Key Takeaways Home Depot reaffirmed guidance with 2025 sales seen up 2.8% and comps up 1% despite a mixed backdrop.Floor & Decor posted Q2 sales up 7.1%, with EPS up 11.5%, aided by margin expansion and new stores.HD shares rose 13.9% in six months, while FND slipped 1.2%, underscoring diverging stock performance.The Home Depot, Inc. (HD) and Floor & Decor Holdings, Inc. (FND) are major players within the Retail - Home Furnishings industry. Home Depot boasts a market capitalization of around $409 billion an ...

The Home Depot has launched a digital platform that helps professional renovators, remodelers and specialty tradespeople plan, manage and execute complex projects.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The ...

Home Depot's multiyear downturn could be nearing an end.When Home Depot (HD -0.68%) talks, the stock market listens. The blue chip Dow Jones Industrial Average component is a bellwether for consumer spending and the housing market.In recent years, Home Depot's results have disappointed. Earnings have been falling, and fiscal 2025 same-store sales are expected to grow by just 1%. But that sluggish growth could quickly fade into the rearview mirror.In an effort to maximize employment and reduce inflation to 2 ...

With significant hedge fund interest, The Home Depot, Inc. (NYSE:HD) secures a spot on our list of the 15 Best Stocks to Invest in for Financial Stability. The Home Depot, Inc. (HD) Completes the $5.5 Billion Acquisition of GMS Inc. The Home Depot, Inc. (NYSE:HD) announced on September 4, 2025, that it has completed the $5.5 billion acquisition of GMS Inc. through its specialty trade distribution arms, SRS Distribution. This move, which was first announced in June, strengthens the subsidiary’s position a ...

Key Takeaways Home Depot's Q2 sales rose 4.9% to $45.3B, with comparable sales up 1%.The Fed cut rates to 4-4.25%, easing mortgages and home equity credit lines.Lower Fed rates may spur financing for major renovations, aiding deferred projects.The Home Depot, Inc. (HD) delivered decent second-quarter fiscal 2025 results with sales rising 4.9% to $45,277 million and comparable sales up 1%. Management noted that momentum was broad across categories, but the bigger story lies in what could happen next as the F ...

家得宝股票评级概况 - 家得宝平均经纪建议(ABR)为1.66 介于强力买入和买入之间 基于37家经纪公司的实际建议[2] - 37项建议中包含25项强力买入(67.6%)和1项买入(2.7%) 强力买入占比超过三分之二[2] - ABR显示买入倾向但研究表明经纪建议指导选股效果有限[2] 经纪建议存在系统性偏差 - 经纪公司分析师因利益关联存在强烈正向评级偏好[3] - 经纪公司发布"强力买入"建议数量是"强力卖出"的五倍[3] - 机构利益与零售投资者不完全一致 降低对未来股价走势的预测价值[4] Zacks评级体系优势 - Zacks评级基于盈利预测修正 实证研究与短期股价变动高度相关[8] - 采用1-5整数量级 按比例分配覆盖所有经纪分析师提供当年盈利预测的股票[8] - 及时反映分析师对企业变化趋势的盈利预测修正 保持预测时效性[9] 家得宝投资评级分析 - 当前Zacks共识盈利预测为15.03美元 过去一个月维持不变[10] - 盈利预测稳定显示公司近期表现可能与整体市场同步[10] - Zacks评级为3(持有) 建议对买入级ABR保持谨慎[11] ABR与Zacks评级差异 - ABR仅基于经纪建议且显示小数位 Zacks评级基于盈利预测修正量化模型[6] - ABR可能存在信息滞后 Zacks评级能快速反映盈利预测更新[9] - Zacks评级具有外部审计的优秀业绩记录 是有效的股价表现指标[5]

公司业务 - 家得宝是一家家装零售商 供应建筑材料、家居装饰产品、草坪和花园产品以及维护用品[2] - 公司提供安装服务、工具租赁选项以及支持房主、专业贸易人员和承包商的数字平台[2] 股价表现 - 家得宝股价当日下跌1%[1] - 该股票被描述为"大赢家"但近期受到压力[1] 行业观点 - 吉姆·克莱默对利率敏感型周期性股票表示犹豫 包括住房类股票[1] - 这些股票只有在美联储认真讨论双倍降息时才会具有吸引力 但当前并未出现这种情况[1] 投资比较 - 尽管承认家得宝的投资潜力 但某些人工智能股票被认为具有更大的上涨潜力和更小的下行风险[3] - 存在极度低估的人工智能股票可能从特朗普时代关税和回流趋势中显著受益[3]

