HD

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Consolidated net sales grew 24% to a record $195 million, primarily driven by a 26% increase in maintenance products across all three trade blocks. The Americas saw 29% growth fueled by expanded distribution and a high-impact 'King of the Hill' promotional campaign with Disney and Home Depot, which yielded 75% incremental sales. Premiumization remains a key margin and loyalty driver, with Smart Straw and EZ-REACH formats now representing approximately 50% of Multi-Use product sales. WD-40 Specialist sales increased 22% globally, supported by a focused strategy on the top six products that generate 80% of the range's revenue. Management attributed a portion of the Q3 performance to advanced buying in EMEA and China as customers hedged against geopolitical uncertainty and upcoming price increases. A leadership transition was initiated to create new roles focused on strategy, innovation, and digital technologies to accelerate long-term execution. The company decided to retain its Americas home care and cleaning brands as 'harvest' assets after determining the macro environment was not conducive to a bundled divestiture. Fiscal year 2026 reported net sales guidance was raised to 10% to 12% growth, reflecting the reclassification of home care assets and strong year-to-date momentum. Management expects near-term gross margin pressure in Q4 as higher input costs from Middle East disruptions flow through production cycles. The company has implemented mid-to-high single-digit price increases in EMEA and Asia Pacific to mitigate cost inflation, with the full benefit expected in fiscal year 2027. A new 'Enduring Business Model' will launch in fiscal year 2027, committing to growing adjusted EBITDA faster than net sales through increased operating leverage. The WD-40 Specialist range is targeted for continued 10% annual growth, supported by the global rollout of the new bio-based lubricant over the next 18 months. A $1.3 million non-cash amortization catch-up expense was recorded following the reclassification of home care brands from 'held for sale' to 'held for use'. Geopolitical developments in the Middle East caused specialty chemical and base oil costs to increase by 40% to 100%, leading to a downward revision of t...

It has been about a month since the last earnings report for Lowe's (LOW). Shares have added about 2.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Lowe's due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Lowe's Companies, Inc. before we dive into how investors and analysts have reacted as of late. Lowe’s reported first-quarter fiscal 2026 results, wherein both earnings and sales surpassed the Zacks Consensus Estimate. The home improvement retailer delivered another quarter of positive comparable sales growth, driven by strong spring execution, continued momentum in the Pro and online businesses, and solid demand across appliances and home services. Management has highlighted that Lowe’s Total Home strategy continues to resonate with both Pro and DIY customers despite a challenging housing backdrop. The company has also reaffirmed its fiscal 2026 outlook, reflecting confidence in strategic initiatives, productivity improvements and ongoing market-share gains. Adjusted earnings were $3.03 per share, rising 3.8% year over year and beating the Zacks Consensus Estimate of $2.96 by 2.4%. On a reported basis, earnings per share came in at $2.90 compared with earnings of $2.92 in the prior-year quarter. Results included $96 million in pre-tax expenses tied to the acquisitions of Foundation Building Materials and Artisan Design Group.Net sales came in at $23.1 billion, rallying 10.3% from the year-ago quarter and surpassing the consensus mark of $22.9 billion by 0.6%. The upside was fueled by a 0.6% increase in comparable sales and was supported by strong spring demand, continued strength in Pro sales and a robust 15.5% increase in online sales. Appliances and home services also remained key growth contributors during the quarter. Gross profit increased 8% to $7.54 billion from $6.99 billion in the prior-year quarter. The gross margin for the quarter was 32.7%.Selling, general and administrative expenses increased 9.3% to $4.42 billion from $4.05 billion in the prior-year period. However, SG&A expenses, as a percentage of sales, improved 10 basis points year over year to 19.2%. Depreciation and amortization expenses rose to $566 million from $446 m...

