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Home Depot

Guidance from Home Depot’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
18 items
Releases tracked
8
Latest release
Aug 18, 2026
Data checked
Aug 18, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 18, 2026 release

Each item compared with the same item in the previous release (May 19, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewAdjusted (1) diluted earnings-per-sharefor FY2026—“to grow approximately flat to 4.0% from $14.69 in fiscal 2025”Filing ↗
NewAdjusted (1) operating marginfor FY2026—“approximately 12.8% to 13.0%”Filing ↗
NewAdjusted diluted earnings per share - excluded after-tax impact from acquired intangible asset amortizationfor FY2026—“approximately $0.50”Filing ↗
NewAdjusted operating margin - excluded impact from acquired intangible asset amortizationfor FY2026—“approximately 40 basis point impact”Filing ↗
NewIEEPA tariff refundsfor FY2026—“expected to partially offset unplanned fuel, energy, and other product input costs throughout the fiscal year”Filing ↗
ReiteratedTotal sales growthfor FY2026“approximately 2.5% to 4.5%”“approximately 2.5% to 4.5%”Filing ↗
ReiteratedComparable sales growthfor FY2026“approximately flat to 2.0%”“approximately flat to 2.0%”Filing ↗
ReiteratedDiluted earnings-per-sharefor FY2026“to grow approximately flat to 4.0% from $14.23 in fiscal 2025”“to grow approximately flat to 4.0% from $14.23 in fiscal 2025”Filing ↗
ReiteratedGross marginfor FY2026“approximately 33.1%”“approximately 33.1%”Filing ↗
ReiteratedOperating marginfor FY2026“approximately 12.4% to 12.6%”“approximately 12.4% to 12.6%”Filing ↗
ReiteratedCapital expendituresfor FY2026“approximately 2.5% of total sales”“approximately 2.5% of total sales”Filing ↗
ReiteratedEffective tax ratefor FY2026“approximately 24.3%”“approximately 24.3%”Filing ↗
ReiteratedNet interest expensefor FY2026“approximately $2.3 billion”“approximately $2.3 billion”Filing ↗
ReiteratedNew storesfor FY2026“Approximately 15”“Approximately 15”Filing ↗
Show 1 item not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedComparable sales growthNo period stated“slightly positive”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Total sales growth“approximately 2.5% to 4.5%”for FY2026GAAP-tiedFeb 24, 20263Filing ↗
Comparable sales growth“approximately flat to 2.0%”for FY2026Company-definedFeb 24, 20263Filing ↗
Adjusted (1) diluted earnings-per-share“to grow approximately flat to 4.0% from $14.69 in fiscal 2025”for FY2026Company-definedAug 18, 20261Filing ↗
Adjusted (1) operating margin“approximately 12.8% to 13.0%”for FY2026Company-definedAug 18, 20261Filing ↗
Adjusted diluted earnings per share - excluded after-tax impact from acquired intangible asset amortization“approximately $0.50”for FY2026Company-definedAug 18, 20261Filing ↗
Adjusted diluted earnings per share excludes an expected after-tax impact from acquired intangible asset amortization“approximately $0.50”for FY2026Company-definedMay 19, 20261Filing ↗
Adjusted diluted earnings-per-share“to grow approximately flat to 4.0% from $14.69 in fiscal 2025”for FY2026Company-definedFeb 24, 20262Filing ↗
Adjusted operating margin“approximately 12.8% to 13.0%”for FY2026Company-definedFeb 24, 20262Filing ↗
Adjusted operating margin - excluded impact from acquired intangible asset amortization“approximately 40 basis point impact”for FY2026Company-definedAug 18, 20261Filing ↗
Adjusted operating margin excludes an expected impact from acquired intangible asset amortization“approximately 40 basis point impact”for FY2026Company-definedMay 19, 20261Filing ↗
Diluted earnings-per-share“to grow approximately flat to 4.0% from $14.23 in fiscal 2025”for FY2026Company-definedFeb 24, 20263Filing ↗
Gross margin“approximately 33.1%”for FY2026GAAP-tiedFeb 24, 20263Filing ↗
Operating margin“approximately 12.4% to 12.6%”for FY2026GAAP-tiedFeb 24, 20263Filing ↗
Annual dividend“$9.32 per share”for FY2026Declared actionFeb 24, 20261Filing ↗
Capital expenditures“approximately 2.5% of total sales”for FY2026Company-definedFeb 24, 20263Filing ↗
Dividend payable date“March 27, 2025”for FY2026Declared actionFeb 25, 20251Filing ↗
Effective tax rate“approximately 24.3%”for FY2026GAAP-tiedFeb 24, 20263Filing ↗
IEEPA tariff refunds“expected to partially offset unplanned fuel, energy, and other product input costs throughout the fiscal year”for FY2026Company-definedAug 18, 20261Filing ↗
Net interest expense“approximately $2.3 billion”for FY2026GAAP-tiedFeb 24, 20263Filing ↗
New stores“Approximately 15”for FY2026Company-definedFeb 24, 20263Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Quarterly dividend“$2.33 per share”—Declared actionFeb 24, 20261Filing ↗
Quarterly dividend increase“2.2% increase in its quarterly dividend to $2.30 per share”—Declared actionFeb 25, 20251Filing ↗

How one item moved

Diluted earnings-per-share, for FY2025 — every statement across the year, each linked to its filing.

May 20, 2025
New
“to decline approximately 3% from $14.91 in fiscal 2024”
Aug 19, 2025
Changed
“to decline approximately 3% from $14.91”
Nov 18, 2025
Changed
“to decline approximately 6.0% from $14.91 in fiscal 2024”

How your Home-improvement retail sector group guides

5 companies in Home-improvement retail. What they guide on, and who reported this season.

Most-guided metric families
Revenue
5
Comparable sales
4
GAAP EPS
4
Capex
4
Unit openings
3
Adjusted EPS
3
Operating margin
3
Tax rate
3
This season’s releases
Floor & DecorOct 27, 202611 changes
Tractor Supply Co /De/Oct 22, 20261 change
Lowes CompaniesAug 19, 20265 changes
Home DepotAug 18, 20265 changes
QXOAug 13, 20261 change
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024FY2023No period
53rd week total sales contribution——1 statement——
Total sales growth3 statements4 statements1 statement——
Comparable sales growth3 statements2 statements—1 statement2 statements
53rd week adjusted diluted earnings per share contribution——1 statement——
53rd week diluted earnings per share contribution——1 statement——
The full record for Home Depot and its Home-improvement retail peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 18, 2026FY2027 Q20000354950-26-00014514Open filing ↗
May 19, 2026FY2027 Q10000354950-26-00010113Open filing ↗
Feb 24, 2026FY2026 Q40000354950-26-00002613Open filing ↗
Nov 18, 2025FY2026 Q30000354950-25-00023814Open filing ↗
Aug 19, 2025FY2026 Q20000354950-25-00019511Open filing ↗
May 20, 2025FY2026 Q10000354950-25-00013313Open filing ↗
Feb 25, 2025FY2025 Q40000354950-25-00003016Open filing ↗
Nov 12, 2024FY2025 Q30000354950-24-00022715Open filing ↗

Not located in filing

2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.

Show the 2 unmatched spans
SpanWhyFiled
adjusted operating margin guidance — impact from acquired intangible asset amortization = approximately 40 basis point impact (excluded)span gate: value not verbatim in filingFeb 24, 2026
adjusted diluted earnings per share guidance — after-tax impact from acquired intangible asset amortization = approximately $0.50 (excluded)span gate: value not verbatim in filingFeb 24, 2026
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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