Home Depot Résultats passés
Passé contrôle des critères 1/6
Les bénéfices de Home Depot ont diminué à un taux annuel moyen de -2.8%, tandis que le secteur Specialty Retail a vu ses bénéfices augmenter de en baisse à 3.6% par an. Les revenus ont augmenté de en à un taux moyen de 2.4% par an. Le rendement des capitaux propres de Home Depot est 101% et ses marges nettes sont de 8.4%.
Informations clés
-2.83%
Taux de croissance des bénéfices
-1.19%
Taux de croissance du BPA
| Specialty Retail Croissance de l'industrie | 26.64% |
| Taux de croissance des recettes | 2.43% |
| Rendement des fonds propres | 100.99% |
| Marge nette | 8.41% |
| Prochaine mise à jour des résultats | 18 Aug 2026 |
Mises à jour récentes des performances passées
Recent updates
Seeking Alpha • May 19
Home Depot: Solid Q1 Earnings, But I'm Waiting For $270 To Buy
Summary Home Depot delivered Q1 beats on revenue and EPS but faces macro headwinds from elevated interest rates and stagnant housing turnover. HD's 2026 guidance is conservative, projecting adjusted EPS growth up to 4% and sales growth of 2.5–4.5%, reflecting pressured operating margins. Despite a 30% stock price decline, HD trades at a premium ~20x forward earnings, leaving a limited margin of safety for new buyers. I rate HD a Hold, with fair value around $273/share; my preferred trade at present is selling cash-secured puts for a $270/share entry price. Read the full article on Seeking Alpha
Mise à jour du récit • May 04
HD: Pro Ecosystem Acquisitions And 2026 Plan Will Support Recovery
Analysts have raised the Home Depot price target by $3. This reflects Q4 results that topped many expectations, renewed confidence in the company's long-term positioning in retail, and ongoing progress in its PRO ecosystem and acquisition driven growth initiatives.Mise à jour du récit • Apr 18
HD: Pro Ecosystem And Acquisitions Will Drive Post Storm Demand Recovery
Home Depot's analyst fair value estimate is essentially unchanged at about $408. The slight adjustment reflects updated views on the discount rate, modestly higher revenue growth assumptions, a flat profit margin outlook, and a small tweak to the future P/E as analysts factor in recent Q4 results, FY26 guidance, and ongoing Pro ecosystem and acquisition initiatives.Mise à jour du récit • Apr 04
HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery
The analyst price target for Home Depot has been nudged lower by about $2 to reflect a fair value update to $408.18, as analysts factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and updated P/E expectations following a wave of recent Q4 driven target revisions across the Street. Analyst Commentary Recent research on Home Depot clusters around a constructive view on long term earnings power, balanced by some caution on the near term macro backdrop and valuation after the Q4 run up.Mise à jour du récit • Mar 21
HD: Pro Platform And AI Tools Will Support Post Storm Demand Recovery
Home Depot's analyst price target has been lifted by several firms into a roughly $375 to $454 range, with analysts pointing to resilient Q4 results, affirmed FY26 guidance, and ongoing share gains in home improvement as key supports for their updated views. Analyst Commentary Recent Street research around Home Depot centers on how the company is executing through a mixed macro backdrop, the credibility of its FY26 targets, and what that means for valuation after Q4 earnings.Mise à jour du récit • Mar 07
HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery
Our Home Depot fair value estimate increases from $398.00 to about $410.27, reflecting analysts' higher price targets following Q4 results and updated models that point to steadier home improvement trends and slightly stronger profitability assumptions. Analyst Commentary Bullish analysts have generally raised their price targets for Home Depot following Q4 results, pointing to stable execution, resilience in home improvement demand and an outlook they view as supportive of higher valuations.Mise à jour du récit • Feb 20
HD: AI Tools And Pro Trends Will Shape Post Weather Headwind Positioning
