XNYS · Consumer Discretionary · Home Improvement Retail
Home Depot is the world's largest home improvement specialty retailer, operating 2,364 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the US, Canada, and Mexico. Its stores offer building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of Interline Brands in 2015 allowed Home Depot to enter the MRO business, which has been expanded through the tie-up with HD Supply (2020). The 2024 tie-up with SRS will help grow professional demand in roofing, pool, and landscaping projects, while the 2025 purchase of GMS will lift building product sales through 1,340 distribution locations.
Temporary CEO medical leave is the main overhang, but Home Depot still delivered a solid quarter: EPS **$4.92** beat by $0.19 and revenue of **$47.9B** topped estimates. Guidance is modest, with FY26 sales up **2.5%-4.5%** and EPS roughly flat to **4%** growth, suggesting a mature but resilient home-improvement leader.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | Q2 2026 | 4.73 | 4.92 | +4.02% | $47.86B | ✅ Beat | +0.27% | +0.12% | — |
| 2026-05-19 | Q1 2026 | 3.41 | 3.43 | +0.59% | $41.77B | ✅ Beat | +0.93% | +2.68% | +10.53% |
| 2026-02-24 |
| Q4 2025 |
| 2.52 |
| 2.72 |
| +7.94% |
| $38.20B |
| ✅ Beat |
| -0.63% |
| -4.57% |
| -14.58% |
| 2025-11-18 | Q3 2025 | 3.83 | 3.74 | -2.35% | $41.35B | ❌ Miss | — | — | — |
| 2025-08-19 | Q2 2025 | 4.70 | 4.68 | -0.43% | $45.28B | ❌ Miss | — | — | — |
| 2025-05-20 | Q1 2025 | 3.59 | 3.56 | -0.84% | $39.86B | ❌ Miss | -1.65% | -1.76% | -7.27% |
| 2025-02-25 | Q4 2024 | 3.00 | 3.13 | +4.33% | $39.70B | ✅ Beat | — | — | — |
| 2024-11-12 | Q3 2024 | 3.64 | 3.78 | +3.85% | $40.22B | ✅ Beat | +1.76% | +0.92% | +2.81% |
Showing last 8 quarters.