HD

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...

The second-quarter earnings season is nearly in the books. Quarterly earnings are one of the most important drivers of the stock market, and while they're typically examined on an individual or sector level, it's worth taking a look at what corporate earnings at large say about the state of the stock market and the economy, especially at a time of high market volatility due to the ongoing conflict around the Strait of Hormuz and elevated oil prices. Let's take a look at three takeaways from first-quarter results. Major retailers Walmart (NASDAQ: WMT), Target (NYSE: TGT), and Home Depot (NYSE: HD) typically have their finger on the pulse of the American consumer, and are among the barometers to watch for consumer spending. Target and Walmart reported strong comparable sales in the U.S., though both companies expressed cautiousness around the rest of the year, and noted evidence that higher gas prices are weighing on consumer spending. Walmart said the average consumer is filling their tank up with less than 10 gallons of gas, a sign of distress that it hasn't seen since 2022. Retailers also noted the benefit from higher tax refunds in the first quarter, which will roll off over the rest of the year. Both stocks fell following their reports as investors seemed to be spooked by the lack of confidence looking forward. Similarly, Home Depot described weakness among DIY shoppers, who delayed spending on the largest discretionary projects. Reports from major semiconductor stocks and the hyperscalers showed the AI boom is accelerating. Nvidia reported 85% revenue growth in its first quarter, its third straight period of accelerating revenue growth, and hyperscalers saw accelerating growth in cloud revenue. For example, Amazon (NASDAQ: AMZN) Web Services reported its fastest revenue growth in 15 quarters at 28%. Google Cloud revenue jumped 63% in the first quarter, up from 48% sequentially, and Microsoft (NASDAQ: MSFT) Azure grew by 40%. Those are all signs of strong demand for AI compute, which is driving the AI boom. Additionally, CPU stocks like Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Arm (NASDAQ: ARM) all surged as AI development shifts toward agentic AI, which relies more on CPUs for inference rather than the GPUs used for AI training. Despite larger concerns about high interest rates, a weak labor market, and pressure from higher energy prices, Wall Street...

Interested in Lowe's Companies, Inc.? Here are five stocks we like better. Lowe's stock price decline is over; what comes next includes capital returns and eventual price recovery. Cash flow enables balance sheet improvements and capital returns in 2026: share buybacks are a catalyst for future quarters. Analysts set the floor for this market and indicate a 20% upside potential. While Lowe’s Corporation (NYSE: LOW) and competitors like Home Depot (NYSE: HD) face headwinds and hurdles in 2026, the technical setup is shaping up for a rebound in the back half. While Q1 earnings results were good, the soft guidance led to post-release market weakness, which is the operative factor. The post-release weakness in LOW shares took the price below $215 and triggered a robust response. The response? Buying. Whether it was bottom-seekers, value-hunters, or income investors doesn’t matter. What matters is that support was confirmed at a level that has been in play for years. → CAVA Group’s Stock Looks Delicious After Strong Earnings First reached in the wake of the COVID-19 scare and subsequent market explosion, $215 is now a critical pivot point for this market. The question now is whether Lowe’s can sustain business and grow from its 2026 levels, or whether it’s facing a contraction. The likely outcome, based on store-count growth and positive Q1 comps, is that Lowe’s can continue to grow from this level, generating ample cash flow and paying investors while it does so. Growth is unlikely to be robust, but there is always hope that the housing market thaws. As it stands, Lowe’s growth is centered on market share gains, digital, and its pro segment. Lowe’s had a decent Q1, with revenue of $23.10 up 10.4%. The growth was driven in large part by the FBM acquisition, but organic strength was present. Comps increased by 0.6%, underpinned by growth pillars including Home Services, Pro, and appliances. Digital was also critical to the strength, increasing by 15.5% as consumers lean into same-day delivery and pick-up. The company’s efforts to improve fulfillment, marketing, and customer experiences are paying off. → SpaceX IPO: Opportunity? Or the Ultimate Hype Trade? Margin news was good. The company experienced margin pressures, but less than expected, leaving the gross, operating, and net profit above consensus forecasts. Adjusted earnings outpaced consensus by approximatel...

