The Home Depot, Inc. · HD · Next earnings

The Home Depot, Inc. reports Tuesday, Nov 17, 2026

HD reports before market open with consensus EPS at $3.83 and revenue at $42.77B. Last quarter: Home Depot beats expectations as Pro demand and delivery gains support growth

Reports Before market open12 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $3.83 Calendar consensus
Consensus revenue $42.77B Calendar consensus
Report date Nov 17, 2026 Tuesday, date estimated
Session Before market open 12 days away

Where HD left off: FY2027 Q2

Full report

Home Depot beats expectations as Pro demand and delivery gains support growth

EPS surprise +4.0% Reported $4.92 vs $4.73
Revenue surprise +1.3% Reported $47.86B vs $47.24B
Stock move -0.1% Event window
Subsequent drift -10.4% Up to 20 sessions

Management reaffirmed FY2026 guidance, including 2.5%–4.5% sales growth and operating-margin expectations.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Margin pressure as the tariff refund phases out and input costs rise.
  • Consumer uncertainty, housing affordability and higher rates could weigh on large-ticket demand.
  • Execution risk remains around acquisitions, delivery expansion and digital Pro initiatives.

Questions analysts left open

  • The $730 million tariff refund is a temporary benefit, while fuel, energy, resin and metal costs may pressure margins.
  • Higher interest rates and housing affordability could limit larger projects and housing turnover.
  • The flat-to-2% comp-sales range and ticket-size growth raise questions about underlying demand and market-share durability.

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Recent HD quarters

All HD earnings
-0.1%FY2027 Q2+0.9%FY2026 Q1+2.0%FY2025 Q4-6.0%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.