 34.88B | 36.71B | 43.36B | 37.95B | 35.97B | 38.31B | 42.19B | 37.59B | 34.64B | 36.63B | 42.57B | 39.31B | 39.15B | 39.30B | 45.41B | 41.17B | 38.09B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.08% | +2.53% | +10.22% | +5.36% | +5.34% | +7.70% | +0.79% | +5.35% | +2.40% | +6.00% | +1.00% | +2.43% | -0.39% | -2.76% | +1.71% | +0.32% | +0.41% | -0.57% | +1.42% | +2.31% | +1.41% | +1.42% | -0.30% | +0.45% | +0.28% |
Earnings Call
You can ask Aime
What does The Home Depot do and what are its main business segments?What guidance did The Home Depot's management provide for the next earnings period?What is The Home Depot's gross profit margin?What were the key takeaways from The Home Depot’s earnings call?What is the revenue and EPS growth rate for The Home Depot year over year?What were the key takeaways from The Home Depot's earnings call?What factors drove the changes in The Home Depot's revenue and profit?Did The Home Depot beat or miss consensus estimates last quarter?