美联储降息政策 - 美联储自12月以来首次降息25个基点 将基准利率下调至4%-4.25%区间 并暗示后续将继续降息以支撑劳动力市场[1][10] - 降息举措利好对利率敏感的小盘股和可选消费类股票 罗素2000小盘股指数创近四年新高 标普500指数年内涨幅超13%[2][10] 房地产行业表现 - PHLX住房指数本季度大涨15% 显著跑赢标普500指数7%的涨幅 但年内表现仍落后于基准指数[5][11] - 头部房企表现突出：DR Horton本季度涨幅超30% KB Home和Toll Brothers涨幅均超20% 家装零售商Lowe's和Home Depot分别上涨约20%和13%[5][11] - 30年期固定利率抵押贷款利率降至6.39% 为2024年10月初以来最低水平 Keefe Bruyette & Woods分析师预计年底可能接近6%[6][11] 货币政策传导机制 - 抵押贷款利率与10年期美债收益率关联度更高 当前收益率从5月的4.6%降至4.13% 降幅大于联邦基金利率[8][11] - 若抵押利率能降至5%区间 将被视为重要阈值 可能为疲软的住房市场注入活力[7][11] - 8月美国独栋住宅开工量骤降至近两年半低点 鲍威尔主席明确表示住房部门活动"疲弱"[11] 经济数据与市场预期 - 未来一周将公布成屋销售和新屋销售数据 住房交易量提升通常有利于经济活动[9][11] - 美联储强调未预设利率路径 成员间存在分歧 可能导致经济数据（尤其是劳动市场和通胀数据）公布时市场波动加剧[9][11] - 持续坚挺的通胀可能迫使央行维持较高利率水平 今年降息幅度仍存不确定性[8][11]

The Home Depot, Inc. (NYSE:HD) is included among the Best Stocks for a Dividend Stock Portfolio. The Home Depot (HD) Supports Consistent Returns in a Dividend Stock Portfolio The Home Depot, Inc. (NYSE:HD) is a household name and a dominant force in the home improvement market. With more than 2,000 locations across the US, the retailer has easy access to a vast share of the nation’s consumers. Regardless of interest rate movements, The Home Depot, Inc. (NYSE:HD) remains well-positioned. The home improve ...

核心观点 - 市场整体估值偏高但小盘价值股、医疗保健和住房领域存在机会 重点关注住房、半导体和公共安全技术领域的特定公司 [2] 住房与家居装修行业 - 美联储降息将降低住房贷款成本 促进房屋维修和翻新融资活动 [3] - 住房市场像"压缩弹簧" 正常化将带来巨大经济解锁效应 [3] - 现有房屋库存仍处于极低水平 市场正常化将成为家得宝公司的催化剂 [4] - 2005年住房繁荣期距今已20年 将迎来空调、厨房浴室、窗户等大型翻新项目的里程碑周期 [4] 家得宝公司 - 受益于美联储降息周期和住房市场正常化趋势 [2] - 将直接受益于20年周期的大型翻新项目需求增长 [4] 半导体行业 - ASML公司为下一代AI芯片提供核心技术支撑 [5] - 该公司股价仍比2024年高点低约25% 被视为科技板块的补涨交易机会 [6] - 主要客户台积电正在为英伟达订单建设2纳米产线 所有建设都需要ASML设备基础设施 [6] - 预计将获得大量订单积压 持续受益于AI芯片需求增长 [7] 公共安全技术领域 - 摩托罗拉解决方案是应急呼叫中心到国防技术领域的主导企业 [7] - 公司产品覆盖65%的911呼叫中心 [8] - 州和地方预算状况健康 网络建设需求持续增长 [9] - 最近完成无人机通信领域收购 为获取更多国防技术创建新平台 [9] - 公司拥有强劲现金流和超预期盈利能力 长期上涨空间充足且股息稳健 [9]