HD

HD Earnings Preview

The Home Depot, Inc. · Consumer Cyclical · $350B

27d until earnings

HD Earnings

Tuesday, May 19 2026
EPS Estimate
$3.41
$3.34 – $3.58
Revenue Estimate
$41.5B
Current Price
$343.92

Our Position

bearish

Home Depot speeds fulfillment with SIMPL deal

est. revisions rising (+5.2pp / 30d)

This acquisition targets fulfillment efficiency gains amid slowing revenue growth and weak housing sector demand, potentially improving operational resilience and customer service.

Watch: Monitor Q2 2026 fulfillment metrics and comparable sales for signs of efficiency gains translating to stabilized revenue under macro pressure.

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.1 (bullish skew) Price downtrend

Key Context

Insider Activity
mixed
Price Trend
downtrend
From 52w High
-2.0%
P/E Ratio
24.7
Est. Revisions (30d)
-0.2% 0up/22dn
Analyst Target (mean)
$408 $335–$454 +19%
Options P/C Ratio
0.05 1C/0P unusual
Est. Dispersion
7% 29 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance

Recent Activity

insider trades 106 transactions
Award · CAMPBELL ANN-MARIE (Officer) ·4,691 shares
Award · ROSEBOROUGH TERESA WYNN (General Counsel) ·2,440 shares
Award · BROWN ANGIE (Chief Technology Officer) ·2,255 shares
Award · SMITH STEPHANIE (Officer) ·2,345 shares
Award · DECKER EDWARD P. (Chief Executive Officer) ·11,548 shares
101 more
Award · SCARDINO KIMBERLY R. ·902 shr
Award · MCPHAIL RICHARD V ·3,969 shr
Award · DEATON JOHN A. ·2,467 shr
Award · BASTEK WILLIAM D ·3,518 shr
Award · BROGGI JORDAN ·3,022 shr
Award · ROWE MICHAEL F ·2,255 shr
Sell · MCPHAIL RICHARD V ·2,550 shr ·$940,670
Sell · DEATON JOHN A. ·1,793 shr ·$661,617
Award · CAMPBELL ANN-MARIE ·3,878 shr
Award · ROSEBOROUGH TERESA WYNN ·2,519 shr
Award · BROWN ANGIE ·795 shr
Award · SMITH STEPHANIE ·895 shr
Award · DECKER EDWARD P. ·13,992 shr
Award · SCARDINO KIMBERLY R. ·874 shr
Award · MCPHAIL RICHARD V ·3,878 shr
Award · DEATON JOHN A. ·2,552 shr
Award · BASTEK WILLIAM D ·1,126 shr
Award · BROGGI JORDAN ·928 shr
Award · ROWE MICHAEL F ·729 shr
Sell · ROSEBOROUGH TERESA WYNN ·2,872 shr ·$1,000,961
Sell · BROWN ANGIE ·1,946 shr ·$695,948
Exercise · BROWN ANGIE ·1,516 shr ·$394,557
Sell · CAMPBELL ANN-MARIE ·145 shr ·$51,948
Sell · BASTEK WILLIAM D ·2,303 shr ·$974,445
Exercise · BASTEK WILLIAM D ·2,303 shr ·$339,370
Sell · ROSEBOROUGH TERESA WYNN ·5,483 shr ·$2,265,767
Exercise · ROSEBOROUGH TERESA WYNN ·4,103 shr ·$921,014
Sell · BASTEK WILLIAM D ·3,783 shr ·$1,551,900
Exercise · BASTEK WILLIAM D ·3,783 shr ·$492,622
Award · BROWN ANGIE ·628 shr
Award · SMITH STEPHANIE ·628 shr
Sell · DECKER EDWARD P. ·32,897 shr ·$13,067,210
Exercise · DECKER EDWARD P. ·32,897 shr ·$4,283,847
Sell · BROWN ANGIE ·1,000 shr ·$404,070
