Citable filing context
HD's research view summarizes recent SEC filing context, starting with management_change from Aug 21, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 21, 2026 | management_change | Home Depot expanded responsibilities for three EVPs and granted each a $500,000 restricted stock award. |
| Aug 18, 2026 | earnings | Home Depot reported Q2 fiscal 2026 sales of $47.9 billion, up 5.7%, and net earnings of $4.8 billion. |
| Aug 12, 2026 | management_change | CEO Ted Decker is taking a temporary medical leave, with Ann-Marie Campbell and Richard McPhail overseeing operations. |
| Aug 18, 2026 | Guidance: adjusted_diluted_eps_growth | 0.00 to 4.00 |
| Aug 18, 2026 | Guidance: adjusted_operating_margin | 12.80 to 13.00 |
| Aug 18, 2026 | Guidance: capital_expenditures_pct_sales | not reported to not reported |
| Aug 25, 2026 | mda_quarterly | For the second quarter of fiscal 2026, Home Depot reported net sales of $47.9 billion, up 5.7% year-over-year, and diluted earnings per share of $4.79. Revenue growth was primarily driven by $1.4 billion in incremental sales from the acquired GMS business and a 1.7% rise in comparable sales. Comps reflected a 2.8% increase in average ticket against a 1.0% decline in transaction volume, as demand centered on smaller repair and maintenance projects amid housing affordability pressures. Online sales grew 11.0%, representing 16.6% of total revenue. Gross margin expanded 30 basis points to 33.7%, benefited by $685 million in cost-of-goods reductions stemming from $730 million in received IEEPA tariff refunds following a U.S. Supreme Court ruling. These refunds offset rising fuel, energy, and input costs. Business expansion included SRS Distribution acquiring Mingledorff’s, establishing a new HVAC product line. During the first six months, operating cash flow reached $11.4 billion. Home Depot maintained its pause on share repurchases to focus on deleveraging, paying down $3.0 billion in long-term debt while distributing $4.6 billion in dividends. Trailing twelve-month return on invested capital fell to 24.8% due to elevated equity levels. |
| May 27, 2026 | mda_quarterly | Home Depot acquired 278,155 shares during the first quarter of fiscal 2026 at an average price of $328.67 per share. These were deemed repurchases under the Omnibus Stock Incentive Plan, primarily from employees surrendering shares for tax withholding on restricted stock vesting or for stock option exercises, rather than through the company's publicly announced share repurchase program. The company paused its $15.0 billion share repurchase authorization, approved in August 2023, in March 2024 and had not resumed activity under this program as of May 3, 2026. A substantial $11.66 billion remains available under this authorization. Additionally, Home Depot issued 600 deferred stock units to non-employee directors and 896 deferred stock units under Restoration Plans during the quarter. These unregistered securities, exempt from registration requirements, convert to common stock on a one-for-one basis upon termination of service, representing a minor source of future share dilution. |
Source: SEC EDGAR filing text and events; period Aug 21, 2026; filed Aug 21, 2026.
HD company research is free during early access. All you need is an account, with no card required. The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay open without one.
Continue research
Follow same-sector companies and source explainers connected to the research view.
A factual guide to SEC Form 8-K current reports and the material company events they can disclose between quarterly filings.
A factual guide to quarterly SEC Form 10-Q reports, how they differ from annual 10-K filings, and what readers can inspect first.
A factual guide to Form S-1 registration statements and the disclosures companies provide before a public offering.
A factual guide to the core 10-K sections investors use for company context: business description, risk factors, MD&A, financial statements, and segment disclosures.