The Home Depot, Inc. (NYSE:HD) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 20, DA Davidson analyst Michael Baker lowered the firm’s price recommendation on The Home Depot, Inc. (NYSE:HD) to $377 from $445. It reiterated a Buy rating on the shares. The analyst noted that the stock turned slightly positive after its initial post-earnings decline. He said that may have been tied to commentary during the earnings call, suggesting that May trends improved after sales weakened in the second half of April, apparently due to weather conditions. Baker also said the recent rise in interest rates is likely to delay the timing of a broader macro recovery. That view was reflected in the firm’s reduced price target. The same day, RBC Capital analyst Steven Shemesh lowered the firm’s price target on HD to $340 from $377 and kept a Sector Perform rating on the stock following its Q1 results. He said the company posted a modest Q1 earnings beat, though housing turnover remained stalled while the demand and cost outlook weakened. According to Shemesh, RBC continues to struggle to identify a catalyst that could push Home Depot’s results meaningfully higher. The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells home improvement products, building materials, lawn and garden products, decor items, and maintenance, repair, and operations products through its stores and online platform. While we acknowledge the potential of HD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds and 11 Best Long Term US Stocks to Buy Right Now Disclosure: None. Follow Insider Monkey on Google News.

Williams-Sonoma, Inc. WSM delivered better-than-expected results for the first quarter of fiscal 2026 (ended May 3), with earnings outpacing expectations on steady demand across its brand portfolio and growing year over year. Meanwhile, net revenues met the expectations but grew year over year.The company’s growth was supported by positive comparable performance across its key concepts, with several banners delivering meaningful contributions to the top line. WSM posted earnings of $1.93 per share, up 4.3% year over year and ahead of the Zacks Consensus Estimate of $1.80 by 7.2%.Net revenues of $1.81 billion rose 4.4% from the year-ago quarter and came in line with the consensus mark of $1.81 billion. Comparable brand revenues increased 4.8% in the quarter. Williams-Sonoma, Inc. price-consensus-eps-surprise-chart | Williams-Sonoma, Inc. Quote Pottery Barn remained the largest revenue contributor, generating $708.4 million for the quarter, with Pottery Barn Kids and Teen generating revenues of $240.1 million. Pottery Barn Kids and Teen comps rose 4.5%, and Pottery Barn comps increased 1%, reflecting a more balanced demand backdrop across the portfolio.West Elm continued to stand out in terms of momentum, producing $471.2 million of net revenues, with comps growing 8.5% year over year. The Williams Sonoma brand (including Williams Sonoma Home) posted $271.5 million and the brand’s comps increased 5% compared with a year ago.The “Other” bucket, which includes concepts such as Rejuvenation, Mark and Graham, international franchise operations, GreenRow and Dormify, generated $114.1 million. Gross margin was 44% for the quarter, down 30 basis points (bps) from the prior-year level. The company attributed the change primarily to lower merchandise margins, which were pressured by 100 bps year over year.That headwind was partially offset by supply-chain efficiencies, which contributed 50 bps, and occupancy leverage, which added 20 bps.Selling, general and administrative expenses were 27.8% of net revenues, increasing 30 bps year over year. Operating income for the quarter was $291.7 million, and operating margin was 16.2%, down 60 bps year over year. While the margin declined modestly, the company still produced operating income essentially in line with the prior-year quarter’s $290.7 million, supported by revenue growth and continued cost discipline.Net earnings tot...

The Home Depot, Inc. HD reported first-quarter fiscal 2026 earnings and revenues that surpassed the Zacks Consensus Estimate. The company posted adjusted earnings of $3.43 per share, reflecting a 3.7% decline from the prior-year quarter but exceeding analysts’ expectations of $3.40. Quarterly revenue increased 4.8% year over year to $41.77 billion, also beating the consensus estimate of $41.49 billion. Home Depot, which currently carries a Zacks Rank #3 (Hold), is part of the Zacks Retail - Home Furnishings industry. Its shares have gone down 9.7% year to date compared with a 11.8% decline for the industry. Ethan Allen Interiors Inc. ETD and Lowe's Companies, Inc. LOW, two of HD’s peers from the same industry, have lost 13.9% and 8.3% in the same period, respectively. While Lowe’s also carries a #3, Ethan Allen has a #5 (Strong Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Image Source: Zacks Investment Research The industry has faced a challenging environment year to date, pressured by weak housing activity, elevated interest rates and cautious consumer spending on big-ticket items. Furniture and home furnishings sales have declined in several recent months, with the category underperforming broader retail trends. However, some large players, such as HD and Lowe’s, have shown resilience through stable professional demand and expansion efforts. Despite near-term softness, the industry has modestly outperformed the broader market on a year-to-date basis in stock performance terms. CEO Ted Decker stated that the company’s first-quarter results aligned with expectations, with underlying business demand remaining largely consistent with trends seen throughout fiscal 2025 despite rising consumer uncertainty and housing affordability pressures. He also highlighted the strong customer service delivered by associates during the quarter and acknowledged their continued dedication and hard work. HD operated 2,361 retail stores and more than 1,280 SRS locations across North America and employed over 470,000 associates at the end of the first quarter. For fiscal 2026, the company reaffirmed expectations for modest sales and earnings growth, stable comparable sales, about 15 new stores, operating margins near 13%, capital spending equal to roughly 2.5% of sales and net interest expense of approximately $2.3 billion. HD has a forw...

