HD reports rising purchases of above $1,000 in Q4, as Pro customers drive stronger big-ticket demand, lifting average ticket, even as overall transactions fall.
HD sees stronger fiscal 2026 second-half comps as storm-driven comparisons ease and Pro investments plus SRS and GMS integration begin contributing.
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.