Exercise · BROWN ANGIE ·1,000 shr ·$181,760
Sell · MCPHAIL RICHARD V ·3,369 shr ·$1,359,931
Exercise · MCPHAIL RICHARD V ·3,369 shr ·$438,711
Sell · PADILLA HECTOR A ·1,585 shr ·$640,609
Sell · DEATON JOHN A. ·8,892 shr ·$3,289,951
Exercise · DEATON JOHN A. ·8,892 shr ·$1,264,510
Sell · ROSEBOROUGH TERESA WYNN ·5,406 shr ·$1,996,328
Sell · SIDDIQUI FAHIM ·2,600 shr ·$954,564
Award · ROWE MICHAEL F ·674 shr
Award · CAMPBELL ANN-MARIE ·4,142 shr
Award · ROSEBOROUGH TERESA WYNN ·2,240 shr
Award · DECKER EDWARD P. ·9,816 shr
Award · SCARDINO KIMBERLY R. ·828 shr
Award · HOURIGAN TIMOTHY A ·2,448 shr
Award · MCPHAIL RICHARD V ·3,479 shr
Award · PADILLA HECTOR A ·2,178 shr
Award · DEATON JOHN A. ·2,265 shr
Award · SIDDIQUI FAHIM ·2,700 shr
Award · BASTEK WILLIAM D ·3,106 shr
Award · BROGGI JORDAN ·2,650 shr
Award · ROWE MICHAEL F ·2,071 shr
Buy · BRENNEMAN GREGORY D ·2,884 shr ·$999,767
Award · CAMPBELL ANN-MARIE ·849 shr
Award · CAMPBELL ANN-MARIE ·1,211 shr
Award · ROSEBOROUGH TERESA WYNN ·576 shr
Award · ROSEBOROUGH TERESA WYNN ·822 shr
Award · DECKER EDWARD P. ·2,434 shr
Award · DECKER EDWARD P. ·4,414 shr
Award · SCARDINO KIMBERLY R. ·203 shr
Award · SCARDINO KIMBERLY R. ·302 shr
Award · HOURIGAN TIMOTHY A ·576 shr
Award · HOURIGAN TIMOTHY A ·822 shr
Award · MCPHAIL RICHARD V ·835 shr
Award · MCPHAIL RICHARD V ·1,190 shr
Award · PADILLA HECTOR A ·541 shr
Award · PADILLA HECTOR A ·778 shr
Award · DEATON JOHN A. ·541 shr
Award · DEATON JOHN A. ·778 shr
Award · SIDDIQUI FAHIM ·206 shr
Award · SIDDIQUI FAHIM ·302 shr
Award · BASTEK WILLIAM D ·211 shr
Award · BASTEK WILLIAM D ·302 shr
Award · BROGGI JORDAN ·175 shr
Award · BROGGI JORDAN ·259 shr
Other · HOURIGAN TIMOTHY A ·200 shr
Other · BASTEK WILLIAM D ·210 shr
Sell · BASTEK WILLIAM D ·2,969 shr ·$1,236,915
Exercise · BASTEK WILLIAM D ·2,969 shr ·$344,849
Sell · CAMPBELL ANN-MARIE ·100 shr ·$40,258
Sell · HOURIGAN TIMOTHY A ·16,004 shr ·$6,553,958
Exercise · HOURIGAN TIMOTHY A ·16,004 shr ·$2,055,636
Sell · CAMPBELL ANN-MARIE ·29,968 shr ·$12,239,076
Exercise · CAMPBELL ANN-MARIE ·29,968 shr ·$5,518,042
Sell · ROSEBOROUGH TERESA WYNN ·22,084 shr ·$9,030,416
Exercise · ROSEBOROUGH TERESA WYNN ·22,084 shr ·$4,626,315
Sell · PADILLA HECTOR A ·3,626 shr ·$1,482,904
Exercise · PADILLA HECTOR A ·2,908 shr ·$428,523
Sell · MCPHAIL RICHARD V ·6,500 shr ·$2,654,925
Exercise · MCPHAIL RICHARD V ·6,500 shr ·$846,430
Sell · SCARDINO KIMBERLY R. ·1,700 shr ·$617,100
Sell · ROSEBOROUGH TERESA WYNN ·5,195 shr ·$1,866,667
Award · BROGGI JORDAN ·694 shr
Sell · CAREY MATTHEW A ·56,008 shr ·$19,332,587
Exercise · CAREY MATTHEW A ·50,239 shr ·$8,505,177
Sell · SIDDIQUI FAHIM ·3,000 shr ·$1,031,370
Sell · PADILLA HECTOR A ·82 shr ·$28,619
Exercise · PADILLA HECTOR A ·82 shr ·$15,518