Our updated analyst price target for Home Depot moves slightly higher to $398, reflecting modest tweaks to our fair value, discount rate and margin assumptions as analysts point to steady transaction trends into Q4, despite subdued comparable sales expectations and recent weather related pressure on Pro activity. Analyst Commentary Recent Street research on Home Depot is mixed, with some bullish analysts lifting targets and others trimming them slightly as they recalibrate expectations ahead of Q4 earnings.Mise à jour du récit • Feb 06
HD: Wholesale Expansion And AI Tools Will Support Post Headwind Share Positioning
Our updated Home Depot narrative reflects a slightly lower analyst price target of about $394 per share, as analysts broadly recalibrated their models. They are balancing recent target cuts tied to softer near term trends with fresh upward revisions from firms citing longer term earnings drivers and share gain potential.Mise à jour du récit • Jan 22
HD: Wholesale Expansion And Tech Investments Will Support Post Headwind Share Gains
Analysts made only a small adjustment to their Home Depot fair value estimate, trimming the target by less than US$1 as they fine tuned assumptions around the discount rate, modest revenue growth, slightly higher profit margins, and a marginally lower future P/E multiple in light of mixed recent price target moves on the stock. Analyst Commentary Recent research on Home Depot reflects a mix of optimism on the long term and caution around the nearer term, with several firms trimming price targets after Q3 results and guidance, while others have recently raised their targets.Mise à jour du récit • Jan 08
HD: Ongoing Investments And Wholesale Expansion Will Support Post Headwind Share Gains
Analysts have trimmed their Home Depot price targets, with cuts such as US$455 to US$430 and US$475 to US$430, reflecting softer near term demand, recent earnings misses, and the expected impact of lower margin wholesale mix. They still see the company well positioned for a future housing recovery and share gains when conditions improve.Mise à jour du récit • Dec 13
HD: Ongoing Investments And New Tools Will Support Post Headwind Share Gains
We are trimming our Home Depot fair value estimate by about $5 to reflect the Street wide reset in price targets, as analysts factor in weaker near term demand, modestly lower growth and margins, and a slightly higher discount rate, even as they largely maintain positive long term ratings on the stock. Analyst Commentary Street commentary on Home Depot has shifted more cautious in the near term but remains broadly constructive on the company’s long-term earnings power and market share opportunity.Mise à jour du récit • Nov 29
HD: Ongoing Investments Will Support Share Gains After Consumer Headwinds Fade
Home Depot's analyst price target has been lowered, with most estimates now in the $375 to $445 range, as analysts cite near-term headwinds including weaker consumer demand, pressured margins, and a tougher housing backdrop. Analyst Commentary Recent analyst commentary on Home Depot highlights a mix of cautious and optimistic outlooks, reflecting challenges in the near term but confidence in the company’s longer-term prospects.Mise à jour du récit • Nov 15
HD: Accelerating Demand Momentum Will Support Broad-Based Gains In 2025
Home Depot’s analyst price target has been modestly reduced from $437.81 to $433.12. Analysts cite a more challenging near-term outlook for the home improvement sector and delayed recovery expectations, balanced against some signs of improving demand.Article d’analyse • Sep 12
Earnings Not Telling The Story For The Home Depot, Inc. (NYSE:HD)
The Home Depot, Inc.'s ( NYSE:HD ) price-to-earnings (or "P/E") ratio of 28.8x might make it look like a sell right now...Article d’analyse • Aug 28
Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results
The Home Depot, Inc. ( NYSE:HD ) last week reported its latest quarterly results, which makes it a good time for...Mise à jour du récit • Aug 27
Advanced Supply Chain And Digital Tools Will Transform Remodeling
Analysts have raised Home Depot’s price target as Q2 results showed strengthening demand, robust e-commerce growth, and ongoing Pro initiatives, with optimism tied to potential rate cuts, now valuing shares at $437.56. Analyst Commentary Q2 results indicated improved underlying demand, with momentum carrying into early Q3 and broad-based category strength, including the strongest e-commerce growth since mid-2022.Article d’analyse • Aug 01
