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Feb 01
Home Depot Q4 2025 Earnings Report
Home Depot reported lower earnings and sales for Q4 2025, impacted by a prior-year extra week, while comparable sales slightly increased.
Key Takeaways
Home Depot posted Q4 revenue of $38198000000 with net income of $2571000000. Sales declined year-over-year due to the prior-year 14th week, while comparable sales increased modestly and margins compressed.
Revenue decreased 3.8% year-over-year due to prior-year extra week impact.
Comparable sales increased 0.4%, with U.S. comps up 0.3%.
Diluted EPS declined to $2.58 from $3.02 last year.
Operating income fell 14.4% year-over-year, reflecting margin pressure.
Forward Guidance
For fiscal 2026, Home Depot guided for modest sales growth and flat to slightly positive EPS growth, with stable margins and continued store expansion.
Positive Outlook
- Total sales growth expected between 2.5% and 4.5%.
- Comparable sales projected between flat and 2.0%.
- Approximately 15 new stores planned.
- Adjusted operating margin expected between 12.8% and 13.0%.
- Diluted EPS projected to grow up to 4.0%.
Challenges Ahead
- Comparable sales could remain flat.
- Gross margin expected around 33.1%, reflecting limited expansion.
- Operating margin guidance below prior-year adjusted margin.
- EPS growth guidance capped at 4.0%.
- Net interest expense projected at approximately 2300000000.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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