Core Insights - The Home Depot reported third-quarter sales of $41.4 billion for fiscal 2025, marking a 2.8% increase from the same period in fiscal 2024, with approximately $900 million attributed to the acquisition of GMS Inc. [1][2] - Net earnings for the quarter were $3.6 billion, or $3.62 per diluted share, a slight decrease from $3.67 per diluted share in the previous year [2][12]. - The company updated its fiscal 2025 guidance due to pressures from a lack of storm activity and ongoing consumer uncertainty affecting home improvement demand [3][8]. Financial Performance - Total sales for the third quarter increased by $1.1 billion, with comparable sales rising by 0.2% [1][12]. - Adjusted diluted earnings per share were $3.74, down from $3.78 in the same quarter of fiscal 2024 [2][20]. - Operating income for the quarter was $5.35 billion, reflecting a 1.2% decrease compared to the previous year [12][18]. Market Conditions - The CEO noted that the results fell short of expectations primarily due to the absence of storms, which typically drive demand in certain categories [3][8]. - Consumer uncertainty and pressures in the housing market are believed to be disproportionately impacting home improvement demand [3][8]. Store Operations - As of the end of the third quarter, The Home Depot operated 2,356 retail stores and over 1,200 SRS locations across various regions [5][12]. - The company employs over 470,000 associates [5]. Future Guidance - The company anticipates total sales growth of approximately 3.0% for fiscal 2025, with GMS expected to contribute around $2.0 billion in incremental sales [8][21]. - The guidance includes expectations for approximately 12 new store openings and a gross margin of about 33.2% [8][21].

The Home Depot, Inc. (NYSE:HD) will release earnings results for the third quarter, before the opening bell on Tuesday.Analysts expect the company to report quarterly earnings at $3.83 per share, up $3.67 per share in the year-ago period. The consensus estimate for Home Depot’s quarterly revenue is $41.12 billion, compared to $40.22 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in six of the last 10 quarters overall, missing estimates in the ...

Core Viewpoint - Home Depot is set to release its third-quarter earnings results, with analysts expecting an increase in earnings per share and revenue compared to the previous year [1][2]. Earnings Expectations - Analysts anticipate Home Depot will report earnings of $3.83 per share, up from $3.67 per share in the same quarter last year [1]. - The consensus estimate for quarterly revenue is $41.12 billion, compared to $40.22 billion a year earlier [1]. Recent Performance - Home Depot has exceeded revenue analyst estimates in six of the last ten quarters but missed estimates in the most recent second quarter [2]. - The company's shares fell by 1.2%, closing at $358.03 on Monday [2]. Analyst Ratings and Price Targets - Telsey Advisory Group maintains an Outperform rating with a price target of $455 [4]. - Wells Fargo has an Overweight rating, reducing the price target from $450 to $435 [4]. - JP Morgan holds an Overweight rating, lowering the price target from $452 to $444 [4]. - Truist Securities maintains a Buy rating, cutting the price target from $454 to $421 [4]. - Morgan Stanley has an Overweight rating, increasing the price target from $415 to $430 [4].

With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Home Depot Inc. (NYSE:HD) to report quarterly earnings at $3.85 per share on revenue of $41.14 billion before the opening bell, according to data from Benzinga Pro. Home Depot shares fell 0.4% to $356.70 in after-hours trading.Helmerich and Payne Inc. (NYSE:HP) reported a loss of 1 cent per share for the fourth quarter. The company reported quarterly sales o ...

Stubborn inflation and skyrocketing home prices are causing uncertainty in the residential property market. These factors also make it challenging for consumers to sustain their discretionary spending. With that, household durable and home improvement products and servicesI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistic ...

Stubborn inflation and skyrocketing home prices are causing uncertainty in the residential property market. These factors also make it challenging for consumers to sustain their discretionary spending. With that, household durable and home improvement products and servicesI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistic ...

Home Depot and Lowe's are set to post modest sales gains when they report quarterly results this week, giving investors a read on whether the outlook is improving or consumer caution is still holding ... ...

We're back on Morning Trade Live. We'll get a closer look at the home improvement trade tomorrow morning when Home Depot reports its earnings. And it's been a rough go for those stocks this year.Home Depot and Lowe's both down more than 5% in 2025, while Floor and Decor and Builder First Source are both down more than 25% year to date. So, let's go inside out on Home Depot ahead of tomorrow's earnings. Joining us now is Sky Canaves, who's the principal analyst at Earketer.Thanks so much, Sky, for joining us ...

We recently published 16 Latest Stocks on Jim Cramer’s Radar. The Home Depot, Inc. (NYSE:HD) is one of the stocks on Jim Cramer's radar. The Home Depot, Inc. (NYSE:HD) is one of the largest home improvement retailers in America. Cramer frequently discusses the firm, and in a September appearance, opined that the shares could appreciate in the aftermath of a Fed interest rate cut. In this appearance, he discussed Stifel’s coverage of The Home Depot, Inc. (NYSE:HD)’s shares, which cut the rating to Hold fro ...

Economic Indicators - August construction spending increased by 0.2% month-over-month, contrary to street expectations of a contraction of 0.2% [2] - The previous construction spending figure was revised from -0.1% to 0.2%, indicating a positive adjustment [2][3] - The construction sector is showing resilience despite headwinds from interest rates and government shutdown uncertainties [3] Federal Reserve Insights - The Federal Reserve appears divided, with some members likely to hold rates steady, impacting market expectations for a potential December rate cut [6][9] - The upcoming labor report may be discounted by the Fed due to the government shutdown, complicating data normalization [7][8] - Market sentiment is influenced by concerns over inflation and murky labor market statistics, particularly from the ADP report [10] Retail Sector Analysis - Home Depot's sales have been stable, but large durable goods have seen a slowdown, affecting margins [13][14] - Walmart may face a downward revision in guidance due to delayed SNAP benefits from the government shutdown, potentially impacting revenue by approximately $500 million [16] - Both companies are expected to provide insights into the health of the economy, especially leading into the holiday season [17] Lithium Market Developments - Albemarle and other lithium companies are experiencing significant stock price increases, with Albemarle up 9% and other companies like Lac and Tmq seeing gains of 13% and 11% respectively [18][19] - Chile's recent presidential election may favor the mining industry, positively impacting lithium operations [20][21] - Demand for lithium is projected to increase by 30-40% by 2026, with supply not expected to meet this demand, potentially driving prices higher [22][23] Agricultural Market Dynamics - China's soybean purchasing activity is crucial for broader market dynamics, with current purchases falling behind commitments [25][27] - The USDA data indicates that China has only met 2.76% of its total soybean commitments for the year, necessitating significant weekly purchases to meet targets [27] - A failure by China to follow through on soybean purchases could negatively impact market sentiment and discussions around critical minerals [28][29]