The Home Depot (HD)

Hold Current rating · 4 reports

Coverage summary

Aardvark Labs Capital Research has covered The Home Depot (HD) since November 19, 2025. The company is in the Consumer Cyclical sector. This page lists 4 reports: 4 earnings recaps.

The latest is the Q2 FY26 Earnings Recap, published August 19, 2026. That report moved the rating from Outperform to Hold. The rating has changed twice since coverage began.

Translations: 4 in Chinese.

The Excel model for HD holds 22 quarters and 5 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated September 28, 2026.

Rating history

November 19, 2025 First rating: Hold Q3 FY25 Earnings Recap
May 20, 2026 Hold → Outperform Q1 FY26 Earnings Recap
August 19, 2026 Outperform → Hold Q2 FY26 Earnings Recap

All HD reports

2026-08-19

Hold Recap: Q2 FY26

The Beat Came From Washington, Not the Aisles: Downgrading HD to Hold as the De-Rating Trade Runs Out of Room

2026-05-20

Outperform Recap: Q1 FY26

The Quarter Was Fine, the Stock Was Not: HD's De-Rating Has Overshot the Fundamentals

2026-02-25

Hold Recap: Q4 FY25

Home Depot Snaps Its Miss Streak, But the Beat Is About Costs Behaving, Not Demand Turning

2025-11-19

Hold Recap: Q3 FY25

Storms Explain the Quarter, Not the Year: Home Depot Cuts Guidance on an Underlying Comp That Will Not Move