NYSE$HD

Home Depot Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Home Depot's Q2 2024 performance reflected a slight sales increase with moderated earnings amid a challenging macroeconomic backdrop.

Home Depot reported a 0.6% increase in sales to $43.2 billion for Q2 2024, which includes $1.3 billion from the SRS Distribution Inc. acquisition. However, comparable sales decreased by 3.3%, and net earnings were $4.6 billion, or $4.60 per diluted share, compared to $4.7 billion, or $4.65 per diluted share, in the same period last year.

  • Total sales increased by 0.6% to $43.2 billion, including a $1.3 billion contribution from the SRS Distribution Inc. acquisition.
  • Comparable sales decreased by 3.3%, with a 3.6% decrease in the U.S.
  • Net earnings were $4.6 billion, or $4.60 per diluted share, down from $4.7 billion, or $4.65 per diluted share, in Q2 2023.
  • The company updated its fiscal 2024 guidance to include SRS and a 53rd operating week.

Headline financials

Total Revenue

$43.2B

Previous: $42.9B+0.6%
EPS (adj)

$4.60

Previous: $4.65-1.1%
Capital Expenditures

-$719M

No prior period
Free Cash Flow

$4.56B

Previous: $4.66B-2.1%
Net Income

$4.56B

Previous: $4.66B-2.1%
Operating Income

$6.53B

Previous: $6.59B-0.8%
Gross Profit

$14.4B

Previous: $14.2B+1.8%
Cash & Equivalents

$1.61B

Previous: $2.81B-42.7%
Total Assets

$96.8B

Previous: $76.4B+26.8%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Home Depot · Revenue · Quarterly

$43.2B

Q2 2024+0.6%vs Q2 2023
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Forward guidance

The company updated its fiscal 2024 guidance, which includes 53 weeks of operating results, to reflect the performance in the first half of fiscal 2024 and include SRS:Total sales to increase between 2.5% and 3.5% including the 53rd week

Tailwinds

  • Total sales to increase between 2.5% and 3.5% including the 53rd week
  • 53rd week projected to add approximately $2.3 billion to total sales
  • SRS expected to contribute approximately $6.4 billion in incremental sales
  • Gross margin of approximately 33.5%
  • Tax rate of approximately 24%

Headwinds

  • Comparable sales to decline between 3% and 4% for the 52-week period compared to fiscal 2023
  • Comparable sales decline of 3% implies a consumer demand environment consistent with the first half of fiscal 2024
  • While comparable sales for the company are not currently on the trajectory for the low end of the range, a 4% decline implies incremental pressure on consumer demand
  • Operating margin rate to be between 13.5% to 13.6%
  • 53-week diluted earnings-per-share-percent decline between 2% and 4%

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 Q2 2024

Historical avgQ2 2024

+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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