Retail
Price
$338.87
-2.63%Market Cap
$337.89B
Day High
$353.98
Day Low
$338.09
Home Depot delivered Q2 FY2026 revenue of $41.8B (+4.8% YoY), but profitability compressed with net income falling 4.2% to $3.3B as cost pressures and higher SG&A weighed on margins, while operating cash flow surged 39.5% to $6.0B.
Key risk: Margin Erosion from Cost Inflation
Cost of revenue grew 6.0% YoY — faster than the 4.8% revenue growth — compressing gross margin by ~77 bps to 33.0%. If input cost pressures (e.g., tariffs, supply chain costs, labor) persist, further margin deterioration is likely. SG&A also rose 5.7%, adding additional pressure on operating profitability.
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