HD · 10-Q · 2026Q2 · Full report

SRS Net Sales Growth

HOME DEPOT, INC. · 2026-05-27 · Importance 83 · Surprise 82 · No source text

Net sales presented in the Company’s Other category (SRS non-reportable operating segments) rose materially year-over-year, with Other net sales of $4.0 billion in Q1 fiscal 2026 versus $2.6 billion in Q1 fiscal 2025 (an increase >50%). The filing attributes the inclusion of interior and construction products in Other beginning in Q3 fiscal 2025 upon the acquisition of GMS. Operating income and associated cost of sales and operating expenses within these SRS segments also increased materially (costs/expenses totaling $4.0 billion in Q1 2026 vs $2.5 billion in Q1 2025). The Company highlights SRS distribution operations across roofing, building, interior/construction, landscape and pool product lines.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+0.6%Total comparable sales for the first quarter of fiscal 2026 increased 0.6%.