It has been about a month since the last earnings report for Home Depot (HD). Shares have added about 5.4% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Home Depot due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for The Home Depot, Inc. before we dive into how investors and analysts have reacted as of late. Home Depot delivered first-quarter fiscal 2026 results that topped the Zacks Consensus Estimate on both the top and bottom lines. Adjusted earnings were $3.43 per share, down 3.7% from the year-ago quarter but came above the consensus mark of $3.40.Net sales rose 4.8% year over year to $41.77 billion and beat the consensus estimate of $41.49 billion. Customer transactions totaled 391.1 million, down 0.9% year over year, while average ticket increased 2.3% to $92.76. The underlying business demand has been relatively similar to the trends seen throughout fiscal 2025, amid consumer uncertainty and housing affordability pressure.Comparable sales (comps) increased 0.6% in the quarter, with U.S. comps up 0.4%. Foreign exchange rates provided an additional lift, contributing roughly 55 basis points (bps) to comps. Gross profit increased 2.4% to $13.78 billion, supported by the higher sales. However, the cost of sales rose faster than revenues, putting gross margin under pressure compared with the prior-year period. The gross margin was 33%, down 80 bps year over year. Our model predicted a 90-bps year-over-year decline in the gross margin to 32.9% for the fiscal first quarter.Selling, general and administrative (SG&A) expenses of $7.77 billion increased 5.7% from $7.96 billion in the year-ago quarter. As a percentage of sales, SG&A was 19.1%, up roughly 20 bps year over year.Adjusted operating income was $5.15 billion, down 2.3% year over year, while the operating margin of 12.3% contracted 90 bps year over year. Home Depot ended first-quarter fiscal 2026 with cash and cash equivalents of $1.60 billion, long-term debt (excluding current installments) of $44.8 billion and stockholders’ equity of $13.9 billion. In first-quarter fiscal 2026, the company generated $6.03 billion of net cash from operating activities.Merchandise inventories were $27.28 billion and net receivables wer...

The Home Depot Inc.’s HD first-quarter fiscal 2026 results suggest that the home improvement giant may be showing early signs of stabilization, even as housing-market headwinds persist. In the quarter, sales increased 4.8% year over year to $41.8 billion, while comparable sales rose 0.6%, marking a return to positive comps growth. Although adjusted earnings per share (EPS) declined 3.7% to $3.43, management emphasized that results were in line with expectations and reflected a demand environment similar to that seen throughout fiscal 2025.A notable positive was the resilience of Home Depot’s Pro business, which outperformed DIY customers in the fiscal first quarter. The company also reported positive comparable sales in nine of its 16 merchandising departments, including power, plumbing, paint and electrical. Big-ticket transactions above $1,000 increased 0.8%, though larger discretionary projects remained pressured by elevated interest rates and housing affordability challenges.Strategic investments continue to support Home Depot’s long-term growth outlook. Online sales grew more than 10% year over year, marking the fourth consecutive quarter of double-digit digital growth. The company is also expanding its Pro ecosystem through acquisitions such as Mingledorff’s and leveraging SRS Distribution to deepen its presence in specialty trade categories, including roofing, HVAC and building materials. These initiatives are designed to capture a larger share of the $700-billion Pro market and drive sustained market-share gains.While management does not expect a significant improvement in underlying demand this year, it reaffirmed its fiscal 2026 guidance and expects comparable sales growth of flat to 2%, alongside earnings growth of flat to 4%. With positive comps, strong Pro momentum and continued strategic execution, Home Depot appears positioned for a gradual earnings recovery as market conditions normalize. While Home Depot continues to strengthen its Pro and omnichannel strategies, peers Lowe’s Companies Inc. LOW and Williams-Sonoma Inc. WSM are executing initiatives aimed at driving market share gains and narrowing the competitive gap.Lowe’s fiscal 2026 outlook shows early signs of stabilization, supported by positive comps, Pro momentum and digital gains. In first-quarter fiscal 2026, sales rose 10.3% to $23.1 billion, comps increased 0.6% and adjusted EPS g...

