Home Depot, Inc., The

Home Depot, Inc., The

Home Depot (HD) is the largest home improvement retailer in North America, operating several thousand stores across the US, Canada and supplying contractors and do‑it‑yourself customers. With a market capitalisation around $389.10B, its earnings are driven by product sales, pro-services for contractors and an expanding online channel. Investors often watch Home Depot for steady cash flow, a history of share buybacks and dividends, and its ability to manage inventory and supply chains. Performance ties closely to housing activity, renovation cycles and consumer confidence, so revenues can be cyclical. Competition from other big-box retailers and e-commerce players, plus sensitivity to interest rates and commodity costs, are important risks. This summary is general educational information, not personalised advice; investors should consider valuation, risk tolerance, and seek professional advice as appropriate. Past performance is not a guide to future returns and values can fall as well as rise.

Why It's Moving

Home Depot, Inc., The

Home Depot's FY2026 Guidance Signals Steady Growth Amid Pro Segment Momentum

Home Depot affirmed its fiscal 2026 outlook targeting 2.5-4.5% total sales growth and flat to 4% EPS expansion, building on a Q4 earnings beat that showcased resilience despite softer year-over-year demand. Investors are eyeing the company's aggressive push into professional customer tools and acquisitions like GMS as key drivers to offset housing market headwinds from high rates and slower turnover.
Sentiment:
🐃Bullish
  • Q4 EPS topped estimates at $2.72 versus $2.52 expected, with revenue of $38.2B edging past forecasts, highlighting operational efficiencies even as comparable sales dipped 3.8% YoY.
  • Pro business outpaced DIY in Q4, fueled by AI-powered project takeoffs, expanded trade credit, real-time delivery tracking, and tens of thousands of weekly Pro projects, gaining market share.
  • FY2026 guidance emphasizes SRS Distribution expansion and new stores, positioning Home Depot to capture bigger-ticket projects amid economic uncertainty.

When is the next earnings date for Home Depot, Inc., The (HD)?

Home Depot's next earnings release, for the first quarter of fiscal 2026 ending in early May, is estimated for May 19, 2026, prior to market open, based on the company's historical reporting patterns. This follows the most recent Q4 fiscal 2025 results reported on February 24, 2026. The exact date remains unconfirmed by the company, with estimates ranging from May 15 to May 20.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Home Depot's stock with a target price of $390.2, indicating growth potential.

Above Average

Financial Health

Home Depot is performing well with strong revenue and cash flow, indicating solid business health.

Average

Dividend

Home Depot's dividend yield of 2.04% offers a modest return for investors seeking dividends. If you invested $1000 you would be paid $20.40 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

📈

Sales Drivers Explained

Home Depot benefits from DIY demand and professional contractors; online growth complements store sales, though revenue can be cyclical with the housing market.

🌍

Market Reach

A large physical footprint across North America and growing e-commerce presence provide scale advantages, but competition and local housing trends vary regionally.

Operational Strengths

Focus on supply‑chain efficiency, inventory management and pro services supports margins, though input costs and logistics risks can affect profitability.

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