Home Depot (HD) Q4 FY26 earnings call

Earnings call· Feb 2026 (Q4 FY26)· Consumer Discretionary· Feb 24, 2026

Source: earnings call transcript

The Home Depot delivered Q4 FY26 results largely in line with expectations, driven by strong Pro segment performance and continued digital engagement. The company is focused on enhancing its Pro ecosystem and interconnected experience, while navigating ongoing consumer uncertainty and housing market pressures. Management affirmed its FY26 guidance, anticipating market share gains despite a challenging macro environment.

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HD operating KPIs by quarter

HD operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Aug 2025 Q2 FY26	Nov 2025 Q3 FY26	May 2026 Q1 FY27	Jul 2026 Q2 FY27	Change vs prior quarter
Stores	2,353 During the second quarter, we opened 3 new stores, bringing our total store count to 2,353. Source: earnings call transcript	2,356 During the third quarter, we opened 3 new stores, bringing our total store count to 2,356. Source: earnings call transcript	2,361 During the first quarter, we opened 12 new stores, bringing our total store count to 2,361. Source: earnings call transcript	2,364 During the second quarter, we opened 3 new stores, bringing our total store count to 2,364. Source: earnings call transcript	+0.1%
New stores opened	3 During the second quarter, we opened 3 new stores, bringing our total store count to 2,353. Source: earnings call transcript	3 During the third quarter, we opened 3 new stores, bringing our total store count to 2,356. Source: earnings call transcript	2 We opened 2 new stores during the quarter, not 12, apologies for that. Source: earnings call transcript	3 During the second quarter, we opened 3 new stores, bringing our total store count to 2,364. Source: earnings call transcript	+50%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.