Over the last six months, Home Depot’s shares have sunk to $328.82, producing a disappointing 7.9% loss - a stark contrast to the S&P 500’s 8.4% gain. This may have investors wondering how to approach the situation. Is there a buying opportunity in Home Depot, or does it present a risk to your portfolio? Get the full breakdown from our expert analysts, it’s free. Even though the stock has become cheaper, we’re swiping left on Home Depot for now. Here are three reasons we avoid HD, plus one stock we’d rather own. A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Regrettably, Home Depot’s sales grew at a sluggish 2.3% compounded annual growth rate over the last three years. This was below our standards. Same-store sales is an industry measure of whether revenue is growing at existing stores, and it is driven by customer visits (often called traffic) and the average spending per customer (ticket). Home Depot’s demand within its existing locations has barely increased over the last two years as its same-store sales were flat. Gross profit margins are an important measure of a retailer’s pricing power, product differentiation, and negotiating leverage. Home Depot has bad unit economics for a retailer, signaling it operates in a competitive market and lacks pricing power because its inventory is sold in many places. As you can see below, it averaged a 33.2% gross margin over the last two years. That means Home Depot paid its suppliers a lot of money ($66.77 for every $100 in revenue) to run its business. Home Depot’s business quality ultimately falls short of our standards. Following the recent decline, the stock trades at 21.3× forward P/E (or $328.82 per share). Investors with a higher risk tolerance might like the company, but we don’t really see a big opportunity at the moment. We’re fairly confident there are better investments elsewhere. Let us point you toward the most entrenched endpoint security platform on the market. ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Home Depot (NYSE:HD) is accelerating a shift toward professional contractors through acquisitions of specialty distributors including SRS Distribution and Mingledorff’s. These deals move HD further into building materials, roofing, and HVAC distribution, expanding its reach beyond big-box retail stores. The company is building a larger ecosystem for Pros, with more trade-focused inventory, services, and logistics support. For years, Home Depot has been best known as a home improvement retailer for both do it yourself consumers and professional contractors. The recent push into specialty distribution, highlighted by SRS Distribution and Mingledorff’s, takes that dual model in a new direction by placing more weight on higher frequency, trade-driven business. This shift matters for investors because it ties HD closer to the day to day needs of contractors rather than just project based consumer spending. For you as an investor, a key consideration is how this new mix of customers, products, and channels could change the company’s earnings profile over time. The acquisitions also create opportunities for cross selling between store, online, and distribution customers, which may gradually reshape how HD generates and reports its revenue across Pro and consumer segments. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. We've flagged 1 risk for Home Depot. See which could impact your investment. Home Depot’s shift toward professional contractors is not just a repositioning of who it sells to, it is a shift in how the business earns money over time. Acquisitions like SRS Distribution and Mingledorff’s plug HD directly into roofing, landscaping, pool supplies, and HVAC distribution, which tend to be recurring maintenance categories rather than one off DIY projects. That pushes the mix toward larger ticket orders, more frequent purchasing, and trade credit relationships that look closer to industrial distribution than classic retail. For you, the key question is how quickly HD can integrate t...

RH RH is scheduled to report its first-quarter fiscal 2026 (ended May 2, 2026) results on June 11, after the closing bell.In the last reported quarter, the company’s adjusted earnings per share of $1.53 missed the Zacks Consensus Estimate of $2.21 by 30.8%. The reported figure decreased slightly by 3.2% from $1.58 in the year-ago period. Net revenues of $842.6 million also lagged the consensus mark of $872 million but improved 3.7% year over year.RH’s earnings surpassed estimates in only one of the trailing four quarters and missed on the other three occasions, but the average surprise was positive 46.5%. The Zacks Consensus Estimate for the fiscal first quarter indicates a loss of $2.07 per share, which has remained unchanged over the past 30 days. In the year-ago period, the company reported earnings of 13 cents per share.The consensus estimate for revenues is pegged at $791.6 million, indicating a 2.7% year-over-year decline. RH price-eps-surprise | RH Quote Assessing the Sales Environment: RH’s fiscal first-quarter revenue performance is likely to have been pressured by continued weakness in the U.S. housing market, which management has described as one of the most difficult environments in decades for home-related spending. Elevated mortgage rates and macroeconomic uncertainty may have weighed on furniture demand, particularly for larger discretionary purchases. Management guided for first-quarter fiscal 2026 revenue growth of negative 2% to negative 4%, reflecting expectations for a soft demand environment.Despite these headwinds, several company-specific initiatives may have provided support. RH entered fiscal 2026 with momentum from market-share gains and revenue growth that outpaced many industry peers. The company continued to benefit from its luxury positioning, expansive gallery network and integrated hospitality model, which help drive customer engagement and brand awareness. Management also remained optimistic about growth opportunities tied to new gallery concepts and international expansion efforts.However, the quarter is likely to have seen limited contribution from RH Estates, the company’s new traditional luxury furnishings concept. Management indicated that major launch activities would occur during the second quarter, with meaningful revenue benefits expected later in the year.Factors Affecting Profitability: Profitability is expected to...

