HD · Consumer
HOME DEPOT, INC.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-22
- Pro Channel MomentumImportance 34 · Surprise 42Home Depot’s investments in its Pro segment are reportedly increasing sales to professional customers and improving its ability to serve larger projects. Order-management capabilities, digital tools, and expanded…
- Strategic shift toward pro marketImportance 34 · Surprise 42Home Depot’s investments in its professional-customer segment are reportedly producing higher Pro sales and improved capabilities for larger projects. The initiatives include order-management systems, digital tools,…
- Interest Rate and Housing PressureImportance 32 · Surprise 24Home Depot CFO Richard McPhail described the U.S. housing market as “frozen,” citing an unprecedentedly low level of housing turnover lasting four years. Only 2.8% of homes changed hands during the first nine months of…
- Institutional Ownership IncreaseImportance 3 · Surprise 6State Street increased its Home Depot holdings by 499,168 shares during the second quarter. State Street’s total position reached 47.18 million shares valued at approximately $16.6 billion. Institutional investors…
News · 2026-09-18
- Workforce Training InvestmentImportance 31 · Surprise 42The Home Depot Foundation is launching its “Path to Pro Skills Explorers” curriculum to introduce 15 million young people ages 11–17 to skilled construction trades by 2032. The free, hands-on program was developed with…
News · 2026-09-15
- Supply Chain Tariff ImpactImportance 40 · Surprise 42Home Depot is using tariff refunds, pricing actions, sourcing changes and supply-chain measures to protect margins. Fuel, energy and other input costs remain elevated, increasing logistics and procurement pressure. The…
- Tariff Refund ApplicationsImportance 37 · Surprise 42Home Depot is relying on tariff refunds, pricing, sourcing, and supply-chain actions to mitigate margin pressure. The company is also facing elevated fuel, energy, and input costs. The reporting does not quantify the…
- Strategic Shift Toward Pro MarketImportance 34 · Surprise 42Home Depot executives reported continued gains with professional customers alongside strength in core home-improvement categories. Delivery investments and artificial-intelligence initiatives were cited as supporting…
- Pro Channel MomentumImportance 26 · Surprise 24Home Depot reported continued gains with professional customers, supporting broader strength in its core home-improvement categories. Pro sales were identified alongside delivery investments and AI as drivers of share…
- Digital Channel and Delivery GrowthImportance 23 · Surprise 24Delivery investments were cited as a contributor to Home Depot's second-quarter performance and share gains. Executives described delivery as part of broad-based strength across core home-improvement categories. The…
- Revenue Performance and MixImportance 20 · Surprise 24Home Depot executives said second-quarter performance exceeded the company’s original forecast. Core home-improvement categories showed broad-based strength during the quarter. Professional-customer sales, delivery…
News · 2026-09-14
- Strategic Shift Toward Pro MarketImportance 31 · Surprise 42Third-party reporting describes Home Depot as maintaining a dominant position in home-improvement retail. The company is emphasizing the pro-contractor market as a strategic growth focus. The article characterizes this…
- Institutional Ownership IncreaseImportance 22 · Surprise 42Bank of America Corp. acquired 16,390,122 Home Depot shares on September 14, 2026. The position was valued at approximately $5.78 billion. Bank of America now owns about 1.64% of Home Depot’s outstanding stock.
- Interest Rate and Housing PressureImportance 17 · Surprise 24Third-party reporting describes the housing market as frozen, with low existing-home sales weighing on home-improvement retail demand. It states that Home Depot’s Pro-contractor-focused model could benefit if mortgage…
News · 2026-09-13
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Home Depot has paid dividends for 158 consecutive quarters. The company has increased its dividend for 17 consecutive years. Its current dividend yield is approximately 3%, nearly three times the S&P 500’s yield.
News · 2026-09-11
- Quarterly Results and DividendImportance 37 · Surprise 6Home Depot reported quarterly revenue of $47.86 billion and EPS of $4.92, exceeding analysts’ expectations. The company declared a quarterly dividend of $2.33 per share. Professional customer growth and digital sales…
- Customer Dynamics (Pro Demand)Importance 17 · Surprise 24Home Depot was reported to have experienced growth among professional customers. The professional customer segment is identified as a positive factor despite broader concerns about housing weakness. No quantitative…
- Digital Channel and Delivery GrowthImportance 17 · Surprise 24The digest cited digital sales growth at Home Depot. Digital performance was characterized as a positive factor alongside professional customer growth. The report did not provide a sales percentage, delivery metric, or…
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting highlighted housing weakness and declining store traffic as demand headwinds for Home Depot. These pressures were discussed alongside positive professional-customer growth and digital sales. No…
- Macroeconomic Factors ImpactImportance 17 · Surprise 24Third-party reporting identifies housing-market weakness as a continuing concern for Home Depot in Q2 2026. The coverage also cites cost pressures and declining store traffic, which could weigh on demand and operating…
News · 2026-09-10
- Quarterly Results and DividendImportance 33 · Surprise 6Home Depot reported quarterly revenue of $47.86 billion, exceeding analysts’ estimates. Quarterly EPS was $4.92, also above expectations. The company declared a quarterly dividend of $2.33 per share.
