NYSE$HD

Home Depot Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Home Depot reported higher Q4 sales and earnings, benefiting from an extra week and strong U.S. comparable sales.

Home Depot's Q4 2024 sales increased by 14.1% to $39.7 billion, supported by a 14th week that contributed $2.5 billion in sales. Net earnings rose to $3.0 billion, with diluted EPS at $3.02 and adjusted EPS at $3.13. Comparable sales in the U.S. grew by 1.3%.

  • Q4 revenue increased 14.1% year-over-year to $39.7 billion.
  • Net earnings grew to $3.0 billion, up from $2.8 billion last year.
  • Diluted EPS was $3.02, while adjusted EPS was $3.13.
  • Comparable sales in the U.S. increased by 1.3%.

Headline financials

Total Revenue

$39.7B

Previous: $35.8B+10.8%
EPS (adj)

$3.13

Previous: $3.30-5.2%
Comparable Customer Transactions

0.6%

No prior period
Comparable Average Ticket

0.2%

No prior period
Customer Transactions

400.4M

No prior period
Average Ticket

$89.11

No prior period
Comparable Sales Growth

0.8%

No prior period
Capital Expenditures

-$1.1B

Previous: -$858M-28.3%
Net Income

$3B

Previous: $3.36B-10.9%
Operating Income

$4.5B

Previous: $4.75B-5.4%
Gross Profit

$13B

Previous: $11.9B+9.3%
Stock-Based Comp

$80M

No prior period

Revenue & EPS history

Home Depot · Revenue · Quarterly

$39.7B

Q4 2024+10.8%vs Q4 2023
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Forward guidance

Home Depot expects sales growth of 2.8% for FY 2025, with a slight decline in EPS due to fewer weeks in the fiscal year. The company plans to open 13 new stores and maintain a strong operating margin.

Tailwinds

  • Projected total sales growth of 2.8% for FY 2025.
  • Comparable sales expected to grow by 1.0%.
  • Company plans to open 13 new stores.
  • Gross margin expected to remain at 33.4%.
  • Operating margin to remain stable at 13.0%.

Headwinds

  • EPS expected to decline approximately 3% due to a shorter fiscal year.
  • Adjusted EPS expected to decline by 2%.
  • Macroeconomic factors could impact consumer spending.
  • Higher operating costs due to strategic investments.
  • Continued pressure on large-scale remodeling projects.

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 Q4 2024

Historical avgQ4 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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