A Look At The Intrinsic Value Of The Home Depot, Inc. (NYSE:HD)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Home Depot fair value estimate is US$319 With US$368 share...Article d’analyse • Jul 19
Some Investors May Be Worried About Home Depot's (NYSE:HD) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Seeking Alpha • Apr 16
Home Depot: Resist The Temptation Of Buying The Dip
Summary As expected, Home Depot's share price has come under severe pressure in recent months. The 12% drop, however, does not seem to fully account for broader market risks and the deterioration of business fundamentals. Home Depot's expected returns remain quite low, and I expect the stock to continue to underperform the broader equity market. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Home Depot: I Will Buy When It Dips
Summary Home Depot, Inc. ended the year strongly with stable topline performance, high cash reserves, and manageable debt, despite market challenges. The company still has a lot of growth prospects and effective strategies to support its expansion. Stock valuations and technical indicators suggest caution before taking a position. I recommend holding Home Depot, Inc. for now, waiting for a price dip to find a better entry point. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Home Depot: Warnings Signs Are Building As The Company Prepares For Q4 Earnings
Summary The Home Depot, Inc.'s strong performance during the post-COVID housing boom is waning, with recent economic data indicating a slowdown in the housing market and elevated interest rates. The company's third-quarter earnings report showed declining average ticket size, comparable sales, and operating margins, signaling weakening core business performance. HD stock's valuation at 25.84x projected forward GAAP earnings is high, with analysts expecting only 6-8% EPS growth over the next six years. Investors should be cautious ahead of Home Depot's upcoming earnings report, given disappointing consumer spending and broader economic slowdown indicators. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Home Depot - Time To Take Profits (Again)
Summary Home Depot is a mature company with limited growth prospects, and its current stock price is overpriced relative to its intrinsic value. The company's operating margins have resumed their pre-pandemic decline, and recent acquisitions raise concerns about management's capital discipline. Despite strong historical performance, insider trading activity suggests insiders believe HD shares have been overpriced for some time. I recommend investors consider selling some HD stock now and waiting for a lower price before buying again. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Home Depot: Long-Term Tailwind Weighed By Near-Term Visible Headwinds
Summary I am neutral on Home Depot stock due to strong long-term tailwinds but significant near-term headwinds, particularly elevated interest rates impacting consumer and Pro demand. Home Depot benefits from aging U.S. housing stock and rising consumer interest in home renovations, supporting long-term growth prospects. Current macroeconomic conditions, including high interest rates, are negatively affecting big-ticket discretionary spending and Pro customer financing, posing near-term challenges. Market optimism has led to a high forward P/E of 26x, leaving limited upside and potential for de-rating if near-term results falter. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
The Home Depot Is An Iconic American Company, But It's Overvalued (Rating Downgrade)
Summary Home Depot's stock has recently underperformed the S&P 500. Its slower growth offers stability but lacks upside, with a 5-year EV CAGR forecast of -0.22%. The Buffett Indicator (208% of GDP) signals market-wide overvaluation. HD's intrinsic EV is ~40% below its current level, showing a -62% margin of safety. Strong management ethos and investments in the Pro Ecosystem (45% of sales) ensure long-term stability. However, current valuations suggest Sell for prudent investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Home Depot Q3 Earnings: Doing The Best It Can Against All Odds
