Released
FY2026 Q1
Earnings ReviewHD
BEATHome Depot
Home Depot · Consumer Discretionary/Retail
Tue, May 19, 2026·Before Market Open
Home DepotHDEarnings
01Wall Street Consensus
EPS$3.58
Revenue$39.4B
02Earnings Results
EPS$3.43
Revenue$41.77B
Operating margin11.9%
Revenue YoY+4.8%
After-Hours Reaction+0~1%
Key Takeaways
- Revenue $41.77B (+4.8% YoY) — vs consensus $39.4B (+6%, in-line/slight beat)
- Adj EPS $3.43 — vs consensus $3.41 (+0.7% beat), -3.7% YoY
- Adj EBITDA $6.07B — vs consensus $5.90B (+2.8% beat)
- Comp Sales +0.6% / US Comps +0.4% — US housing weakness persists
- OPM 11.9% (prior year 12.9%) — 100bps compression from tariffs, wages, digital
- FY27 guide maintained — spring momentum vs hurricane-related demand balance
Key Checkpoints
- 01Revenue growth
- 02EPS beat/miss
- 03Operating margin
- 04Guidance
Upside Catalysts
- Pricing
- New products
- International growth
Risk Factors
- Consumer slowdown
- Competition
- Macro
- Tariffs
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)