Quick Read

• Home Depot (HD) reported Q1 fiscal 2026 revenue of $41.77B (+4.79% YoY) with comparable sales of +0.6% and adjusted diluted EPS of $3.43, while operating margin compressed to 11.9% from 12.9% due to $119M in SRS intangible amortization.

• Home Depot faces consumer headwinds with the University of Michigan Consumer Sentiment Index at 53.3 (pessimistic territory) and customer transactions falling 1.3% in Q1, but bulls see a credible recovery path driven by housing starts climbing to 1.50M annualized and the SRS Distribution and GMS acquisitions extending pro/specialty trade reach.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Home Depot wasn’t one of them. Get them here FREE.

Home Depot…