Home Depot (HD)
NYSE:HD
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Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.73Last Year’s EPS
4.68Same Quarter Last Year
Strong Buy
Based on 25 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced view: solid top-line growth (sales +4.8%), strong digital momentum (online comps >10%), Pro outperformance, and strategic expansion through acquisitions (Mingledorff's) and fulfillment improvements. Those positives were offset by profit pressure — lower gross and operating margins, EPS decline (adjusted EPS down ~3.7%), higher inventories, and a drop in ROIC. Management reaffirmed FY26 guidance and emphasized execution and market-share opportunities, but flagged macro and cost uncertainties (weather variability, fuel, tariffs, rates).Company Guidance
Total Sales Growth
First-quarter sales totaled $41.8 billion, up 4.8% year-over-year (+$1.9 billion).
Digital Strength
Total company online comp sales grew over 10% year-over-year — fourth consecutive quarter of double-digit digital growth.
Comparable Sales Positive
Total company comp sales increased 0.6% (U.S. comps +0.4%) with sequential monthly cadence: +0.7% in February, +2.0% in March, -0.5% in April.
Pro Momentum and Product Performance
Pro posted positive comps and outperformed DIY; 9 of 16 merchandising departments posted positive comps. Comp average ticket rose +2.2%, and big-ticket transactions (>$1,000) were +0.8%.
Acquisition and SRS Scale Expansion
Completed acquisition of Mingledorff's (42 locations) to expand HVAC distribution; SRS platform now contributes to an expanded addressable market (~$1.2 trillion) and enterprise fleet ~16,000 delivery assets with ~5,000 professional sales associates.
Fulfillment and Service Improvements
Ship-from-best-location and operations changes reduced cancellations, improved fulfillment time and delivered record-high delivery customer satisfaction and on-time & complete performance; transitioned MET tasking in over 1,000 stores.
Capital Allocation and Guidance Reaffirmed
Invested $845 million in capex for the quarter, paid $2.3 billion in dividends, and reaffirmed FY26 guidance: comp sales flat to +2%, total sales +2.5% to +4.5%, gross margin ~33.1%, adjusted operating margin ~12.8%–13%, and adjusted diluted EPS flat to +4% vs FY25.
HD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | $299.81 | $302.44 | +0.88% |
Feb 24, 2026 | $374.49 | $381.93 | +1.99% |
Nov 18, 2025 | $353.37 | $332.10 | -6.02% |
Aug 19, 2025 | $387.36 | $399.63 | +3.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Home Depot (HD) report earnings?
Home Depot (HD) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is Home Depot (HD) earnings time?
Home Depot (HD) earnings time is at Aug 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HD EPS forecast?
HD EPS forecast for the fiscal quarter 2026 (Q2) is 4.73.