This article first appeared on GuruFocus. Release Date: May 21, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Carysil Ltd (BOM:524091) reported a strong financial performance for FY26 with a total income growth of 14%, EBITDA growth of 31%, and PAT growth of 54%. The company maintained operational stability despite industry-wide inflationary pressures, ensuring uninterrupted operations across all facilities. Carysil Ltd (BOM:524091) is expanding its global presence, with significant growth in marquee global customers like Lowe's, IKEA, and Home Depot. The company is investing in capacity expansion, with new quartz capacity expected to become operational in Q1 FY27, and stainless steel manufacturing capacity increased to 250,000 units per year. Carysil Ltd (BOM:524091) is focusing on innovation and automation, which is expected to support profitability and operational efficiency in the long term. The UK market remains challenging due to economic conditions, although Carysil Ltd (BOM:524091) is managing to increase its market share. The company faces geopolitical uncertainties and freight disruptions, which could impact its ability to export products efficiently. There is a risk of increased costs due to rising MMA prices, although the company has managed to pass some of these costs onto customers. The Indian market, while growing, requires significant investment in marketing and distribution to achieve the company's ambitious revenue targets. Carysil Ltd (BOM:524091) is experiencing delays in shipping and container availability, which could affect delivery timelines and customer satisfaction. Warning! GuruFocus has detected 6 Warning Sign with BOM:524091. Is BOM:524091 fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide insights into the demand scenario in the UK market and the capacity dedicated to it? A: The UK market is currently challenging, but we are performing well. Our manufacturing in the UK is solely for that market. Despite the tough conditions, we have developed 15 new customers in the last three quarters, increasing our market share. The UK market appears to have bottomed out, and we are optimistic about future opportunities. (Respondent: Unidentified_2) Q: What is the outlook for the Indian market, especially with the recent e-commerce developments? A: We ai...

Home Depot’s first quarter results for 2026 met Wall Street’s revenue expectations and delivered a modest adjusted earnings per share beat, with market reaction remaining largely unchanged. Management attributed the quarter’s performance to continued growth in its Pro segment, ongoing investments in digital platforms, and positive engagement in spring-related categories, despite persistent caution among consumers regarding larger discretionary projects. CEO Ted Decker emphasized that, while underlying demand remained steady, “the large cross-category project is muted,” reflecting consumer uncertainty and housing affordability pressures. The company’s acquisition of Mingledorff’s, a regional HVAC distributor, was highlighted as a strategic move to deepen its presence in the professional market. Is now the time to buy HD? Find out in our full research report (it’s free). Revenue: $41.77 billion vs analyst estimates of $41.63 billion (4.8% year-on-year growth, in line) Adjusted EPS: $3.43 vs analyst estimates of $3.41 (0.7% beat) Adjusted EBITDA: $5.82 billion vs analyst estimates of $5.90 billion (13.9% margin, 1.4% miss) Operating Margin: 11.9%, in line with the same quarter last year Locations: 2,361 at quarter end, up from 2,350 in the same quarter last year Same-Store Sales were flat year on year, in line with the same quarter last year Market Capitalization: $311.8 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Scot Ciccarelli (Truist): Asked about the share of sales tied to large-scale projects and how much this segment’s softness is impacting overall results. CEO Ted Decker said the company tracks sales by ticket size and department breadth but does not disclose the exact proportion, noting that large cross-category projects remain muted. Seth Sigman (Barclays): Questioned the drivers behind guidance for comp improvement throughout the year and the progress of Pro initiatives. Decker responded that higher second-half comps will be driven by normalized store activity, while progress in the Pro business is measured by increased share and engagement in complex projects. Christopher Horvers (JPMorgan): Inq...

