Citable filing context
HD's research view summarizes recent SEC filing context, starting with earnings from Aug 18, 2026.
| Filed | Item | Context |
|---|---|---|
| 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. |
| May 26, 2026 | other | Shareholders approved amendments to the Certificate of Incorporation to limit monetary liability for certain officers. |
| 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 |
| 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. |
| Mar 18, 2026 | business | The Home Depot is the world’s largest home improvement retailer, operating 2,359 stores across the U.S., Canada, and Mexico, complemented by extensive online and mobile platforms. It offers a wide assortment of home improvement products, building materials, lawn and garden, décor, and MRO products, alongside installation services and tool rental. HD serves diverse customer groups: DIY, DIFM, and a significant Pro segment, including renovators, contractors, and specialty tradespeople. A core strategy is "winning with Pros," significantly bolstered by the fiscal 2024 acquisition of SRS, a leading distributor of residential and commercial roofing, landscape, and pool supplies. SRS's subsequent fiscal 2025 acquisition of GMS further expanded Pro offerings with specialty interior building products like drywall and ceilings, growing the Pro-focused distribution network to over 1,250 locations. The company emphasizes a frictionless interconnected shopping experience, leveraging technology and AI, and plans to open approximately 80 new stores by fiscal 2027. Capital allocation prioritizes reinvestment, quarterly dividends, and share repurchases. The business operates in a highly competitive, fragmented market, with sales typically peaking in the second fiscal quarter due to seasonality. |
Source: SEC EDGAR filing text and events; period Aug 18, 2026; filed Aug 18, 2026.
HD company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.