economy
February 24, 2026
Home Depot delivers its best quarter of 2025
The company is operating in a part of the retail sector that is under outsized pressure from stubbornly high interest rates. That could soon change.
TL;DR
- Home Depot reported fourth-quarter revenue of $38.2 billion, beating expectations, and earnings per share of $2.72, also exceeding estimates.
- Same-store sales sequentially improved throughout the quarter, turning positive in January for both domestic and overall results.
- The company's performance is viewed positively despite the challenging housing market, with expectations for a rebound as interest rates decline.
- Management reaffirmed conservative full-year 2026 guidance that falls short of Wall Street expectations.
- Home Depot serves both professionals (55% of sales) and do-it-yourself homeowners (45%), and is considered a best-in-class operator.
Continue reading the original article