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Home Depot’s earnings: The good and the “meh.” Home Depot stock: value investment or value trap? Are interest rates really the problem for housing? Where to invest in the “coiled spring” of home equity Mailbag: Reinvest dividends or put the money to work elsewhere? Mailbag: Where to invest in green energy? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. Before you buy stock in Home Depot, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Home Depot wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 26, 2026. This podcast was recorded on May 19, 2026. Tyler Crowe: Home Depot and housing on today's Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe, and today, I’m joined by the usual Tuesday crew. I’ve got Lou Whiteman and Matt Frankel, longtime Fool contributors, here today. We're going to get into Home Depot's earnings, which reported before the bell today, as well as take a look at, I would say, a broader look at the housing industry in general, residential construction, building supply companies in general, because Home Depot is a great time to expand on this broader world that we see in the housing world because there are trillions of dollars associated with a lot of announcing opportunities. Of course, when we finish up, we'll get into the mailbag. But as I said, we're going...

Interested in Target Corporation? Here are five stocks we like better. Walmart, Home Depot, and other retailers say consumers remain active but increasingly price-sensitive. Buy-Now-Pay-Later delinquencies are rising sharply, signaling growing financial stress among lower-income consumers. Investors may need a more selective approach toward retail and consumer-facing stocks in a bifurcated economy. The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in history. That doesn’t mean investors are leaving the market, but the concentration of market winners is still not broadly expanding to other sectors. The recent retail earnings reports aren’t going to change that. On the surface, the consumer looks resilient. The retail sales data continues to at least meet, if not exceed, expectations. However, all may not be as it seems. Retail giants like Walmart Inc. (NASDAQ: WMT), Home Depot (NYSE: HD) and TJX Companies (NYSE: TJX) have been telling a cautious story. → Voya Financial Grows Earnings Across All 3 Business Segments Consumers are still spending, but with real intentionality. And since investors are also consumers, it may be getting harder to separate the two. The investor deciding whether to add a retail stock to their portfolio and the shopper deciding whether to remodel their kitchen are, increasingly, the same person making the same calculation: is now the right time to commit? The word "choiceful" has become part of the retail lexicon. Walmart used it explicitly on its Q1 earnings call to describe a customer who is still showing up but making sharper trade-offs at every price point. Management also pointed to consumers shifting toward private-label brands, even among higher-income consumers. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Home Depot offered one of the more telling data points of the earnings season: same-store sales growth remained modest, with customers completing smaller repair and maintenance projects while continuing to defer large remodels. Lowe's (NYSE: LOW) also spoke of a consumer who is engaged but not confident. Both stocks have held up reasonably well because repair-and...

It's been a good week for The Home Depot, Inc. (NYSE:HD) shareholders, because the company has just released its latest quarterly results, and the shares gained 5.2% to US$313. Home Depot reported in line with analyst predictions, delivering revenues of US$42b and statutory earnings per share of US$3.30, suggesting the business is executing well and in line with its plan. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Following the latest results, Home Depot's 32 analysts are now forecasting revenues of US$171.0b in 2027. This would be a satisfactory 2.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 2.7% to US$14.45. Before this earnings report, the analysts had been forecasting revenues of US$171.1b and earnings per share (EPS) of US$14.52 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. View our latest analysis for Home Depot With no major changes to earnings forecasts, the consensus price target fell 7.5% to US$370, suggesting that the analysts might have previously been hoping for an earnings upgrade. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Home Depot, with the most bullish analyst valuing it at US$430 and the most bearish at US$310 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest es...