(Bloomberg) -- Walmart Inc. warned rising fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers. Most Read from Bloomberg Spot the Difference: Putin Gets Trump Treatment From Xi in China Iran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’ Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian Stock Iran in Talks With Oman Over Permanent Hormuz Toll System Dow Average Climbs to Record on US-Iran Deal Hopes: Markets Wrap The world’s largest retailer said comparable sales in US stores, excluding fuel, rose 4.1% in the latest quarter, slightly better than what Wall Street analysts were expecting. It also forecast adjusted profit for the second quarter that missed expectations. The mixed results show that the company continues to gain market share across income levels with its focus on low prices, fast delivery and wide assortment. But that emphasis on affordability is facing pressure as inflation accelerates and the conflict in Iran drives up fuel prices. Walmart shares fell as much as 8% on Thursday, the steepest intraday drop since November 2023. The stock had risen 17% so far this year as of Wednesday’s close. Shares of some of Walmart’s peers, including Target and Kroger, also fell in regular trading on Thursday. “The high-income consumer is spending with confidence in many categories, whereas the low-income consumer, we can tell, is more budget-conscious, trying to navigate certain financial distress,” Chief Financial Officer John David Rainey said in an interview with Bloomberg News. Walmart is viewed as an economic barometer due to its large size and footprint across the US and other markets. Spending has largely held up in recent years, although consumers have become increasingly selective with their purchases. Good deals and unique products can still attract buyers. Additionally, higher tax refunds this year have given families some extra cash, but this benefit is expected to fade. As fuel prices pressure consumers’ budgets, they’re putting less gas in their tanks, with the number of gallons per pump falling below 10 for the first time since 2022. If fuel costs stay at current levels, prices across the board could rise in the second quarter and the second half of the year, Rainey said. Walmart’s prices rose about 1.2% during the last quarter. Fuel weighed on Walmart’s profit margin, with the company a...

As Lowe's Companies, Inc. LOW prepares to unveil its first-quarter fiscal 2026 earnings on May 20, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for revenues stands at $22.91 billion, implying 9.5% growth from the prior year. Meanwhile, the consensus mark for earnings has remained stable over the past 30 days at $2.96 per share and suggests a 1.4% increase from the year-ago period.LOW has a trailing four-quarter earnings surprise of 2.1%, on average. In the last reported quarter, this Mooresville, NC-based company’s bottom line outperformed the Zacks Consensus Estimate by a margin of 1.5%. Image Source: Zacks Investment Research As investors prepare for Lowe’s first-quarter results, the question looms regarding earnings beat or miss. Our proven model predicts that an earnings beat is likely for Lowe’s this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.Lowe’s has a Zacks Rank #3 and an Earnings ESP of +0.57%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Lowe's Companies, Inc. price-consensus-eps-surprise-chart | Lowe's Companies, Inc. Quote Lowe’s first-quarter performance is likely to have been supported by continued momentum in its Pro business, which has remained a key growth engine despite ongoing pressure in the broader home improvement market. Management highlighted strong engagement from small and mid-sized professional customers, supported by investments in inventory, job-site delivery capabilities and tailored digital tools. The company’s expanding Pro ecosystem, including the rollout of the Pro Extended Aisle and deeper partnerships with professional contractors, is likely to have helped drive planned spending and repeat purchases during the quarter. We expect comparable sales to improve 0.5% in the quarter under review. The company’s omnichannel capabilities and home services business are also likely to have been meaningful contributors to Lowe’s first-quarter performance. The company has continued to enhance its online shopping experience through faster fulfillment options, same-day delivery and AI-enabled customer tools that sim...