Summary Home Depot's Q3 performance exceeded expectations, driven by hurricane-related sales and the integration of SRS Distribution, leading to an upward revision of FY24 guidance. Despite positive Q3 results, high interest rates and elevated mortgage rates continue to defer larger remodeling projects, posing a significant headwind for Home Depot's growth. The SRS acquisition appears promising, contributing significantly to sales and aligning with Home Depot's strategy to emphasize the Pro segment, though its full impact will take time. Given the current valuation and macroeconomic challenges, I maintain a HOLD rating on Home Depot, as the stock shows little-to-no upside potential at current levels. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Wide Moat Shielded Home Depot From Normalising Fundamentals
Summary Home Depot has a wide moat to withstand macro challenges. We face normalising fundamentals as life resumes normal, leading to a slight decline in profitability was observed post-Covid. We expect Home Depot will have a revenue of $39.50B and EPS of $3.69 in Q3 of FY2024. Home Depot is a reasonably safe investment in a recession. However, its slight overvaluation halts our buying proposition. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Home Depot gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 03 May 26 | 166,592 | 14,012 | 31,131 | 0 |
| 01 Feb 26 | 164,683 | 14,156 | 30,702 | 0 |
| 02 Nov 25 | 166,189 | 14,582 | 30,655 | 0 |
| 03 Aug 25 | 165,054 | 14,629 | 30,231 | 0 |
| 04 May 25 | 162,952 | 14,639 | 29,611 | 0 |
| 02 Feb 25 | 159,514 | 14,806 | 28,748 | 0 |
| 27 Oct 24 | 154,596 | 14,610 | 27,702 | 0 |
| 28 Jul 24 | 152,089 | 14,772 | 27,139 | 0 |
| 28 Apr 24 | 151,830 | 14,870 | 26,910 | 0 |
| 28 Jan 24 | 152,669 | 15,143 | 26,598 | 0 |
| 29 Oct 23 | 153,714 | 15,704 | 26,468 | 0 |
| 30 Jul 23 | 154,876 | 16,233 | 26,287 | 0 |
| 30 Apr 23 | 155,752 | 16,747 | 26,029 | 0 |
| 29 Jan 23 | 157,403 | 17,105 | 26,284 | 0 |
| 30 Oct 22 | 157,291 | 17,095 | 26,166 | 0 |
| 31 Jul 22 | 155,239 | 16,885 | 25,866 | 0 |
| 01 May 22 | 152,565 | 16,519 | 25,642 | 0 |
| 30 Jan 22 | 151,157 | 16,433 | 25,406 | 0 |
| 31 Oct 21 | 147,699 | 15,938 | 24,835 | 0 |
| 01 Aug 21 | 144,415 | 15,241 | 24,284 | 0 |
| 02 May 21 | 141,350 | 14,766 | 23,646 | 0 |
| 31 Jan 21 | 132,110 | 12,866 | 24,447 | 0 |
| 01 Nov 20 | 125,631 | 12,490 | 21,191 | 0 |
| 02 Aug 20 | 119,318 | 11,827 | 20,516 | 0 |
| 03 May 20 | 112,104 | 10,974 | 19,765 | 0 |
| 02 Feb 20 | 110,225 | 11,242 | 19,740 | 0 |
| 03 Nov 19 | 110,934 | 11,105 | 19,848 | 0 |
| 04 Aug 19 | 110,013 | 11,203 | 19,714 | 0 |
| 05 May 19 | 109,637 | 11,230 | 19,674 | 0 |
| 03 Feb 19 | 108,203 | 11,121 | 19,513 | 0 |
| 28 Oct 18 | 105,595 | 10,556 | 18,861 | 0 |
| 29 Jul 18 | 104,319 | 9,854 | 18,567 | 0 |
| 29 Apr 18 | 101,964 | 9,020 | 18,112 | 0 |
| 28 Jan 18 | 100,904 | 8,630 | 17,864 | 0 |
| 29 Oct 17 | 99,228 | 8,595 | 17,607 | 0 |
| 30 Jul 17 | 97,356 | 8,399 | 17,373 | 0 |
| 30 Apr 17 | 95,720 | 8,168 | 17,212 | 0 |
| 29 Jan 17 | 94,595 | 7,957 | 17,132 | 0 |
| 30 Oct 16 | 93,368 | 7,684 | 17,197 | 0 |
| 31 Jul 16 | 92,033 | 7,440 | 17,078 | 0 |
| 01 May 16 | 90,390 | 7,233 | 16,980 | 0 |
| 31 Jan 16 | 88,519 | 7,009 | 16,801 | 0 |
| 01 Nov 15 | 86,701 | 6,917 | 16,640 | 0 |
| 02 Aug 15 | 85,398 | 6,729 | 16,559 | 0 |
Des revenus de qualité: HD a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de HD sont inférieures à celles de l'année dernière HD. (8.4%) sont inférieures à celles de l'année dernière (9%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de HD ont diminué de 2.8% par an au cours des 5 dernières années.
Accélération de la croissance: HD a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: HD a enregistré une croissance négative de ses bénéfices ( -4.3% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Specialty Retail ( -1.1% ).
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 100.99% ) de HD soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:01 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/05/03 |
| Revenus annuels | 2026/02/01 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Home Depot, Inc. est couverte par 61 analystes. 32 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Michael Lasser | Barclays |