NYSE$HD

Home Depot Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Home Depot reported Q1 fiscal 2026 net sales of $41.8 billion, up 4.8% from the prior year, with net earnings of $3.3 billion.

The Home Depot announced first quarter fiscal 2026 results with sales of $41.8 billion, reflecting a 4.8% increase year-over-year and comparable sales growth of 0.6%. Diluted EPS declined to $3.30 from $3.45, while adjusted diluted EPS was $3.43. The company reaffirmed its full-year fiscal 2026 guidance amid steady underlying demand despite consumer uncertainty.

  • Net sales reached $41.8 billion, a 4.8% increase driven by new stores and positive foreign exchange impact.
  • Comparable sales grew 0.6% with U.S. comps up 0.4%, while customer transactions fell 1.3% and average ticket rose 2.2%.
  • Diluted EPS of $3.30 and adjusted EPS of $3.43 both declined year-over-year as operating margin contracted.
  • Company reaffirmed fiscal 2026 guidance including sales growth of 2.5%-4.5% and adjusted EPS growth of flat to 4.0%.

Headline financials

Total Revenue

$41.8B

Previous: $39.9B+4.8%
EPS (adj)

$3.43

Previous: $3.56-3.7%
Comparable Customer Transactions

-1.3%

No prior period
Comparable Average Ticket

2.2%

No prior period
Customer Transactions

391.1M

Previous: 394.8M-0.9%
Average Ticket

$92.76

Previous: $90.71+2.3%
Retail Stores

2.4K

Previous: 2.4K+0.5%
Comparable Sales Growth

0.6%

Previous: -0.3%+300.0%
Capital Expenditures

-$844M

Previous: -$806M-4.7%
Free Cash Flow

$5.19B

No prior period
Net Income

$3.29B

Previous: $3.43B-4.2%
Operating Income

$4.98B

Previous: $5.13B-3.0%
Gross Profit

$13.8B

Previous: $13.5B+2.4%
Cash & Equivalents

$1.6B

No prior period
Total Assets

$108B

No prior period

Revenue & EPS history

Home Depot · Revenue · Quarterly

$41.8B

Q1 2026+4.8%vs Q1 2025
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Forward guidance

Company reaffirms fiscal 2026 guidance including total sales growth of 2.5% to 4.5%, comparable sales growth of flat to 2.0%, and adjusted diluted EPS growth of flat to 4.0%.

Tailwinds

  • Reaffirmed full-year outlook signals confidence in demand environment
  • Approximately 15 new stores planned

Headwinds

  • Gross margin expected at approximately 33.1%
  • Net interest expense of approximately $2.3 billion

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.4%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.4%

Avg return

30 days after

64%

42 / 66 earnings

Positive

+6.4%

Q3 2021

Best reaction

-5.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%
Q4 2025+3.7%+1.0%-12.9%
Q3 2025-5.8%-4.1%-0.8%
Q2 2025+2.7%+4.6%+5.8%
Q1 2025-0.6%-4.4%-8.5%
Q4 2024+2.8%+3.7%-5.1%
Q3 2024+0.5%-0.0%+1.5%
Q3 2023+0.0%+1.9%+9.3%
Q2 2024+2.8%+4.7%+8.3%
Q1 2024+2.3%+1.0%+2.0%
Q1 2023-1.4%+1.8%-2.3%
Q4 2023+0.8%-0.5%+7.7%
Q2 2023+0.9%-0.8%-0.1%
Q4 2022+0.4%+1.3%+2.3%
Q3 2022+2.6%+2.0%+6.7%
Q2 2022+3.5%+2.1%-13.7%
Q1 2022-3.7%-3.0%-7.6%
Q4 2021-4.2%-4.7%-9.0%
Q3 2021+6.4%+10.1%+7.7%
Q2 2021-4.0%-1.7%+0.4%
Q1 2021-1.7%-1.3%-5.3%
Q4 2020+2.5%+4.2%+11.7%
Q3 2020-3.5%-3.5%-2.0%
Q2 2020-1.9%-1.7%-2.9%
Q1 2020-2.9%-1.4%+1.6%
Q4 2019+5.7%+6.2%+14.9%
Q3 2019+2.1%+1.0%+1.1%
Q2 2019+1.5%+4.2%+5.1%
Q1 2019-0.2%-1.0%+8.6%
Q4 2018+1.4%+2.7%+7.6%
Q3 2018-2.5%-2.7%-5.4%
Q2 2018+0.5%+1.7%+6.6%
Q1 2018-1.6%-1.5%+5.5%
Q4 2017-3.5%-1.9%-0.6%
Q3 2017+0.9%+1.1%+10.3%
Q2 2017-0.1%+0.3%+6.7%
Q1 2017-0.6%-0.7%-0.3%
Q4 2016+0.2%-0.1%+1.8%
Q3 2016+2.3%+2.6%+5.6%
Q2 2016-0.2%-0.7%-4.9%
Q1 2016+1.4%+1.9%-2.4%
Q4 2015+0.7%
Q3 2015+1.6%
Q2 2015+3.0%
Q1 2015+1.1%
Q4 2014+0.2%
Q3 2014-0.7%
Q2 2014+1.0%
Q1 2014+0.3%
Q4 2013-0.2%
Q3 2013+0.4%
Q2 2013+1.3%
Q1 2013-0.5%
Q4 2012+0.0%
Q3 2012+1.6%
Q2 2012+0.4%
Q1 2012+1.4%
Q4 2011-0.5%
Q3 2011+5.1%
Q2 2011-3.6%
Q1 2011-2.2%
Q4 2010+2.2%
Q3 2010+5.9%
Q2 2010+4.1%
Q1 2010-5.1%
Q4 2009+1.3%

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