- Market Demand TrendsImportance 17 · Surprise 24Home Depot is facing weak housing turnover, which is weighing on demand for home-improvement products. Consumers are also showing caution toward discretionary spending, creating near-term pressure on project-related…
- Macroeconomic Factors ImpactImportance 17 · Surprise 24Home Depot is facing near-term pressure from weak housing turnover and cautious discretionary spending in the housing market. The company also faces elevated operating costs, which may constrain results despite…
News · 2026-09-09
- Revenue Performance and MixImportance 49 · Surprise 32Home Depot reported second-quarter revenue of $47.86 billion, up 5.7% year over year. The reported revenue exceeded analyst expectations for the quarter. The digest does not provide a segment or geographic revenue…
- Products and TechnologyImportance 31 · Surprise 42Home Depot is reportedly partnering with TP-Link Systems Inc. on exclusive Tapo Camera Bundles. The bundles are associated with TP-Link’s Tapo smart-home camera products. The exclusive assortment indicates an expansion…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Home Depot declared a quarterly dividend of $2.33 per share. The dividend represented an approximately 3.0% yield based on the reported share price. The declaration provides a recurring cash return to shareholders…
- Net Earnings and EPS PerformanceImportance 6 · Surprise 6Home Depot reported second-quarter earnings per share of $4.92. The result exceeded analyst expectations for the quarter. The digest does not provide net income, operating margin, or the year-over-year EPS change.
News · 2026-09-07
- Revenue Performance and MixImportance 42 · Surprise 14Home Depot reported quarterly revenue of $47.86 billion, up 5.7% year over year. Adjusted earnings per share reached $4.92 and exceeded analyst expectations. The digest does not provide segment revenue, geographic…
- Digital Channel and Delivery GrowthImportance 31 · Surprise 42Home Depot is accelerating delivery through three-hour express service, faster big-and-bulky fulfillment, and next-day appliance delivery in more markets. The initiatives target shorter fulfillment times and broader…
- Pricing and PromotionsImportance 5 · Surprise 6Home Depot’s 2026 Labor Day sale ran from August 27 through September 9 across grills, power tools, outdoor equipment, and smart-home products. Reported discounts included up to 45% on Ryobi tools and up to $160 on…
News · 2026-09-06
- Market Demand TrendsImportance 20 · Surprise 24Home Depot’s sales remain sluggish as homeowners defer large renovation projects. Weak DIY demand is being associated with elevated mortgage rates and limited housing activity, while professional-customer demand is…
News · 2026-09-05
- Capital Return ProgramImportance 20 · Surprise 24Home Depot declared a quarterly dividend of $2.33 per share, payable September 17, 2026. The company also completed a significant share buyback program during the reported period. The digest does not disclose the…
- Pricing and PromotionsImportance 5 · Surprise 6Home Depot’s 2026 Labor Day sale ran from August 27 through September 9 across grills, power tools, outdoor equipment, and smart-home products. Reported discounts included up to 45% on Ryobi tools and up to $160 on…
News · 2026-09-04
- Market Demand TrendsImportance 20 · Surprise 24Home Depot’s sales remain sluggish as homeowners defer large renovation projects. Weak DIY demand is being associated with elevated mortgage rates and limited housing activity, while professional-customer demand is…
News · 2026-09-03
- AI Customer Experience ExpansionImportance 31 · Surprise 42Home Depot expanded its Magic Apron AI shopping assistant to more than 2,000 U.S. stores. The app allows customers to submit typed, spoken, or photographic questions, receive project guidance and exact aisle…
- Capital Return ProgramImportance 20 · Surprise 24Home Depot declared a quarterly dividend of $2.33 per share, payable September 17, 2026. The company also completed a significant share buyback program during the reported period. The digest does not disclose the…
News · 2026-09-02
- Revenue Performance and MixImportance 42 · Surprise 14Home Depot reported quarterly revenue of $47.86 billion, up 5.7% year over year. Adjusted earnings per share reached $4.92 and exceeded analyst expectations. The digest does not provide segment revenue, geographic…
- Interest Rate and Housing PressureImportance 32 · Surprise 24Mortgage rates reached a one-year high, increasing pressure on housing-related demand for Home Depot. Third-party reporting cited elevated mortgage rates, weak housing activity, limited homeowner mobility, and cautious…
- AI Customer Experience ExpansionImportance 31 · Surprise 42Home Depot expanded its Magic Apron AI shopping assistant to more than 2,000 U.S. stores. The app allows customers to submit typed, spoken, or photographic questions, receive project guidance and exact aisle…
- Supply Chain and Logistics StrengthImportance 31 · Surprise 42Home Depot is expanding fulfillment capabilities to accelerate delivery across its network. Reported initiatives include three-hour express service, faster fulfillment for big-and-bulky merchandise, and next-day…
