Home Depot Stock Price, News & Analysis

The Home Depot (NYSE: HD) held its 2025 Investor and Analyst Conference on Dec. 9, 2025 and reaffirmed fiscal 2025 guidance while providing a preliminary fiscal 2026 outlook and a Market Recovery Case.

FY2025 guidance: total sales growth ~3%, GMS adds ~$2B, ~12 net new stores, gross margin ~33.2%, operating margin ~12.6% (adjusted ~13.0%), diluted EPS down ~6% to $14.02, adjusted EPS down ~5%, net interest ~$2.3B, capex ~2.5% of sales.

FY2026 outlook: market -1% to +1%, comp sales flat to +2%, total sales +2.5%–4.5%, operating margin 12.4%–12.6%, adjusted EPS flat to +4%. Market Recovery Case: sales +5%–6%, comps +4%–5%, mid‑to‑high‑single‑digit EPS growth.

Instacart (NASDAQ: CART) and The Home Depot (NYSE: HD) announced a nationwide partnership in Canada on Dec. 2, 2025 to offer same-day delivery from over 175 stores via the Instacart app with in-store pricing.

The launch includes Instacart's Big & Bulky fulfillment for items up to 60 pounds, joins over 100 retail banners on the platform, and features a limited-time promotion of $20 off $80 (offer ends Dec. 8, 2025).

The Home Depot (NYSE: HD) will hold its 2025 Investor and Analyst Conference on Tuesday, December 9, 2025 at 8:30 a.m. ET. A live webcast will be available at the company investor site and an archived replay will be posted approximately two hours after the event concludes.

The company reported operating 2,356 retail stores and over 1,200 SRS locations across all 50 states, D.C., Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico, and employs over 470,000 associates. Home Depot is traded on the New York Stock Exchange under HD and is included in the Dow Jones Industrial Average and the S&P 500.

The Home Depot (NYSE: HD) declared a quarterly cash dividend of $2.30 per share, payable on December 18, 2025 to shareholders of record at the close of business on December 4, 2025. This marks the company's 155th consecutive quarter of paying a cash dividend.

The company operates 2,356 retail stores and over 1,200 SRS locations across all 50 states, U.S. territories, 10 Canadian provinces and Mexico, and employs over 470,000 associates.

The Home Depot (NYSE:HD) launched Blueprint Takeoffs, an AI-powered tool for professional renovators, remodelers and builders to generate complete material lists and project quotes for single-family blueprints within days instead of weeks. The solution integrates The Home Depot's Pro team support and enables Pros to purchase all required materials from a single supplier, with order management and delivery options.

The tool complements existing Pro services including trade credit, project planning, account management, and same-day or scheduled delivery to streamline planning and procurement for single-family projects.

The Home Depot (NYSE: HD) reported Q3 FY2025 sales of $41.4B, up 2.8% year-over-year, including about $900M from the GMS acquisition (≈8 weeks of sales). Comparable sales rose 0.2% (U.S. +0.1%). Net earnings were $3.6B or $3.62 diluted EPS; adjusted diluted EPS was $3.74. Management cited weaker-than-expected storm activity, housing pressure and consumer uncertainty as drivers of the shortfall.

Updated fiscal 2025 guidance (52-week year): total sales growth ~3.0% with GMS ~$2.0B contribution; comparable sales slightly positive; ~12 new stores; gross margin ~33.2%; operating margin ~12.6% (adjusted ~13.0%); tax rate ~24.5%; net interest expense ~$2.3B; diluted EPS to decline ~6% from $14.91; adjusted diluted EPS to decline ~5% from $15.24; capex ~2.5% of sales. Company operates 2,356 stores and employs >470,000 associates.

The Home Depot Foundation (NYSE:HD) and Meals on Wheels America marked Veterans Day 2025 by announcing a milestone: 4,000 homes repaired or modified for senior veterans through their decade-long Helping Homebound Heroes partnership.

Since 2015 the foundation has invested $21 million+ in the program. The 4,000th home in Austin received nearly $40,000 of repairs and upgrades. Meals on Wheels network serves about 360,000 veterans annually, and roughly 43% of older veterans face isolation-related risks, while more than half of Meals on Wheels programs offer home repair services.

The Home Depot Foundation (NYSE:HD) announced on November 6, 2025 an additional investment of $30 million in 44 grants to veterans service organizations to expand critical home repairs, smart home modifications and housing programs for veterans exiting homelessness.

The funding advances the Foundation toward its $750 million by 2030 pledge and follows prior investments exceeding $600 million and improvements to more than 65,000 veteran homes and facilities. Grants target new mortgage-free smart homes for catastrophically wounded veterans, >1,000 critical repairs for senior/disabled veterans, and expansion of a master-lease housing pilot to Washington, D.C. and Prescott, AZ.

The Home Depot (NYSE: HD) will hold its Third Quarter Earnings Conference Call on Tuesday, November 18, 2025 at 9:00 a.m. ET. A live webcast will be available at http://ir.homedepot.com/events-and-presentations and will be archived with replay available beginning at approximately noon on November 18, 2025.

At the end of the second quarter the company operated more than 2,353 retail stores, over 800 branches, and more than 325 distribution centers, and employed over 470,000 associates. The stock trades on the New York Stock Exchange under HD.