Home Depot’s tough quarter
What happened
Home Depot reported $164.7 billion in net sales for fiscal 2025 but only 0.3% comparable‑store growth, and the stock hit a 52‑week low at around $326.29 as investors weigh a cooling housing market—though CIBC Bancorp recently added a $60.11 million stake. (ad-hoc-news.de) (investing.com) (defenseworld.net)
Why it matters
Fiscal 2025 net earnings were $14.2 billion, producing diluted earnings per share of $14.23 for the year. (ir.homedepot.com) The board approved a 1.3% quarterly dividend increase to $2.33 per share (annualized $9.32), payable March 26, 2026 to shareholders of record on March 12, 2026, marking the company’s 156th consecutive quarter of cash dividends. (ir.homedepot.com) Fourth‑quarter sales totaled $38.2 billion, a 3.8% decline versus the prior year’s fourth quarter, with the company noting the quarter contained 13 weeks versus 14 weeks in the prior year (the extra week in FY2024 added roughly $2.5 billion). (ir.homedepot.com) For fiscal 2026 the company guided to total sales growth of approximately 2.5%–4.5% and comparable‑store sales of roughly flat to +2.0%. (prnewswire.com) Home Depot’s FY2026 EPS outlook was issued as a range of about $14.230 to $14.799 per diluted share, implying roughly flat to +4.0% growth versus the $14.23 EPS reported in FY2025. (marketbeat.com) Management attributed part of the year’s sales lift to recent acquisitions — SRS Distribution (closed June 18, 2024) and GMS (closed September 4, 2025) — which materially contributed to net‑sales growth in fiscal 2025. (ebs.publicnow.com) Shares have moved sharply since late 2025, trading down about 19% over the past six months and roughly -8.1% over the last year, reflecting investor concern about housing‑market pressure even as the company set a cautious FY2026 outlook. (investing.com)
Key numbers
- Home Depot reported $164.7 billion in net sales for fiscal 2025 but only 0.3% comparable‑store growth, and the stock hit a 52‑week low at around $326.29 as investors weigh a cooling housing market—though CIBC Bancorp recently added a $60.11 million stake.
- (ad-hoc-news.de) (investing.com) (defenseworld.net) Fiscal 2025 net earnings were $14.2 billion, producing diluted earnings per share of $14.23 for the year.
- (ir.homedepot.com) The board approved a 1.3% quarterly dividend increase to $2.33 per share (annualized $9.32), payable March 26, 2026 to shareholders of record on March 12, 2026, marking the company’s 156th consecutive quarter of cash dividends.
- (ir.homedepot.com) For fiscal 2026 the company guided to total sales growth of approximately 2.5%–4.5% and comparable‑store sales of roughly flat to +2.0%.
Quick answers
What happened in Home Depot’s tough quarter?
Home Depot reported $164.7 billion in net sales for fiscal 2025 but only 0.3% comparable‑store growth, and the stock hit a 52‑week low at around $326.29 as investors weigh a cooling housing market—though CIBC Bancorp recently added a $60.11 million stake. (ad-hoc-news.de) (investing.com) (defenseworld.net)
Why does Home Depot’s tough quarter matter?
Fiscal 2025 net earnings were $14.2 billion, producing diluted earnings per share of $14.23 for the year. (ir.homedepot.com) The board approved a 1.3% quarterly dividend increase to $2.33 per share (annualized $9.32), payable March 26, 2026 to shareholders of record on March 12, 2026, marking the company’s 156th consecutive quarter of cash dividends. (ir.homedepot.com) Fourth‑quarter sales totaled $38.2 billion, a 3.8% decline versus the prior year’s fourth quarter, with the company noting the quarter contained 13 weeks versus 14 weeks in the prior year (the extra week in FY2024 added roughly $2.5 billion). (ir.homedepot.com) For fiscal 2026 the company guided to total sales growth of approximately 2.5%–4.5% and comparable‑store sales of roughly flat to +2.0%. (prnewswire.com) Home Depot’s FY2026 EPS outlook was issued as a range of about $14.230 to $14.799 per diluted share, implying roughly flat to +4.0% growth versus the $14.23 EPS reported in FY2025. (marketbeat.com) Management attributed part of the year’s sales lift to recent acquisitions — SRS Distribution (closed June 18, 2024) and GMS (closed September 4, 2025) — which materially contributed to net‑sales growth in fiscal 2025. (ebs.publicnow.com) Shares have moved sharply since late 2025, trading down about 19% over the past six months and roughly -8.1% over the last year, reflecting investor concern about housing‑market pressure even as the company set a cautious FY2026 outlook. (investing.com)
