Home Depot (HD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
On Feb. 25, 2026, the market offered a textbook example of this dynamic with retail giants The Home Depot, Inc. NYSE: HD and Lowe's Companies, Inc. NYSE: LOW.
Executives at Lowe's competitor Home Depot, which reported quarterly earnings that surpassed analyst estimates on Monday, said they believed homeowners were worried about the job market, housing affordability and expressed uncertainty about the U.S. economy. Home Depot CEO Ted Decker said during the company's earnings call that customers told them they are not investing, “certainly in large projects,” after Home Depot said in November that homeowners were feeling “fatigue” in taking on big projects.
Home Depot remains a sell due to decent but mixed Q4 results, sluggish growth, and an unjustified valuation premium. Near-term headwinds—consumer uncertainty and material costs—continue to pressure Home Depot's business trajectory. Q4 saw a 3.8% YoY sales decline, margin contraction, and a 13.1% EPS drop, though digital sales grew 11%.
Home Depot NYSE: HD is a Dividend Contender, and its stock is being accumulated. Dividend Contenders are stocks that have increased their dividends for a sufficient number of years to be on track for inclusion in the Dividend Aristocrats Index.
HD Q4 EPS tops estimates, but sales miss and margin pressures weigh. Management's FY26 outlook calls for modest sales and EPS growth and a flat to 2% rise in comps.
Home Depot is learning to grow even when housing does not. The retailer on Tuesday (Feb. 24) reported fourth-quarter 2025 adjusted earnings per share of $2.72, comfortably ahead of Wall Street's expectations, on revenue of $38.2 billion that also edged past forecasts despite being down 3.8% year over year.
While the top- and bottom-line numbers for Home Depot (HD) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Home Depot ( NYSE: HD ) reported Q4 fiscal 2025 results before the open on Feb.
Home Depot Inc (NYSE:HD) stock is 4.1% higher to trade at $392.36 at last glance, after the home improvement retailer reported better-than-expected adjusted earnings of $2.72 per share on $38.20 billion in revenue for the fourth quarter despite a 4% sales decline.
Home Depot's fourth-quarter performance was muted by ongoing caution from American consumers in a weak housing market, but the home improvement retailer topped Wall Street expectations.The Atlanta company earned $2.57 billion, or $2.58 per share, for the three months ended Feb. 1. Stripping out one-time charges or benefits, earnings were $2.72 per share, topping analyst projections for per-share earnings of $2.53, according to FactSet.A year earlier it earned $3 billion, or $3.02 per share.An extra week in fiscal 2024 added approximately 30 cents per share to the year-ago quarter.Home Depot's stock rose more than 3% before the market opened on Tuesday.Revenue totaled $38.2 billion, down from $39.7 billion a year earlier.
The home improvement giant beat muted expectations despite a weak housing market and nervous American consumers, and offered a measured but positive outlook for the year ahead Home Depot Inc (NYSE:HD, XETRA:HDI) shares climbed 2.3% in pre-market trading Tuesday after the retailer posted fourth-quarter results that edged past analyst forecasts, offering some reassurance that the business remains stable even as its core customers pull back on spending. The Atlanta company reported adjusted earnings of $2.72 per share for the three months to February 1, ahead of the $2.53 Wall Street had pencilled in.