NYSE$HD

Home Depot Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

The Home Depot reported its second quarter fiscal 2025 results, with sales increasing by 4.9% and comparable sales up 1.0%. Net earnings were $4.6 billion, and the company reaffirmed its fiscal 2025 guidance.

The Home Depot delivered second quarter fiscal 2025 results that were in line with expectations, driven by continued momentum from smaller home improvement projects. The company achieved a 4.9% increase in sales to $45.3 billion and a 1.0% rise in comparable sales, while net earnings remained strong at $4.6 billion. Adjusted diluted EPS saw a slight increase, and the company reaffirmed its full-year guidance.

  • Sales for the second quarter of fiscal 2025 reached $45.3 billion, marking a 4.9% increase compared to the same period last year.
  • Comparable sales for the quarter increased by 1.0% overall, with U.S. comparable sales growing by 1.4%.
  • Net earnings for the second quarter were $4.6 billion, resulting in diluted earnings per share of $4.58.
  • Adjusted diluted earnings per share for the quarter were $4.68, showing a slight increase from the prior year.

Headline financials

Total Revenue

$45.3B

Previous: $43.2B+4.9%
EPS

$4.58

Previous: $4.60-0.4%
Comparable Customer Transactions

-0.4%

No prior period
Comparable Average Ticket

1.4%

No prior period
Customer Transactions

446.8M

No prior period
Average Ticket

$90.01

No prior period
Retail Stores

2.4K

No prior period
Comparable Sales Growth

1.0%

No prior period
Capital Expenditures

-$917M

Previous: -$719M-27.5%
Free Cash Flow

$4.55B

Previous: $4.56B-0.2%
Net Income

$4.55B

Previous: $4.56B-0.2%
Operating Income

$6.56B

Previous: $6.53B+0.3%
Gross Profit

$15.1B

Previous: $14.4B+4.9%
Cash & Equivalents

$2.8B

Previous: $1.61B+73.8%
Total Assets

$100B

Previous: $96.8B+3.3%

Revenue & EPS history

Home Depot · Revenue · Quarterly

$45.3B

Q2 2025+4.9%vs Q2 2024
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Forward guidance

The Home Depot reaffirmed its fiscal 2025 guidance, indicating expectations for continued performance in line with previous projections.

Tailwinds

  • Reaffirmed fiscal 2025 guidance suggests confidence in continued business performance.
  • Momentum from the back half of last year continued into the first half of fiscal 2025.
  • Customers are engaging more broadly in smaller home improvement projects, indicating a stable demand segment.
  • Teams are executing at a high level, contributing to market share growth.
  • Adjusted operating margin guidance for fiscal 2025 excludes a significant impact from acquired intangible asset amortization, suggesting underlying operational strength.

Headwinds

  • Fiscal 2025 is a 52-week year compared to a 53-week year in fiscal 2024, which could impact year-over-year comparisons.
  • Foreign exchange rates negatively impacted total company comparable sales by approximately 40 basis points.
  • Net earnings for the current quarter were slightly lower than the same period in fiscal 2024.
  • Diluted earnings per share also saw a slight decrease compared to the prior year's quarter.
  • The company's guidance for fiscal 2025 excludes certain non-GAAP adjustments, which may present a less conservative view of future earnings.

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 2025

Historical avgQ2 2025

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro