Decent quarter all things considered for Home Depot (HD). Reasonable EPS outlook for 2026 given the tepid state of the US housing market. Here's what Home Depot CFO Richard McPhail told me this morning on the state of the housing market: “First of all, our customers are the homeowner – and so they're one of the most resilient customer cohorts in the economy. But they're feeling pressure like everyone else. They tell us they have concerns around housing affordability, general affordability and broader co ...