HD
The Home Depot, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for The Home Depot, Inc..
Coverage
Home Depot's Gross Margin Rose 25 Basis Points. A $685 Million Customs Refund Was Worth 145.
Home Depot beat on sales and adjusted EPS and reaffirmed guidance — and the stock closed down 0.1%. The quarter contained $730M of IEEPA tariff refunds, $685M of which cut cost of goods sold and lifted gross margin by 145 basis points. Reported margin rose 25. Comparable sales of +1.7% came entirely from ticket, with 3.6 million fewer transactions.
Dead Cat Bounce in Housing
Consumers tapped out; credit card data to hit, Home Depot to crash harder than software index.
Home Depot Cutting Jobs at Vinings HQ
Eliminating 800 corporate jobs at Vinings HQ; new in-office policy notified Wednesday.
Home Depot Lays Off 800 Workers
Cuts 800 corporate jobs, mandates 5-day office return starting April 6, 2026; aims to lower costs and tighten execution amid slowing sales.
Home Depot: Undervalued Turnaround Stock
Sale of Worldpac boosts stability; cost-cutting to 7% margins by 2027.
Latest: $47.86B (2026Q3)
| Period | Value |
|---|---|
| 2020Q4 | $33.54B |
| 2021Q1 | $32.26B |
| 2021Q2 | $37.50B |
| 2021Q3 | $41.12B |
| 2021Q4 | $36.82B |
| 2022Q1 | $35.72B |
| 2022Q2 | $38.91B |
| 2022Q3 | $43.79B |
| 2022Q4 | $38.87B |
| 2023Q1 | $35.83B |
| 2023Q2 | $37.26B |
| 2023Q3 | $42.92B |
| 2023Q4 | $37.71B |
| 2024Q1 | $34.79B |
| 2024Q2 | $36.42B |
| 2024Q3 | $43.17B |
| 2024Q4 | $40.22B |
| 2025Q1 | $39.70B |
| 2025Q2 | $39.86B |
| 2025Q3 | $45.28B |
| 2025Q4 | $41.35B |
| 2026Q1 | $38.20B |
| 2026Q2 | $41.77B |
| 2026Q3 | $47.86B |
Latest: $4.79 (2026Q3)
| Period | Value |
|---|---|
| 2020Q4 | $3.18 |
| 2021Q1 | $2.66 |
| 2021Q2 | $3.86 |
| 2021Q3 | $4.53 |
| 2021Q4 | $3.92 |
| 2022Q1 | $3.22 |
| 2022Q2 | $4.09 |
| 2022Q3 | $5.05 |
| 2022Q4 | $4.24 |
| 2023Q1 | $3.31 |
| 2023Q2 | $3.82 |
| 2023Q3 | $4.65 |
| 2023Q4 | $3.81 |
| 2024Q1 | $2.83 |
| 2024Q2 | $3.63 |
| 2024Q3 | $4.60 |
| 2024Q4 | $3.67 |
| 2025Q1 | $3.01 |
| 2025Q2 | $3.45 |
| 2025Q3 | $4.58 |
| 2025Q4 | $3.62 |
| 2026Q1 | $2.58 |
| 2026Q2 | $3.30 |
| 2026Q3 | $4.79 |
Latest: 23.0 (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | 21.3 |
| 2020Q4 | 20.3 |
| 2021Q1 | 20.1 |
| 2021Q2 | 21.0 |
| 2021Q3 | 20.7 |
| 2021Q4 | 22.4 |
| 2022Q1 | 21.4 |
| 2022Q2 | 17.3 |
| 2022Q3 | 16.9 |
| 2022Q4 | 16.4 |
| 2023Q1 | 18.0 |
| 2023Q2 | 17.1 |
| 2023Q3 | 19.6 |
| 2023Q4 | 17.3 |
| 2024Q1 | 22.3 |
| 2024Q2 | 21.5 |
| 2024Q3 | 23.9 |
| 2024Q4 | 26.0 |
| 2025Q1 | 26.9 |
| 2025Q2 | 24.0 |
| 2025Q3 | 24.7 |
| 2025Q4 | 25.7 |
| 2026Q1 | 26.3 |
| 2026Q2 | 23.0 |
Latest: $4.51B (2026Q3)
| Period | Value |
|---|---|
| 2020Q4 | $2.12B |
| 2021Q1 | $464M |
| 2021Q2 | $5.79B |
| 2021Q3 | $3.12B |
| 2021Q4 | $2.74B |
| 2022Q1 | $2.36B |
| 2022Q2 | $3.08B |
| 2022Q3 | $2.65B |
| 2022Q4 | $2.07B |
| 2023Q1 | $3.69B |
| 2023Q2 | $4.71B |
