Home Depot (HD) reported $38.2 billion in revenue for the quarter ended January 2026, representing a year-over-year decline of 3.8%. EPS of $2.72 for the same period compares to $3.13 a year ago.
The reported revenue represents a surprise of +0.05% over the Zacks Consensus Estimate of $38.18 billion. With the consensus EPS estimate being $2.52, the EPS surprise was +8.08%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Home Depot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales - YoY change: 0.4% compared to the -0.2% average estimate based on nine analysts.
- Number of stores - Retail: 2,359 versus the five-analyst average estimate of 2,359.
- Comparable store sales - U.S. - YoY change: 0.3% versus -0.4% estimated by three analysts on average.
- Sales per store: $16.19 million compared to the $16.27 million average estimate based on three analysts.
- Number of customer transactions - Retail: 366.5 million compared to the 398.32 million average estimate based on two analysts.
- Average ticket - Retail: $91.28 versus $89.86 estimated by two analysts on average.
View all Key Company Metrics for Home Depot here>>>
Shares of Home Depot have returned -2.5% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The Home Depot, Inc. (HD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
