Overview
Home improvement retailer's fiscal Q4 sales slightly beat analyst expectations
Adjusted EPS for fiscal Q4 beat analyst expectations
Company announced 1.3% increase in quarterly dividend
Outlook
Home Depot forecasts fiscal 2026 sales growth of 2.5% to 4.5%
Company expects fiscal 2026 diluted EPS to grow flat to 4.0% from $14.23
Home Depot plans to open approximately 15 new stores in fiscal 2026
Result Drivers
SHORTER QUARTER - Q4 2025 had one less week compared to Q4 2024, impacting sales figures
STABLE DEMAND - Co said underlying demand was stable despite lack of storm activity and consumer uncertainty
MARKET SHARE - Co credited its teams for engaging with customers and growing market share
Company press release: ID:nCNWZBpxDa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Slight Beat* | $38.20 bln | $38.12 bln (25 Analysts) |
Q4 Adjusted EPS | Beat | $2.72 | $2.54 (28 Analysts) |
Q4 EPS | $2.58 | ||
Q4 Net Income | $2.57 bln | ||
Q4 Comparable sales Growth | 0.40% | ||
Q4 Operating Income | $3.85 bln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 15 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the home improvement products & services retailers peer group is "buy"
Wall Street's median 12-month price target for Home Depot Inc is $406.00, about 7.7% above its February 23 closing price of $376.99
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 24 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)