My "Buy" rating for Techtronic Industries is left unchanged, following an assessment of its key client Home Depot's recent disclosures. HD's 3Q25 call commentary indicated that the Pro user segment and large-ticket transactions were resilient in the latest quarter. Home Depot estimates that the Professional User category's total addressable market is $0.6 trillion, which is a big market for Techtronic's leading MILWAUKEE brand.
A security researcher said Home Depot exposed access to its internal systems for a year after one of its employees published a private access token online, likely by mistake. The researcher found the exposed token and tried to privately alert Home Depot to its security lapse, but was ignored for several weeks.
HD stock trades near 17% below its high, but soft demand, margin pressure and elevated valuation cloud the outlook.
| Specialty Retail Industry | Consumer Discretionary Sector | Edward P. Decker CEO | XSTU Exchange | US4370761029 ISIN |
| US Country | 470,100 Employees | 4 Dec 2025 Last Dividend | 8 Dec 1982 Last Split | 22 Sep 1981 IPO Date |
The Home Depot, Inc., established in 1978 and headquartered in Atlanta, Georgia, stands as a leading home improvement retailer operating both domestically in the United States and on an international scale. The company caters to a diverse clientele that includes homeowners, professional renovators and remodelers, general contractors, maintenance professionals, handymen, property managers, and building service contractors, in addition to various specialty tradespeople like electricians, plumbers, and painters. The Home Depot distinguishes itself in the market through its wide array of products and services, which are accessible via its extensive online platforms and physical stores spread across various locations.
The Home Depot’s extensive catalog features a multitude of products and services geared towards home improvement and maintenance, including:
The company reaches its customers through several online platforms: homedepot.com, homedepot.ca, and homedepot.com.mx, which are its primary e-commerce sites. Additionally, it operates blinds.com, justblinds.com, and americanblinds.com for custom window coverings, thecompanystore.com for textiles and décor, hdsupply.com for MRO products and related services, and its physical The Home Depot stores. This multi-channel retail strategy allows The Home Depot to serve its customers' diverse needs effectively and efficiently.