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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for The Home Depot, Inc. (HD) is 4/10.
Home Depot delivered in-line Q1 results with total sales up 4.8% to $41.8 billion, though organic comp sales grew just 0.6% as the GMS acquisition drove the bulk of headline growth. GMS acquisition mix diluted gross margin by approximately 75 basis points, pulling adjusted EPS down 3.7% to $3.43, while the core business maintained stable margins. Pro customers continued to outperform DIY with complex purchase occasions posting the highest comp growth, and digital platforms delivered a fourth consecutive quarter of over 10% online sales growth. Management reaffirmed fiscal 2026 guidance of flat to 2% comps amid persistent housing affordability headwinds and elevated mortgage rates.
Scored from The Home Depot, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $39.70B | +14.1% | $3.02 | +7.1% | 32.8% | 11.3% | 7.5% | $3.57B |
| FY2025 Q1 | $39.86B | +9.4% | $3.45 | -5.0% | 33.8% | 12.9% | 8.6% | $3.52B |
| FY2025 Q2 | $45.28B | +4.9% | $4.58 | -0.4% | 33.4% | 14.5% | 10.1% | $3.73B |
| FY2025 Q3 | $41.35B | +2.8% | $3.62 | -1.4% | 33.4% | 12.9% | 8.7% | $3.11B |
| FY2025 Q4 | $38.20B | -3.8% | $2.58 | -14.6% | 32.6% | 10.1% | 6.7% | $2.29B |
| FY2026 Q1 | $41.77B | +4.8% | $3.30 | -4.3% | 33.0% | 11.9% | 7.9% | $5.19B |
| FY2026 Q2 | $47.86B | +5.7% | $4.79 | +4.6% | 33.7% | 14.3% | 10.0% | $4.51B |