Home Depot Inc. (HD) Q4 2025 (USD): adj. EPS 2.72 (exp. 2.53), Revenue 38.2bln (exp. 38.11bln); Boosts dividend +1.3%

Home Depot's Q4 results surpassed expectations on both adjusted EPS and revenue, which supports a stable outlook amid consumer uncertainty.

Newsquawk StaffPublished 24 Feb 2026, 11:20 UTCOn the live feed at 11:00 UTC — 6 more headlines followed before this page went public

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11:02

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11:00

Home Depot Inc. (HD) Q4 2025 (USD): adj. EPS 2.72 (exp. 2.53), Revenue 38.2bln (exp. 38.11bln); Boosts dividend +1.3%

10:55

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10:47

"Iranian TV: Revolutionary Guards ground forces begin maneuvers in the south of the country", according to Al Jazeera

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Q4 SSS +0.4% (exp. -0.4%)
Q4 US SSS +0.5%

COMMENTARY:

Exec said results were largely in-line with expectations, reflecting the lack of storm activity in Q3 and ongoing consumer uncertainty and pressure in housing.
Adjusting for storms, underlying demand was relatively stable throughout the year.

GUIDANCE:

FY sales view +2.5-4.5% (exp. 15.10)
FY SSS seen +0-2% (exp. 1.7%)
FY Adj. EPS seen +0-4%

Context

While same-store sales (SSS) growth was modest, the company’s decision to boost the dividend signals confidence in cash flow despite softer market conditions. Guidance for FY indicates cautious optimism but reflects a more conservative growth trajectory than analysts anticipated.

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