The Home Depot

Home Depot reported fiscal Q2 revenue of $47.9 billion and adjusted EPS of $4.92, topping expectations while maintaining guidance. The retailer yields 2.67% and has raised payouts for 17 consecutive years, supported by strong cash flow and profitability. However, high interest rates, weak housing turnover and Fed inflation policy under Kevin Warsh’s stance limit near-term growth, with analysts forecasting only muted revenue gains through 2028. The company retains competitive advantages and a large market opportunity, but investors should expect slow top-line expansion until macro conditions improve. » Plus sur finance.yahoo.com

Home Depot reported Q2 revenue of $47.86 billion and EPS of $4.92, both above expectations, with same‑store sales rising 1.7% driven by higher average ticket and stronger momentum through July. Management reiterated 2026 guidance, expecting mid‑single‑digit sales growth and flat to modest EPS growth, while noting a $685 million tariff refund partly offsetting rising costs. The firm highlighted operational gains—faster delivery, digital sales growth and stronger Pro performance—while CEO Ted Decker remains on a medical leave of absence. Analysts upgraded the stock to a buy‑equivalent rating and raised the price target to $370, citing valuation and dividend support if rates and housing activity improve. » Plus sur cnbc.com

Home Depot beat expectations in the second quarter: adjusted EPS $4.92 vs. consensus around $4.73, revenue $47.86 billion vs. forecast about $47.27 billion. Same-store sales rose 1.7% companywide (US +1.3%) and online sales grew double-digit for the fifth consecutive quarter (+11%). Management confirmed the full-year guidance (same-store sales: flat to +2%, adjusted EPS: flat to +4%), while analysts slightly adjusted price targets. CFO Richard McPhail warned of a “frozen housing market”; weak US housing-starts data as well as high yields, the oil price and geopolitical risks limit upside potential. » Plus sur de.investing.com