Q2 FY2027 EarningsQ2 FY2026 results exceeded consensus expectations across the board: revenue was $47.9B vs. $47.2B expected, and diluted EPS was $4.79 vs. $4.61 expected. Growth was primarily fueled by the integration of GMS and a 1.7% increase in comparable sales, though performance was significantly aided by a $685M one-time IEEPA tariff refund. Management maintained a pause on share repurchases to prioritize debt reduction following the SRS acquisition while reaffirming a ~$4B annual Capex outlook.
Overview: Home Depot(HD) the Revenue is 47.86 B (+5.71%), Beat estimate;the EBIT is 7.017 B (+4.83%), Beat estimate;the EPS is 4.79 (+4.59%), Beat estimate.