- Capital Return ProgramImportance 20 · Surprise 24Home Depot declared a quarterly dividend of $2.33 per share, payable September 17, 2026. The company also completed a significant share buyback program during the reported period. The digest does not disclose the…
News · 2026-09-01
- Revenue Performance and MixImportance 42 · Surprise 14Home Depot reported quarterly revenue of $47.86 billion, up 5.7% year over year. Quarterly EPS was $4.92, exceeding analyst expectations alongside the revenue beat. Sales mix shifted toward Pro customers, smaller…
- AI Customer Experience ExpansionImportance 31 · Surprise 42Home Depot expanded its Magic Apron AI shopping assistant with localized store knowledge across all over 2,000 U.S. locations. Customers can access the tool through text, voice-to-text, or image search in the mobile…
- Quarterly Dividend DeclarationImportance 25 · Surprise 6Home Depot declared a quarterly dividend of $2.33 per share. The dividend was reported alongside quarterly revenue of $47.86 billion and EPS of $4.92. The indicated dividend yield was approximately 2.8% based on the…
- Customer Dynamics (Pro Demand)Importance 17 · Surprise 24Home Depot is experiencing weakness in its do-it-yourself business as cautious consumers defer large discretionary home-improvement projects. Pro customer sales, smaller repair projects, and digital engagement are…
- Interest Rate and Housing PressureImportance 17 · Surprise 24Mortgage lock-in and elevated borrowing costs are suppressing U.S. housing turnover, with only 13.5% of Americans likely to change residence over the next year. Home Depot’s CFO reportedly cited housing affordability…
News · 2026-08-31
- Institutional Ownership IncreaseImportance 9 · Surprise 6Seven institutional investors reported new Home Depot positions during the second quarter or an unspecified recent quarter, with disclosed purchases totaling approximately $198.0 million. CIBC World Market Inc.…
News · 2026-08-27
- AI Customer Experience ExpansionImportance 31 · Surprise 42The Home Depot expanded its Magic Apron AI assistant to all U.S. stores with localized store knowledge. The tool helps customers and associates navigate stores, locate products, ask product-specific questions, and…
- Institutional Ownership ChangeImportance 16 · Surprise 24AssuredPartners Investment Advisors LLC acquired 8,600 shares of The Home Depot during the second quarter. The position was valued at approximately $3.033 million according to the firm’s latest Form 13F filing. The…
News · 2026-08-26
- Guidance and OutlookImportance 47 · Surprise 32Home Depot reaffirmed its fiscal 2026 full-year guidance despite a weak housing environment. The reaffirmed outlook includes 1.7% comparable-sales growth, with the Pro segment identified as the main driver. Third-party…
- Revenue Performance and MixImportance 37 · Surprise 32Home Depot reported second-quarter revenue of $47.86 billion, up 5.7% year over year. Comparable sales are expected to increase 1.7% for fiscal 2026, with the Pro segment driving performance while high mortgage rates…
- Gross Margin DriversImportance 34 · Surprise 42A significant tariff refund boosted Home Depot’s reported quarterly earnings and adjusted EPS of $4.92. The refund creates a nonrecurring benefit that makes underlying earnings performance less representative of…
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Home Depot’s distribution arm, SRS, is described as a leading contributor to company comparable sales despite the frozen housing market. The company is integrating SRS’s catalog into Home Depot stores and expanding its…
- Pro Channel MomentumImportance 34 · Surprise 42Home Depot’s Pro segment is driving comparable-sales performance while the housing market remains frozen. Its SRS distribution arm has reportedly shifted from underperforming to leading company comparable sales. Home…
- Retail Media Network ExpansionImportance 31 · Surprise 42Home Depot appointed Christine Foster, formerly of Kroger Precision Marketing, as general manager and vice president of Orange Apron Media. She will start on September 8 and oversee the retailer’s advertising…
- Tariff Refund ApplicationsImportance 30 · Surprise 42A significant one-time tariff refund contributed to Home Depot’s reported quarterly earnings. Third-party reports characterize the refund as a material boost to the period’s results, indicating that the benefit may not…
- Interest Rate and Housing PressureImportance 17 · Surprise 24Higher mortgage costs are weighing on consumer spending on home-improvement projects in the United States. The weak or “frozen” housing market is shifting demand toward smaller projects and reducing transaction…
- Quarterly Dividend DeclarationImportance 10 · Surprise 6Home Depot declared a quarterly dividend of $2.33 per share. The dividend was reported alongside second-quarter revenue of $47.86 billion and adjusted EPS of $4.92. The declaration represents continued cash…
10-Q · 2026-08-25
- FX / Currency ImpactImportance 20 · Surprise 24A weaker U.S. dollar compared with the second quarter of fiscal 2025 increased Home Depot’s second-quarter net sales by $105 million. For the first six months of fiscal 2026, the weaker dollar increased net sales by…
- Distribution ChannelsImportance 10 · Surprise 6Home Depot sells home improvement products through stores and online channels, supplemented by installation services and tool and equipment rental. Its Primary segment operates across the U.S., Canada, and Mexico and…