HD · Full Picture

HOME DEPOT, INC. — the full picture

Earnings window · 2026-05-27 to 2026-11-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 84
    -17.5% operating_income; 2 sources (news, sec_filing); 7 forward row(s); structured_verified
    Estimated future amortization expense related to definite-lived intangible assets as of August 2, 2026: Total $9,833 million; Fiscal 2026 - remaining $6,827 million.
  2. Capital Return Program · Buybacks & dividendsPriority 81
    -9.1% cash; 2 sources (news, sec_filing); 3 forward row(s); structured_verified
    Company paused share repurchases in March 2024 and had not resumed as of May 3, 2026.
  3. Revenue Performance and Mix · Revenue growth & mixPriority 76
    +8.8% revenue (realized); 3 sources (news, press_release, sec_filing); 4 forward row(s); structured_verified
    The Zacks Consensus Estimate for Home Depot revenue projected net sales of $42.72 billion, up 3.3% from the year-ago period.
  4. Capital Allocation · UnclassifiedPriority 71
    -0.8% cash; 3 sources (news, press_release, sec_filing); 1 forward row(s); structured_verified
    Fiscal 2026 guidance: capital expenditures of approximately 2.5% of total sales.
  5. Segment Revenue Breakdown · Revenue growth & mixPriority 70
    +100.0% revenue (realized); quote_verified
    Primary segment net sales for the three months ended May 3, 2026: $37,763 million; Other net sales: $4,002 million.
  6. Capital Expenditure Guidance · Capital expenditurePriority 68
    -3.1% cash; 2 sources (news, sec_filing); 2 forward row(s); structured_verified
    Planned capital expenditures for fiscal 2026: approximately $4 billion, ~2.5% of projected fiscal 2026 net sales.
  7. Guidance / Outlook · Guidance & outlookPriority 67
    +3.8% revenue; 2 sources (news, press_release); 13 forward row(s); quote_verified
    Fiscal 2026 guidance: operating margin of approximately 12.4% to 12.6%.
  8. Market Demand Trends · Demand, orders & backlogPriority 63
    3 sources (news, press_release, sec_filing); 1 forward row(s); quote_verified
    Average ticket during the three months ended May 3, 2026: $92.76, up from $90.71 (2.3% increase).
  9. Outstanding Indebtedness · Debt, leverage & refinancingPriority 61
    -4.7% net_income; 2 sources (press_release, sec_filing); 1 forward row(s); structured_verified
    Fiscal 2026 guidance: net interest expense of approximately $2.3 billion.
  10. Geographic Market Commentary · Geographic mixPriority 60
    +100.0% revenue (realized); quote_verified
    Net sales – in the U.S. for the three months ended August 2, 2026: $43,907 million; net sales outside the U.S.: $3,954 million.
  11. Product Department Performance · UnclassifiedPriority 57
    +90.4% revenue (realized); quote_verified
    Net sales by major product line in Primary segment for three months ended May 3, 2026: Building Materials $12,971 million; Décor $12,605 million; Hardlines $12,187 million.
  12. Inventory and Working Capital · Working capitalPriority 56
    quote_verified
    Accounts payable at May 3, 2026: $14,373 million.

Threads by pillar

Revenue & Demand Priority 94 · 14 threads

Costs & Margins Priority 69 · 9 threads

Capital & Balance Sheet Priority 96 · 10 threads

Strategy & Portfolio Priority 89 · 8 threads

Legal, Regulatory & Policy Priority 56 · 7 threads

Guidance & Outlook Priority 67 · 1 thread

Macro & Market Conditions Priority 57 · 5 threads

Management & Governance Priority 42 · 3 threads

Shareholders & Street Priority 23 · 1 thread

Unclassified Priority 91 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
operating_income-19.2%+19.2%+12.4%
cash-13.8%+13.8%-12.9%
revenue+5.3%+5.3%+304.5%
net_income-4.7%+4.7%+0.9%
assets+3.1%+3.1%+3.5%
liability-0.8%+0.8%+2.3%
margin-0.3%+0.3%+1.0%