| 2023Q3 | $5.80B |
| 2023Q4 | $3.56B |
| 2024Q1 | $3.88B |
| 2024Q2 | $4.65B |
| 2024Q3 | $4.69B |
| 2024Q4 | $3.42B |
| 2025Q1 | $3.57B |
| 2025Q2 | $3.52B |
| 2025Q3 | $3.73B |
| 2025Q4 | $3.11B |
| 2026Q1 | $2.29B |
| 2026Q2 | $5.19B |
| 2026Q3 | $4.51B |
Latest: $995,511,485.00 (2025Q3)
| Period | Value |
|---|---|
| 2018Q1 | $1,153,543,611.00 |
| 2018Q2 | $1,144,138,185.00 |
| 2018Q3 | $1,129,527,754.00 |
| 2019Q1 | $1,100,286,099.00 |
| 2019Q2 | $1,095,153,073.00 |
| 2019Q3 | $1,090,831,020.00 |
| 2020Q1 | $1,075,522,865.00 |
| 2020Q2 | $1,076,455,514.00 |
| 2020Q3 | $1,076,600,781.00 |
| 2021Q1 | $1,063,258,434.00 |
| 2021Q2 | $1,055,358,696.00 |
| 2021Q3 | $1,044,239,177.00 |
| 2022Q1 | $1,027,754,946.00 |
| 2022Q2 | $1,023,726,443.00 |
| 2022Q3 | $1,019,186,022.00 |
| 2023Q1 | $1,005,376,130.00 |
| 2023Q2 | $1,000,065,982.00 |
| 2023Q3 | $995,261,844.00 |
| 2024Q1 | $991,614,186.00 |
| 2024Q2 | $993,293,377.00 |
| 2024Q3 | $993,362,612.00 |
| 2025Q1 | $994,927,985.00 |
| 2025Q2 | $995,386,647.00 |
| 2025Q3 | $995,511,485.00 |
Latest: $170.89B (2026Q3)
| Period | Value |
|---|---|
| 2020Q4 | $88.31B |
| 2021Q1 | $88.78B |
| 2021Q2 | $94.56B |
| 2021Q3 | $97.68B |
| 2021Q4 | $100.42B |
| 2022Q1 | $102.78B |
| 2022Q2 | $105.87B |
| 2022Q3 | $108.52B |
| 2022Q4 | $110.59B |
| 2023Q1 | $114.28B |
| 2023Q2 | $118.99B |
| 2023Q3 | $124.78B |
| 2023Q4 | $128.35B |
| 2024Q1 | $132.22B |
| 2024Q2 | $136.87B |
| 2024Q3 | $141.56B |
| 2024Q4 | $144.98B |
| 2025Q1 | $148.55B |
| 2025Q2 | $152.07B |
| 2025Q3 | $155.79B |
| 2025Q4 | $158.91B |
| 2026Q1 | $161.19B |
| 2026Q2 | $166.38B |
| 2026Q3 | $170.89B |
Latest results
Company History
Co-founded by Bernard Marcus, Arthur Blank, Ron Brill, Pat Farrah, and Ken Langone in Marietta, Georgia, with a focus on large home-improvement superstores; Ken Langone secured the capital.
The first two stores opened in metro Atlanta in Doraville and Decatur, leased from J.C. Penney spaces originally used by Treasure Island hypermarkets.
Went public on NASDAQ on September 22, raising $4.093 million.
Joined the New York Stock Exchange on April 19; acquired Bowater Home Center in Dallas for $40 million; by year-end, operated 19 stores with over $256 million in sales.
Became the largest home improvement store in the U.S., surpassing Lowe
Donated $20 million, 1,500 truckloads of merchandise, and job promises for displaced workers, leveraging its logistics for rapid disaster relief.
Suffered massive data breach exposing 56 million credit card numbers, one of the largest retail breaches ever.
Experienced record sales as homeowners invested in home improvement during pandemic lockdowns.
Acquired SRS Distribution for $18.25 billion, expanding into professional contractor market.
Cut 800 corporate jobs and mandated 5-day office return starting April 6, 2026, amid slowing sales.
Key Players
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