The Home Depot, Inc. (HD)

Home Depot topped consensus on both the top and bottom line in the second fiscal quarter of 2026, reported August 18, based on preliminary results, with revenue of $47.861 billion topping the $47.243 billion estimate (+1.3%) and up ~6% year over year from roughly $45.3 billion. Adjusted EPS of $4.92 also topped the $4.73 estimate (+4.0%), rising ~5% from $4.68 a year ago, while net income increased ~5% to about $4.8 billion from roughly $4.6 billion. Profitability held near the mid-teens on an operating basis, with gross margin at ~34% and operating margin around 14%, alongside gross profit of about $16.1 billion and operating income of roughly $6.8 billion. The company generated operating cash flow of about $5.4 billion and paid roughly $2.3 billion in dividends during the quarter. For the next period, consensus calls for EPS of USD 3.95 on revenue of USD 42.767 billion.