The Home Depot is demonstrating a stabilizing demand environment, with revenue growth recovering to 5.7% in 2026Q2 from a -3.8% contraction in 2025Q4, suggesting the trough in home improvement demand may be passing.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stabilized to 5.7% in 2026Q2, with gross margin holding at 33.7%, though SG&A has risen to $8.4B, indicating rising fixed costs that may cap operating margin expansion.
Home Depot is a leading home improvement retailer with a strong market presence, bolstered by recent acquisitions and expansion into specialty trade distribution.
Recent increases in stakes by hedge funds indicate growing confidence from large investors in Home Depot.
A recovering housing market could provide stability and growth opportunities for Home Depot.
Weak consumer sentiment, a soft housing market, and rising energy costs are creating significant headwinds for Home Depot.
Recent financial results show declining revenue, margin compression, and lower comparable transactions.
Some analyses suggest HD may be overvalued, with one dividend discount model estimating fair value over 30% below the current price.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 18, 2026 | $4.92+4.0% vs $4.73 | $47.9B+1.3% vs $47.2B |
Q2 2026 May 19, 2026 | $3.43+0.6% vs $3.41 | $41.8B+0.4% vs $41.6B |
Q1 2026 Feb 24, 2026 | $2.72+7.5% vs $2.53 | $38.2B+0.3% vs $38.1B |
Q4 2025 Nov 18, 2025 | $3.74-2.3% vs $3.83 | $41.4B+0.5% vs $41.2B |
American Institute for Advanced Investment Management LLP grew its holdings in The Home Depot, Inc. (NYSE: HD) by 68.9% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,893 shares of the home improvement retailer's stock after purchasing an additional 6,892 shares during
B&D White Capital Company LLC bought a new stake in The Home Depot, Inc. (NYSE: HD) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 61,722 shares of the home improvement retailer's stock, valued at approximately $17,559,000. Home Depot accounts
Compass Financial Management LLC boosted its stake in The Home Depot, Inc. (NYSE: HD) by 50.2% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,287 shares of the home improvement retailer's stock after buying an additional 1,767 shares during
Home Depot (NYSE: HD - Get Free Report) and Floor and Decor (NYSE: FND - Get Free Report) are both consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, institutional ownership and earnings. Profitability This table compares Home Depot
Benchmark HD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Home Depot, Inc. (HD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $343.47 | $342.48B | 24.05 | 3.24% | 8.41% | 102.69% | 2.67% | |
| $224.55 | $125.91B | 18.93 | 3.12% | 7.34% | — | 2.1% | |
| $36.35 | $19.06B | 19.40 | 4.31% | 6.13% | 37.64% | 2.52% | |
| $51.25 | $5.54B | 22.81 | 5.12% | 5.05% | 9.74% | — | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $10.95 | $342.15M | 429.41 | -3.19% | 0.07% | 0.14% | 10.64% |
The Home Depot, Inc. (HD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Home Depot, Inc. (HD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 18, 2026·SEC
Aug 12, 2026·SEC
May 26, 2026·SEC
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The Home Depot, Inc. (HD) stock FAQ — growth, dividends, profitability & financials explained
The Home Depot, Inc. (HD) reported $169.18B in revenue over the trailing twelve months. Revenue was $164.68B in fiscal year 2025. That is 743% more than the $19.54B of fiscal year 1996.
The Home Depot, Inc. (HD) grew revenue by 2.5% over the trailing twelve months, compared with the twelve months before.
Yes. The Home Depot, Inc. (HD) earned $14.23B in net income over the trailing twelve months (a 8.4% net margin).
Yes. The Home Depot, Inc. (HD) pays a dividend that yields 2.67% at the current price, a moderate yield.
The Home Depot, Inc. (HD) had a return on equity (ROE) of 102.7% over the trailing twelve months. That is well above the market's typical 10-15%.
The Home Depot, Inc. (HD) generated $15.10B in free cash flow over the trailing twelve months.
